Patrick Kucinskas

Dana Lyon is a financial advisor at Capital Wise Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America/Merrill Lynch for 12 years. Outside of advising, he serves as the Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization, and is also active as a real estate sales associate. Capital Wise Advisory is an independent, fee-only firm that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a combination of passive and active strategies, fundamental and technical analysis, and modern portfolio theory to build portfolios tailored to client risk tolerance and asset allocation.

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.

Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.

William Hughes is the sole advisor at William D Hughes, an independent firm based in Odessa, FL. He holds Series 65 and Series 66 licenses and has nine years of industry experience. In addition to his advisory work, Hughes operates a licensed accounting practice, William D Hughes CPA, where he provides accounting services. The firm offers portfolio management for individual and high-net-worth clients, focusing on equities and fixed-income securities. Its investment approach includes fundamental analysis and combines long-term and short-term strategies tailored to client objectives and risk tolerance.

Daniel Streetman is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Patina Financial Partners, LLC. He previously worked at CWM, LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is active in the Porsche 356 Florida Owners Group, where he serves as Southwest Events Coordinator and Membership Chair. Patina Financial Partners is a state-registered advisory providing discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs an evidence-based, long-term investment approach using low-cost, passively managed or rules-based vehicles, and regularly utilizes unaffiliated Independent Managers and restricted-access funds without receiving third-party compensation.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc in Lutz, Florida, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Portfolio Medics, LLC and various insurance and wealth advisory firms. He is also involved with an accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is a state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides ongoing asset management and standalone financial planning, utilizing fundamental analysis and both strategic and tactical asset allocation, with portfolio management available on a discretionary or non-discretionary basis.