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.

Pedro Do Nascimento Tonietto is a financial advisor with Wealth Warden Partners in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wealth Warden Partners in 2025, he worked at Fidelity Investments, The Beringer Group, Wells Fargo, and Ameriprise. Outside of finance, he is an independent contractor engaged in photographic and commercial modeling. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients, using a discretionary, long-term approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios composed mainly of mutual funds, equities, fixed income, and ETFs, and requires clients to use a specific broker-dealer for custody.

Charles Carnevale is a financial advisor at EDMP, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple roles including CEO and President at affiliated entities such as Fundamentals Investment Alliance Group and FAST Graphs, Inc., a research tool company he founded. His career includes leadership positions in portfolio management and investment research. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual and institutional clients. The firm focuses on long-term equity ownership with valuation discipline, managing concentrated portfolios across Total Return, SMID-cap growth, and Income strategies.

Caroline Petty is a CFP® professional with seven years of industry experience. She is currently with Uprise Advisers LLC and serves as Head of Financial Planning Operations at Ontrail, Inc. Her prior experience includes roles at Raymond James Financial. Uprise Advisers primarily serves individual clients through an asynchronous financial planning platform, offering tailored plans that incorporate employer benefits and equity compensation, without managing client portfolios or exercising investment discretion.

Coty Brawdy is a financial advisor at FFO Investments LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Manning & Napier Investor Services, United Capital Financial Advisers, Goldman Sachs, Bank of America, Merrill, and Allstate Insurance. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs through integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.

Kenneth Ororke is a financial advisor at Suncoast Equity Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Bank of America from 2002 to 2017. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic business advice related to banking and legal services. Suncoast Equity Management offers discretionary portfolio management and financial planning to individuals, pension plans, trusts, and corporations, with a focus on equity management primarily in large-cap stocks. The firm uses fundamental analysis combined with both long-term and short-term trading strategies and manages approximately $1.87 billion in discretionary assets across a multi-advisor team.

Stephen Bunch is a financial advisor at Sagace Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Sagace Wealth Management since 2020. Prior to that, he was with Spoor Bunch Franz for eight years and has been associated with Grand Central Investment Group since 2014. Outside of his advisory role, he manages SBF, LLC, a full-service CPA firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs an ETF-based investment approach combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Alexander Perez is a CFP® professional with eight years of experience in the financial services industry. He currently serves as an advisor at FFO Investments LLC and has held previous roles at Raymond James & Associates, Northwestern Mutual, Morgan Stanley, and Wells Fargo. Outside of his advisory work, he is listed as CEO of Mona Lisa Tile Inc., a family business, though he has no active role in its operations. 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 provides integrated wealth management solutions including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Jason Hersch is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Blacktower Financial Management US LLC. Outside of his advisory role, he is an independent insurance agent and also works as an Uber driver in Tampa, FL. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers.

Joshua Markowski is a financial advisor at Markowski Investments with 10 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. Prior to his current role, he has been associated with Westminster Financial Securities, Inc. and Compass Financial Management LLC since 2016 and 2020, respectively. Outside of advisory work, he has worked as a bellman at the Gasparilla Inn in Boca Grande, FL. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets across a multi-advisor platform and incorporates strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

Matthew Harbert is a financial advisor at Instrumental Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company from 2015 to 2020. Outside of his advisory work, he serves as a committee member for The State College of Florida Foundation. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance, time horizon, and liquidity needs, utilizing a range of investment vehicles and integrated planning services for business owners.

Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of advising, he is president of Self Storage Properties, Inc. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary services. The firm uses a variety of analytical methods and investment platforms, including discretionary and non-discretionary management, and operates wrap fee programs in partnership with a national broker-dealer platform.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at PSI Advisors since 2017 and has prior experience with LPL Financial, Teague & Associates, Princor Financial Services Corp, and Principal Life Insurance Co. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and offers both discretionary and non-discretionary management, including strategies that may employ derivatives, options, margin, and borrowing.

Jake Pendl is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with three years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, National Financial Network, and Guardian Life Insurance Company. Sagace Wealth Management is a registered investment adviser team of seven advisors managing approximately $162.7 million for primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, utilizing exchange-traded funds and incorporating fundamental and cyclical analysis as well as option-writing strategies within its investment process.

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Farther Finance Advisors and Insurance Media Services. Outside of her advisory role, she is also engaged in fixed insurance sales as an insurance agent. Darwin Wealth Management serves individuals, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers, automated advice platforms, and a broad range of asset types.

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.