Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has operated Reik Wealth Management since 2005. Reik Wealth Management serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Robert Lee is a financial advisor at Retirement Money Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LLC and Girard Securities, Inc. Lee is also involved in insurance sales through his ownership of Lee Financial of Sarasota, Inc. Retirement Money Management provides lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients. The firm combines a global macroeconomic asset-allocation framework with fundamental and technical analysis, managing most assets nondiscretionarily and offering additional services such as consulting and insurance-related advice.

Daniel Lowry is the principal of Lowry Financial Services, an independent firm based in Tierra Verde, Florida. He holds the ChFC® designation and a Series 63 license and has 42 years of experience in the financial industry. Prior to founding his current firm in 2023, he was with Commonwealth Financial Network for 19 years and has been operating under his own DBA since 1983. Outside of advisory services, he is also a licensed insurance agent involved in the sale of life and health insurance as well as annuities. Lowry Financial Services is a sole-proprietorship providing portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a disciplined, long-term investment approach and offers pension plan consulting and insurance-related advice through its principal’s separate insurance licensing.

William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.

Paul Koepfer is a CFP® professional with over 53 years of experience in the financial advisory industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. Koepfer previously worked at Cadaret, Grant & Co., Inc. and currently holds a Series 63 license. Summit Financial Advisors provides financial planning, investment consulting, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical asset allocation strategy based on Modern Portfolio Theory and tools such as Frontier Analytic and Morningstar, delivering non‑discretionary advice through consultations and periodic reports.

Ricardo Donalexis is a financial advisor with Insight Family Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and ten years of industry experience. He has previously worked with PlanMember Securities Corporation and AXA Advisors, LLC. Outside of finance, he has worked as a bartender at 7eventh Sun Brewing in Dunedin, Florida. Insight Family Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and employers with retirement plans under ERISA arrangements. The firm follows a goals-based investment approach using asset allocation, low-cost ETFs, and tax-aware strategies, offering both discretionary and non-discretionary management alongside financial wellness programs for employers.

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

Dikran Kadagian is the sole advisor at Tactical Investments, an independent firm based in Longboat Key, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including seven years at H2 Investments. In addition to his financial advisory work, Mr. Kadagian is president of Project Shift, a documentary film and book production company, where he directs, edits, and writes. Tactical Investments provides discretionary active portfolio management to accredited and high-net-worth individuals, trusts, foundations, and select institutional clients. The firm offers dividend-oriented balanced allocations and a proprietary ETF-focused trading program that combines fundamental and technical analysis with a computer-based system to manage portfolios using a range of ETF strategies.

Anthony Razzano is a financial advisor at Razzano Investment Management with 12 years of industry experience. He holds a Series 65 designation and operates an accounting practice, working as a CPA with individuals, corporations, and partnerships. He is also a certified NFL agent and a published author. Razzano Investment Management provides investment advisory services to individual and small business clients, focusing on portfolio management and financial planning across a range of asset classes. The firm uses quantitative analysis and market-timing inputs to inform recommendations and operates on a non-discretionary basis, with an affiliated accounting practice offering integrated tax and accounting services.

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.

Mauricio Reyes is a financial advisor at Quality Financial Planning LLC in Bradenton, FL, holding a Series 65 designation with four years of industry experience. He is also president of Reyes Benefits Inc., an insurance agency, where he has been involved in insurance product sales since 2009. Quality Financial Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, business entities, and retirement plan sponsors. The firm offers customized investment programs and pension consulting, including ERISA 3(21) and 3(38) advisory services, with accounts managed on a discretionary basis and reviewed quarterly.

John Traver is a CFP® with 27 years of experience in financial advisory roles. He has worked at Traver Financial Consulting Network PA since 2010 and previously at Trustmont Financial Group, Inc. from 2005 to 2021. He also operates Traver Financial Network Services, Inc., active since 2001. Traver Financial Consulting Network PA provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth families, business owners, and corporate pension and profit-sharing plans. The firm’s investment approach includes tailored asset allocation using fundamental and technical analysis, with portfolios containing equities, fixed income, mutual funds, ETFs, ETNs, and derivatives.

Brian Pope is a CFP® and holds a Series 65 license with 14 years of industry experience. He is principal of Pope Wealth Management in Lakewood Ranch, FL, and previously worked at Mulligan Financial Group, Dale K. Ehrhart, Inc., and Hartley Moore Wealth Management. He also operates Divorce Financial Solutions, providing divorce financial counseling as a neutral on collaborative divorce teams. Pope Wealth Management serves primarily individual clients and charitable organizations, offering financial planning and portfolio management. The firm provides retirement and life planning services alongside a separate divorce financial consulting practice, combining personalized advice with educational seminars to support client financial literacy.

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.

Stephen Golia is a CFP® and holds a Series 65 license with 15 years of industry experience. He has operated S T Golia Planning, LLC since 2010 and previously worked at Hallock & Camarrota LLP for seven years. Before focusing on financial advising, he was an inactive attorney in Florida and New Jersey, specializing in tax and estate planning. S T Golia Planning, LLC serves a high-net-worth clientele exclusively through solicitation and referral services to the Soteria Wealth Management team at UBS under the AdviceLink program. The firm does not manage portfolios or take discretionary investment authority, referring clients to UBS for wealth management and related services.

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.

Angela Dyches is a financial advisor at Cpa Investment Solutions, Inc. with 22 years of industry experience. She holds the PFS™ and Series 63 designations and has been with her current firm since 2007. Outside of her advisory role, Ms. Dyches is president and majority shareholder of CPA Financial Solutions, P.A., a full-service CPA firm serving individual and business clients. Cpa Investment Solutions, Inc. provides discretionary portfolio management and comprehensive financial planning primarily for individual clients, focusing on personal accounts and retirement rollovers. The firm integrates tax and accounting expertise into its tailored investment strategies, utilizing documented investment policy statements, asset allocation, and ongoing portfolio monitoring.

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.