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.

Dodd Disler is a financial advisor at Sagace Wealth Management with eight years of industry experience. He holds a Series 65 designation and has previously worked at CS Planning Corp and MicroMo Electronics Inc. Disler is also the owner and officer of DMD Capital LLC, a holding company with an interest in Sagace Wealth Management. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning services. The firm manages approximately $156.5 million in client assets and employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

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.

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

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.

Lucas Nisly is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation. He has been with Clarity Financial Advisors since 2026 and has prior work experience at Sweet Source Solutions LLC and Sutters' Quality Foods. Outside of his advisory role, he is involved with Sweet Source Solutions LLC, an entrepreneurial venture he has been part of since 2020. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, and coordinated estate and tax planning, employing investment strategies tailored to clients' goals with a primarily long-term focus.

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.

Richard Franz is a financial advisor at Sagace Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Sorren, Inc. and Sagace Wealth Management, as well as in the insurance sector with Bayview Insurance. Outside of advisory work, he serves as president of a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual clients, including high-net-worth individuals, with discretionary portfolio management and financial planning. The firm employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term trading strategies.

Ronald Campbell is a financial advisor at Suncoast Equity Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Torch View, LLC and Seminole Financial Services, LLC. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on equity management, primarily large-cap stocks, and employs fundamental analysis along with both long-term and occasional short-term trading strategies.

Samuel Rice is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at JFG Wealth Management LLC, Johnson Financial Group LLC, and Financial Security Management, Inc. Outside of finance, his work history includes several non-financial roles such as positions at DoorDash and various food service establishments. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team that utilizes both internally managed strategies and third-party managers through platforms like Dynasty and Pontera.

Michael Samulski is a financial advisor with Econologics Financial Advisors in Largo, FL, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Guide to Insure, Total Quality Logistics, and Financial Services of America. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies, and monitoring using proprietary analytical tools, with additional services including client education and practice exit planning.

Paul Lind is a financial advisor at Capco Asset Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Sungard since 2000. 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 emphasizing business and management quality, valuation, and primary research, and offers both traditional and performance-based fee structures.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Alpine Asset Management, LLC and Merrill. Novak & Powell Financial Services, Inc. provides investment supervisory services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach focusing on diversification and fee minimization, primarily utilizing exchange-traded funds and mutual funds.

William Mac Gillivary is a financial advisor at Wealth Advisors of Tampa Bay with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, USAA Financial Services, and Raymond James. Mac Gillivary also serves as a Petty Officer First Class in the United States Navy. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and access to LPL-sponsored advisory programs, managing approximately $456.8 million in discretionary client assets.