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.

Adam Carter is a financial advisor with WealthPLAN Partners in Venice, FL, holding a Series 66 designation and 19 years of industry experience. He has worked with firms including OSAIC and operates as a sole proprietor as well. Adam is also a public speaker on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” investment approach using mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

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 with Tactive Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, and Aegis Capital Corp. He is also a partner at LCM Capital Advisors LLC, where he dedicates significant time to the business. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a tactical asset allocation strategy based on the Black-Litterman framework. The firm offers both robo-advisor and advisor-led model portfolio solutions, managing a mix of discretionary and non-discretionary assets.

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.

Ryan Mcmahon is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Ranch Capital Advisors, Inc. and previously worked at Lincoln Investment and Shepherd Financial. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by offering investment management, financial planning, and a subscription-based financial coaching service. The firm uses both model allocations and customized strategies, incorporating various trading approaches including derivatives, while providing discretionary and non-discretionary portfolio management.

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.

Jeremy Dillingham is a Series 65-licensed advisor at Success Wealth Management LLC with one year of industry experience. He has previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and has entrepreneurial experience running Dreamsplash Pool Service LLC for seven years. In addition to his advisory role, he is also a 1099 insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm utilizes Modern Portfolio Theory for asset allocation and offers access to diverse investments including IPOs, alternative investments, and structured notes, managing approximately $110.5 million in assets across 814 client relationships.

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.

Timothy Smith is a CFP® with 39 years of industry experience, currently serving at Aurora Private Wealth, Inc. He has been associated with Comprehensive Capital Management, Comprehensive Asset Management and Servicing, Inc., and APW Capital, Inc. since 1997 or earlier. Outside of financial advising, Smith is involved in Irish music and culture as a singer and actor, and he has roles in nonprofit theater and charitable foundations. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm provides financial planning, consulting, and investment management through a network of advisors who utilize individualized policies, model portfolios, and independent managers across multiple asset classes and investment strategies.

Michael Hartley is a financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Dale K. Ehrhart, Inc. since 1987. Outside of his advisory role, he is involved with The Venice Company, a real estate management partnership. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through its Family Office, Private Client division, and TAMP. The firm provides discretionary and non-discretionary portfolio management, builds client-specific Investment Policy Statements, and uses a diversified approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, incorporating a range of trading techniques including margin and options strategies.