Scott Nelson O'berry

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.

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

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.

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® professional with 23 years of industry experience. He is the sole advisor at IQ Retirement Portfolios LLC and previously worked for JS Financial Capital Management, Inc. for 29 years. Signorella also owns and serves as president of an insurance consultancy, where he holds multiple state insurance licenses. IQ Retirement Portfolios LLC offers advisory services to retail clients, including individuals, trusts, and retirement plans, through an online wrap-fee program combined with supplemental planning and consultation options. The firm uses proprietary algorithms overseen by an internal committee to manage portfolios composed of low-cost, index-tracking ETFs, annuities, and cash, and it incorporates human advisory services along with life and annuity insurance recommendations.

Daniel Lowry is a ChFC® and Series 63 licensed financial advisor with 43 years of experience in the industry. He founded Lowry Financial Services in 1983 and worked with Commonwealth Financial Network from 2004 to 2023. In addition to his advisory role, he is a licensed insurance agent involved in selling life and health insurance products as well as annuities. Lowry Financial Services is an independent advisory firm that provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using various analytical methods and offers pension consulting services that include plan document creation and money manager recommendations.