Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.

Derek Ifasi is the sole advisor at RetireSharp Wealth Management, LLC in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Wealth Advisors and AE Wealth Management, LLC. Outside of his advisory role, he is the owner and independent insurance agent of IFASI Financial Group, LLC. RetireSharp Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a tactical asset allocation strategy across mutual funds, ETFs, stocks, and bonds, utilizing in-house model portfolios, Altruist’s Model Marketplace, and selected sub-advisers.

Adam Hruby is a financial advisor at InTrust Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Hruby is also a commander in the U.S. Navy Reserve, an active role he has held since 2011. InTrust Advisors serves affluent individuals and families, offering wealth planning, investment management, and family office services. The firm employs a combination of passive and active investment strategies with discretionary portfolio management and provides expanded family-office style services beyond typical portfolio management.

John Mitchell is a Series 65-licensed advisor with CPA Synced Financial in Tampa, FL, and has two years of experience in investment management. He is also the sole owner of Mitchell CPA Financial & Tax Advisory, where he prepares and reviews tax returns and handles payroll and bookkeeping. His prior experience includes roles at BJM Financial, Davidson, Jamieson & Associates, Addessi Financial Partners, and Wells, Houser & Schatzel. CPA Synced Financial provides ongoing investment management and financial planning, utilizing a combination of fundamental and technical analysis with strategies such as long- and short-term purchases and covered call options. The firm serves clients through discretionary and non-discretionary accounts and maintains a co-advisory agreement with an independent wealth manager.

William James is a CFP® professional with 19 years of experience in financial advising. He has been with Capital Advisory Group, an independent firm based in Tampa, FL, since 2008. Capital Advisory Group provides individualized wealth management and financial counseling to high-net-worth individuals, pension and profit-sharing plans, foundations, and businesses. The firm employs a consultative onboarding process to tailor portfolios and asset allocations, typically using mutual funds, ETFs, and third-party sub-advisors, while providing regular monitoring and reviews.

Catherine O'Connor is a CFP® with 32 years of industry experience and has been the sole advisor at O'Connor Portfolio Management LLC since 2013. She holds a Series 63 license and operates out of Tampa, FL. O'Connor Portfolio Management provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $50.7 million in assets, offers both discretionary and non-discretionary client relationships, and employs a mix of fundamental, technical, and cyclical analysis with regular account reviews.

Duane Eatherly is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been the sole advisor at Sunrise Wealth Management, LLC since 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm uses three proprietary model portfolios and combines fundamental, technical, and cyclical analysis to guide investment decisions, managing approximately $6.8 million in client assets.

Eric Difrancesco is a financial advisor with Investors Choice in Tampa, FL, holding Series 63 and Series 65 designations and with 23 years of industry experience. He has been with Investors Choice since 2000 and concurrently serves as a U.S. government contractor involved in military-to-military exercise planning related to counterterrorism. Investors Choice is a registered investment adviser specializing in the sale and placement of insurance-based products such as index strategies, annuities, and life insurance. The firm’s approach centers on aligning investment strategies with clients’ long-term goals and risk tolerance through insurance company platforms, without trading client securities or holding custody of brokerage accounts.

Terence O'Grady is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of O'Grady Financial LLC, an independent firm he has led since 2019, following seven years at LPL Financial. O'Grady Financial LLC serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm uses client-specific investment policy statements and fundamental analysis, along with third-party managers and model portfolios, to implement asset allocation and portfolio supervision.

Curtis Diaz is a Certified Financial Planner® with 10 years of industry experience, currently serving as the sole advisor at Great Blue Financial. His prior roles include positions at Northbridge Financial Group, LPL Financial, Cambridge Investment Research Advisors, and Fidelity Brokerage Services. Great Blue Financial is an independent, state-registered advisory firm that provides financial planning and portfolio management to individuals, employer retirement plan sponsors, and charitable organizations. The firm combines modern portfolio theory with both passive and active strategies, offering a range of services including pension consulting and retirement-plan advisory that are uncommon for firms of its size.

Mark Merrill is a financial advisor at Modified Investments with five years of industry experience. He holds a Series 65 designation and has worked at several firms including DeBartolo Development and Clearwell Group. Prior to his advisory career, he was affiliated with the University of Florida. Modified Investments, LLC provides portfolio management and separately managed account services primarily for high-net-worth individuals. The firm employs a multi-method investment approach with long-only and long-short global equity strategies and offers performance-based fee arrangements for qualified clients.

