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.

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.

Sam Blade is the principal of Blade Financial, an independent financial advisory firm based in Tampa, FL. He holds a Series 65 credential and has no prior industry experience. His work history includes positions at Advent Health, University of Michigan Health, Lyft, Uber, and GrubHub. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a client-focused investment process that includes asset allocation, fundamental and technical analysis, and market-timing, offering both discretionary and non-discretionary management as well as standalone planning and consultation.

Dawson Ransome is the principal and sole advisor at Ransome Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in financial services since 2002 through various related entities. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis and uses both long-term and short-term strategies, including margin and option strategies where appropriate.

Pritam Dhavale is a financial advisor with Wealth Compounders LLC, holding a Series 65 designation and eight years of industry experience. He has been with Wealth Compounders since 2018 and has prior experience at Pre-Rush Inc. Wealth Compounders LLC is a small independent advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a combination of charting, fundamental and technical analysis, and implements various strategies including derivatives and options trading, with a focus on non-discretionary asset management.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

Nathaniel Skelly is a CFP® with eight years of industry experience and is the sole advisor at Financial Pathway LLC. His prior experience includes positions at Edward Jones, Huntington National Bank, and Vocellis. Outside of his financial advisory work, he serves as a guide and host for an annual 10-day tour of Israel through Land of the Bible Tours. Financial Pathway is an independent firm serving individuals, charitable organizations, and businesses with tailored investment management, financial planning, and retirement plan consulting. The firm’s approach is based on Modern Portfolio Theory and factor analysis, emphasizing passive investment management using index funds and ETFs, and it provides employer and pension plan consulting alongside participant education.

Jeremy David is a financial advisor at Noble Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Noble Wealth Advisors, LLC, he worked at Northwestern Mutual and Raymond James. In addition to advisory services, he provides insurance through Noble Insurance Planners, LLC and tax preparation services via Noble Tax Strategies, LLC. Noble Wealth serves retail investors, including individuals and small businesses, offering a combination of discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-account rollover advice. The firm employs both passive and active investment strategies using ETFs, mutual funds, equities, and fixed income, and integrates fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

Raymond Dimeo is a financial advisor at Meridian Wealth Group with 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory role, he has ownership interest in a real estate-related business in Tampa, Florida, shared with his spouse. Meridian Wealth Group offers personalized financial planning, discretionary and non-discretionary investment management, and recently added divorce financial consulting to its services. The firm serves individuals, high-net-worth clients, and various entities, using fundamental analysis and a long-term strategic approach tailored to client objectives.

Christopher Cook is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential and Bright Futures Wealth Management. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group, LLC is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm combines fundamental and technical analysis to build diversified portfolios and offers ongoing financial planning through a subscription-based “Personal CFO” platform.

Michael Garcia is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and New York Life Insurance. Garcia is also involved in non-variable insurance sales focusing on fixed life and fixed annuities. BRIA Capital Group is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management and ongoing financial planning, utilizing a blend of fundamental and technical analysis to build diversified portfolios aligned with client objectives and preferences.

Giovannie Topazio is a financial advisor with BRIA Capital Group, LLC and holds a Series 65 credential. Giovannie has approximately one year of experience in advisory roles, with prior work history at OneAmerica Securities and American United Life. Outside of finance, Giovannie is involved in non-variable insurance sales and also works as a rideshare driver. BRIA Capital Group, LLC is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to build diversified portfolios and offers a subscription-based financial planning platform alongside retirement plan consulting services.

Jeffrey Rodriguez Aponte is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management and International Financial Solutions, Inc. Outside of his advisory role, he serves as president of Tampasaos, LLC, which owns a small hotel. San Blas Advisory serves individual, high-net-worth clients, and businesses, managing approximately $218.9 million across about 664 accounts. The firm offers discretionary and non-discretionary portfolio management combined with various financial planning services, employing a mixed methodology of fundamental, technical, and qualitative analysis.

John Bartoletta is a financial advisor at High Street Financial, LLC in Tampa, FL, holding a Series 63 designation with 29 years of industry experience. He has been with High Street Financial since 1996. Outside of his advisory role, Bartoletta is the founder and CEO of Unation, Inc., a company that develops a mobile app and desktop platform for social engagement and event creation. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages both discretionary and non-discretionary accounts with approximately $34.7 million in assets under management, employing a proprietary quantitative process called Dynamic Style Rotation across three investment programs.

Kristin Di Meo is a financial advisor with Meridian Wealth Group in Dade City, FL. She holds the Series 65 designation and has over 19 years of industry experience, including roles at Litigation Support Advisors and Cbiz. Meridian Wealth Group offers personalized financial planning and investment management services for individuals, high-net-worth clients, and various entities. The firm incorporates fundamental analysis and modern portfolio theory within a long-term strategic framework and has recently added divorce financial consulting as a formal service.

Darren Clauws is a financial advisor at High Street Financial, LLC with 29 years of industry experience. He has worked at GB Capital Markets, Inc. and 1817 Securities, LLC, both in 2019, and has been with High Street Financial since 1996. Outside of his advisory role, he is the owner of Leader Enterprises, Inc., a consulting company. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and various business entities, including insurance company clients. The firm manages discretionary and non-discretionary accounts through a proprietary quantitative process called Dynamic Style Rotation, utilizing mutual funds, ETFs, equities, fixed income, and options.

Ryan Gavin is a CFA® charterholder with seven years of industry experience. He has worked at Summit Wealth Partners, LLC since 2021 and previously with Naples Global Advisors LLC, Florida Gulf Coast University, and Lee Health. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Ryan Johns is a financial advisor with Vital Capital LLC, holding a Series 65 license and bringing 12 years of industry experience. He previously worked at SFG Wealth Advisors LLC and The Strategic Financial Alliance, Inc., and has operated as an independent contractor since 2017. In addition to his advisory role, Johns is also an attorney involved in legal research, trial work, and litigation consultation. Vital Capital LLC serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm’s team uses fundamental and technical analysis to tailor investment decisions to clients’ objectives and risk tolerance, incorporating alternative investments and private offerings as appropriate.

Brett Maggard is a financial advisor with Singer Wealth Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Bankers Life and Brokers International Financial Services, and he also operates Maggard Wealth Management. In addition to his advisory role, he is active as a licensed insurance agent providing insurance products and services to clients. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing a combination of fundamental analysis and tactical strategies to construct tailored portfolios.