As one of Florida’s largest independent employee benefits and Human Resources consulting firms, Alltrust has local offices in Sarasota, Lakeland, Tallahassee, Winter Park and Palm Harbor. Unlike other organizations that primarily focus on your products, at Alltrust, our culture is passionately focused on the human aspect. Our benevolent culture and corresponding service model is what truly differentiates our organization. Specializing in all components of business related to an organization’s human capital, Alltrust serves over 400 Florida based employer groups; from NYSE companies with a national presence, to two employee CPA firms. In addition, Alltrust has been named one of Florida’s 2015 Best Small Companies.
Born raised in Florida, Brian graduated from the University of South Florida with a degree in Business Administration in 1988. He began his career working for Nabisco Brands for 8 years in sales and management. Brian returned to his family business, Aroma Coffee Service, in 1996 where he remains as the company’s President and CEO. Brian has been happily married to his high school sweetheart, Angela, since 1992. They have two children, Connor (son, 17) and Avery (daughter, 14). His hobbies include golf and wine collecting.
Founded in 1971, Aroma Coffee Service is a family owned company that supplies coffee and coffee related supplies to businesses in Central and Southwest Florida. From locally roasted premium coffees to national brand coffees and single cup systems, Aroma provides its customers with exceptional coffee brewing equipment, products and customer service . We also offer premium water filtration systems and a full line of janitorial products.
T. Andrew Stultz, is President/Owner of Atlas Building Company of Florida. Prior to forming Atlas at the end of 2015, the LEED Accredited Professional was with another area construction firm, where he rose quickly through the ranks from project manager to project executive and then vice president of business development.
Stultz earned a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology in Terre Haute, Indiana and worked for GE Aircraft Engines in Cincinnati, before entering the real estate development industry in 2001. Five years later, he sold the business and moved to Venice where he transitioned into commercial construction.
Leveraging the corporate Six Sigma training he received at GE, he employs the tools and techniques in his day-to-day business to bring efficiency and quality to all of Atlas client’s projects.
Andy resides in Venice with his wife Victoria and daughter Andrea, who is a graduate of Furman University. He enjoys a good round of golf, flying his Piper Cherokee Six, and cheering on the Furman Paladins.
As an active member in both professional and civic organizations, Mr. Stultz is serving (or has served) in the following organizations:
• Sarasota Planning Commission, Board Member 2015 - Present
• Bradenton Area Economic Development Corporation, Board Secretary, Board Member 2016 – Present
• Community Foundation of Sarasota County, Board Treasurer, Board Member 2017- Present
• Enterprise Charlotte Economic Council –Member/Past President, Founding Board Member 2009 - Present
• GCBX (Gulf Coast Builders Exchange), Member 2016 - Present
As an independent financial services practice, Capstan is free to focus on what really counts: enduring relationships and a commitment to creating value. Putting clients’ needs above all else, we provide exceptional service based on trust and knowledge, supported by one of the nation’s largest investment firms Wells Fargo Advisors Financial Network.
Capstan specializes in providing your company with local retirement plan professionals to help navigate today’s complex regulatory environment. Our team presents a full array of services to the employer including objective evaluation of your company’s retirement plan needs while providing your employees with the necessary education to help prepare them for a dignified retirement.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Capstan Financial Consulting Group is a separate entity from WFAFN.
Caregivers United is a locally owned, private-duty home care agency serving seniors and families throughout Sarasota, Venice, and Longboat Key. Founded by with a commitment to raise the standard of in-home care, Caregivers United specializes in providing reliable, one-on-one, non-medical care that allows seniors to remain safely and comfortably in their homes.
What sets Caregivers United apart is a disciplined focus on quality, consistency, and accountability. The agency is known for hiring and retaining exceptional caregivers, carefully matching each caregiver to every client, and maintaining an unwavering commitment to never leaving a family without coverage. Services include personal care, companionship, dementia and Alzheimer’s support, transitional care, and anywhere from a few weeks of care up to long term around the clock care.
