Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Michael Fargo is a financial advisor at Houten Haley Financial LLC in St. Petersburg, FL. He holds a Series 65 designation and has been in the industry since 2022. Prior to founding his advisory firm, he worked at Navico from 2007 to 2022. Outside of his advisory role, Mr. Fargo operates a sole proprietorship providing general business consulting and marine services. Houten Haley Financial LLC is a state-registered investment adviser offering discretionary and non-discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis alongside modern portfolio theory to create portfolios tailored to clients’ goals and risk tolerances, maintaining ongoing client contact and periodic reviews to manage customized investment strategies.

Nicholas Dawson is a CFP® with 17 years of industry experience. He is the principal advisor at New Perspective Wealth Management, an independent firm he has led since 2021. Prior to that, he spent 12 years at Franklin Templeton Investments. Outside of advisory work, he consults on physical supply and hedging strategies for propane and oil and gas retailers through New Perspective LLC. New Perspective Wealth Management serves individual and high-net-worth clients, offering discretionary investment management along with financial planning and consulting. The firm’s investment approach focuses on long-term asset allocation using a mix of actively managed mutual funds, ETFs, and individual stocks, maintaining a relatively concentrated, long-biased portfolio.

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.

Dena Minning is a CFP® and CFA® with 30 years of experience in the financial advisory industry. She has been with Personal Asset Management since 2005 and previously worked at Vioni Capital Management. Outside of her advisory role, she is involved as president and co-manager of a residential rental real estate investment LLC. Personal Asset Management is an independent firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm offers discretionary and recommendation-based asset management, financial planning, and consulting, focusing on fundamental analysis and a long-term investment strategy with customized portfolios primarily invested in individual stocks, bonds, and CDs.

Rory Carney is a financial advisor at Hygge Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Transamerica Financial Advisors, Inc. Carney also works as an independent consultant for physical precious metals and alternative investments, including cryptocurrencies, and organizes financial conferences and seminars. Hygge Advisors, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and plan sponsors. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a risk-based strategic and tactical asset allocation approach grounded in Modern Portfolio Theory.

Walter Myers is the sole advisor at Myers, Walter L, an independent registered investment advisory firm based in Wimauma, FL. He holds Series 63 and Series 65 designations and has 15 years of experience in the financial industry. Prior to founding his firm, Myers has been associated with LaSalle St Securities since 2001. Outside of his advisory role, he has worked as a cashier at Walmart. Walter L. Myers provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm employs a proprietary, technical-analysis based methodology focusing on value, safety, quality, and risk control in selecting equities, options, and mutual funds, serving a limited number of clients through a personalized approach.

Scott Tittle is the principal advisor at Blueprint Wealth Management, an independent advisory firm based in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Tittle has led Blueprint Wealth Management since 2012. Blueprint Wealth Management provides discretionary investment and portfolio management services primarily to individuals and high-net-worth clients. The firm manages approximately $120 million in assets and employs a fundamental analysis approach, offering tailored portfolios across various asset types including alternative investments such as hedge funds and private placements.

Jonathan Henrich is an investment advisor at Mozella Asset Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in technology consulting, commercial mortgage brokerage, and real estate ownership. Henrich is also an author of books, generally on a not-for-profit basis. Mozella Asset Management is a state-registered investment adviser providing active investment management, financial planning, and consulting services to individuals, trusts, and corporations. The firm constructs customized portfolios using Modern Portfolio Theory and both fundamental and technical analysis, frequently allocating client assets to independent managers and managed account programs.

Azul Galvez is a Series 65-licensed financial advisor with five years of industry experience. She is the sole advisor at Galvez Financial LLC and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and held various roles in healthcare and education sectors. Galvez Financial provides customized financial planning and investment advisory services to a diverse client base, including individuals, families, trusts, pension and profit-sharing plans, corporations, and government entities. The firm employs a disciplined, long-term investment approach focused on growth and capital preservation, using index/ETF investing, style allocation, sector diversification, and dividend-growth strategies.

