Holly Kelley is a financial advisor at HPS Solutions LLC with a Series 65 designation and four years of industry experience. She has worked at Core Wealth Advisors, Inc., Hamic Previte Sturwold PA, and PFS Investments, Inc., among other firms. In addition to her advisory role, she is an employee at Hamic Previte & Sturwold PA, a tax and accounting service business where she prepares tax returns and provides accounting consulting. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven, fundamental analysis approach, develops client-specific investment policies, and works with third-party money managers to implement portfolios.

Duane Eatherly is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been the sole advisor at Sunrise Wealth Management, LLC since 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm uses three proprietary model portfolios and combines fundamental, technical, and cyclical analysis to guide investment decisions, managing approximately $6.8 million in client assets.

Trisha Floyd is a financial advisor at Wise Financial Strategies, LLC in Lakeland, FL, holding the PFS™ designation. She has over 18 years of experience including roles at Ramos & Floyd CPAs PLLC and CliftonLarsonAllen LLP in public accounting. Wise Financial Strategies serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers advisory services including discretionary portfolio management in partnership with a third-party money manager, financial planning, and educational seminars, using a fundamentally driven, value-oriented investment approach with a long-term horizon.

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.

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.

Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

Susan Adam is the principal of SA Investment Advisory in Brandon, FL, holding a Series 65 license with one year of industry experience. Before founding her advisory firm, she worked at ONE Medical and NOAH. In addition to her financial advisory work, she practices as a nurse practitioner for an internet-based telehealth company. SA Investment Advisory provides non-discretionary investment advice and consulting to individual and high-net-worth clients, focusing on tactical allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm does not manage client assets or provide discretionary portfolio management, instead offering tailored recommendations across a broad range of securities and charging hourly fees.

Bill Henley is a CFP® with 13 years of experience in financial advising. He is the principal of Henley Advisors, LLC, an independent advisory firm he founded in 2015. In addition to his advisory work, Henley is involved in a healthcare practice owned by his spouse, where he serves as Vice President and handles bookkeeping duties without compensation. Henley Advisors provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and retirement plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and engages third-party managers and sub-advisors to implement strategies.

Cedrick West is the sole advisor at Blue Compass Wealth Management, LLC in Brandon, Florida, with three years of experience in the financial industry. He holds the Series 65 designation and co-owns a certified public accounting firm, C. S. West & Associates, PA, which is unrelated to his advisory work. Blue Compass Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer retirement plans by providing discretionary investment management and financial planning. The firm employs a value-driven, fundamental investment approach with a long-term focus, working in partnership with an external money manager and utilizing Fidelity’s institutional platform for operational services.

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.

Allen Montgomery is a financial advisor with Capstone Wealth Management Corp. in Lakeland, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Capstone since 2012 and also serves as president and chief investment strategist of Montgomery Retirement Group, a firm he formed in 2006 that offers fixed products, life insurance, annuities, and qualified retirement plan administration. Capstone Wealth Management Corp. provides portfolio management and financial planning to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical asset allocation based on monetary measurements, relative valuations, and investor sentiment, with portfolios that may include individual securities, mutual funds, ETFs, and alternative investments.

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.

Jonathan Higgins is a Series 65-licensed financial advisor with Sterling Advisory Services, LLC, based in Brandon, FL. His prior work experience includes roles at The University of Florida, Orlando Health, Florida Heart and Vascular, and Vascular and Endovascular Consultants of Orlando. Sterling Advisory Services, LLC is a solo registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to construct and monitor client portfolios and prepares customized Investment Policy Statements.

Mitchell Bruner is a Series 65-credentialed financial advisor at Hurlburt Financial with one year of industry experience. Prior to joining Hurlburt Financial, he worked in engineering and other fields. Hurlburt Financial serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans by providing discretionary investment supervisory services, financial planning, and consulting. The firm uses a value-driven, fundamental analysis approach with a long-term focus and typically delegates tactical portfolio management to sub-advisors while maintaining oversight.

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.

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.

Noah Gayhart is a financial advisor at Bannerman Wealth in Brandon, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Bannerman Wealth, he worked at OSAIC and Cambridge Investment Research Advisors. He serves on the board of Snappy Tomato Pizza. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive, asset-allocation-driven investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary investment management and comprehensive financial planning through ongoing client relationships.