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 in Tampa, FL. He holds a Series 65 designation and has industry experience beginning in 2022, including roles at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc. His prior work also includes positions outside the financial industry, such as with G&G Electric and Grasslands Country Club. Walser Wealth Management Company is an SEC-registered, team-based adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm employs a diversified, low-cost investment approach using mutual funds and ETFs, supplemented by tactical asset allocation 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 46 years of industry experience, currently serving at Code Waechter LLC since 2018. He has a long tenure with MassMutual Life Insurance Company dating back to 1996 and previously worked at MML Investors Services. Outside of advisory work, he is involved with Code Smith Benefits, LLC, where he participates in group health and group benefit sales. 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 active and passive investment strategies guided by written financial plans and proprietary models, and also provides insurance and employee-benefit products through licensed professionals on the team.

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.

Scott Waechter is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He has been with Code Waechter LLC since 2018 and was previously with MassMutual Life Insurance Company from 2007. Waechter is involved in insurance sales and service of employee benefits 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 mix of active and passive investment strategies guided by written financial plans and proprietary models, and several professionals at the firm are licensed 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.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ credential and Series 63 and 66 licenses, with 31 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. since 2002, where he serves as CEO and Certified Public Accountant, offering tax planning and accounting services. He also acts as an independent insurance agent. Belleair Wealth Management, LLC is a fee-based fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs a multi-method investment approach, including core-satellite and tactical strategies, and integrates accounting and insurance services through formal affiliations.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Alpine Asset Management, LLC since 2008. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified portfolios primarily using ETFs and mutual funds, integrates tax planning and preparation services internally, and maintains a multi-office presence with a senior team holding professional credentials.

Jason Sampson is a financial advisor at Atlas Private Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience at Beacon Hill Corporate Services, Fortress Asset Protection, Venerable Law, and Squire Patton Boggs. Outside of advising, he owns and manages several businesses, including a law firm and companies providing asset protection and corporate support services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers tailored portfolio management using a combination of advisor-driven strategies and model-based solutions.

Lejla Salcin is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2020, progressing through various positions including Planning Consultant, Portfolio Advisory Services Relationship Manager, and several Workplace Planning Consultant roles. Lejla holds insurance licenses in Arkansas and California, indicating her qualifications to offer insurance-related financial advice. In her personal time, Lejla enjoys activities such as going to the beach, spending time with family, sailing, traveling, and caring for pets.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.