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.