Brian K Bohnen

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fisher Investments and Charles Schwab & Co., Inc., as well as service in the United States Air Force. Jefferson Financial Planning LLC offers financial planning services to individuals and high-net-worth clients, focusing on investment planning, retirement, tax, life insurance, college savings, and debt management. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, with strategies that include equities via ETFs and fixed income, while clients retain custody of their assets.

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.

Nicholas Dawson is a CFP® with 17 years of industry experience. He is the principal advisor at New Perspective Wealth Management, an independent firm he has led since 2021. Prior to that, he spent 12 years at Franklin Templeton Investments. Outside of advisory work, he consults on physical supply and hedging strategies for propane and oil and gas retailers through New Perspective LLC. New Perspective Wealth Management serves individual and high-net-worth clients, offering discretionary investment management along with financial planning and consulting. The firm’s investment approach focuses on long-term asset allocation using a mix of actively managed mutual funds, ETFs, and individual stocks, maintaining a relatively concentrated, long-biased portfolio.

Paul Koepfer is a CFP® professional with over 53 years of experience in the financial advisory industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. Koepfer previously worked at Cadaret, Grant & Co., Inc. and currently holds a Series 63 license. Summit Financial Advisors provides financial planning, investment consulting, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical asset allocation strategy based on Modern Portfolio Theory and tools such as Frontier Analytic and Morningstar, delivering non‑discretionary advice through consultations and periodic reports.

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.