Robert De Korte

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.

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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.

Heather Weber is a Managing Director and Wealth Management Advisor with Merrill, based in the Tampa Bay area. She has been a financial advisor since 1997 and joined Merrill in 2006. Her practice focuses on serving active and retired executives of public companies, particularly those in the transportation sector and individuals affiliated with defense-related industries. She advises clients with complex wealth profiles, emphasizing concentrated equity positions, borrowing against concentrated stock, diversification planning, and integrating these within broader financial and investment strategies. Heather's experience includes portfolio construction, retirement and estate planning considerations, and facilitating access to credit solutions through Bank of America as appropriate. She works closely with clients to evaluate strategies addressing the risks and opportunities of holding concentrated stock positions, including borrowing against equity holdings and coordinated planning alongside independent tax and legal advisors. Her approach centers on helping clients make informed decisions aligned with their financial objectives, time horizon, and risk tolerance. She earned a Bachelor of Science degree from the University of Florida and a Master of Science degree from Tennessee State University. Heather holds the Certified Private Wealth Advisor® (CPWA®) designation and the Chartered Retirement Plans Specialist™ (CRPS™) designation. She is a sustaining member of the Junior League and has served on the Military Affairs Committee for the Tampa Chamber of Commerce. Her personal interests include hiking, pickleball, and skiing.

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.