Otavio Peruzzo

Holly Kelley is a financial advisor at HPS Solutions LLC with a Series 65 designation and four years of industry experience. She has worked at Core Wealth Advisors, Inc., Hamic Previte Sturwold PA, and PFS Investments, Inc., among other firms. In addition to her advisory role, she is an employee at Hamic Previte & Sturwold PA, a tax and accounting service business where she prepares tax returns and provides accounting consulting. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven, fundamental analysis approach, develops client-specific investment policies, and works with third-party money managers to implement portfolios.

Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

Brian Ulch is a financial advisor at Aventail Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 license and has been with Aventail Wealth Management since 2015. In addition to his advisory role, he is a licensed insurance agent in multiple states, working with clients on life, annuity, and long-term care insurance needs. Aventail Wealth Management is a fee-based registered investment adviser serving primarily individual clients, including high-net-worth households. The firm offers discretionary portfolio management, financial planning, and consulting services, using a structured investment approach that incorporates ETFs, mutual funds, and select individual securities guided by a written Investment Policy Statement.

Bryan Beamer is a financial advisor at iPlan with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, and NFP Securities. Outside of his advisory role, he owns and consults for iGIVE, LLC, a nonprofit that advises organizations on improving donor participation through charitable wealth strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm combines discretionary portfolio management with comprehensive financial planning, employing a mostly passive investment approach rooted in modern portfolio theory alongside periodic fundamental analysis.

Venkat Devineni is a financial advisor at Tampa Bay Capital Management LLC with a Series 65 designation and four years of industry experience. He serves as CEO of two information technology consulting firms, Quantilus Inc. and Global Soft Technologies LLC. Tampa Bay Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a variety of analytical methods and investment strategies ranging from long-term investing to options trading. The firm offers hourly billing for financial planning and requires clients to use a specified institutional custodian for account execution and custody.

Bill Henley is a CFP® with 13 years of experience in financial advising. He is the principal of Henley Advisors, LLC, an independent advisory firm he founded in 2015. In addition to his advisory work, Henley is involved in a healthcare practice owned by his spouse, where he serves as Vice President and handles bookkeeping duties without compensation. Henley Advisors provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and retirement plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and engages third-party managers and sub-advisors to implement strategies.