Clive Grady Buchan

Shaun Mathena is the founder and CEO of Fiduciary First Advisors in Clearwater, Florida, helping retirees and pre-retirees across Pinellas County and the Tampa Bay area keep more of what they’ve saved. He is an investment adviser representative with compliance oversight through AlphaStar Capital Management, LLC. He holds the Series 65 license and a Florida 2-15 license (life, variable annuity, and health insurance) held since 2018, and he started in the financial industry with Northwestern Mutual in 2018. Shaun is a Power of Zero advisor, and his approach starts with tax efficiency. He looks at how a client’s investments, retirement accounts, and income sources work together, and how the tax consequences of each decision affect what they keep in retirement. That includes planning around Social Security taxation and Medicare IRMAA surcharges, and building a long-term plan to reduce the impact of taxes over time. On the investment side, Shaun works with clients to align their portfolios with their goals, time horizon, and risk tolerance, with an emphasis on tax-aware investing and the balance between growth and protection. His licenses also allow him to offer annuities, life insurance, disability insurance, and long-term care insurance when they fit a client’s plan. He also helps clients prepare for long-term care costs and pass assets to beneficiaries efficiently, working alongside independent estate planning attorneys and tax professionals. Born and raised in the Tampa Bay area, Shaun lives in St. Petersburg and enjoys fishing and camping at Florida’s springs with his daughters. Brokerage services through Alphastar (registered broker-dealer); investment advisory services through Fiduciary First Advisors (SEC registered investment advisor). Shaun can speak to the tax consequences of investments but does not provide tax or legal advice.

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.