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.

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.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.

Thomas Tyler is a CFP® professional with 13 years of experience in financial advising at Fiduciary Consulting Group, Inc. He is also a practicing attorney at Thomas C. Tyler, PA, specializing in real estate, estate planning, and tax law. His legal practice has been active since 2001 and includes roles such as registered agent or manager of various legal entities. Fiduciary Consulting Group provides investment management and financial planning primarily for high-net-worth individuals, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost, passively managed asset-class mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.

Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.

Todd Heath Hazlett is the principal of Todd Wealth Management LLC in Venice, FL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Security Capital Management, J.W. Cole Advisors, and J.W. Cole Financial. In addition to his advisory work, he is a licensed insurance agent involved in the sale of fixed annuities and life insurance. Todd Wealth Management provides investment management and advisory services to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm manages a large number of client relationships for its size, employing a non-discretionary, income-oriented approach that includes ETFs, REITs, bond funds, mutual funds, and selective individual equities.

Michael Demassa is a CFP® and CFA® with 13 years of industry experience. He has been with Forza Wealth Management since 2015, where he is part of a four-advisor team based in Sarasota, FL. Forza Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other investment advisers. The firm employs strategies including fundamental analysis, modern portfolio theory, and the use of derivatives and structured products when appropriate, managing approximately $375 million in client assets across a focused client base.

Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.

Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Seacrest Wealth Management, Cambridge Investment Research Advisors, Voya Financial Advisors, and Gremler Financial Group. Integrity Wealth Management provides personalized investment advice and portfolio management to individual and high-net-worth clients, managing approximately $66.3 million in assets across about 199 client relationships. The firm primarily recommends exchange-traded funds and operates on a non-discretionary basis, requiring client approval before executing trades and typically reviewing accounts quarterly.

Nicholas Gyeszat is a CFP® professional with 11 years of industry experience, currently serving at Reality Financial Planning Services, LLC. His prior experience includes roles at Bison Advisors, truAdvice, LLC, The Sleight Group/TruAdvice Wealth Management, and Global Financial Private Capital, LLC. Reality Financial Planning Services, LLC is a fee-only advisory firm providing financial planning and discretionary portfolio management to individuals, families, corporations, foundations, and charitable organizations. The firm manages approximately $116.7 million across 200 client relationships, employing a long-term, asset-allocation approach that emphasizes cost-efficient index funds, ETFs/ETNs, and scenario analysis, and is noted for its public education initiatives through workshops and speaking engagements.

Jonathan Marshall is a financial advisor at DG Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DG Wealth since 2023, with prior roles at AE Wealth Management and Lincoln Financial Securities Corporation. Marshall is also involved in insurance-related activities through his ownership of Marshall Financial LLC dba DG Advisors and partnership in DG Insurance. DG Wealth provides wealth management, financial planning, and retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes strategies based on client objectives and risk tolerance, managing assets across mutual funds, ETFs, and individual securities, and offers ERISA fiduciary retirement-plan services including plan review and participant education.

John Cunningham is a CFP® professional with 10 years of industry experience. He has worked at Reality Financial Planning Services, LLC since 2020 and previously held roles at TIAA-CREF Individual & Institutional Services, LLC and Global Financial Private Capital, LLC. Reality Financial Planning Services, LLC provides fee-only financial planning and discretionary portfolio management to individuals, families, corporations, foundations, and charitable organizations. The firm manages approximately $116.7 million across about 200 client relationships, employing a long-term, asset-allocation approach based on Modern Portfolio Theory and incorporating scenario analysis and stress testing. It is also known for its public education efforts through speaking engagements and workshops on investment and personal finance topics.

Sonja Puetzer is an advisor at Baobab Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked at Adidas Group and Sportmaster. Baobab Wealth Management offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including a specialized service for Americans living overseas. The firm uses a tactical allocation approach based on fundamental analysis, employing a range of securities and strategies tailored to client objectives.

Craig Wolpert is a financial advisor with Thurston Hall Investment Research, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Thurston Hall since 2005. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a fundamentally driven, conservative approach that emphasizes diversification, limited trading, and ongoing suitability reviews. The firm utilizes equities, fixed income, mutual funds, ETFs, government securities, and options, and is notable for its documented use of derivatives and margin strategies subject to client authorization and suitability assessments.

Kelsey Mac Lean is a financial advisor at DG Wealth in Venice, FL, holding a Series 65 credential with one year of experience at the firm. Prior to joining DG Wealth, Mac Lean has held various roles primarily in the hospitality industry. Outside of financial advising, Mac Lean is involved with Dockside Waterfront Grille. DG Wealth provides wealth management, financial planning, retirement plan services, and investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach begins with customized financial planning and allocates across mutual funds, ETFs, and individual securities, also offering fiduciary retirement-plan services and participant education.

Richard Mueller is the sole advisor at Peak Investment Advisors, Inc. in Venice, FL, holding a Series 65 designation with 27 years of industry experience. He has been with Peak Investment Advisors since 1993. Peak Investment Advisors provides investment advisory and financial consulting services primarily to individuals, families, and businesses, with additional clients including pension funds, banks, trusts, endowments, and estates. The firm offers tailored portfolio management, tax planning, and related consulting services, typically implementing strategies on a discretionary basis with an emphasis on diversification and regular performance reviews.

Kimberly Evener is a financial advisor at Forza Wealth Management with a Series 65 designation and three years of industry experience. She previously worked at Caldwell Trust Company for six years before joining Forza Wealth Management in 2022. Forza Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other advisers. The firm employs strategies based on fundamental analysis and modern portfolio theory, managing approximately $375 million in client assets with a small advisory team.

Paul Restante is a financial advisor with Nottingham Wealth Partners, Inc. He holds the ChFC® designation and has 38 years of industry experience. His career includes roles at OneGroup Wealth Partners, Inc., LPL Financial LLC, Invest Financial Corporation, and the Community Bank, NA Trust Division. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Larry Chlebina is a financial advisor at Chlebina Capital with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Osaic. He is also president and chief compliance officer of Chlebina Capital Management, LLC, an independent registered investment adviser. Chlebina Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves a small client base and employs six proprietary investment strategies with active trading and continuous supervision, delivering services through its Wealth Management Platform and standalone consulting.