Matthew Markowski is a CFP® with 27 years of industry experience, currently serving at Westminster Financial Securities, Inc. since 1999. He is based in Tampa, FL, and holds a Series 63 license. Markowski also holds a license to sell insurance and dedicates limited time to insurance sales outside of trading hours. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $410 million in assets and employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with adjustments made through cyclical and tactical overlays.

Gabriel Jung is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at WaterStone Investment Counsel, Royal United Mortgage, and Keurig/Dr. Pepper. In addition to advising, he is an independent insurance agent specializing in life and annuities insurance. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, and businesses, employing a diversified, low-cost investment approach with both proprietary models and delegated discretionary management.

Amy Lord is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Suncoast Equity Management, LLC in Tampa, FL. She has been with Suncoast Equity Management since 2008. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm primarily focuses on equity management with an emphasis on large-cap stocks, utilizing fundamental analysis and a mix of long-term and short-term trading strategies.

Kate Brunori is a financial advisor with PCM Encore, LLC in Tampa, FL, holding Series 65 and Series 63 designations and eight years of industry experience. She worked at Lincoln Financial Distributors for seven years before joining Fisher Investments in 2025. PCM Encore serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on diversified, long-term portfolio construction using a blend of passive and active management, integrating tax-aware strategies and offering family office services, comprehensive wealth management, and outsourced CIO engagements.

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2014. Outside of his advisory role, he serves as a soccer referee in Florida. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, goal-based investment approach, utilizing fundamental and technical analysis to create diversified portfolios and offers wealth management, financial planning, and retirement plan advisory services.

Antonio Vaglica Jr. is a financial advisor with FFO Investments LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at MassMutual, New York Life Insurance Company, and GFG Solutions. He is also a partner at LABC Cost Seg, LLC, where he manages operations and consults on real estate tax strategies. FFO Investments LLC provides discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, investment management, tax planning, and alternative investment analysis under unified agreements, often collaborating with clients’ external professionals.

Vincent Amalfitano is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at New York Life Insurance Company, MML Investors Services, and GFG Solutions. FFO Investments LLC offers a fractional family office model providing both discretionary and non-discretionary services to individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified agreement and collaborates with clients’ external professionals to deliver customized wealth management and financial planning solutions.

Kyle Waterbury is a financial advisor with Unique Wealth, LLC in Tampa, FL, holding a Series 65 designation and five years of industry experience. He has worked at Northwestern Mutual and Curtis Parry prior to joining Unique Wealth. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and utilizes a multi-advisor team alongside third-party managers and specialized investment platforms.

Kristina Rodriguez is a financial advisor at Invst, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Jarred Bunch Consulting for nine years. Outside of her advisory role, she is involved in financial therapy and coaching through Money Clarity & Co., LLC and KARR Solutions, and serves on several nonprofit boards including the Lakeland TigerTown Rotary Club and Love is Fur Ever Dog Rescue. Invst, LLC offers financial planning, consulting, and investment management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

William Hennum is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at Craft Asset Management and Maxim Healthcare, and he also serves as operations manager for Dr. Cannabus/KEB Enterprises, LLC, overseeing event operations. Additionally, he is a licensed insurance agent involved in insurance sales concurrent with his advisory duties. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial plans, emphasizing tailored advisory relationships and tactical strategies including options.

Grant Shelnut is a financial advisor at Walser Wealth Management Company with one year of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., G&G Electric, Grasslands Country Club, and Scott Lake Baptist Church. Walser Wealth Management Company is a team-based, SEC-registered firm with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, trusts, estates, and various business entities, using a diversified, low-cost investment approach focused on mutual funds and ETFs with tactical adjustments and periodic rebalancing.

Evan Chiarenzelli is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Purshe Kaplan Sterling Investments, Inc., as well as concurrent work as an insurance agent. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Brian Code is a CFP® professional with 47 years of industry experience. He is currently with Code Waechter LLC, where he has worked since 2018, and has prior experience at Massmutual Life Insurance Company and MML Investors Services. Outside of his advisory role, he has ownership and sales responsibilities at Code Smith Benefits, LLC, which focuses on group health and group benefit sales. Code Waechter LLC serves individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm uses a combination of fundamental analysis, active and passive strategies, and proprietary investment models, and also supports business owners with group and voluntary employee benefits.

Daniel Mcnichol is a financial advisor at Suncoast Equity Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Snow Capital Management, L.P. for 19 years before joining Suncoast Equity Management in 2020. Suncoast Equity Management provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes equity management with a focus on large-cap stocks and employs fundamental analysis combined with both long-term and short-term trading strategies.

Lori Watt is a CFP® with 40 years of industry experience, currently serving at IAG Wealth Partners, LLC since 2009. She has maintained concurrent affiliation with LPL Financial, LLC over the same period. Lori also holds licenses to offer fixed life insurance, disability, and long-term care insurance products. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, providing financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach and utilizes both model-based and custom strategies, often incorporating third-party managers and LPL-sponsored advisory programs.

Landon Archangelo is a CFP® with six years of industry experience, currently serving at FFO Investments LLC. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is a partner at GFG Solutions, where he provides consulting services to business owners on entity and organizational matters. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm integrates multiple advisory disciplines under a unified agreement and frequently collaborates with clients' external professionals to provide comprehensive wealth and financial planning.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Ernie Meads is a Financial Consultant at Fidelity Investments, a role he has held since 2023. His professional journey within Fidelity includes positions as a Planning Consultant from 2022 to 2023, a Relationship Manager in 2022, and an Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, Ernie participated in the Financial Advisor Development program at Merrill Lynch between 2020 and 2021 and completed an internship at Ameriprise Financial from 2016 to 2019. Throughout his career, Ernie has focused on developing personalized financial plans that aim to provide clients with security and peace of mind. He emphasizes building meaningful relationships and serving as a trusted resource for clients in times of uncertainty. Outside of his professional life, Ernie enjoys boating, fitness, football, skiing, and spending time with friends at social events.

Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.

Scott Waechter is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at Code Waechter LLC since 2018 and has been with MassMutual Life Insurance Company since 2007. Waechter is also involved in insurance sales through Code Smith Benefits, LLC. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm employs a combination of fundamental analysis, active and passive strategies, and third-party managers, with several team members also licensed as independent insurance agents.