Jonathan Pace is a financial advisor with Tactive Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at multiple 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 active in insurance sales. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of a robo-advisor platform and an advisor-led service using structured model portfolios. The firm employs a tactical asset allocation approach with blended model portfolios and serves both discretionary and non-discretionary clients.

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.

Richard Carr is a CFP® and ChFC® with 35 years of industry experience. He is currently with Carr Financial Group, where he has worked since 2022, following prior roles at Lucey Advisory Group and Private Advisor Group, LLC. In addition to his advisory work, Carr serves as an adjunct instructor teaching basic financial concepts and holds board positions with several nonprofit and social organizations. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with selective use of individual securities and alternative investments, and offers specialized family office services under separate arrangements.

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.

Keith Chatel is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and USA Financial Securities Corporation. Outside of his advisory work, he operates an insurance agency under the name My Benefits Solution. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning without additional charge, utilizing model-based strategies managed by its affiliated sub-adviser.

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 with 17 years of industry experience, currently serving at Horizon Wealth Advisors since 2015. He holds Series 63 and Series 66 licenses and works from Lakewood Ranch, FL. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and employs a diversified investment approach that combines fundamental and technical analysis with strategic and tactical asset allocation.

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® with four years of industry experience, currently serving at Ranch Capital Advisors Inc. in Sarasota, FL. He previously worked at Lincoln Investment and Shepherd Financial. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering customized portfolios, comprehensive financial planning, and a subscription-based financial coaching service.

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 financial advisor at Success Wealth Management LLC in Sarasota, FL. He holds a Series 65 designation and has recently begun his career in the industry, with prior experience at Bankers Life and related companies. Outside of his advisory role, he has operated a pool service business for several years. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting, managing approximately $110.5 million in assets across more than 800 client relationships. The firm employs Modern Portfolio Theory in its investment approach and offers a range of strategies including alternative investments and structured notes.

Timothy Smith is a CFP® with 38 years of experience in the financial services industry. He is president of Aurora Private Wealth, Inc. and has held leadership roles including president of Comprehensive Capital Management since 2002. Outside of his advisory work, he is active as an author and speaker and serves as a trustee and treasurer for charitable and theatrical organizations. Aurora Private Wealth, Inc. is an SEC-registered investment adviser that serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and both discretionary and non-discretionary investment management through a team of 18 advisors, employing strategies that include individual portfolios, model portfolios, and third-party managers.

Ronald Lumley is a CFP® and ChFC® with 37 years of industry experience. He has worked at Truvestments Capital LLC since 2018 and previously at APW Capital and Skybox Financial Group. In addition to his advisory role, he manages an insurance sales business in Sarasota, FL. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm creates customized portfolios using a variety of investment strategies and serves as sponsor and manager of a private Bitcoin fund.

Gregory Baker is a CFP® with 13 years of industry experience. He currently works at Clark Asset Management, LLC and previously held roles at Charles Schwab & Co., Inc. and T. Rowe Price. Outside of finance, he performs as a musician in St. Petersburg, FL. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm emphasizes a passive investment approach using index funds and ETFs, along with tax-aware portfolio construction and ongoing financial planning services.

Thomas Pellegrino is a financial advisor at HD Money, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and president of Quantum Cyber Security & Investigations, a private investigation firm, and leads a management and marketing consulting company in Sarasota, FL. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs long-term, diversified portfolio strategies and uses sub-advisers and third-party managers to implement client portfolios.