Joao Teixeira is a CFP® certificant with 20 years of industry experience, currently serving at PFG Private Wealth Management, LLC. He previously worked at Tampa Dental Advisory Group and Mutual Securities, Inc. Outside of his advisory role, he serves on the board of the 13 Ugly Men Foundation, Inc., where he contributes to charitable event planning and assists the investment committee. PFG Private Wealth Management provides investment management, financial planning, and pension consulting to individuals, corporations, and employee benefit plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to manage approximately $288 million in discretionary assets.

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Christiana Dirks is a CFP® professional affiliated with ProVise Management Group, LLC in Clearwater, FL. She has experience working at multiple financial firms including Morgan Stanley, Koss Olinger Financial Group, and Raymond James Financial. Her background also includes employment outside finance at Publix Supermarkets. ProVise Management Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting services. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and non-discretionary management options.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Morgan Stanley and Franklin Templeton, as well as academic appointments at the University of South Florida and Lee University. He is also involved with Darwin Insurance Group, an affiliated company, where he consults on fixed insurance and annuity products. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-advisor team approach, offering customized investment strategies and maintaining over $614 million in discretionary assets under management.

Nathan Kriplin is a CFP® professional at Northbridge Financial Group, LLC with six years of industry experience. His prior roles include positions at LPL Financial, LLC and Goldman Sachs & Co. LLC. Outside of his advisory work, he has been involved with USA Hockey. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, trusts, businesses, and retirement plans. The firm follows a primarily long-term, goal-based investment approach utilizing fundamental and technical analysis and employs a variety of investment strategies, including ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

John Thiel is a financial advisor with Indivisible Partners in Clearwater, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He spent nearly three decades at Merrill Lynch before retiring in 2018 and returning to advisory work in 2024. Outside of his advisory role, Thiel is a senior advisor and partner at My Next Season, a retirement consulting business. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Matthew Michaels is a CFP® with 15 years of experience in the financial services industry. He currently serves at Fidelis Capital Partners, where he has worked since 2022. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank spanning over a decade. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment approach that integrates quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and business consulting services.

Steven Eddy is a financial advisor at Craft Wealth Services in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Centurion Wealth Management, LLC, Pruco Securities LLC, and Strategic Media Services, Inc. He has also been involved with Resourceful Business Advisors LLC since 2014. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, employing a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis alongside tactical allocation and options strategies. The firm offers discretionary portfolio management with continuous monitoring and annual reviews tailored through client interviews and questionnaires.

Harrison Moore is a financial advisor at Rogan & Associates with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Harwood Advisory Group, American Family Legacy Group, and Axa Advisors. Rogan & Associates advises individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm uses a generally conservative, long-term investment approach emphasizing diversification and tailors allocations to client goals and time horizons.

Sandra Nesbit is a financial advisor at Noble Family Wealth with 27 years of industry experience. She holds a Series 66 designation and previously worked at Mainsail Capital Group, Mercer Advisors, National Advisors Trust Company, and GFS Private Wealth. Outside of her advisory role, she manages two boat holding companies. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, primarily serving higher-net-worth clients. The firm employs a tactical, multi-asset-class allocation approach tailored to clients’ objectives and risk profiles, utilizing ETFs and various strategies including options and short sales.

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. He briefly worked outside the financial industry at The Bungalow Restaurant & Bar. 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 offers wealth management and retirement plan advisory services using a primarily long-term, goal-based investment approach that incorporates a range of investment vehicles and tactical strategies tailored to client objectives.

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.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.

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.

Eric Gersch is a financial advisor at Econologics Financial Advisors in Largo, FL, holding a Series 65 designation with nine years of industry experience. He has been with Econologics Financial Advisors since 2016. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, ongoing advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies using a mix of strategies, and proprietary analytics, complemented by client education events and resources.

Ryan Creecy is a financial advisor at Darwin Wealth Management in Tampa, FL, with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Darwin Wealth Management, he worked at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension consulting services. The firm employs a multi-advisor team approach and uses customized portfolios, model strategies, third-party managers, and a web-based discretionary platform to deliver tailored investment advice.

Christopher Kacena is a financial advisor at Severin Investments LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dynasty Financial Partners and PGIM, as well as positions outside the financial industry, including at Radiology Regional Center and Interlachen Country Club. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers. The firm offers discretionary portfolio management with proprietary model portfolios, estate-planning support, 401(k) consulting, and a wrap-fee program, using investment strategies that combine fundamental and technical analysis alongside tactical tilts and sector rotation.

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.

Eric Ebbert is a CFP® professional with 24 years of experience in the financial advisory industry. He is president of ProVise Management Company Inc. and has been with Provise Management Group, LLC since 2002. Outside of his advisory role, he serves as a trustee for the Forman School and is a member of the board of directors for the Homeless Empowerment Program in Clearwater, FL. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm utilizes a range of investment vehicles and custodial platforms, and it is affiliated with several financial service companies under Kestra Financial.