Heather Weber is a Managing Director and Wealth Management Advisor with Merrill, based in the Tampa Bay area. She has been a financial advisor since 1997 and joined Merrill in 2006. Her practice focuses on serving active and retired executives of public companies, particularly those in the transportation sector and individuals affiliated with defense-related industries. She advises clients with complex wealth profiles, emphasizing concentrated equity positions, borrowing against concentrated stock, diversification planning, and integrating these within broader financial and investment strategies. Heather's experience includes portfolio construction, retirement and estate planning considerations, and facilitating access to credit solutions through Bank of America as appropriate. She works closely with clients to evaluate strategies addressing the risks and opportunities of holding concentrated stock positions, including borrowing against equity holdings and coordinated planning alongside independent tax and legal advisors. Her approach centers on helping clients make informed decisions aligned with their financial objectives, time horizon, and risk tolerance. She earned a Bachelor of Science degree from the University of Florida and a Master of Science degree from Tennessee State University. Heather holds the Certified Private Wealth Advisor® (CPWA®) designation and the Chartered Retirement Plans Specialist™ (CRPS™) designation. She is a sustaining member of the Junior League and has served on the Military Affairs Committee for the Tampa Chamber of Commerce. Her personal interests include hiking, pickleball, and skiing.

Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.

William Hughes is the sole advisor at William D Hughes in Odessa, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Waddell & Reed Inc for one year and operates a licensed CPA practice alongside his advisory services. Hughes also serves as an insurance agent for various carriers through W&R Insurance Agencies. His firm provides ongoing portfolio management to individual and high-net-worth clients, focusing on equities and fixed-income securities. The investment approach uses fundamental analysis and includes both long- and short-term trading, with accounts reviewed at least quarterly and customized to each client’s objectives and risk tolerance.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portfolio Medics, LLC and MassMutual. He is also involved with an affiliated accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is an independent, state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides asset management and standalone financial planning services, employing fundamental analysis with strategic and tactical asset allocation, and operates with a single adviser using a designated custodian platform.

Donald Reynolds is the sole advisor at Reynolds Capital Management, Inc. in Safety Harbor, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Reynolds Capital Management since 2005, also working at Rogers Quimby & Associates from 2005 to 2017. Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment strategies that incorporate fundamental and technical analysis, including the use of derivatives and options, with regular portfolio reviews and client evaluations.

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 the sole advisor at Carter Ridge Strategic Advisors, an independent firm based in Lutz, Florida. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including positions at Merrill, UBS Financial Services, Morgan Stanley, and National Securities Corporation. Since 2022, he has led Carter Ridge Strategic Advisors and also works as an insurance agent. Carter Ridge Strategic Advisors provides discretionary and non-discretionary portfolio management and investment consulting for individuals, families, small businesses, and high-net-worth clients. The firm employs fundamental, technical, and economic analysis across various strategies, including the use of options, derivatives, and margin techniques, and may manage assets through an unaffiliated third-party wrap fee program.

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 a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has previously worked at BrokersXpress, LLC and LPL Financial. Wagner also works as an independent insurance agent, dedicating a significant portion of his time to fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, focusing on a relatively conservative investment approach. The firm combines technical and fundamental analysis, with ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.

Mauricio Reyes is a financial advisor at Quality Financial Planning LLC in Land O' Lakes, FL, holding a Series 65 designation with four years of industry experience. He is also president of Reyes Benefits Inc., where he has been involved in insurance product sales since 2009. Quality Financial Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, business entities, and retirement plan sponsors. The firm offers tailored investment programs based on clients’ objectives and risk tolerance, along with ERISA plan services and pension consulting.

Kevin Kuo is the sole advisor at Kevin Investments and holds a Series 65 designation with one year of industry experience. He has a background in dentistry, working as an endodontist and root canal specialist at Kevin Dental, PLLC. Kevin Investments is a newly formed advisory firm that provides tailored financial and investment planning services to individuals and high-net-worth clients. The firm emphasizes passive index funds and ETFs, employing various analytical methods to inform recommendations, and delivers services primarily through one-time financial plans without discretionary portfolio management.

Paige Gunn is the principal of Gunn Financial Advisors, LLC in Safety Harbor, FL, holding a Series 66 license with 11 years of industry experience. Her prior experience includes roles at The Harwood Insurance Group, Harwood Financial Group, and Palm Harbor Group, LLC. Outside of advisory services, she is a licensed insurance agent and involved in managing a non-investment-related real estate holding company. Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth clients, trusts, and qualified retirement plans. The firm also offers ERISA-plan services to plan sponsors, employing tailored investment programs that incorporate fundamental and technical analysis along with modern portfolio theory.

Joshua Kreshon is a financial advisor at Bullish Wealth Planning with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities for eight years. He also serves as Successor Trustee to his parents' estate. Bullish Wealth Planning provides advisory services to individuals and business entities, focusing on portfolio management and comprehensive financial planning. The firm uses a combination of analytical methods and maintains a long-term trading orientation while directing clients to third-party platforms for trade execution and custody.

Carlos Cortez is the founder and sole advisor of Cortez Wealth Advisors LLC, based in Oldsmar, Florida, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at World Equity Group and Retirement Wealth Advisors, Inc. Outside of his advisory work, Cortez hosts the "Scriptures & Wallstreet" podcast, which he started in 2024. Cortez Wealth Advisors LLC provides financial planning and facilitates relationships with third‑party investment advisers for individual and high-net-worth clients. The firm focuses on asset-allocation strategies and client interviews to tailor plans and monitors recommended advisers while not directly managing client assets.

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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.

Sam Blade is the principal advisor at Blade Financial in Tampa, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Advent Health, University of Michigan Health, and several ride-sharing platforms such as Lyft and Uber. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation supported by fundamental and technical analysis, offering both discretionary and non-discretionary management along with coordinated implementation through third-party professionals.

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.