Daniel Mageras Jr.

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.

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Derek Ifasi is the sole advisor at RetireSharp Wealth Management, LLC in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Wealth Advisors and AE Wealth Management, LLC. Outside of his advisory role, he is the owner and independent insurance agent of IFASI Financial Group, LLC. RetireSharp Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a tactical asset allocation strategy across mutual funds, ETFs, stocks, and bonds, utilizing in-house model portfolios, Altruist’s Model Marketplace, and selected sub-advisers.

Daniel Lowry is the principal of Lowry Financial Services in Tierra Verde, FL, holding the ChFC® designation and Series 63 license with 42 years of industry experience. He previously worked at CommonWealth Financial Network for 19 years before establishing his current firm in 2023. Outside of his advisory role, Lowry is also involved in insurance and annuity sales through a licensed brokerage business he has operated since 1983. Lowry Financial Services is a sole-proprietorship registered investment adviser serving individuals, high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm manages accounts on a discretionary basis using a combination of long-term trading and various analytical methods, including charting, fundamental and technical analysis, quantitative techniques, and modern portfolio theory, while providing pension consulting and incorporating licensed insurance services as part of its broader client offerings.

Adam Hruby is a financial advisor at InTrust Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Hruby is also a commander in the U.S. Navy Reserve, an active role he has held since 2011. InTrust Advisors serves affluent individuals and families, offering wealth planning, investment management, and family office services. The firm employs a combination of passive and active investment strategies with discretionary portfolio management and provides expanded family-office style services beyond typical portfolio management.