Nicole Mc Afee Phelan

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.

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 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.

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.

Dikran Kadagian is the sole advisor at Tactical Investments, an independent firm based in Longboat Key, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including seven years at H2 Investments. In addition to his financial advisory work, Mr. Kadagian is president of Project Shift, a documentary film and book production company, where he directs, edits, and writes. Tactical Investments provides discretionary active portfolio management to accredited and high-net-worth individuals, trusts, foundations, and select institutional clients. The firm offers dividend-oriented balanced allocations and a proprietary ETF-focused trading program that combines fundamental and technical analysis with a computer-based system to manage portfolios using a range of ETF strategies.