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.

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 a Series 65-licensed financial advisor with five years of industry experience. She is the sole advisor at Galvez Financial LLC and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and held various roles in healthcare and education sectors. Galvez Financial provides customized financial planning and investment advisory services to a diverse client base, including individuals, families, trusts, pension and profit-sharing plans, corporations, and government entities. The firm employs a disciplined, long-term investment approach focused on growth and capital preservation, using index/ETF investing, style allocation, sector diversification, and dividend-growth strategies.

Christian Pearson is a financial advisor at Turning Point Financial Advisory with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Treloar & Heisel, Inc., LPL Financial, Mass Mutual, and State Farm. Outside of financial advising, he serves as CEO of Alafia Consulting LLC, a business development firm for startup companies. Turning Point Financial Advisory provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other business entities. The firm offers non-discretionary portfolio management using a tactical allocation strategy and delivers ERISA-related pension consulting alongside participant education and fiduciary advice.

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. Outside of her advisory role, she is a licensed insurance agent authorized to sell life insurance and annuity products through various carriers. 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 with model-driven approaches and professional judgment to manage portfolios on a discretionary basis.

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.

Robert Phelan is a CFA® charterholder and holds a Series 65 license with four years of experience in financial advising at Concierge Financial Advisor LLC. He previously worked at American Express for 16 years and has provided part-time consulting in risk management policies and reviews for large corporations. Concierge Financial Advisor LLC specializes in financial planning and portfolio management for high-net-worth individuals, families, trusts, estates, small businesses, and retirement plans. The firm uses customized Investment Policy Statements and a combination of strategic and tactical investment models, including ETFs and options, focusing on discretionary mandates and formal risk management services for clients with over $1.5 million in assets.

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.

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms, including Capitol Securities Management, Inc., and currently serves as CEO of SalonRenter, a website focused on beauty-specific commercial real estate listings. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios using mutual funds and model allocations, develops individualized investment policies, and employs Monte Carlo simulations as part of its planning process.

Xu Xu is a CFP® and CFA® at Aptus Financial, LLC with four years of industry experience. Xu has held academic roles at the University of South Florida and Henderson State University, and previously worked with Data Science for Everyone, LLC. Aptus Financial provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical/dental trainees. The firm employs a passive, long-term investment approach focused on tax-aware asset allocation using low-cost index funds and ETFs, and offers a combination of one-time planning fees and ongoing subscription support.

Robert Levin is a financial advisor at SlateStone Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Emerald Asset Advisors, LLC. Levin has been with SlateStone Wealth since 2020. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments for qualified clients.

Ruth Barrios is a financial advisor at Woodstock Wealth Management, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked with Woodstock Wealth Management since 2018, following prior roles including independent contracting and work with Woodstock Financial Group. Outside of her advisory role, she is involved in real estate sales as a Realtor and owns a firm selling non-securities insurance products. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a distinctive performance-based fee program.

Katie White is a CFP® professional with 25 years of industry experience, currently serving at Pgi Wealth Management since 2022. Her prior roles include positions at Sutton Wealth Advisors, Purshe Kaplan Sterling Investments, Truist Investment Services, and BB&T entities. Outside of her advisory work, she owns Tampa Divorce Planning Solutions LLC, a firm focused on providing divorce-specific planning solutions. Pgi Wealth Management, operating as Greylin Investment Management, offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and integrates pension consulting into its portfolio management.

Oscar Vives Ortiz is a financial advisor with Sensible Money, LLC, holding CFP®, PFS™, and Series 66 credentials and two years of industry experience. He previously worked at PNC Private Bank for eight years and had shorter tenures at LPL Financial, LLC and PEACE Wealth Management. Outside of his advisory role, he provides technical review and consulting on financial education materials across various planning topics. Sensible Money, LLC is an independent SEC-registered advisory firm serving primarily individual clients, including those nearing or in retirement. The firm offers financial planning and discretionary investment management through its Juicing® Plan and Juicing® PLUS services, employing liability-driven investing and diversified portfolios that include mutual funds, ETFs, and fixed-income securities.

Daniel Wilson is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Charles Schwab, and USAA Financial services. Outside of finance, he was involved with CLEANOLOGY from 2017 to 2022. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies, offering a range of approaches from long-term holdings to short-term trading and options.

Eric Voegeli is a financial advisor at Diversify Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including DFPG Investments Inc and Discover Financial Services. Diversify Wealth Management serves a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Sharyn Hyla is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes roles at ADP Inc. from 2002 to 2020 and several positions at Voya and related firms before joining MissionSquare in 2022. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes model portfolios and personalized advice developed by Morningstar Investment Management.