Jordan Owens, Founder and CEO, brings deep experience in senior care operations, relationship-based business development, and organizational leadership. Under his leadership, Caregivers United has grown into the region’s most trusted high-end home care providers, working closely with families, care managers, healthcare professionals, and legal and financial advisors to support clients during some of life’s most critical seasons.
Caregivers United operates with a simple promise: "We will never have a caregiver with your loved one that we wouldn't trust to care for our mom."
Established in 2017, Cleaning Pros of America is a local, family-owned and operated commercial cleaning company serving the Southwest Florida market. We pride ourselves on being your one-stop solution for all cleaning needs—whether it’s maintaining a spotless restaurant, office, daycare, commercial building, or manufacturing facility. Our services include pressure washing, janitorial services, day porter services, and specialized Floor Care.
In 2024, Cleaning Pros of America acquired American Flooring Solutions, a small but mighty carpet, tile, and upholstery cleaning firm that has served the Sarasota market for 25 years. This acquisition allows us to provide expert Floor Care like carpet, tile & grout, upholstery cleaning and many more services to both commercial and residential customers.
At Cleaning Pros of America, we’re committed to delivering reliable, high-quality cleaning services tailored to meet your unique needs.
Coharbor Electric is a veteran-owned, family-operated electrical contracting firm led by Jacob and Melissa, whose leadership, values, and shape every aspect of the business. Built on integrity, professionalism, and accountability, Coharbor Electric is committed to delivering high-quality electrical solutions while creating a positive experience for everyone who interacts with the company—clients, partners, and team members alike.
Customer experience is at the leading edge of Coharbor Electric’s operations. From initial communication through project completion, the company prioritizes transparency, responsiveness, and excellence in service. This dedication has resulted in multiple local awards across several cities, all voted on by the community, reflecting the trust and confidence Coharbor Electric has earned throughout the region.
Coharbor Electric regularly services Sarasota down to Marco Island daily, while also completing large-scale commercial projects throughout the state of Florida. Their expertise includes commercial service and residential service electrical work, new construction, renovations, system upgrades, and ongoing maintenance.
Jacob brings disciplined leadership, technical expertise, strategic direction, and a solutions-driven mindset, while Melissa provides operational and financial oversight, and a strong people-first focus. Their faith and deep commitment to community profoundly shape the company’s culture, influencing how the team serves clients, supports one another, and gives back locally.
Together, Jacob and Melissa have built Coharbor Electric into a trusted partner known for craftsmanship, reliability, and a culture rooted in customer experience.
CoolToday is committed to doing “Whatever It Takes” to deliver immediate comfort to Sarasota, Florida and surrounding area residents.
CoolToday has grown its business by building upon it’s vision of being “Florida’s Best Home Service Company through establishing long-lasting relationships with its clients.” This has resulted in building a service agreement client base of nearly 10,000 and 15,000 customers calling them for all their cooling, heating, plumbing, electrical and solar needs. By building on its core values since 1963, CoolToday/PlumbingToday and EnergyToday has developed one of best service and installation teams in the area. Built on a foundation of maintaining the most knowledgeable technical staff with the 3rd party AsktheSeal.com Seal of Approval – an independent verification company that performs national background verifications and driver’s license checks – CoolToday’s (Plumbing and EnergyToday’s) has since expanded operations to two NEW service centers, south in Port Charlotte, and north in Riverview, Florida.
Phillip P. Lanham, CAP® is responsible for the leadership of Gulf Coast Community Foundation, including corporate strategy and programs, operations, and investments. He is thrilled and honored to join Gulf Coast Community Foundation as its new president|CEO.
Phillip has built a reputation as an accomplished executive leader with a strong background in creating results-driven strategies. He has a 20-plus year career dedicated to philanthropy. Most recently, Phillip served as chief philanthropy officer at Greater Cincinnati Foundation where he successfully led the philanthropic partnerships team in providing strategic guidance for relationships with donors, nonprofits, businesses, and private foundations.
At the University of Cincinnati, Phillip earned his bachelor’s and MBA degrees and began his career at the university. He worked at the university for over 11 years, advancing their widespread philanthropic impact.
