James Perkins is a financial advisor at Quantum Private Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 40 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves on the boards of Playability Toys, a manufacturer of toys for children with special needs, and Recovery Connections of Central Florida, a nonprofit supporting addiction recovery. Quantum Private Wealth provides investment advisory and family office services to high-net-worth individuals, retirement plans, charitable organizations, and other entities. The firm manages customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, employing a range of investment vehicles and sub-advisers.

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.

Vansh Patel is a financial advisor at Solist Financial with a Series 65 designation and one year of industry experience. Before joining Solist Financial, he held roles at various firms including ABC Liquors and Maverick Fulfillment. He also has a background in education, having worked at The University of Tampa and local schools. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios and utilizes a range of investment strategies including margin, options, and digital assets.

Daniel Capozzo is a CFA® charterholder affiliated with Clearwell Group in Tampa, FL, with ten years of industry experience. He previously worked at Beck, Mack & Oliver for six years before joining Clearwell Advisors in 2022. Clearwell Group provides wealth management, financial planning, and investment management services across public and private markets for high-net-worth individuals, founder families, trusts, estates, charitable organizations, and certain institutional clients. The firm employs an equity-focused, long-term asset allocation strategy that combines direct portfolio management with a manager-of-managers approach.

Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. 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. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.

Robert Riley is a financial advisor with Mutual Trust Asset Management, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Mutual Trust Company of America Securities. He is also the owner of a financial planning and advisory business, Retirement Lock. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay and employs globally diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Hilary Bergman is a financial advisor with Pelion Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as CEO of Pelion Financial Group since 2004 and is also CEO of both First Liberties Financial and Pelion Investment Advisors. Since 2017, he has acted as a consultant for Carver Edison, Inc., a firm involved in the employee stock purchase plan business. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, 401(k) plan trustees and participants, and institutional clients. The firm uses a blend of fundamental macro analysis and technical, trend-driven tactical overlays to manage multi-asset portfolios tailored to client risk profiles, with ongoing reviews and quarterly reporting.

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Allen Claggett III is a CFP® professional with 14 years of industry experience, currently serving as a Retirement Wealth Advisor at The Holland Group, Retirement Wealth Advisors, LLC. He has been with The Holland Group since 2023 and also maintains a role at Mutual Trust Asset Management Inc. since 2015. Outside of his advisory work, he sells insurance and annuity products through Advisors Excel and The Holland Group. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring asset allocation to client goals and risk tolerance.

Edwin Treimanis is a financial advisor with Corinthian Partners Asset Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Corinthian Partners since 2019 and previously with International Assets Advisory, LLC from 2014 to 2019. Outside of his advisory role, he is involved with Advisor Excell, facilitating indexed universal life insurance proposals and implementation. Corinthian Partners Asset Management LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis within a modern portfolio theory framework, managing about $46 million in discretionary assets.

Julie Carnevale is a financial advisor at EDMP, Inc. with 32 years of industry experience. She holds a Series 63 designation and has held senior vice president roles at EDMP, Inc., Fundamentals Investment Alliance Group, Inc., and FAST Graphs, Inc. since the early 1990s. FAST Graphs, Inc. is a research tool provider where she also serves as senior vice president. EDMP, Inc. provides separately managed equity portfolios to individual and institutional clients, focusing on fundamental and qualitative analysis with a long-term, buy-and-hold strategy. The firm offers distinct Total Return, SMID-cap growth, and Income/dividend-growth strategies, managing relatively concentrated portfolios on a primarily discretionary basis.

Sandeva Morris is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with her current firm since 2015. Prior to that, she was associated with Global Financial Private Capital and Sandy Morris Financial LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individuals, including high-net-worth clients, through model portfolio management, ongoing asset management, and consulting. The firm also offers educational content such as newsletters and seminars, and facilitates estate-planning work via a third-party attorney platform.

Michael Rosenbach is a financial advisor at Solist Financial in Tampa, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Merrill and UBS Financial Services. Outside of advising, he is involved in several business ventures, including ownership and leadership roles in insurance, mortgage, and capital investment companies. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios, often utilizing advanced strategies and instruments.

Daniel Bader is a CFA® charterholder with nine years of experience in financial advisory. He has worked at SFG Wealth Advisors, LLC since 2020 and has held analyst roles at The Strategic Financial Alliance, Inc. and Snyder Financial Group since 2015. His responsibilities include investment research, portfolio construction, and performance tracking. SFG Wealth Advisors serves individuals and families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach emphasizes cash flow–based planning and diversified strategies focused on downside risk and consistent returns, supported by manager screening and returns-based style analysis.

Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.

Justin Wai is a CFA® charterholder with two years of industry experience. He has worked at Three Oaks Partners Investment Counsel LLC since 2026. His prior experience includes eight years at Sabal Trust Company and six years at Raymond James Financial. Outside of his advisory role, he took a year for extended travel in 2025. Three Oaks Partners Investment Counsel LLC is a small, state-registered investment adviser serving individuals, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program, using a broad range of investment tools tailored to client objectives and risk tolerance.

Kevin Caldwell is a CFP® with 19 years of industry experience, currently serving at Golden Road Advisors LLC since 2021. Prior to this, he worked for nine years at Raymond James and Associates. He is involved in several nonprofit organizations in the Tampa area, including leadership roles at the Tampa Bay History Center, The First Tee of Tampa Bay, and the Gasparilla Music Festival. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, primarily low-cost mutual funds and ETFs, with flexibility to include individual stocks, bonds, options, or independent managers as appropriate.

Shawn Mahoney is a financial advisor at Camelot Wealth Management, LLC in Oldsmar, FL, with 12 years of industry experience. He holds a Series 65 license and has worked at Camelot Wealth Management since 2016. Outside of his advisory role, he has been an accountant with Miami-Dade Aviation since 2016. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using customized portfolios based on client objectives and employing fundamental and cyclical analysis alongside both long- and short-term investment strategies.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services, Inc. and VALIC Financial Advisors, Inc. Her background also includes a role at The Local Draught House. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a blended investment approach using strategic asset allocation, tactical tilts, and a combination of fundamental and technical analysis to manage diversified portfolios.

William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.