Roman Spear is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cambria Wealth Management. His prior experience includes roles at Charles Schwab & Co., Inc. and Equitable Advisors. Cambria Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy focused on risk reduction and performance enhancement, managing portfolios across a range of instruments with an emphasis on active, in-house management.

Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. 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 and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Carolina Martinez is a Chartered Financial Consultant (ChFC®) with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she founded after prior roles at firms including Bison Wealth, LLC and The Pacific Financial Group. Carolina also operates John 15:13 LLC, which offers financial coaching under the name Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth clients, trusts, and business entities without requiring a minimum account size. The firm combines collaborative financial planning with discretionary portfolio management and offers educational programs such as digital courses and group coaching alongside fixed upfront and recurring fees.

Stuart Campbell is the principal advisor at Campbell Wealth Advisors, LLC in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at RM Investment Strategies, LLC and Retirement Wealth Advisors, in addition to founding Campbell Wealth Advisors. He is also licensed as an insurance agent and serves as CEO of RM Investment Strategies, LLC. Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with a focus on cross-border financial planning for Canadians living in the U.S. The firm offers comprehensive planning services and supervises third-party portfolio managers, emphasizing a multi-step planning process that includes tax, estate, and benefit coordination.

Murrell Winter is a financial advisor with Swan Retirement Strategies in Sarasota, FL, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of advisory work, he owns and manages an agricultural business that raises cattle. Swan Retirement Strategies provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers portfolio management, managed accounts, and written investment strategies tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and various purchase strategies.

Robert Melberth is the sole advisor at Melberth Capital in Sarasota, FL, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Jhs Capital Advisors, Inc. Outside of financial advising, he is involved in several business ventures including managing hot food vending machines through Automated Retail Technologies and participating in aviation sales and wireless plan reselling. Melberth Capital provides portfolio management services to individual and high-net-worth clients, offering tailored investment programs with discretionary and non-discretionary management. The firm employs a long-term trading strategy utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, and technical analysis, focusing primarily on ETFs and equities.

Douglas Brady is the sole advisor at DB Asset Management, LLC, an independent firm based in Sarasota, FL. He holds a Series 65 designation and has 13 years of industry experience, with over two decades managing DB Capital Management. Outside of financial advising, he has provided live and recorded voice-over work for approximately 10 years. DB Asset Management offers discretionary portfolio management, portfolio analysis, and asset-allocation services primarily for individuals, families, estates, trusts, and retirement plans. The firm focuses on equity investments with a long-term, low-turnover approach and provides individualized Investment Policy Statements for its clients.

Geoffrey Parkinson is the sole advisor at Charitable Foundation Services LLC in Sarasota, FL, holding Series 63 and Series 65 designations with 13 years of industry experience. He has been president and CEO of his firm since 2000, providing administrative and consulting services to charitable foundations beyond investment advisory. His work includes managing grant requests, charity communications, and foundation administration. Charitable Foundation Services LLC offers investment advisory and portfolio management primarily to charitable foundations, trusts, and high-net-worth individuals, using a passive, long-only ETF strategy guided by proprietary valuation models and economic overlays. The firm maintains a small client roster, focuses on institutional and charitable clients, and provides extensive foundation administration alongside its advisory services.

Ben Salm is a financial advisor at Blue River South, LLC in Sarasota, FL, holding a Series 65 designation with 15 years of industry experience. Prior to founding Blue River South, he worked at Blue River, LLC for 15 years. He also serves as an occasional consultant to Roehl & Yi Investment Advisors, providing collaboration on fund research and asset allocation. Blue River South, LLC serves individual and family clients by offering investment planning, portfolio advisory, and hourly consulting focused on low-cost, diversified portfolios. The firm operates primarily on a non-discretionary advisory model, using fixed retainer and hourly fee structures without taking custody of client assets.

James Olson is a CFP® professional with over 30 years of experience in the financial services industry. He is the principal advisor at Olson Wealth Management, Inc., an independent firm he founded in 2013, and has been affiliated with LPL Financial since 2003. Olson also serves as a trustee for several family trusts. Olson Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering customized asset allocation and ongoing portfolio management through mutual funds, ETFs, fixed income, and other instruments. The firm manages accounts on a discretionary basis, tailoring portfolios to clients’ financial situations, goals, and risk tolerance.

