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.

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.

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.

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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.

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.

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.

Robert Basile is a financial advisor at Basile Financial Group, Inc. in Palm Harbor, FL, with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Business Financial Solutions. Basile also operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individual clients, trusts, and business entities by offering discretionary asset management, financial planning, and consulting. The firm follows a buy-and-hold investment approach focused on mutual funds and ETFs, provides public educational seminars, and integrates affiliated tax and accounting services within its client offerings.

James Koford is a CFP®-designated financial advisor at Hammerhead Financial Strategies, LLC with four years of industry experience. Prior to joining Hammerhead, he worked at Kitces.com and LPL, and he has operated Shark Investing, Inc., a subscription-based market commentary website, for over 20 years. At Shark Investing, he provides market commentary and content as well as marketing and sales support. Hammerhead Financial Strategies is a discretionary registered investment adviser serving primarily high-net-worth individuals and family offices. The firm employs an active, opportunistic investment approach driven by proprietary trading methodologies, focusing on higher-volatility equities, ETFs, and tactical asset allocation with discretionary portfolio oversight.

Haralambos Kitsos is a CFP®-certified financial advisor with 34 years of industry experience, currently serving at Bradford Financial Services Corp in Tarpon Springs, FL. His career includes long-term roles at Bradford Financial Services, Securities America, Inc., and Securities Service Network, Inc. He is also licensed as a registered insurance agent. Bradford Financial Services Corp provides financial planning, portfolio management, and consulting services to individuals, corporations, and trusts. The firm employs a mix of discretionary and non-discretionary strategies using multiple investment tools and combines fee-based advisory services with brokerage and insurance product offerings.

Nicole Mitela is a financial advisor at DiPaolo Financial Group, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, and structured products. The firm also offers estate-planning coordination, retirement and college planning, and tax consulting services, with an investment approach that includes cyclical analysis and modern portfolio theory.

Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Brent Williams is a financial advisor with Taylor & Williams, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with Taylor & Williams since 2001. Outside of advising, Mr. Williams manages a property through a private LLC during non-business hours. Taylor & Williams serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management and financial planning. The firm employs a values-based mission and an investment approach centered on asset allocation across model portfolios, incorporating mutual funds, ETFs, equities, and fixed-income securities, with the potential use of more complex investment vehicles depending on client risk tolerance.