Stefanie Pontlitz

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.

Roshan Shikarpuri is the principal of Roshan Private Wealth Management, LLC and holds the PFS™ designation. He has over 40 years of experience in accounting through his work at Shan Shikarpuri & Associates, CPA's, PA, which he has been associated with since 1984. His involvement in both wealth management and accounting reflects a dual professional focus. Roshan Private Wealth Management, LLC provides discretionary asset management and portfolio monitoring primarily for high-net-worth clients. The firm customizes investment strategies based on client goals and risk tolerance, utilizing fundamental and technical analysis, option writing, and cash management while conducting regular portfolio reviews and accommodating client-imposed investment restrictions.

Ralph Marra is a financial advisor at Carter Ridge Strategic Advisors in Odessa, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Securities Corporation and Peak Brokerage Services, LLC. Carter Ridge Strategic Advisors is an independent, state-registered advisory firm serving individuals, small businesses, and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management and investment consulting, utilizing a process that includes fundamental, technical, and economic analysis, and incorporates strategies such as long- and short-term trading, strategic asset allocation, alternative investments, and the use of derivatives and leverage when appropriate.

Keith Amburgey is a CFP® with 16 years of industry experience and has been with Rutherford Asset Planning, Inc. since 2009. He is based in Tampa, FL, and holds a Series 63 license. Rutherford Asset Planning, Inc. provides discretionary investment management and family-office services to individuals, trusts, estates, and business entities, managing approximately $181 million across about 77 client relationships. The firm serves both high-net-worth and individual clients, emphasizing an asset-allocation first approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers integrated legal, tax, and investment services through an in-house licensed attorney.

Leo Wagner III is an investment advisor at 1st Financial LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at 1st Financial since 2011. In addition to his advisory role, he is an independent insurance agent representing multiple companies for fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management services to individuals, businesses, charities, and small pension clients. The firm uses a combination of technical and fundamental analysis to manage conservative portfolios tailored to clients’ risk tolerance and goals.

George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.