Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 11 years of industry experience. He has been with TLW Wealth Management since 2016. He holds a Series 65 designation. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm focuses on discretionary investment management using a value-oriented, long-term approach centered on individual equities and exchange-traded funds.

Jonathan Bailey is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, currently working at American Municipal SEC since 2014. Amuni Financial, Inc. manages approximately $195 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 12 advisors. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and other securities, offering both discretionary and non-discretionary portfolio management alongside brokerage and insurance services.

Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Amy Lord is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Suncoast Equity Management, LLC in Tampa, FL. She has been with Suncoast Equity Management since 2008. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm primarily focuses on equity management with an emphasis on large-cap stocks, utilizing fundamental analysis and a mix of long-term and short-term trading strategies.

Brian Inman is a financial advisor with Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and 65 licenses and 28 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances, offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

Yale Walker is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining PSI Advisors in 2022, he worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. from 2016 to 2022. He is also involved with Walker Wealth Management LLC, focusing on fixed insurance. PSI Advisors is a registered investment adviser that serves individual, high-net-worth, business, and employer-sponsored retirement plan clients. The firm offers portfolio management, financial planning, retirement plan fiduciary services, and uses a range of analytical methods and investment strategies tailored to client needs.

Robert Di Legge is a financial advisor at Hemsley Advisors, Ltd. in Clearwater, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Hemsley Advisors in 2023, he worked at Twilio, FullStory, Adobe, and Atlantix Global Systems. Hemsley Advisors, Ltd. is an SEC-registered advisory firm managing approximately $541 million across a client base that includes individuals, charitable organizations, and corporations. The firm offers portfolio management, integrated financial planning, and consulting services, emphasizing individualized investment policies, fundamental analysis, and a buy-and-hold strategy.

Ronald Paprocki is a CFP® with 44 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also associated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Clearwater Beach, FL. Outside his advisory role, he is involved in insurance sales, assisting clients with life, disability, and long-term care insurance products. MEDIQUS Asset Advisors serves individuals, retirement plans, and not-for-profit medical organizations, with a notable concentration of physicians and medical groups. The firm provides investment advisory, financial planning, and educational services, managing discretionary Wealth Builder accounts through the Betterment platform with an emphasis on long-term asset allocation and regular account reviews.

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2014. Outside of his advisory role, he serves as a soccer referee in Florida. 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 employs a primarily long-term, goal-based investment approach, utilizing fundamental and technical analysis to create diversified portfolios and offers wealth management, financial planning, and retirement plan advisory services.

Gregory Holland is a financial advisor at O'Hagan Group, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Arbor Point Advisors and Kms Financial Services, Inc. In addition to his financial career, he has been a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, including retirement account decisions and management of assets outside primary custodians. The firm employs a growth-and-value investment approach with fundamental quarterly company analysis and manages portfolios on a discretionary basis.

Alan Marsh is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with American Municipal SEC since 2012. Marsh is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm's scope. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, including access to outside money managers and a range of investment products.

Joshua Abrahamson is a financial advisor at Econologics Financial Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was employed at FedEx. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm provides customized investment strategies and uses proprietary tools such as Econometry® Analytics and an annual Roadmap Renovation to support client plans and risk management.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. 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 strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Kyle Waterbury is a financial advisor at Unique Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC and Curtis Parry. Outside of finance, he has experience in the brewing industry with 3 Daughters Brewery. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client objectives and utilizing model portfolios, sub-advisers, and independent managers, including digital asset advisory.

David Vervelde is a financial advisor at TLW Wealth Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has been with TLW Wealth Management since 2016. Outside of his advisory role, he is a partner at Teal Wing LLC, a real estate business based in Hayward, Wisconsin. 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 exchange-traded funds, tailoring portfolios to accommodate multi-decade time horizons and ongoing monthly cash withdrawals.

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.

Edwin Foss is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Rogan & Associates since 2004. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses by managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailoring allocations to client goals and time horizons.

Stephanie Roth is a financial advisor with REAP Financial Group, LLC in Dunedin, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at CrowdStreet Advisors, LLC, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. She also serves as Chief Compliance Officer for CrowdStreet Advisors LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts, managing approximately $648 million in discretionary client assets. The firm employs model portfolios through selected sub-advisors while overseeing their management and offers educational financial planning and retirement services.

Shane O'Hara is a CFP® with 11 years of industry experience, currently serving as Executive Vice President and Partner at ProVise Management Group, LLC. He has worked with Kestra Investment Services, LLC and ProVise Management Company, Inc. during his career. Outside of his advisory roles, he is President of Creative Pinellas, a nonprofit organization supporting and promoting local artists. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and offers discretionary and non-discretionary management tailored to client needs.

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.