David Bowman Sr. is a financial advisor with World Equity Group, Inc. in Parrish, FL, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He has been with World Equity Group since 2007 and has also worked extensively with Andy Bowman. Outside of advising, he serves as president of the Manatee Sportsmans Club, a fishing and conservation organization, and leads Next Gen BIZ, a technology coaching and sales business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money manager access, with investment decisions guided by risk-tolerance assessments.

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 at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020, following a decade at Kovack Advisors, Inc. and Kovack Securities, Inc. He is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management services and model-based solutions.

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 with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Raymond James Financial Services and First Command Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms, and offers services such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

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 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, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Cornerstone Capital Wealth, where he served as CEO and President, and has held roles at Raymond James Financial and its affiliates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services and employs multiple program structures that integrate in-house manager selection with third-party models, supported by centralized due diligence and technology tools.

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 Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2018. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with active and passive investment exposures.

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.

Pamela Hughes is a financial advisor with Valic Financial Advisors in Bradenton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since 2022, she has also worked as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, utilizing discretionary unified managed accounts through Envestnet’s platform and third-party model managers.

Rick Schofield is a financial advisor with Money Concepts Capital Corp in Bradenton, FL, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Money Concepts Capital Corp since 2005 and has longstanding roles with Ids Life Insurance Company and Hoosier Insurance Co. since 1991. Outside of his advisory work, he is involved in Schofield Enterprises, Inc., where he performs management duties related to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Thomas Machuga is a financial advisor with Kestra Advisory who holds the ChFC® and PFS™ designations and has 34 years of industry experience. His prior roles include over two decades at Commonwealth Financial Network and ownership of Machuga Financial, where he serviced clients with fixed insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors including sovereign wealth funds and provides access to multiple management platforms and third-party solutions.