As a Charted Advisor in Philanthropy® and a member of the 21/64 Network, a cutting-edge nonprofit specializing in understanding and engaging the next generation within family philanthropy, Phillip is a seasoned executive in the philanthropic arena. He served on the board of the Advancement Network for community foundations where he served as President. He also served as the vice chair of the National Underground Railroad Freedom Center Board. Phillip also enjoys the arts sector and has served on the Music Hall Revitalization Company board, which is responsible for maintaining the iconic performance home of Cincinnati Ballet, Cincinnati Opera, Cincinnati Symphony/Pops Orchestra, and May Festival.
Phillip and his wife Tami are proud parents to two boys who share a love of football and the beach. His hobbies include traveling, watching football, and downhill skiing. Phillip looks forward to leading bold and proactive philanthropy in our beautiful region to address our communities’ greatest opportunities.
Karins Engineering Group provides engineering services for the entire lifespan of your project, from new construction to maintenance and restoration. Whether it’s commercial, residential or institutional, we engineer solutions that bring ambitious architectural visions to life. For over 20 years we’ve tackled complex structural engineering challenges from high rise to mid-rise with cost-effective innovation solutions.
As President and Owner of one of the larger Florida-based engineering firms with practice specialization in structural restoration consulting, Mr. Karins is a qualified expert witness for cases related to existing building restoration projects. David G. Karins has civil engineering experience with practice specialization in structural engineering and building sciences. Mr. Karins’s experience encompasses all aspects of the typical engineering project including analysis, design, plan preparation, specification writing, and report preparation, consulting during permitting and bidding, and field observations of work-in-progress. Mr. Karins is also specialized in commercial and residential structural design and threshold inspection for buildings ranging from one to twenty-six stories, and structural restoration consulting including damage survey, specification preparation, and field observations of work-in progress. Site development coordination, quality control and materials testing also conducted.
Peter Z. Skokos is a Partner and a member of the Norton, Hammersley, Lopez & Skokos Real Estate Practice Group. He practices primarily in the area of real estate, banking and business transactions. He represents developers and landowners in connection with the acquisition, development, leasing and sale of commercial, industrial, condominium and residential properties. He also represents national, regional and local lenders in preparing loan documentation and closing commercial and residential loan transactions as well as assisting lenders with loan workouts including the preparation of settlement agreements, deed in lieu of foreclosures and forbearance agreements.
He received his Bachelor of Science Degree in Accounting from Florida State University in 1982 where he was a member of the Beta Alpha Psi Honorary Accounting Fraternity. He received his Juris Doctor Degree from the University of Florida in 1986. Prior to attending Law school, Mr. Skokos worked with the accounting firm of KPMG Peat Marwick and obtained his Certified Public Accounting Certificate in 1984. Mr. Skokos has an AV Rating* by Martindale-Hubbell, which is the highest Peer Review Rating attainable.
Founded in 1995 with the acquisition of the Longboat Observer, Observer Media Group Inc. has grown into a family-owned and operated multimedia company with eight newspapers, four websites, four lifestyle magazines and 100 employees serving multiple communities around Florida.
The company’s newspapers include four free community weeklies serving the Sarasota-Bradenton, Fla., market — Sarasota Observer, Longboat Observer, East County Observer and Siesta Key Observer; West Orange Times & Observer and the Southwest Orange Observer, serving the communities of Winter Garden, Windermere and Ocoee in west-central Orange County; the Business Observer, a paid-circulation weekly with subscribers extending from Tampa to Naples; and the Jacksonville Daily Record, a paid-circulation weekly serving Northeast Florida. The company’s associated websites include YourObserver.com, OrangeObserver.com; BusinessObserverFL.com and JaxDailyRecord.com. Season magazine is the quarterly arts and social guide for Greater Sarasota. Key Life is a quarterly lifestyle magazine serving the barrier islands near Sarasota. LWR Life is a quarterly, lifestyle magazine distributed in Lakewood Ranch in partnership with Schroeder-Manatee Ranch. And Baldwin Park magazine serves the residential community of Baldwin Park near central downtown Orlando. Altogether, the company’s publications reach more than 312,000 readers a week.
