Traci Lynn Kelly

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.

Andrew Page is a Series 65-licensed advisor at Moorgate Capital Management with experience spanning roles at Darwin Wealth Management, Amazon Web Services, and Boston Consulting Group. He operates Blue Horseshoe Equities, a family-owned LLC focused on trading stocks and options. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients, employing a research-intensive, asset-allocation driven approach with an emphasis on risk-aware implementation and periodic portfolio reviews.

Donald Reynolds is the sole advisor at Reynolds Capital Management, Inc. in Safety Harbor, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Reynolds Capital Management since 2005, also working at Rogers Quimby & Associates from 2005 to 2017. Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment strategies that incorporate fundamental and technical analysis, including the use of derivatives and options, with regular portfolio reviews and client evaluations.

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.

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 a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has worked at 1st Financial LLC since 2011 and BrokersXpress, LLC since 2010. Wagner is also an independent insurance agent representing several companies, focusing on fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, offering tailored investment services across a range of securities. The firm employs a conservative investment approach combining technical and fundamental analysis with ongoing portfolio monitoring.