David Bowman Sr. is a financial advisor with World Equity Group, Inc. in Parrish, Florida, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with World Equity Group since 2007 and has prior experience with Andy Bowman from 1999 to 2020. Outside of his advisory role, he serves as president of the Manatee Sportsmans Club, a fishing and social club focused on conserving the Manatee River, and is involved in managing a family tree and ornamental farm, as well as operating a technology coaching business. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, institutions, and business entities, utilizing managed portfolios through wrap-fee programs and discretionary third-party money managers. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides options such as Tax Overlay Management and ETF Select models for client accounts.

Karin Botelho is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with CreativeOne Securities since 2015. Outside of advisory work, she is involved in teaching financial education classes through a nonprofit organization. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Jessica Weiss is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Plancorp, LLC since 2013 with a brief interval working at St. Louis Community College at Forest Park. She is the owner and founder of 33 and Hungry, LLC, a recipe testing business for cookbook authors based in Bradenton, FL. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management and incorporation of tax-aware strategies such as tax-loss harvesting.

Daniel Crimmins is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Crimmons Wealth Management, LLC from 2011 to 2023 before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies tailored to client objectives and risk tolerance.

Todd Martin is a CFA® charterholder with 24 years of industry experience. He has worked at Timucúan Asset Management Inc. since 2010. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm emphasizes fundamental, business-oriented value investing with concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

George Zeck is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at Kovack Advisors, Morgan Stanley, and Citigroup Global Markets. He also operates a separate business under the name Creative Wealth Partners, LLC. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to client needs.

James Friedman is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Capital Management since 2019, following a 24-year tenure at Personal Business Management Group. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages custom private accounts and model strategies using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Adam Kazalski is a ChFC® with 27 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Equitable Advisors, and AXA Advisors. Kazalski serves as the Sarasota Chapter President of the Exit Planning Institute and is involved in several other financial and consulting ventures, including leadership and ownership positions in various affiliated firms. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians for client accounts.

Kevin Hittinger is a financial advisor with OnePoint BFG Wealth Partners in Bradenton, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 36 years of industry experience. His prior firms include LPL Financial and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse set of portfolio strategies, combining third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Bryan Potacco is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Truist Investment Services, Raymond James Financial Services, and First Command Financial Services. He is based in Palmetto, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and third-party platform arrangements for program administration and oversight.

Scott Mckay is a CFP® and Series 66 licensed advisor with 23 years of industry experience. He has been with Creative Planning since 2013, following prior roles at Charles Schwab, Chase Investment Services Corp., and Merrill. He is based in Bradenton, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Bonnie Raney is a financial advisor with Truist Advisory Services in Bradenton, FL, holding Series 63 and Series 65 designations and 37 years of industry experience. She has worked with SunTrust Advisory Services LLC since 2016 and has over two decades of experience with SunTrust Bank and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform arrangements, supplemented by AI-enabled tools and supervisory oversight, to manage client portfolios and fiduciary responsibilities.

Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform support and uses AI-enabled tools in its research process.

Charles Conner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Investment Services, Inc. and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party managers and AI-enabled research tools to support its investment strategies.

Daniel West is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments such as professional athletes.

Joshua Lowe is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Cornerstone Capital Wealth, where he served as CEO and President, as well as Raymond James Financial. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

January Schmus is a CFP® with 23 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. Since 2023, Schmus has worked at Fifth Third Securities and FIFTH THIRD BANK, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Fifth Third Securities, Inc. serves a diverse clientele that includes individuals, high-net-worth clients, and institutional investors such as corporations, trusts, and retirement accounts. The firm offers a range of investment advisory and brokerage services through various program types on the Passageway Managed Account Platform, emphasizing customized client risk profiles and multiple portfolio management options.

Gary Keller is a CFP® professional with 31 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and previously held roles at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm- and third-party models.

Andrew Gipson is a CFP® with eight years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Integra Capital Advisors and Charles Schwab & Co., Inc. He is based in Bradenton, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Jennifer Berlin is a Series 66-licensed financial advisor with First Command Advisory Services, based in Bradenton, FL. She has 15 years of industry experience and has been with First Command in various capacities since 2013. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.