Adam Smith

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 Series 65 licensed financial advisor with seven years of industry experience, currently operating Swan Retirement Strategies in Sarasota, FL. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of finance, 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, offering portfolio management, asset allocation, and tailored investment strategies. The firm may manage accounts on a discretionary basis and utilizes various methods including dollar-cost averaging and technical analysis, sometimes employing third-party sub-advisors or wrap-fee programs.

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 at Insight Family Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PlanMember Securities Corporation and Axa Advisors. Outside of finance, he is involved as a bartender at 7eventh Sun Brewing in Dunedin, Florida. Insight Family Financial is a small, independent firm serving individual clients and plan sponsors with asset management, financial planning, employer financial wellness programs, and ERISA plan services. The firm offers both discretionary and non-discretionary management using fundamental analysis, long-term holdings, low-cost ETFs, and tax-aware strategies.

Anton Kulikov is a financial advisor at AK Investing with six years of industry experience. He holds a Series 65 designation and has been with AK Investing since 2019. He also has a concurrent role at Tastytrade Inc. since 2018. AK Investing provides investment management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and businesses. The firm emphasizes diversified asset allocation with mutual funds, ETFs, and options strategies, employs a risk model based on market implied volatility, and offers ERISA fiduciary retirement-plan consulting and performance-based fee arrangements.

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.