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.

Roman Spear is a CFP® professional with four years of industry experience, currently serving as an advisor at Cambria Wealth Management. His prior roles include positions at Charles Schwab & Co., Inc., Equitable Advisors, and AXA Advisors, LLC. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis with an emphasis on risk management and opportunistic tax strategies.

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.

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.

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.

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.

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.

Paul Koepfer is a CFP® professional with over 50 years of experience in the financial services industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. His career includes tenure at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Summit Financial Advisors provides comprehensive financial planning, investment consulting, and qualified retirement plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm employs a tactical asset allocation approach grounded in Modern Portfolio Theory and analytical tools, offering recommendations without managing client portfolios or accepting trading discretion.

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.

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.

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.

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.

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.