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.

Bradley Patton is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with FourThought Financial Partners, LLC and has held prior roles at Wells Fargo Advisors and multiple divisions within USAA. FourThought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm’s investment approach integrates tailored financial planning with diversified strategies using mutual funds, ETFs, equities, bonds, and private pooled vehicles.

James Tucci is a financial advisor at Base Wealth Management in Lakewood Ranch, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Base Wealth Management, he worked at Sterling Bridge Financial Group LLC for four years and Ficare Federal Credit Union for one year. He also has experience in education, having worked at Kent State University and Tallmadge High School. Base Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning, employing tactical allocation strategies informed by fundamental analysis to create custom portfolios.

Jonathan Pace is a financial advisor at Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 license with seven years of industry experience. He has worked at several firms, including Strategy Marketplace LLC, Capital Management Services, AE Wealth Management, LLC, and The Lotter Group. He is also the founder of Pace Financial and Insurance Services, where he is involved in insurance sales. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios based on the Black-Litterman framework and offers both discretionary and non-discretionary management through a hybrid robo-advisor and advisor-led service model.

Thomas Anderson is a Series 65-licensed advisor at Hendricks Wealth and Estate Management with one year of industry experience. His prior work includes positions in insurance and education, as well as roles in hospitality and retail. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management and financial planning. The firm employs a multi-asset investment approach combining fundamental, technical, and cyclical analysis, managing approximately $536 million in client assets.

Scott Bretl is a financial advisor with Wellment Financial in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at FSR Wealth Management, FSR Insurance Planning, Global Financial Private Capital, and FSR Certified Public Accountants. Outside of his advisory work, he serves as Treasurer for the Chikaming Country Club, where he prepares budgets and participates in the finance committee. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, emphasizing retirement planning and tax strategies. The firm employs diversified model portfolios and various asset allocation approaches, delivering managed accounts through a third-party sub-advisor and a wrap-fee platform.

Suzanne Stacy Mckelvey is a financial advisor at Walsh & Associates, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Walsh & Associates and LPL Financial, as well as at Gould Kilian CPA Group. Outside of her advisory work, she is a partial owner of a leasing company for Pilates equipment, held for succession planning purposes. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing asset allocation alongside fundamental, quantitative, and qualitative analysis.

Jon Lee is a financial advisor at Tactive Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, Aegis Capital Corp, LCM Capital Advisors, Gunnallen Financial, and Citigroup Global Markets. Lee is also a partner in LCM Capital Advisors. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm employs a tactical asset allocation approach using blended model portfolios built with the Black-Litterman framework and offers services through both a robo-advisor platform and advisor-led model portfolio strategies.

John Gustafsson is a financial advisor at CS Planning Corp with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company. Gustafsson is also associated with Master Planners & Associates, where he provides financial advisory and insurance services. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, and financial planning services to individuals, businesses, and various entities. The firm uses a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts through systematic strategies and ongoing monitoring.

John Leeming II is a CFP® professional with 21 years of industry experience. He is currently with J. L. Bainbridge & Co., Inc., where he has worked since 2003. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, 401(k) participants, and social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, offering specialized services such as held-away retirement account management and Medicare insurance analytics.

Zachery Jaggi is a financial advisor at Dale K. Ehrhart, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third and Truist. Prior to his financial services career, he spent nine years at Perkins Restaurant and Bakery. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP. The firm manages most accounts on a discretionary basis using fundamental analysis and diversified mutual fund and ETF strategies, and it employs a range of trading techniques including margin and options.

Paul Cella is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Research Financial Strategies, a team-based firm, and has held roles at League Capital Markets, League Med, Purshe Kaplan Sterling Investments, and International Assets Investment Management. Outside of his advisory work, he is involved in sales and referral activities related to fixed insurance, property and casualty insurance, and advanced planning through several affiliated entities. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension and profit-sharing plans, and trusts. The firm employs a technical analysis and active trading approach focused on risk mitigation and manages approximately $254 million in discretionary assets through a team of six advisors.

Michael Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Walsh & Associates since 2013 and has worked with LPL Financial since 2006. Walsh & Associates provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using a combination of fundamental, quantitative, and qualitative analysis, offering portfolio management, retirement plan consulting, and model portfolio programs.

Dwight Pendola is a CFP® professional at Horizon Wealth Advisors with 18 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing approximately $235 million for around 567 clients. The firm provides asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans using a combination of fundamental and technical analysis.

Jonathan De Brito is a financial advisor at MRA Advisory Group in Sarasota, FL, holding a Series 65 designation with three years of industry experience. He has also served as Treasurer for an offshore investment advisory business since 2016. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, offering a range of portfolio management and planning solutions tailored to both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and an affiliated tax preparation practice.

Kelly Mc Lean Holleran is a financial advisor with Walsh & Associates, LLC, holding CFP® and Series 66 credentials and having two years of industry experience. Her background includes roles at LPL Financial and prior work at Goodwill Industries Manasota and Performcb. She also provides administrative support to Walsh & Associates. Walsh & Associates offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using fundamental, quantitative, and qualitative analyses, and provides comprehensive portfolio management and retirement plan consulting through a team of nine advisors.

Charles Giaquinto is a financial advisor at Tactive Advisors, LLC with 19 years of experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Young America Capital, Paulson Investment Advisors, and Wall Street Access. In addition to advisory work, he is involved in investment banking activities helping companies raise capital through Young America Capital. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a combination of a robo-advisor platform and advisor-led model portfolios. The firm employs a tactical asset allocation approach using blended model portfolios and manages both discretionary and non-discretionary assets.

Lindsey Colaco is a financial advisor at J. L. Bainbridge & Co., Inc. with a Series 65 credential and four years of industry experience. Before joining J. L. Bainbridge & Co., she worked at RBC Capital Markets for two years and has taught yoga at Thavma Yoga for six years. Outside of finance, she is a yoga instructor at Thavma Yoga, where she teaches weekly classes. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, and 401(k) participants, including specialized services for social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, employing a covered-call options overlay and managed held-away platforms.

Patrick Quigley is a financial advisor at MDRN Capital with a Series 65 credential and three years of industry experience. His prior work includes roles at Auto Ninjas, HD Money, Inc., Sarasota Ford, and Crunch Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and manages portfolios through allocations to independent managers and low-cost mutual funds and ETFs with a long-term focus.