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.

Joseph Mc Fadden is a CFP® and CFA® affiliated with ProVise Management Group, LLC, with four years of industry experience. He has worked at Pensionmark Financial Group for four years and SWM Advisors for one year, and previously spent thirteen years at Aberdeen Standard Investments. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms, and incorporates AI tools with human oversight in its processes.

Vincent Ferrara is a CFP® with 55 years of industry experience, currently serving at Provise Management Group, LLC. He has held various roles since 1992, including leadership positions at Provise Management Company, Inc. and as an independent insurance agent. Ferrara is also involved in community and fiduciary activities, including board memberships with the University of Maryland College Park Foundation and Baycare Health Services, Inc., and he hosts a podcast through Up Your Assets, LLC. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms and is affiliated with Kestra Financial and related entities.

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.

Joseph Minutolo is a financial advisor at Rogan & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Distributors Inc and J.W. Cole Financial, Inc. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, asset-allocation, and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while managing approximately $709.6 million in assets on a discretionary basis.

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.

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.

Michael Abbott is a CFP® with nine years of industry experience, currently serving as a financial advisor at Thrive Capital Management, LLC. His prior roles include positions at Valic Financial Advisors, Sandy Morris Financial & Estate Planning Services, Walser Wealth Management Company, Pruco Securities LLC, The Prudential Insurance Company of America, and T Rowe Price. Abbott is also appointed as an agent to sell non-securities insurance products for AGIA. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations with services including discretionary portfolio management, financial planning, and educational seminars. The firm utilizes diversified model portfolios, fundamental analysis, and sub-advisors to tailor investment strategies and enhance diversification.

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.

Blake Kennedy is a financial advisor at Rogan & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Rogan & Associates since 2018, following a prior role at The CSI Companies. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis and employs a long-term, asset-allocation approach tailored to clients' objectives and risk tolerance.

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

Doyel Price Jr. is a financial advisor with Invicta Financial Group in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at BDT & Associates, Inc., Cambridge Investment Research Advisors, and Onyx Wealth Advisors. Outside of advisory work, he serves as a director on the board of BDT & Associates, Inc. and operates as a licensed insurance agent. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, emphasizing tailored written financial action plans. The firm refers clients to selected third-party money managers for portfolio management and primarily operates with non-discretionary advisory assets.

Kamella Davis is a financial advisor with Flaharty Asset Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior positions include roles at Morgan Stanley, Wells Fargo Advisors, and LPL Financial. She provides investment advisory services through Flaharty Asset Management, an independent registered investment advisor. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million across 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, investing across various instruments including equities, ETFs, mutual funds, REITs, options, and alternative investments.

Dylan Arnall is a CFP®-certified financial advisor with five years of industry experience. He is currently with TLW Wealth Management, LLC, where he has worked since 2024. Prior to joining TLW, Arnall held roles at Paychex and ADP, gaining experience in financial services and brokerage operations. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and ETFs, with discretionary management tailored to clients’ time horizons and cash flow needs.

William Root is a financial advisor at Clarity Financial Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors and Manatee River Financial Group. Outside of financial services, he is a sales representative for Sutter's Quality Foods. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses through a team of five advisers. The firm offers discretionary portfolio management, financial planning, retirement plan management, and coordinated estate and tax planning, employing tailored, primarily long-term investment strategies that utilize fundamental, factor, optimization, and quantitative methods.

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

James Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and five years of industry experience. He is also the owner and manager of Spoor Law, P.A., an estate planning and business transaction law firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm utilizes ETF-based portfolios combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

Warren Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding the PFS™ designation and Series 65 license. He has 20 years of industry experience and has worked at Sorren, Inc., Sagace Wealth Management LLC, and SBF, LLC. Outside of advisory work, he manages a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning, employing ETF-based portfolios alongside fundamental and cyclical analysis. The firm is notable for its affiliations with accounting and law firms and its use of derivatives and leverage strategies.