David Appleby is a financial advisor at Assurity Wealth Management in Bradenton, FL, holding the ChFC® designation and Series 65 license with 18 years of industry experience. He has been involved with Beesure Wealth Management, Inc. since 2007 and serves as president of Beesure Services, Inc., a tax and insurance services company. Appleby also leads Appex Investment Group, Inc., a real estate holding company. Assurity Wealth Management provides discretionary portfolio management, oversight of third-party managed accounts, and financial planning services to individuals, trusts, and estates. The firm employs a primarily long-term, fundamental investment approach complemented by technical indicators, strategic asset allocation, and ongoing portfolio monitoring tailored to client objectives and risk tolerance.

Mihail Dobrinov is a CFA charterholder with three years of industry experience, currently serving as the sole advisor at Trimon Capital. He previously worked at Principal Global Investors for eight years before joining Trimon Capital Management. Trimon Capital provides discretionary portfolio management and advisory services to individuals, institutions, and charitable organizations, employing model portfolios and integrated planning. The firm’s investment approach incorporates technical, fundamental, and cyclical analysis combined with Modern Portfolio Theory, and it utilizes derivatives and active trading strategies where appropriate.

Nicolina Stewart is a ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Cma Advisors, Inc. since 2014 and also operates CMA Solutions And Consulting, Inc., which provides tax preparation, accounting, and bookkeeping services. CMA Advisors, Inc. is a state-registered investment adviser offering comprehensive financial planning and discretionary investment management. The firm uses fundamental analysis and Modern Portfolio Theory to guide investment recommendations and operates a distinctive structure by coordinating financial planning with a separate CPA practice.

Walter Myers is the sole advisor at Myers, Walter L, an independent registered investment advisory firm based in Wimauma, FL. He holds Series 63 and Series 65 designations and has 15 years of experience in the financial industry. Prior to founding his firm, Myers has been associated with LaSalle St Securities since 2001. Outside of his advisory role, he has worked as a cashier at Walmart. Walter L. Myers provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm employs a proprietary, technical-analysis based methodology focusing on value, safety, quality, and risk control in selecting equities, options, and mutual funds, serving a limited number of clients through a personalized approach.

Azul Galvez is the principal of Galvez Financial LLC, an independent advisory firm based in Parrish, Florida. Holding a Series 65 designation, Galvez has five years of industry experience and has worked at several financial and related firms before founding Galvez Financial. Galvez Financial LLC provides customized financial planning and discretionary portfolio management primarily for individuals, families, trusts, and high-net-worth clients. The firm offers a range of services including comprehensive financial planning, portfolio management, and an options-based income service, tailoring investment strategies to clients’ goals, risk tolerance, and time horizon.

Paul Zeitz is a financial advisor at Monarch Asset Management LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Full Mana, LLC from 2017 to 2020. Monarch Asset Management provides discretionary portfolio management and investment supervisory services primarily to high-net-worth individuals and nonprofit organizations, managing approximately $75.6 million across about 58 client accounts. The firm’s investment approach emphasizes customized portfolios focused on individual bonds and large-cap domestic stocks, with limited use of ETFs and mutual funds for smaller or opportunistic allocations.

Adam Smith is a financial advisor with 25 years of industry experience. He is currently the principal of WaterShip Private Capital Management, LLC and also serves as managing partner of Private Financial Counsel, LLC, where he provides financial planning and insurance consulting. His prior experience includes roles at multiple advisory firms dating back to 2016. WaterShip Private Capital Management serves individuals, high-net-worth clients, corporations, and institutions with comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm integrates asset allocation and fundamental analysis in portfolio construction and offers ERISA-focused fiduciary retirement plan services alongside an affiliated insurance practice.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. in Lakewood Ranch, FL, holding a Series 65 designation with 10 years of industry experience. She has been with Meridian Financial Services since 2011. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach utilizing equities, debt instruments, mutual funds, and other products, with account monitoring based on market or client changes.

Nicole Phelan is a Series 65-licensed financial advisor with Concierge Financial Advisor LLC, bringing four years of industry experience. She has worked at Harwood Financial Group and has been with Concierge Financial Advisor LLC since 2021. Concierge Financial Advisor LLC provides financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, small businesses, and retirement plans. The firm manages approximately $37.8 million and employs a customized investment approach that includes long-term strategic and medium-term tactical models using a variety of investment vehicles under discretionary mandates.

Robert Phelan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Concierge Financial Advisor LLC since 2021 and previously spent seven years at Risk Director LLC. Phelan also provides part-time consulting on risk management policies and risk reviews for large corporations. Concierge Financial Advisor LLC serves high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and corporations with customized financial planning and portfolio management. The firm uses a combination of long-term strategic and medium-term tactical investment models, including derivatives and options strategies, and maintains a small client roster with approximately $40.35 million under management.

Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.

Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.

Meghan Paul is a Series 65-licensed financial advisor with Potomac Advisors, Inc. in Lakewood Ranch, FL, where she has worked for 10 years. She has a total of 9 years of industry experience. Potomac Advisors primarily serves individual investors, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides proprietary, quantitative market-timing signals and tactical asset allocation strategies, acting also as a sub-adviser to a registered investment company.

Alan Myers is a financial advisor with Trails Edge Wealth Advisers, LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He also serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides investment advisory and portfolio management services to individuals, corporations, pension plans, endowments, foundations, estates, and trusts. The firm employs a small advisory team model and utilizes a range of analytical methods, often recommending third-party model managers through the GeoWealth platform to build tailored portfolios.

Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, and business entities. The firm uses proprietary quantitative EVO strategies combined with tactical asset allocation and offers market-timing signals and sub-advisory services to other advisers in addition to managing retail client portfolios.

Durraj Tase is a financial advisor at DT Investments I LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at DT Investments I LLC since 2013, following a year at Banc of America Investment Services, Inc. DT Investments I LLC provides portfolio management and investment supervisory services to a small, concentrated client base including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a variety of analytical methods and trading strategies, offers both discretionary and non-discretionary management, and accepts performance-based fee arrangements for qualified clients.

Nicholas Drizos is a financial advisor at Horizon Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. In addition to advisory services, he is licensed as an insurance agent and spends part of his time providing insurance-related services. Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing approximately $235 million for about 567 clients. The firm serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering asset management, financial planning, and pension consulting with an investment approach that combines fundamental and technical analysis along with tactical and strategic asset allocation.

Brendan Gilmore is a financial advisor with Almanack Investment Partners, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Mercap Advisors, Mercap Securities, and Merion Wealth Partners. Outside of his advisory work, he serves as a board member overseeing the endowment for the National Liberty Museum. Almanack Investment Partners provides investment management and financial planning services to individuals, institutions, and charitable organizations. The firm employs diversified, risk-conscious model portfolios and manages adviser-led pooled funds alongside separately managed accounts.

Richard Oberuc is a financial advisor at Empirical Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management, LLC and First National Advisors, LLC. Oberuc is also the CEO of Burlington Hall Asset Management, Inc., a company focused on developing software products for asset allocation models. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm uses a rules-based, long-term investment approach leveraging proprietary methodologies and a range of diversified portfolios constructed from ETFs, mutual funds, and select securities.

Robert Levin is a financial advisor at SlateStone Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SlateStone Wealth since 2020, following five years at Emerald Asset Advisors and a prior role at SlateStone Private Client. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.