Hi, I'm Amy - founder of AFT Planning, a fee-only financial planning firm serving clients in the Tampa Bay area and remotely across the US. I work with mid-career professionals who are ready to rethink what a fulfilling life can look like outside the traditional 9-to-5-until-65 path. Maybe you're feeling burnt out, curious about a sabbatical, considering a career change, or working toward financial independence. Whatever's driving the question, I help you build a plan that fits the life you're actually trying to live. My process starts with a strong financial foundation - cash flow, spending, savings, investments, tax strategy, insurance, and estate basics. From there, ongoing planning becomes a year-round thinking partnership: adapting as life evolves, modeling "what if" scenarios, and helping you make confident decisions about work, income, and lifestyle flexibility. I've been in the financial advice industry since 2012 and hold both the CFP® and CFA designations. I work on a fee-only basis with no investment minimums. Outside of work: niche museums, failing upwards at new hobbies, and petting cats.

Robert Guiterman is a financial advisor with Sealex Advisory, LLC in Tampa, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Ameriprise LLC and Fsc Securities prior to joining Sealex Advisory in 2022. Guiterman is also a licensed insurance agent. Sealex Advisory provides portfolio management and financial planning services to individuals and high-net-worth clients, focusing on mutual funds, equities, ETFs, fixed income, and Treasury inflation-protected securities. The firm’s investment approach is based on modern portfolio theory and long-term trading, with an emphasis on documented risk tolerance and equitable allocation of investment opportunities.

Austin Hunt is a CFP® professional with seven years of experience in financial services. He is the sole advisor at Hunt Wealth, where he has worked since 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Joseph Mcelwee is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Legacy Wealth Planning Group since 2023. Prior to founding his firm, he worked for 17 years at T. Rowe Price Investment Services, Inc. in Tampa, FL. Legacy Wealth Planning Group is an independent advisory firm offering fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and active management techniques.

David Robbins is a financial advisor at Varney Wealth Management in Tampa, FL, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked for twenty years at the Florida Health Sciences Center, dba Tampa General Hospital. Varney Wealth Management is a solo advisory firm focusing on personalized financial planning for individual and high-net-worth clients, primarily with retirement-focused plans. The firm emphasizes low client costs, client education, and tailored planning without ongoing portfolio management or discretionary authority.

William Hussey is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Cleartree Asset Management, Inc. Located in Tampa, FL, he has previously worked at Sutton Wealth Advisors, Inc. and Securities Service Network, Inc. Hussey holds a Series 66 license and has been with Cleartree since 2018. Cleartree Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, managing accounts with strategies that include long-term trading and more active techniques such as options and short sales, tailored to client objectives and risk tolerances.

Eric Odum is a financial advisor with Navigar Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Navigar Advisors since 2009. Outside of his advisory role, he is involved in commercial real estate brokerage and property management through Florida ROI Commercial Properties Brokerage, Inc. and Florida Investment Real Estate, LLC. Navigar Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, implementing investment supervisory services across various securities with a client-specific Investment Policy Statement. The firm’s investment approach combines multiple analytical methods and trading strategies, conducting account reviews for policy and risk alignment.

Todd Tindall is the sole advisor at Guardian Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Guardian Advisors since 2003 and previously worked at CEA Atlantic Advisors, LLC and the Law Office of Robert Lott. Outside of his advisory role, he is a partner at Frontier Gateway Partners, a venture capital co-investment fund focused on early and later-stage private companies. Guardian Advisors, LLC is an independent advisory firm providing personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, combining passive index funds and ETFs with selective active management, and emphasizes documented client objectives through Investment Policy Statements.

Elizabeth Mc Mullen is a financial advisor at Star Harbor Investments Inc in Tampa, FL, with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities LLC. Outside of her advisory role, she is also licensed as an independent insurance agent, selling life and health insurance products. Star Harbor Investments Inc is a state-registered investment adviser that primarily serves trusts, associations, and businesses through discretionary portfolio management and investment analysis. The firm employs a combination of technical, quantitative, fundamental, and economic analysis to guide investment decisions and offers a wrap fee program that consolidates various service costs into a single asset-based fee.