Christopher Palmer is a CFA charterholder and the sole advisor at Benson Avenue Capital, LLC in Sarasota, FL, with eight years of industry experience. He has led Benson Avenue Capital and its predecessor entities since 2015, including institutional work in global emerging markets. Benson Avenue Capital, LLC provides discretionary portfolio management and advisory consulting to individuals, charitable organizations, and corporate clients. The firm combines fundamental, technical, and cyclical analysis with model portfolios tailored to various risk profiles, emphasizing tax considerations and investment risk management.

Larry Bright is the managing member of Bright Asset Management with 24 years of industry experience. He has led Bright Asset Management since 2006 and previously worked at Digitafi LLC from 2019 to 2022. Larry holds Series 63 and Series 65 licenses. Bright Asset Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and estates. The firm provides investment supervisory and consulting services with a dynamic, tactical asset allocation approach across various asset classes, managing accounts on a discretionary basis and offering specialized services such as estate planning and coordination of external assets.

Kip Schoonover is a financial advisor with KeyHouse Analytics Inc. in Sarasota, FL, holding 32 years of industry experience. He worked at J L Bainbridge & Co, Inc. for 20 years before founding KeyHouse Analytics in 2017. KeyHouse Analytics Inc. provides discretionary, fee-based investment advisory and portfolio management services to individual and business clients. The firm focuses on a uniform, rules-based model concentrating portfolios in 15–20 U.S. growth companies across market capitalizations, using fundamental, technical, and cyclical analysis to seek returns above the S&P 500 while managing downside risk.

James Williamson is the sole advisor at Platinum Planning, Inc. in Sarasota, FL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Platinum Planning since 2012 and also engages in insurance sales as an agent. Platinum Planning, Inc. is an independent Registered Investment Adviser serving individuals, IRAs, trusts, and business entities. The firm offers tailored investment advice and financial planning using strategies such as asset allocation, dollar-cost averaging, and options trading, with services that include both discretionary and non-discretionary managed accounts.

Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.

Lucien Sanchez is a financial advisor at Wealth Management Services Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at IFS Securities and involvement in financial and business consulting as well as leadership at MedClean USA. Wealth Management Services Inc. provides portfolio management, financial planning, and selection-of-other-adviser services for individuals, high-net-worth clients, and pension and profit-sharing plans, utilizing client-specific Investment Policy Statements and a range of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

Mark Wade is a financial advisor at Echelon Virtual Family Office, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Echelon entities since 2004. Wade is also an insurance agent providing traditional insurance products. Echelon Virtual Family Office offers asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm employs both fundamental and technical analysis, using ETFs, mutual funds, and third-party model portfolios, typically managing accounts on a discretionary basis with periodic risk and tax reviews.

Jeffrey Carnevale is a CFA® charterholder with six years of industry experience, currently serving as the sole advisor at Motus Partners LLC. His prior work includes roles at Quad Capital, LLC and operating as a self-employed investor. Outside of his advisory work, he is co-founder and co-CEO of Hunt & Lather LLC, a men's personal care products company. Motus Partners provides discretionary portfolio management primarily for high-net-worth individual clients through separately managed accounts. The firm focuses on concentrated equity portfolios using a combination of fundamental, quantitative, and qualitative analysis, and employs strategies such as derivative use and leverage within client accounts.

John Sauickie is the sole advisor at Preservation Capital Group in Sarasota, FL, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has led Preservation Capital Group since 2010. Outside of his advisory role, he is the managing member of a family investment company, Whitewater Place LLC. Preservation Capital Group manages discretionary investment portfolios primarily for high-net-worth investors, foundations, trusts, and corporations. The firm utilizes a fundamental analysis framework focused on publicly traded equities and fixed-income instruments, operating as a fee-only fiduciary with discretionary authority over client accounts.

Andrew Pemberton is a financial advisor at Braintrust with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Finalis Securities LLC, GT Securities, Inc., Wafra, Tideline, and IBM. He is also the managing member of Pemberton Holdings, LLC, which provides management consulting and technology product development services. Braintrust Investment Advisors, LLC offers investment advice to individual U.S. investors via a digital platform that combines automated portfolio building with advisor-led consultations. The firm uses proprietary algorithms and AI-enhanced research for non-discretionary strategic asset allocation across equity, balanced, and fixed income portfolios, with custody and trade execution handled by Interactive Brokers.