Hayden Lipp is the sole advisor at Hayden Lipp Registered Investment Advisor in Sarasota, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has worked at Fortune Financial Services Inc. since 2007. Outside of his advisory role, Lipp is an insurance sales agent specializing in life, health, long-term care, disability, and annuities. His firm operates independently, providing personalized financial services tailored to individual client needs.

Michael Lonier is a financial advisor at The Financial Preserve at Lonier Financial Advisory LLC in Osprey, FL, holding a Series 65 designation with 14 years of industry experience. He has been with Lonier Financial Advisory LLC since 2015. The firm operates independently and serves clients seeking personalized financial advisory services.

Clarence Bush Jr. is the sole advisor at Bush Capital Management, LLC, an independent firm based in Sarasota, FL. He holds Series 66, 65, and 63 licenses and has 24 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Outside of advising, he owns and manages an agricultural hauling company and is a licensed real estate agent working part-time in property sales. Bush Capital Management serves clients with personalized financial advisory services, operating as a single-advisor independent firm.

Frank Digiovanni Jr. is a financial advisor with Digiovanni Financial Group, LLC in Sarasota, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Digiovanni Financial Group since 2005. The firm is an independent advisory practice.

Thomas Bauer is a CFP® professional with 26 years of industry experience. He is the principal advisor at Bauer Financial Services, Inc., an independent firm he has led since 1994. In addition to his advisory role, Bauer is the president of a separate income tax preparation and planning practice, which he has managed since 1991. Bauer Financial Services, Inc. provides portfolio management and advisory services to individual clients, managing approximately $21 million across about 67 accounts. The firm operates as a single-advisor practice and is notable for its affiliation with an accounting practice, allowing for integrated tax and investment guidance.

Ronald Vioni is a financial advisor with Vioni Capital Management, LLC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. He has been with Vioni Capital Management since 2009. The firm provides advisory services from its location in Sarasota, FL, with a team of two advisors.

Lisa Vioni is a financial advisor with Vioni Capital Management, LLC, holding Series 65 and Series 63 designations and 20 years of industry experience. She has been with Vioni Capital Management since 2013 and also serves as President of Hedge Connection Inc., a business development and event production firm focused on investment-related marketing platforms. Additionally, she is a co-director of Astraeus Fund, Ltd., advising on corporate governance. Vioni Capital Management serves clients with tailored investment advisory services and operates alongside a team of two advisors.