Timothy Daley is a financial advisor with Lifestyle Freedom Advisory Group, LLC in Bradenton, FL, holding a Series 65 designation and 7 years of industry experience. He has worked with various entities under the Lifestyle Freedom umbrella since 2018 and previously spent three years at LPL Financial. Daley also serves as Director of Operations for business consulting activities related to estate and tax planning, cost segregation, and business valuation. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, employing customized portfolios based on clients’ goals and using fundamental, technical, and cyclical analysis to guide investment decisions.

Amy Magnotta is a CFA® charterholder with 15 years of industry experience. She is currently with Seeds Investor LLC and previously worked at RKL Private Wealth, AC Wealth Partners, and Brinker Capital Investments. Seeds primarily provides investment management and related services to other financial institutions through sub‑advisory engagements, using a systematic, data-driven investment process focused on long-term portfolio diversification and tax efficiency.

Emily Nikoloudis is a financial advisor with Transcend Capital Advisors, LLC and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at UBS Financial Services and Purshe Kaplan Sterling Investments. Nikoloudis operates in dual capacities between Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Transcend Capital Advisors, LLC manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management, employing a long-term, diversified investment approach that includes marketable and non-marketable assets as well as third-party private placements and independent managers.

Cynthia Shuford Stover is a financial advisor at Global Financial Private Client with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2018, previously working at G.F. Investment Service, LLC for 14 years. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated business structure that includes family-office style consulting and accounting services.

Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 credential and 12 years of industry experience. He has worked at Capital Management Services, Inc. since 2014. Outside of his advisory role, he serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., where he is involved in capital raising and advisor solicitation for a private placement. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform combined with sub-advisory and TAMP services, constructing blended portfolios primarily through tactical asset allocation using mutual funds, ETFs, and occasionally options or short positions.

Gabriel Kaufmann is a financial advisor with HD Money, Inc. in Sarasota, FL, holding a Series 65 credential and five years of industry experience. He has worked at Vimvest Financial and VimVest Securities, LLC. HD Money, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses, typically utilizing third-party managers and ETF-based portfolios implemented through sub-advisers and model strategies.

Richard Oberuc is a financial advisor at Empirical Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management, LLC and First National Advisors, LLC. Oberuc is also the CEO of Burlington Hall Asset Management, Inc., a company focused on developing software products for asset allocation models. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm uses a rules-based, long-term investment approach leveraging proprietary methodologies and a range of diversified portfolios constructed from ETFs, mutual funds, and select securities.

James Roach III is a financial advisor at Flagstar Securities, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Flagstar Advisors since 2001 and joined Flagstar Securities, Inc. in 2026. In addition to his advisory role, Roach serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager recommendations.

Brian Timm is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Global Financial Private Client since 2020. He previously worked at AssetMark and Global Financial Private Capital. He is also the manager of BCT Consulting Services, LLC, a financial services firm. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-disciplinary investment approach and is notable for its affiliated business structure, involvement in private fund due diligence, and ERISA plan services.

Geoffrey Frazier is a financial advisor with Global Financial Private Client in Sarasota, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. His prior work includes roles at G. F. Investment Services, LLC and Global Financial Private Capital. He is also the owner of 360 Tax Consulting, an accounting and financial consulting firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses fundamental, technical, and cyclical analysis across various strategies and maintains defensive cash positions when appropriate.

Daniel Greenwald is a financial advisor at J. L. Bainbridge & Co., Inc. with one year of industry experience. His prior roles include positions at MN8 Energy LLC, The Goldman Sachs Group Inc, and Deloitte & Touche LLP. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with recent services tailored for social media influencers. The firm focuses on conservative growth strategies in established U.S. companies and fixed-income investments, managing over $1 billion in assets across a six-advisor team.

James Appel is a CFP® professional with 34 years of industry experience. He currently works at Cohen Capital Advisors, LLC, where he has been since 2026, following a 19-year tenure at Raymond James & Associates. He holds Series 63 and Series 65 licenses and is also a licensed insurance professional. Cohen Capital provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm customizes portfolios primarily with low-cost mutual funds and ETFs and employs a long-term investment approach informed by both fundamental and technical analysis.

Nathan Maciejowski is a financial advisor with Redwood Financial Network in Sarasota, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Redwood Financial Network and LPL Financial since 2014. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with a customized, long-term investment approach.

Ernest Cave is a CFP® with 18 years of industry experience, currently serving at Blue Horizon Equity, Inc. He has worked at multiple firms, including Cetera Wealth Services and Osaic Wealth. Cave is also the manager of Cave Wealth Management, a DBA LLC. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides both discretionary and non-discretionary management through wrap-fee Unified Managed Accounts and an Advisor-as-Portfolio-Manager program, alongside access to third-party money manager platforms.

Donald Blowers is a financial advisor with Blue Jean Financial LLC in Bradenton, FL. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. for seven years. Outside of financial advising, he works as an independent contractor delivering food for Uber Eats and is a licensed insurance agent. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and ongoing financial planning. The firm emphasizes a customized, long-term investment approach using diversified, low-cost vehicles and operates multiple offices supported by an experienced eight-person advisory team.

Walter Hester III is a financial advisor at SB Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Naples Asset Management Company LLC since 2009. He is also the managing member of Quanta Capital Management LLC, where he provides non-professional investment consulting. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1.1 billion for more than 2,600 clients, including individuals, businesses, and retirement plans. The firm primarily offers non-discretionary portfolio management, financial planning, and access to third-party manager programs, using fundamental, technical, and qualitative analysis to tailor client portfolios.

James Horn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC in Sarasota, FL. He previously worked at Facet Wealth and Merrill Lynch. Outside of finance, Horn is the owner and president of Horn Commercial Cleaning, LLC, a janitorial services business. Origin Investment Advisory primarily serves individual retail clients through a direct-to-consumer subscription model and employer-sponsored workplace benefit programs. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, offering AI-driven advice and discretionary Automated Index Investing portfolios without charging traditional percentage-of-assets management fees.

David Moret is a financial advisor with Wellesley Asset Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wellesley Asset Management since 2017 and has prior experience at Principal Life Insurance Company and several fund service firms. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Michael Watkins is a financial advisor at Truvestments Capital LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Virtue Capital Management, Redwood Private Wealth, Horter Investment Management, and SGL Financial. Outside of investment advising, he serves as president of Tampa Bay Advisory, LLC, where he is involved in insurance sales and implementation. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a blend of fundamental, technical, charting, and cyclical analysis in portfolio construction.

Jerry Bainbridge is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has worked at J. L. Bainbridge & Co., Inc. since 1997. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with a recent focus on services for social media influencers. The firm emphasizes conservative growth through established U.S. companies and fixed-income strategies, offering specialized services including held-away retirement account management and Medicare insurance analytics.