Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank, Merrill, SS&C Advent, and Florida Blue. 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 through a multi-advisor team and combines internally managed strategies with third-party managers and specialized investment solutions.

Mark Flanagan is a financial advisor with CSP Financial Group LLC, holding a Series 65 designation and seven years of industry experience. He is also the owner of Mercer, Flanagan & Company, P.C., a CPA firm he has managed since 2000. Flanagan has held roles at several financial firms, including LifeTyme Financial Group and Flanagan Financial LLC. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, uses third-party managers such as Matson Money, and includes tax-efficient management of workplace accounts.

Michael Aloian is a financial advisor at Harmony Asset Management LLC in Tampa, FL, holding a Series 65 designation with four years of industry experience. He previously worked at Charlotte State Bank & Trust for 16 years before joining Harmony in 2022. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Eileen Proud is a financial advisor at WT Wealth Management, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at True Financial Wealth Management Firm, LLC since 2006. She is also a member, owner, and president of True Financial Wealth Management Firm, LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and low volatility, and offers affiliated professional services including tax, legal, and insurance solutions.

Ryan Creecy is a financial advisor at Darwin Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Outside of finance, his background includes roles in hospitality and retail sectors. Darwin Wealth Management serves individuals, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that integrates multiple model platforms and strategies, including both discretionary and web-based advisory options.

Patrick Dinuzzo is a financial advisor at DiNuzzo Private Wealth, Inc. with 28 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Dinuzzo has operated Dinuzzo Index Advisors, Inc. since 1989. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms, including Wealth Management, Family Office services, and an automated emerging wealth option, utilizing globally diversified, index-oriented portfolios based on Modern Portfolio Theory principles.

Elliott Sharp is a financial advisor at Suncoast Equity Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Suncoast Equity Management since 2014. Suncoast Equity Management provides discretionary portfolio management and financial planning services to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm focuses primarily on equity management of large-cap stocks, supplemented by fixed income, mutual funds, and alternative investments when requested, using a fundamental analysis approach combined with both long-term and short-term trading strategies.

Joseph Scarborough is a financial advisor at Retirement Management Systems in Tampa, FL, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oak Wealth Partners Inc, Brookstone Capital Management, and SII Investments Inc. Outside of finance, he owns and operates Running Hare Vineyard and The Hungry Hare food trailer in Maryland. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients, including high-net-worth individuals, and retirement plans. The firm uses risk-based model portfolios and offers fiduciary services, serving a large client base with a distinctive operational scale.

Dell Spiva is a financial advisor with O'Hagan Group, Inc. in Tampa, FL, holding a Series 65 designation and six years of industry experience. Prior to joining O'Hagan Group in 2021, he worked at Arbor Point Advisors and KMS Financial Services. Outside of financial advising, Spiva is a pilot for United Airlines and an insurance agent offering supplemental pilot disability and life insurance products through Inertia Insurance Services, LLC. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates. The firm combines fundamental company analysis with a growth-and-value investment approach and manages portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Christopher Harrell is a financial advisor with Capco Asset Management, LLC in Tampa, FL, holding 21 years of industry experience. He has been with Capco Asset Management since 2004. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach focused on business quality, management quality, and valuation, supported by primary research and direct engagement with company management.

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.

Andrew Whitten is a financial advisor with PFG Private Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with PFG Private Wealth Management since 2016 and previously worked at Perry Financial Group. Outside of his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory, emphasizing asset allocation and regular monitoring.

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.

Juan Melendez Calero is a financial advisor at DMK Advisor Group, Inc. with 32 years of industry experience. He holds a Series 65 designation and has worked at DMK Advisor Group since 2022 and NFP Securities, Inc. since 2009. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, with optional financial planning. The firm offers both discretionary active management and non-discretionary consultative relationships, using investment models based on mutual funds and ETFs, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining PCM Encore, she worked at Fisher Investments for one year and spent seven years at Lincoln Financial Distributors. PCM Encore provides wealth management and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes diversified, long-term portfolio construction using both passive and active strategies, incorporates tax-aware portfolio techniques, and manages over $2 billion in discretionary assets across a team of ten advisors.

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.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. 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 strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

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 work includes roles at GFG Solutions, MML Investors Services, and New York Life Insurance Company. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within an integrated fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals to deliver both bundled wrap-fee portfolios and retainer-based family office engagements.