Matthew Daniel is a financial advisor with Thompson Davis & Co., Inc. in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Thompson Davis & Co. since 2008. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy, utilizing proprietary screening tools and incorporating AI-backed stock and ETF model portfolios.

David Cust is a financial advisor at Means Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked with Means Investment Co. since 2016. Means Wealth Management provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, non-profits, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and exit planning for business owners, utilizing active and passive strategies tailored to client needs.

Noah Macfarlane is a Series 65-licensed financial advisor at Fourthought Financial Partners, LLC with two years of industry experience. He has been with Fourthought since 2019 and previously worked at Insurance Service of Sarasota. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds investment programs from a financial-planning foundation, tailoring strategies to client goals, risk tolerance, and cash-flow needs.

Stuart Dickson is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at Monorail Securities, LLC for seven years and has been associated with HD Money, Inc. for over a decade. Outside of his advisory roles, he serves as CEO of VIMVEST Advisors and VIMVEST Securities. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach, often utilizing ETF-focused strategies through sub-advisers and third-party managers, with approximately $294 million in discretionary assets under management.

John Darby is a financial advisor at Graham Capital Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Northwestern Mutual and Brookdale. Outside of advisory work, he is involved in insurance sales. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach, using fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives.

Irwin Scheineson is a financial advisor with B.B. Graham & Company, Inc. in Sarasota, FL, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including 27 years at L.M. Kohn & Company and ownership of Planning Works, Ltd., an insurance sales business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Derek Hartman is a CFP® with nine years of industry experience, currently serving as an advisor at Global Financial Private Client since 2018. Prior to this, he was involved with Social Eatery in 2017 and worked at Global Financial Private Capital, LLC from 2014 to 2018. Global Financial Private Client is a team of five advisors managing approximately $828 million across about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services such as portfolio management, financial planning, and retirement plan consulting.

James Stamper Jr. is a financial advisor with Fourthought Financial Partners, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2008 to 2022. 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 programs are tailored to client goals and risk tolerance, using a variety of investment vehicles including mutual funds, ETFs, equities, bonds, and private pooled vehicles.

Joseph Walsh is a CFP® and CFA® with 35 years of industry experience. He has been with Walsh & Associates, LLC since 2012 and has also been affiliated with LPL Financial since 1994. Walsh teaches courses on small business startups and Social Security through the Sarasota County Technical Institute. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing strategies focused on asset allocation combined with fundamental, quantitative, and qualitative security analysis.

Amy King is a CFP® with seven years of industry experience, currently serving as a financial advisor at Apforia. Her prior experience includes roles at Instar Financial Planning, Bank of America, Merrill, and Picket Fence Tax, along with 22 years of service in the US Army. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach combining passive and active strategies and operates under a fee-only, fiduciary framework.

Pedro Leon is a financial advisor at Fourthought Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkadios Wealth Advisors and Rowley White RV. Outside of financial advising, he is the owner of a software business named Vursye. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Igor Didyk is a financial advisor at Fourthought Financial Partners, LLC with three years of industry experience. He previously worked at Fifth Third Bank and Wells Fargo Bank and has a background that includes five years in the automotive parts industry. Igor holds a Series 65 designation. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds customized investment programs based on client goals, risk tolerance, and cash-flow needs, offering a range of strategies that include discretionary portfolio management and retirement plan consulting.

Brandin Swain is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 designation. He has been in the financial industry for one year, with prior experience at Pellegrino, McFarland, and Tortora P. A. and several other organizations. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm typically implements portfolios using sub-advisers and model strategies, emphasizing ETF-only portfolios constructed with a long-term, modern portfolio approach.

Ronald Olin is a financial advisor with Doliver Advisors, L.P. in Sarasota, FL, holding 23 years of industry experience. He has been with Doliver Capital Advisors, formerly Deep Discount Advisors, since 1987. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm combines proprietary quantitative models with customized strategies and acts as adviser and sponsor for multiple private funds and special purpose vehicles.

Erik Popham is a CFA® charterholder with 17 years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices, LLC from 2007 to 2017. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm focuses on discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes both managed and non-managed assets.

Adam Anderson is a financial advisor with MRA Advisory Group, holding a Series 66 license and bringing 20 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited before joining MRA Advisory Group in 2017. Outside of advising, he is a co-owner of several private equity and real estate management companies and serves as a State Representative in the Florida House of Representatives. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm offers a range of investment strategies, including risk-based model portfolios, alternative investments, and private equity options, supported by an affiliated CPA practice and insurance services.

Patrick Retzer is a senior vice president and wealth advisor at Blackhawk Capital Partners, LLC with 38 years of industry experience. He has held positions at Polar Investment Counsel, Inc. for over two decades and maintains a sole proprietorship providing tax, accounting, and research services. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing quantitative investment evaluation and providing access to third-party money managers and proprietary model portfolios.

Larry Cuervo Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2023. Prior to that, he held various roles at Suntrust, including Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is a member of an LLC that owns a residential rental property. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutional clients, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach tailored to clients’ risk tolerance and financial goals.

Brett Schumbacker is a financial advisor with Evertern Wealth, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services Inc. for eight years and has held positions in consulting and athletics administration. Brett is based in Sarasota, FL. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and family wealth advisory services. The firm emphasizes long-term portfolio management integrated with tax-aware planning and estate coordination, often addressing complex financial transitions.

Phillip Dickson is a financial advisor with Monorail Securities LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at VIMVEST Advisors, HD Money, Inc., and CD Advisory Group. Dickson is also involved in insurance sales and serves as CEO of VIMVEST, a financial technology firm. Monorail Securities LLC provides algorithm-driven portfolio management primarily through ETFs to individuals, high-net-worth clients, trusts, and small businesses. The firm utilizes automated models based on modern portfolio theory and incorporates conservative, Christian values-based screens in its investment approach.