Kevin Stencik joined PNC in 2018 as the Market Leader for West and Central Florida’s Commercial Banking unit, delivering value-added guidance and customized solutions to optimize the financial performance of companies, with revenues between $5mm - $50mm. Kevin has 20+ years of banking experience, including both individual production and leadership roles within the commercial, business banking and retail segments.
With more than $304 billion in assets, PNC Financial Services, (NYSE: PNC) is one of the largest financial services companies in the country. In Florida, PNC Bank maintains more than 200 branches, 350 ATM’s statewide and provides everything from personal banking services to wealth management, business banking and corporate & institutional services for organizations all over the world.
Locally, PNC is also enriching communities through philanthropy, sponsorships, community development and its signature cause, Grow Up Great. Through executive leadership, strategic investments and employee volunteerism, PNC is helping to build strong communities and create financial opportunities for individuals, families and businesses. Last year more than $73 million was invested in communities across 19 states and the District of Columbia to encourage home ownership, economic development, partnerships with community-based organizations and support early childhood education.
Our core services include Fractional CFO Services, Capital Strategy, and Robust Operations Consulting, all designed to provide more than just financial management—we become true partners in your growth journey. Whether stabilizing finances during a critical moment, preparing you to raise capital with confidence, or optimizing operations for sustainable success, we bring expertise, insight, and a deep commitment to results.Rework Capital thrives in the trenches with our clients, offering hands-on support that turns complexity into opportunity. We prioritize "Due Diligence Readiness," ensuring businesses are prepared to attract investors and scale with confidence. Our team also leads tactical initiatives, such as financial modeling, cash flow management, and strategic planning, while drawing on a robust network of trusted advisors to amplify opportunities and accelerate growth.For founders with bold ambitions, Rework Capital is more than a service provider—we’re a partner dedicated to driving transformative success. The scope is always scale - let's begin.
S-One Holdings Corporation, established in 1994, stands at the forefront of digital printing, imaging, and design. Our dynamic approach is fueled by an innovative spirit that permeates our entire team. With our subsidiaries – Brand Management Group, DigiPrint Supplies, LexJet, and S-One Labels and Packaging – we offer tailored solutions to a broad spectrum of customer needs.
Our recent expansion of our Sarasota, FL headquarters is a significant milestone. This development includes a state-of-the-art green screen video production studio and a comprehensive print center. Our campus not only elevates our service offerings but also transforms into an interactive hub. Here, we produce diverse video content and provide live demonstrations, creating an immersive learning environment. This hub stands as a confluence point for industry professionals, businesses, and educational institutions. By facilitating events and webinars, we create a dynamic platform for sparking innovation and disseminating knowledge. Collectively, these facilities underscore our unwavering commitment to leadership by continually adapting to meet the evolving needs of our clients.
At the core of S-One is a relentless drive for innovation. We’re dedicated to discovering new products and sustainable solutions, making a tangible impact on our team, customers, and the wider community. Our dedication to our people is a cornerstone of our success. We prioritize talent development and foster a supportive work culture. This commitment extends to cultivating strong relationships with our customers and engaging actively with our community.
Dr. Smith has been an animal lover all his life. His passion for becoming a veterinarian started in the 6th grade. After meeting a local veterinarian at an Eagle Scout dinner he began working at the veterinarian’s office in his hometown of Thomasville, Georgia. His passion and love for helping animals grew stronger and finally his dream of becoming a veterinarian came true when he received a scholarship to the University of Florida.
Dr. Smith is a 1988 graduate of the University of Florida College of Veterinary Medicine. After graduation, Dr. Smith began his career in South Florida. He was the managing partner of a group of veterinary emergency centers in the Fort Lauderdale area and owned and worked at several daytime veterinary clinics as well. He also did consulting work for several local veterinarians on how to manage and grow their practices. Dr. Smith was very active in the veterinary community in Fort Lauderdale as the president of the Broward County Veterinary Medical Association. His goal was to bring local veterinarians together by hosting social events and promoting continuing education.