Christian Pearson is a financial advisor at Turning Point Financial Advisory with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Treloar & Heisel, Inc., LPL Financial, Mass Mutual, and State Farm. Outside of financial advising, he serves as CEO of Alafia Consulting LLC, a business development firm for startup companies. Turning Point Financial Advisory provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other business entities. The firm offers non-discretionary portfolio management using a tactical allocation strategy and delivers ERISA-related pension consulting alongside participant education and fiduciary advice.

John Donovan is a CFP® with 39 years of experience in the financial advisory industry. He has been the principal advisor at AdvisorPlanner, LLC since 2016. Outside of his advisory work, he offers automobile rental services through an organized platform from his home office. AdvisorPlanner, LLC is a fee-only independent registered investment adviser serving individual clients and employer-sponsored retirement plans. The firm uses a variety of analysis techniques to construct portfolios that include equities, mutual funds, ETFs, and fixed-income instruments, and it emphasizes both value-oriented and income-focused strategies with periodic tactical adjustments.

Robert Johnson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at TCP Investments LLC since 2011. Prior to founding the firm, he accumulated decades of personal market-timing experience outside the finance industry. TCP Investments LLC provides investment advice exclusively to individual clients, utilizing a market-timing strategy driven by technical analysis and charting tools. The firm focuses on discretionary management for ProFunds accounts and trade recommendations for clients’ retirement plans, maintaining a small client base and a modest asset size.

Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Gray Colt Financial Planning LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors LLC, Empower Financial Services, Inc., and Regions Bank/Cetera Investment Services. Outside of advising, he holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent, state-registered firm that provides asset management and financial planning to individual and high-net-worth clients. The firm emphasizes value-oriented, long-term investments combined with strategic asset allocation and offers personalized portfolio management tailored to client objectives.

Daniel Westfall is a CFP® professional with 13 years of experience in the financial services industry. He is the founder and owner of Client Focused Financial, an independent firm based in Saint Petersburg, FL, and previously worked at Triad Advisors, Inc. and NEXT Financial Group. In addition to his advisory role, he is licensed to provide insurance planning through his firm. Client Focused Financial offers ongoing asset management and financial planning primarily for individual clients, with additional engagements involving state and municipal government clients. The firm employs a tailored investment approach using fundamental analysis and a variety of instruments, managing approximately $69.5 million in assets for over 250 clients.

Bradley Sorensen is a CFA® charterholder with 22 years of industry experience. He currently serves as the sole advisor at U.S. Cherry LLC in St. Petersburg, FL. His prior experience includes roles at Charles Schwab, IHL Investment Services, and investment research positions at Zacks Investment Research and Cornerstone Portfolio Research, where he works as a senior research analyst and portfolio manager respectively. U.S. Cherry is an SEC-registered, internet-based robo-advisor serving retail individuals, corporate clients, institutional investors, trusts, and endowments. The firm uses technology-driven, proprietary algorithms to deliver automated portfolio management and digital financial-planning tools across multiple account types, emphasizing ETF-based model portfolios with features such as ESG and factor exposures and crypto-ETF options.

Jorge Soriano is a CFP® professional with 14 years of experience in the financial industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. Prior to this, he held roles at Intuit, GTE Financial, and JP Morgan Chase Bank. Soriano also serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC provides comprehensive financial planning, investment consultation, and tax return preparation to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project and hourly basis without managing client assets or accepting custody of funds, using a planning-centric approach rather than asset-based fees.

Laura Johnson is a financial advisor at Bayshore Financial Solutions, LLC, holding a Series 65 credential with 10 years of industry experience. She has worked at several firms, including Gradient Advisors, LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. In addition to her advisory work, she owns and operates Bayshore Retirement Solutions, an insurance-related business. Bayshore Financial Solutions provides discretionary asset management and financial planning services primarily for individual clients. The firm manages a range of accounts including taxable, retirement, annuities, and life-product investments, tailoring strategies to clients’ goals using fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops.

Steven Cohen is a CFA charterholder based in St. Petersburg, FL, with 15 years of industry experience. He has worked exclusively at Steven J Cohen CFA since 2011. SJC Capital LLC operates as a multi-family office serving high-net-worth individuals, families, trusts, investment companies, and pension plans, including a significant non-U.S. client base. The firm combines traditional fundamental analysis with proprietary artificial intelligence and machine-learning models, employing quantitative portfolio management and active trading strategies.