Duane Eatherly is a financial advisor at Sunrise Wealth Management, LLC in Riverview, FL, holding the CFA® designation and a Series 65 license with 21 years of industry experience. He previously worked at Eagle Asset Management Inc for six years before founding Sunrise Wealth Management in 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm employs a research-driven approach combining fundamental, technical, and cyclical analysis, using three proprietary model portfolios to guide investment decisions while exercising discretionary trading authority through an independent custodian.

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.

Christian Pearson is a financial advisor at 4 Vertical with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at firms including Treloar & Heisel, Inc., MassMutual, and LPL Financial. He is also CEO of Alafia Consulting LLC, a business development firm for startups. 4 Vertical is an independent, state-registered investment adviser serving individuals and qualified retirement plans. The firm uses a tactical allocation strategy with customized portfolio management and offers pension consulting, participant education, and ERISA 3(21) advisory services on a primarily non-discretionary basis.

Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 designation and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. She is also a licensed insurance agent and sells life insurance and annuity products through Impact Partnership. Skyview Pinnacle is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment approach and manages portfolios under discretionary authority with regular reviews.

Charles Sober is a financial advisor with Aft, Forsyth & Sober, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Aft, Forsyth & Sober, LLC since 2012 and also works with Aft, Forsyth And Company, Inc. Outside of his advisory role, he serves on the board and the enterprise risk management committee of U.S. Epperson Underwriting Company, an insurance underwriting firm. Aft, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets, focusing on long-term strategies including a disaster protection approach and flexible asset allocation, with a predominantly non-discretionary management style.

Kevin Sprouse is a financial advisor at Achieving Veritas LLC with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Wealth Creation Group, LP for ten years and currently serves as a managing member of Accrete Group LLC, providing consulting services. Achieving Veritas LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, using a variety of analytic approaches and a platform/sub-advisor model to implement client strategies.

Raymond Mcfolling is a financial advisor with Chesapeake Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guranteed Capital Strategies Inc. and Mcfolling Financial Group. He is also president of Guaranteed Capital Strategies Inc., an insurance sales business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary solutions, and emphasizes client communication and education through seminars and workshops.

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.

Nickole Garrison is a CFP® with 13 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to that, she worked with M&T Securities Inc. and M&T Bank from 2012 to 2018. She holds board and committee roles with several nonprofit organizations, including positions with the Buffalo Center for Arts and Technology, WNY Women's Foundation, Buffalo Philharmonic Orchestra Board, and the Community Foundation for Greater Buffalo, where she contributes to audit and investment oversight. Garrison Murphy Wealth Management provides integrated wealth advisory services to individual and high-net-worth clients as well as pooled investment vehicles. The firm offers tailored financial planning, discretionary and non-discretionary portfolio management, and private fund advisory, emphasizing strategic asset allocation and comprehensive due diligence across a variety of investment types.

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.

James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.

Xu Xu is a CFP® and CFA® affiliated with Aptus Financial, LLC, bringing four years of industry experience. Xu has held academic positions at the University of South Florida and Henderson State University and operated Data Science for Everyone, LLC. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary management, emphasizing passive, long-term indexing, simple asset allocation, and client education through structured programs and subscription support.

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.

Ruth Barrios is a financial advisor with Woodstock Wealth Management, Inc. in Sun City Center, FL, holding a Series 66 license and 19 years of industry experience. She has been with Woodstock Wealth Management since 2018 and worked previously at Woodstock Financial Group. Outside of her advisory role, Barrios is involved in selling non-securities insurance and works as a realtor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and offers a performance-fee program alongside standard arrangements.

Katie White is a CFP® with 26 years of industry experience, currently serving at Pgi Wealth Management. Her prior roles include positions at Sutton Wealth Advisors, Inc., Purshe Kaplan Sterling Investments, Truist Investment Services, and BB&T entities. She is also the owner of Tampa Divorce Planning Solutions LLC, providing divorce-specific planning services. Pgi Wealth Management is a team-based SEC-registered advisory managing approximately $930.6 million for around 497 clients. The firm offers portfolio management, financial planning, and pension consulting, emphasizing long-term strategies such as diversified asset allocation and dollar-cost averaging.

Oscar Vives Ortiz is a CFP® and PFS™ with two years of experience at Sensible Money, LLC. He previously worked at PNC Private Bank for eight years and held positions at LPL Financial and PEACE Wealth Management. He also provides technical review and consulting on financial education materials related to various areas of financial planning. Sensible Money offers ongoing financial planning and discretionary investment management to individuals, trusts, estates, and retirement-focused clients, using a comprehensive planning and implementation approach called the Juicing® Experience. The firm emphasizes diversified portfolios, liability-driven investing, and the use of Independent Managers to tailor strategies to client needs.

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work experience includes roles at Capitol Securities Management, Aflac, and Cardflyyer. Outside of financial advising, he is the CEO of SalonRenter, a website specializing in beauty-focused commercial real estate listings. BNB Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and participant education, with a focus on diversified portfolios primarily using mutual funds and a multi-office presence.

Daniel Wilson is a financial advisor at Atcap Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Raymond James & Associates, and USAA. Outside of finance, he was involved with CLEANOLOGY for five years. Atcap Partners provides investment management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporate entities. The firm employs a combination of fundamental and technical analysis with proprietary strategies and includes alternative investments and market-timing techniques in client portfolios.