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.

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.

Alexander Blackstone is a financial advisor based in Tampa, FL, affiliated with Portfoliolab. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Accurate Wealth Management, Blackstone Wealth Management, MML Investors Services, and MassMutual Life Insurance Company. Portfoliolab provides discretionary portfolio management services to individual investors and other registered investment advisers, offering customized portfolios and model-based strategies. The firm’s investment approach combines fundamental, technical, and quantitative analysis with indicator-based models and market signals, managing accounts on a discretionary basis tailored to client objectives and restrictions.

Sam Blade is the principal of Blade Financial and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in various roles including positions at Advent Health, University of Michigan Health, Lyft, Uber, and GrubHub. Blade Financial, LLC provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation supported by fundamental and technical analysis, offers both discretionary and non-discretionary management, and includes a documented program for selecting and monitoring third-party advisers.

John Bartoletta is a financial advisor at High Street Financial, LLC in Tampa, FL, holding a Series 63 designation with 29 years of industry experience. He has been with High Street Financial since 1996. Outside of his advisory role, Bartoletta is the founder and CEO of Unation, Inc., a company that develops a mobile app and desktop platform for social engagement and event creation. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages both discretionary and non-discretionary accounts with approximately $34.7 million in assets under management, employing a proprietary quantitative process called Dynamic Style Rotation across three investment programs.

Dawson Ransome is the principal of Ransome Asset Management and holds Series 63, 65, and 66 licenses with 11 years of industry experience. He has been with Ransome Asset Management since 2019 and also has involvement with Highland Holdings Inc. and The Ransome Companies, LLC. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individual investors, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis, employing both long- and short-term strategies tailored to client objectives and risk tolerance.

Pritam Dhavale is a financial advisor at Wealth Compounders LLC in Wesley Chapel, FL, holding a Series 65 designation with seven years of industry experience. He has been with Wealth Compounders LLC since 2018 and is also involved with Pre-Rush Inc. outside of his advisory role. Wealth Compounders LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including charting, fundamental and technical analysis, and options trading, and is notable for its pension consulting services and predominant use of non-discretionary accounts.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

Nathaniel Skelly is a CFP® professional with seven years of experience in financial advising. He is the sole advisor at Financial Pathway LLC and previously worked at Edward Jones and Huntington National Bank. Outside of his advisory role, he serves as a guide and host for an annual tour of Israel through Land of the Bible Tours. Financial Pathway LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, charitable organizations, and corporate clients. The firm employs a primarily non-discretionary, factor-aware investment approach using index funds and ETFs, and also offers educational seminars and tailored financial curriculum for churches and community groups.

Jeremy David is a financial advisor at Noble Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Noble Wealth Advisors, LLC, he worked at Northwestern Mutual and Raymond James. In addition to advisory services, he provides insurance through Noble Insurance Planners, LLC and tax preparation services via Noble Tax Strategies, LLC. Noble Wealth serves retail investors, including individuals and small businesses, offering a combination of discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-account rollover advice. The firm employs both passive and active investment strategies using ETFs, mutual funds, equities, and fixed income, and integrates fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

Christopher Cook is a financial advisor with BRIA Capital Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Bright Futures Wealth Management, Rochester Wealth Partners, Cetera Advisors, and Prudential. He also works as an insurance agent, selling life, health, disability, annuities, and long-term care products. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a Personal CFO subscription platform, and retirement-plan consulting, utilizing both fundamental and technical analysis with diversified investment strategies.

Michael Garcia is a financial advisor with BRIA Capital Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services and New York Life Insurance. He is also involved in non-variable insurance sales, specializing in fixed life and fixed annuities. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription-based Personal CFO platform, and retirement-plan consulting, using both fundamental and technical analysis to manage diversified portfolios.

Ryan Johns is a financial advisor with Vital Capital LLC in Wesley Chapel, FL, holding a Series 65 designation and 11 years of industry experience. He previously worked at SFG Wealth Advisors LLC and The Strategic Financial Alliance, Inc., and has also operated as an independent contractor. Outside of his advisory role, Johns practices law, providing legal research, trial work, and litigation consultation. Vital Capital LLC offers discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm employs a combined fundamental and technical analysis approach tailored to client objectives and manages accounts primarily on a discretionary basis.

Ryan Gavin is a CFA® charterholder with seven years of industry experience. He has worked at Summit Wealth Partners, LLC since 2021 and previously with Naples Global Advisors LLC, Florida Gulf Coast University, and Lee Health. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Brett Maggard is a financial advisor at Singer Wealth Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Brokers International Financial Services, Prime Capital Investment Advisors, and Bankers Life. In addition to his advisory role, he operates as an insurance agent providing insurance products and services to clients. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis in managing accounts, integrates third-party models, and provides access to a range of traditional and non-traditional investment solutions.

Edgar Ochoa Benitez is the sole advisor at Wave Wealth, holding a Series 65 designation with three years of industry experience. He previously worked at Wall Street Easy LLC from 2015 to 2022. In addition to his advisory role, he serves as a financial analyst at Wave Tax & Financial Solutions, providing tax and financial strategy services to individuals and businesses. Wave Wealth is a state-registered investment advisory firm offering fee-based investment management, financial planning, and project-based consulting, including virtual CFO services. The firm serves individuals, trusts, estates, charitable organizations, and business entities, employing a discretionary, tactical allocation approach that uses fundamental analysis across a broad range of investment instruments.

Juan Benedeti is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 17 years. Benedeti is also president of All Benefits Group Inc., an insurance sales business he has operated since 1998, and is involved with Passport Wealth Management, focusing on insurance and securities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining brokerage and insurance services with a variety of portfolio management options.

Maxwell Azzarelli is a financial advisor at Accurate Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2025 and has no prior industry experience. Accurate Wealth Management serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of instruments through both in-house management and third-party subadvisers.

Kenneth Mcguire is a financial advisor at Accurate Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including AAG Capital, Inc. and Strategic Tax Advisor Resources, Inc. Since 2005, he has owned McGuire Financial Services, Inc., where he is involved in insurance sales and client consulting. McGuire also serves on the finance committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of instruments through both in-house management and third-party subadvisers.