Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Daniel Lowry is the principal of Lowry Financial Services, an independent firm based in Tierra Verde, Florida. He holds the ChFC® designation and a Series 63 license and has 42 years of experience in the financial industry. Prior to founding his current firm in 2023, he was with Commonwealth Financial Network for 19 years and has been operating under his own DBA since 1983. Outside of advisory services, he is also a licensed insurance agent involved in the sale of life and health insurance as well as annuities. Lowry Financial Services is a sole-proprietorship providing portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a disciplined, long-term investment approach and offers pension plan consulting and insurance-related advice through its principal’s separate insurance licensing.

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.

At Caliber Wealth Advisory, we work with individuals and families who want a more thoughtful, coordinated approach to financial planning. Many of our clients come to us because their financial decisions—investments, retirement, and taxes—have been handled separately. Over time, that can make things feel fragmented or unclear. Our role is to bring everything together into a structured, integrated plan so each decision supports the next. We help guide: Retirement planning and income strategy Tax-aware investment decisions Portfolio management and long-term planning As a fee-only fiduciary, we provide advice that is fully aligned with our clients’ interests—no commissions, no product incentives. Our approach is grounded in three principles: Leadership. Discipline. Care. We tend to work best with clients who value clarity, long-term thinking, and a trusted relationship—not just transactional advice. If you’re ever looking for a second perspective or a more coordinated approach, you can learn more here: 👉 Caliber Wealth Advisory

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.

At Cassandra Smalley Wealth Management, we help women business owners, executives, physicians, and tech-professionals simplify complex financial decisions and build wealth with confidence. We specialize in helping women save on taxes and build wealth for retirement while managing demanding careers, growing businesses, family responsibilities, and long-term financial goals. Our mission is to help women feel informed, empowered, and fully engaged in their financial lives while closing the gender wealth gap through education, transparency, and authentic relationships. Many of the women we work with are highly successful professionally but want a clearer strategy around retirement, investing, equity compensation, estate planning, business planning, and major life transitions. We build that road map together. With over 20 years of experience, Cassandra helps clients navigate retirement planning, investments, tax planning, stock options, employee benefits optimization, inherited wealth, college planning, Social Security strategies, and planning for business owners. Her approach goes beyond traditional financial advice. She believes wealth should create flexibility, freedom, and a life aligned with your personal values, not just a retirement account balance. After years of seeing women excluded from financial conversations or underserved by the industry, Cassandra felt called to create a different kind of advisory experience rooted in education and empowerment. That passion led her to write "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life," a book that makes financial concepts more approachable through relatable stories and real-life experiences. Cassandra is the proud mother of two daughters and understands firsthand the realities of balancing career, family, and financial goals during the busy years of life. Outside of work, she enjoys exploring Florida springs and spending time outdoors with her family. Cassandra is a Fee-Only Fiduciary, a CERTIFIED FINANCIAL PLANNER™, and a Chartered Financial Analyst professional. She earned an MBA with a Finance concentration from UNF and an undergrad from UF. Cassandra has been recognized by Forbes and SHOOK Research as one of America’s Top Women Wealth Advisors and Top Next-Gen Wealth Advisors, as well as by Working Mother Magazine as a Top Wealth Advisor Mom. Based in the St. Petersburg, Clearwater, and Tampa Bay area, Cassandra serves clients virtually across the United States.

Darryl Poisson is a financial advisor at DJP Wealth Management, LLC in Tampa, FL, with 18 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2010. In addition to his advisory role, he is a licensed insurance agent in Florida. DJP Wealth Management provides discretionary investment management, financial planning, and pension consulting services to individuals, employee benefit plans, charitable organizations, and corporations. The firm customizes portfolios using a combination of fundamental, technical, charting, and cyclical analysis, and offers a diverse range of investment options including equities, debt, mutual funds, ETFs, options, and derivatives.

Alexander Skijus is a financial advisor at True Life Wealth Management, LLC in Tampa, FL, holding a Series 65 credential and with 11 years of industry experience. He has worked at True Life Wealth Management since 2018 and previously at Sandy Morris Financial. Outside of his advisory role, Mr. Skijus is the owner and sole agent of Life Capital Strategies, an independent insurance agency. True Life Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management and financial plans. The firm employs a variety of analytical methods and a long-term trading approach, and it also provides a subscription newsletter that may include specific buy/sell recommendations.

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.

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.

Jamie Chatman is the principal of JC Venture Capital Investments LLC and holds a Series 65 designation. He has 10 years of experience serving with the Fort Lauderdale Police Department. JC Venture Capital Investments provides non-discretionary portfolio advisory services and financial planning to individuals, families, trusts, and closely held entities. The firm combines fundamental and macroeconomic analysis with strategic and tactical asset allocation, offering tailored advice across a range of investment options while maintaining client approval on all transactions.

Jeffrey Merkow is a financial advisor at JSM Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fortis Capital Advisors, Elevate Financial Planning & Wealth Management, and Financial Engines Advisors. JSM Investment Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, private equity funds, corporations, and retirement-plan fiduciaries. The firm employs a predominantly passive global asset allocation using exchange-traded vehicles while incorporating active management, alternative investments, and options strategies as market conditions warrant.

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.