Robert Lee is the sole advisor at Retirement Money Management in Sarasota, FL, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Girard Securities. Lee also owns Lee Financial of Sarasota, Inc., an insurance sales business, and is involved in fixed insurance product sales. Retirement Money Management offers lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients, including corporate pension and profit-sharing plans. The firm uses a global macroeconomic asset-allocation framework combined with fundamental and technical analysis, managing most assets nondiscretionarily and providing educational seminars.

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 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.

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 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.

Douglas Brady is the sole advisor at DB Asset Management, LLC in Sarasota, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at DB Capital Management since 2003. In addition to his advisory role, Brady provides independent voice-over work on a limited basis. DB Asset Management offers discretionary portfolio management, 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, emphasizing sector diversification and using both fundamental and technical analysis.

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.

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.

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.

Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has been with Raymond James Financial Services Advisors Inc. since 2014 and has operated Reik Wealth Management since 2005. His other business activities include ownership of Reik Wealth Management as a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Mauricio Reyes is the principal and sole advisor at Quality Financial Planning LLC in Bradenton, FL, holding a Series 65 license with three years of industry experience. He has been involved with Quality Financial Planning since 2021 and also serves as president of Reyes Benefits Inc., an insurance agency where he manages insurance product sales. Quality Financial Planning LLC is an independent registered investment adviser that offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and small plan sponsors. The firm incorporates fundamental and technical analysis in portfolio construction and provides fiduciary services for employer retirement plans.

Justin Rees is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Cambria Wealth Management since 2023. His prior experience includes roles at Robert W. Baird & Co. Incorporated and Avantax-related firms. He also serves as a trustee managing distributions for a family trust. Cambria Wealth Management provides fee-based, discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that integrates fundamental, technical, and cyclical analysis to build customized portfolios with an emphasis on risk mitigation and opportunistic reallocations.

John Traver is a CFP® professional with 26 years of experience in financial advising. He has been the sole advisor at Traver Financial Consulting Network, PA since 2010 and previously worked at Trustmont Financial Group, Inc. from 2005 to 2021. Traver Financial Consulting Network, PA provides portfolio management and fee-based financial planning to individuals, including high-net-worth clients, as well as select corporate pension and profit-sharing plans. The firm uses diversified asset-allocation models featuring ETFs, fundamental and technical analysis, and employs strategies such as options and margin borrowing in separately managed accounts.