Charles Lieberman is a financial advisor at Advisors Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously operated C Lieberman LLC for 18 years. Lieberman also manages a profit-based business entity, Advisors Capital Planning LLC, spending limited time on this activity. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and municipal entities. The firm offers custom private accounts and model ETF strategies, employing a combination of macro, fundamental, quantitative, and qualitative analyses.

Jeffrey Miller is a ChFC® credentialed financial advisor with 36 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously spent over three decades at Northwestern Mutual in various roles spanning wealth management, investment management, and life insurance. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with an emphasis on discretionary portfolio management and formalized monitoring and rebalancing processes.

Scott Kurkjian is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and possessing 26 years of industry experience. He has been with HighPoint Advisor Group since 2018 and previously worked at IHT Wealth Management LLC and LPL Financial, where he has also maintained an affiliation for over 10 years. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and other consulting services, implementing portfolios through fundamental analysis and utilizing multiple investment platforms.

Erik Harpsoe is a financial advisor at Stratos Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Financial Engines Advisors, The Mutual Fund Store, and TD Ameritrade. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing around $5.57 billion in assets. The firm serves individuals, trusts, retirement plans, and institutional clients, offering a range of portfolio management and financial planning services with access to proprietary SEI products through strategic affiliations.

Grant Sandberg is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Wealth Designers, Newport Group Consulting LLC, and Price Financial Services. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies, typically implemented on a discretionary basis.

Meagan Calvert is a financial advisor at StoneX Advisors Inc. with seven years of industry experience. She holds a Series 66 credential and has previously worked at UBS Financial Services, Cadaret Grant & Co., Cetera, Raymond James & Associates, and Abbey, Adams, Byelick & Mueller LLP. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs both independent advisors and an in-house Private Client Group, implementing strategies through proprietary models, third-party money managers, and various platforms to offer customized investment solutions.

Gregory Mitro is a financial advisor at Founders Financial Alliance, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves on the boards of The Florida Aquarium, Tampa Connection, and the American Dental Association, including chairing the Making Waves Society at The Florida Aquarium. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a family-office style program combining management, planning, and tax analysis under a flat fee.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.

Allen Hegener is a financial advisor with NFSG Corporation in Bradenton, FL, holding Series 63 and Series 66 licenses and over 42 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Newbridge Financial Services Group Inc., Kestra Financial, Inc., and Stifel Nicolaus & Co Inc. He also serves as president of Hegener Risk Management, a business focused on portfolio management, security selection, and insurance analysis. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Joseph Patane is a CFP® professional with 21 years of experience in the financial advisory industry, currently serving at Plancorp, LLC since 2005. He also has nearly three decades of experience with The Patane Company. Outside of his advisory work, he is a partial owner of several commercial real estate development businesses in Sarasota, Florida. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, financial planning, and investment services. The firm uses a Modern Portfolio Theory-based investment approach and offers both discretionary and non-discretionary management, incorporating third-party advisers and tax-aware strategies.

Jason O'Hallen is a CFP® professional with 16 years of experience in financial advising, currently with JMG Financial Group Ltd since 2010. He is based in Bradenton, FL. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and specialized financial and retirement consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options, including ETFs, mutual funds, equities, fixed income, and private investments.

Kenneth Yermak is a financial advisor with Kovack Advisors, Inc. based in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2011. Outside of his role at Kovack, he serves as president and financial advisor at Yermak Financial Advisors, Inc. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm focuses on diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party managers and providing financial planning and retirement account aggregation services.

June Braithwaite is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Foundations since 2018 and Sarasota Wealth Advisory since 2015. Outside of advising, she is involved in independent insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of analytical approaches and model portfolios delivered through a large network of affiliated representatives.

Aleksandra Gierszewska is a ChFC® designated advisor with 16 years of industry experience, currently affiliated with Mutual Advisors, LLC. Her prior experience includes a decade at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved as an operations manager for a retail deli business. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs both discretionary and non-discretionary strategies, using a combination of active and passive approaches tailored to client objectives through various analytical methods and third-party tools.

James Rapp is a financial advisor with Arkadios Wealth Advisors in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Wayne Hummer Investments and J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

Nathan White is a financial advisor at Midwestern Securities Trading Company, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with John Graham & Associates since 2001. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. Molina holds the Series 65 and Series 63 designations. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Christina King is a financial advisor at The AmeriFlex Group with seven years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates and SagePoint Financial. King is also a director involved in investment relations and trading activities at The AmeriFlex Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.