After 19 years of practicing in Southeast Florida, Dr. Smith wanted to start a family and decided he needed a change of pace. He moved to lovely Sarasota in July 2006 with his wife, Leyla and their two Labrador Retriever dogs and two Pomeranian dogs and Ernie the kitty. Dr. Smith is now the owner of and Chief of Staf at the Sarasota Veterinary Center on Cattlemen Road in Sarasota. At one point he was the president of the local Southwest Florida Veterinary Medical Association. He also owns Parkway Veterinary Center on University Parkway in Sarasota and Meadowrun Affordable Pet Care in Brandon, Florida. In addition, Dr. Smith is the Chief Medical Officer and one of the founding partners of the My Pet’s Vet Group which is a national chain of veterinary hospitals.
Dr. Smith’s philosophy has always been about practicing high quality medicine with a strong emphasis on preventative medicine for pets of all ages and geriatric medicine for aging pets since the human/animal bond is growing stronger and pets are living longer. His vast experience in veterinary emergency medicine has led to his emphasis on how preventative medicine is key to your pet’s well being. Dr. Smith is a firm believer in the importance of client education. A large percentage of his day is spent on explaining things and answering questions so pet owners can make better informed decisions on their pets health and well being.
Another important aspect of Dr. Smith’s practice philosophy is an emphasis on customer service. He likes to surround himself with staff members whose love of animals and compassion is obvious to all who enter his hospital. Nothing is more gratifying than hearing a pet owner say that their pet actually likes to come to one of his pet hospitals. Dr. Smith currently spends a lot of time mentoring and coaching as well as speaking to his staffs and at national conferences on the importance of culture in making a business successful, attracting and retaining good employees and attaining “clients for life.” It all fits in with Dr. Smith’s longstanding motto that Pets Are Family Too!
From humble beginnings in Carmel, Indiana in 1977 to today, Shepherd Insurance has grown into one of the Top 50 largest independent insurance agencies in the country. We provide personal and commercial insurance, employee benefits, Medicare Insurance solutions as well as Financial Services throughout the country and have received numerous awards for our growth, leadership, and our amazing workplace culture.
In 2016, Shepherd partnered with local Al Purmort Insurance, an already well-established and respected independent agency in Sarasota. This merger enhanced the services and risk management solutions for the Southwest Florida community and expanded their resources with access to over 200 insurance carriers.
The Resort at Longboat Key Club, Sarasota’s only AAA Four-Diamond beachfront resort, is a destination of distinction for the discerning leisure travelers and selective corporate and social groups, offering a number of unique venues for private functions, productive Board meetings and formal VIP or black-tie affairs. Renowned for its exceptional location and personalized service, amenities include 12,000 square feet of flexible meeting space, 45 holes of championship golf, the award-winning Tennis Gardens and five remarkable restaurants and lounges. Meeting time transitions seamlessly into relaxation time as guests have the option to explore our shore from kayaks and paddle boards, simply relax on our beautiful white sand beach or rejuvenate in our Island House Spa. Daily workouts become a welcome routine in our Fitness Center and Mind & Motion Studio. The Resort provides the perfect setting to inspire perceptive thought, meaningful dialogue and friendly conversation. Local business groups will enjoy the convenience of a world-class facility to host annual retreats or holiday gatherings. For those groups that host individuals from outside the area, the Resort provides the perfect setting for an extended stay with family once the business meetings are over.
Doug is the Managing Shareholder of Walters & Associates, CPAs, a tax, audit, and accounting firm founded in 1999 with offices in Bradenton, Sarasota, and St. Petersburg. Doug has over 27 years of experience as a Florida licensed Certified Public Accountant. This experience includes working as a manager in one of the “Big Four” accounting firms and serving as Director of Internal Audit and Corporate Compliance for a multi-hospital system.





































