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.

John Saunders is a financial advisor with SCS Asset Management, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Saunders Financial Securities Group and Securities Research, Inc., and has served as president of Saunders Asset Management, Inc. since 2004. Outside of investment advisory, he is involved in insurance products and pension plan consulting. SCS Asset Management provides advisory services to individual and high-net-worth clients as well as employee benefit plans, offering customized portfolio management and pension consulting. The firm combines fundamental, technical, and charting analysis in its approach and oversees discretionary and non-discretionary accounts with ongoing supervision and quarterly reviews.

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Samuel Martinez is the principal of S.mart Advising Inc in Tampa, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His career includes roles at Crescendi Group, LLC, The Exit Strategy Co., and Blu Sky Coaching, Inc. Outside of advising, he serves as chairperson for Methodist United in Prayer, a nonprofit focused on fundraising and community outreach. S.mart Advising provides discretionary asset management, financial planning, and pension consulting services to individual investors and business entities, including qualified retirement plans. The firm utilizes platform- and model-based portfolio solutions, active co-advisory relationships, and a combination of analytical methods and trading strategies to manage client assets.

Michael Klimis is a CFP® professional with 47 years of experience in the financial advisory industry. He has been the principal of Klimis & Associates Advisory, Inc. since 1983 and previously worked at FSC Securities Corporation for 30 years. Klimis serves on the board of directors for the Clearwater Free Clinic, a nonprofit providing medical services to uninsured individuals, where he is involved in property development and facility expansion. Klimis & Associates Advisory, Inc. offers customized financial planning services primarily for individuals, including high-net-worth clients, focusing on comprehensive written plans covering investments, insurance, and retirement. The firm emphasizes planning and broad diversification without discretionary management, often coordinating implementation through affiliated broker-dealer services.

Michael Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at T. Rowe Price Advisory Services and Investment Services. Outside of advising, he is involved in several business ventures including digital marketing and home building. Commoncents Wealth Advisors provides personalized financial planning and discretionary portfolio management primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm tailors investment programs to client objectives and risk tolerance, using fundamental, technical, and cyclical analysis, and offers both direct management and third-party strategist solutions.

Richard Pigott is the sole advisor at The Money Guys, LLC, an independent firm based in New Port Richey, Florida. He holds Series 63 and Series 65 registrations and has seven years of industry experience. Prior to his current role, he was self-employed for 13 years. The Money Guys, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental and technical analysis to construct asset-allocation portfolios, offering both standalone written plans and ongoing comprehensive planning with regular reviews.

Brandon Grundy is a CFP® with 19 years of experience in financial advising. He has been with Ridgeview Financial Planning since 2014. Ridgeview Financial Planning provides comprehensive financial planning and investment advisory services to individuals, small businesses, and foundations or charitable organizations. The firm uses a Core + Satellite investment approach and is noted for its work with foundations and charitable organizations, as well as its coordination with outside attorneys and accountants.

Keith Dunn is the sole advisor at Johnson Dunn Capital Advisors, Inc. in Palm Harbor, FL, holding Series 63 and Series 65 licenses with 47 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for 12 years before founding his current independent firm in 2022. Johnson Dunn Capital Advisors is an SEC-registered, fee-based investment adviser managing approximately $136 million in client assets for individuals, trusts, estates, charitable organizations, registered investment advisers, and business entities. The firm employs a tactical allocation strategy using fundamental and technical analysis across a broad range of securities and also develops model portfolio strategies licensed to other advisers.

Dustin Jooste is a financial advisor at Toring Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg L.P. for ten years. Outside of advisory services, he is president and sole shareholder of Toring Consulting Services Inc., where he provides accounting and tax preparation services to individuals and small businesses. Toring Financial Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial and retirement planning, and educational seminars. The firm serves individuals, high net worth clients, trusts, estates, corporations, and charitable organizations, employing a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

You’re making good money. So why does it still feel like you’re always behind? You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now. You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way. That’s where I come in. I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances. Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like. Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours. If you’re tired of carrying the weight of it all alone, I’ve got you.

Angelo Angelou is the managing member of Atrium Financial Advisors LLC in Tarpon Springs, FL, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including BluBuzzard Advisors, LLC and Albert Douglas, LLC. He serves as a board member for the Tarpon Springs Florida Municipal Firefighters Trust Fund, overseeing pension investment and administrative activities. Atrium Financial Advisors provides tailored investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s approach emphasizes fundamental analysis, long-term positions, integrated risk management, and selective use of covered options for hedging.

As Founder & CEO of BayView Financial Planning, Stacy Miller leads an independent fee-only fiduciary firm serving clients nationwide from Tampa Bay. She holds the Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and Certified Financial Transitionist (CeFT®) certifications, a distinctive combination that reflects her specialized expertise in navigating financial decisions during life’s transitions. Inspired by her experience as a military spouse and her passion for women’s financial independence, Stacy founded BayView Financial Planning to help women, widows, and military-connected families invest in their own future financial security through the tides of life. A nationally recognized financial planner and speaker, Stacy blends technical expertise with empathy, helping clients navigate life changes such as career transitions, loss, military moves, and new financial responsibility with clarity and confidence. Her insights have been featured in The Wall Street Journal, The New York Times, and numerous other media outlets.

Kirk Kinder is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Picket Fence Financial, LLC. He previously worked at Tweddell Goldberg Investment Management, LLC and has been involved with Picket Fence Tax Service, LLC. Picket Fence Financial, LLC serves individual clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers fee-only investment management and comprehensive financial planning, using a modern portfolio theory approach with tailored model portfolios primarily composed of ETFs, index funds, and no-load mutual funds.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.