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.

Jeffrey Mcavaddy is a financial advisor with Infinity Tax & Financial Planning, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Advisors and ProEquities, Inc. He also prepares taxes through Infinity Seminole, LLC. Infinity Investment Advisors LLC serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college, and insurance needs. The firm follows a client-driven investment process documented in an Investment Policy Statement and employs various analytical strategies across a spectrum from long-term investing to short-term trading.

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.

William Arnold is a financial advisor with Avid Planning in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Avid Advisory and Investment Group LLC since 2016. In addition to his advisory role, he is a commissioned Notary Public. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining passive and active funds tailored to clients’ risk tolerance and time horizon.

Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.

Todd Seymour is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at firms including Morgan Stanley and Steward Partners Investment Advisory, and currently serves as an advisor at Personalized Financial Solutions LLC. In addition to his advisory role, Seymour is an enrolled agent and tax preparer at Tax and Trust Management Services, LLC, an affiliated accounting and tax firm. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, and related services. The firm combines investment advice with integrated tax, trust, and estate planning support through its affiliated accounting practice and sponsors a wrap-fee program to bundle transaction costs.

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.

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.

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.

Michael Garberich is a CFA® charterholder with nine years of industry experience. He has worked at Nestimate Investment Management, LLC since 2026 and Nestimate, Inc. since 2025. His prior roles include positions at LeafHouse Financial Advisors, LLC, Lowenberg Group, LLC, and Merrill. Nestimate Investment Management, LLC is a small registered investment adviser specializing in discretionary portfolio management and pension consulting, including model portfolio construction for employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, often implementing allocations generated by a proprietary financial technology system.

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.

David Bennett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Unify Financial Advisors since 2023. Prior to this, he worked for seven years at Successful Portfolios, LLC. Unify Financial Advisors is a fee-only registered investment adviser that serves primarily individual clients, including high-net-worth households. The firm offers portfolio management and financial planning services, employing diversified investment strategies that include equities, fixed income, ETFs, mutual funds, and a limited options program focused on secured covered calls and puts.

Cathy Wagner is the sole advisor at Cathy A. Wagner, CFP, RIA, with 46 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for FSC Securities Corporation for 30 years before joining OSAIC in 2023. She serves as chairperson of the Palm Harbor Fire Department Pension Plan Board, a non-compensated position. Her firm provides individualized financial planning and ongoing advice to individuals, trusts, estates, corporations, and other entities across retirement, estate, income tax, risk management, and college planning. The firm produces written recommendations through a discovery and planning process and coordinates implementation with other professionals when appropriate.

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.

John Tunstall is a financial advisor at Florin Pensions LLC with 14 years of industry experience. He holds the Series 65 designation and has been with Florin Pensions since 2012. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations regarding UK personal pension transfers, operating as a pension consultancy without taking custody of client assets.

Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.