Joseph Dente is a financial advisor at Q3 Asset Management Corporation in Tampa, FL, with 10 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2016. He also operates Joseph Dente LAC, an independent practice founded in 2012. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individuals, retirement plans, trusts, charitable organizations, and other financial professionals. The firm uses a quantitative, statistics-driven approach with actively managed strategies that include market-timing and tactical positions, and it manages multiple affiliated mutual funds and ETFs while offering subscription trading signal services.

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.

Oscar Vives Ortiz is a CFP® and PFS™ with two years of experience at Sensible Money, LLC. He previously worked at PNC Private Bank for eight years and held positions at LPL Financial and PEACE Wealth Management. He also provides technical review and consulting on financial education materials related to various areas of financial planning. Sensible Money offers ongoing financial planning and discretionary investment management to individuals, trusts, estates, and retirement-focused clients, using a comprehensive planning and implementation approach called the Juicing® Experience. The firm emphasizes diversified portfolios, liability-driven investing, and the use of Independent Managers to tailor strategies to client needs.

Benjamin Wasson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2024. Prior to that, he was affiliated with Global Retirement Partners LLC and LPL Financial. Benjamin also has experience working at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team approach and utilizes both internally managed strategies and third-party managers to provide discretionary portfolio management, financial planning, and retirement plan services.

Carson Wolf is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 credential and has worked in various roles prior to joining Walser Wealth Management. Walser Wealth Management Company is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations. The firm focuses on diversified, low-cost portfolios using mutual funds and ETFs, combining long-term strategies with tactical asset allocation and periodic rebalancing.

Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. 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 long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Justin Elliott is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Walser Wealth Management Company and previously worked at Alerity Financial Group, LLC and Beacon Asset Management. Walser Wealth Management Company is a team-based, SEC-registered advisory firm with 14 advisors managing approximately $339 million for about 677 clients. The firm offers comprehensive financial planning and portfolio management with a focus on diversified, low-cost core investments, tactical asset allocation, and periodic rebalancing.

Kevin Mccutcheon is a CFA® charterholder with 13 years of industry experience. He is currently with BlueDoor Private Wealth, LLC, a team-based firm in Tampa, FL, where he has worked since 2025. His prior experience includes roles at Live Oak Family Offices LLC and G & O Financial Services, Inc. BlueDoor Private Wealth serves individual and high-net-worth clients by providing customized investment management and ancillary financial planning. The firm employs a long-term investment approach combining fundamental and technical analysis, offering portfolios through direct securities, third-party managers, and private fund oversight.

Paul Ayotte is a financial advisor at Fidelis Capital with 26 years of experience in the industry. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Bank, and Merrill. He is a managing member and owner of his wife's clothing brand, Lucidcupid, with minimal involvement. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic organizations, and other entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and offers discretionary portfolio management alongside a range of supplementary services, including sub-advisory roles to a private fund.

Elizabeth Merkin is a financial advisor at SimplyRIA Advisor Network with a Series 65 credential. She has one year of industry experience and previously worked at Worth A.I. and Kingsbury Financial Advisors. She has also held roles in academia and the food service industry. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering discretionary and non-discretionary investment management along with financial planning and retirement services. The firm operates as an RIA-aggregator, with Investment Adviser Representatives managing independent practices under centralized compliance and supervision, utilizing a range of investment strategies and alternative products.

Connor Wasson is a financial advisor with Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, HB Retirement–LPL Financial, SoFresh, and the University of Tampa. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team, utilizing both internally managed strategies and third-party managers through platforms such as Dynasty and Pontera.

Johnathan Butler is a financial advisor at Fidelis Capital with two years of industry experience. He holds the Series 65 designation and previously worked at Wells Fargo Bank from 2010 to 2022. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, nonprofit organizations, and business entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and serves a range of client types including retail, institutional, and private fund clients.

Richard Holle Jr. is a financial advisor with WealthPLAN Partners who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked at WealthPLAN Partners since 2014, including its predecessor entities, and was previously with Securities America Inc. and LPL Financial. In addition to his advisory work, he is an agent offering life insurance solutions focused on family protection and estate tax planning. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a diversified investment approach across multiple asset types with discretionary management and ongoing account monitoring.

Bryan Rementer is a financial advisor at Ironview Capital Management, LLC in Tampa, FL, holding a Series 65 credential with eight years of industry experience. He worked at SEI Investments Management Corp from 2016 to 2020 before joining Ironview in 2021. Outside of his advisory role, he owns a real estate business. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis and employs various strategies, including options and private fund commitments, managing approximately $1.39 billion across an eight-advisor team.

Misha Mahindroo is a financial advisor at FFO Investments LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Walser Wealth Management, Fisher Investments, Merrill, TIAA-CREF Individual & Institutional Services, and other firms. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals to provide a comprehensive approach to wealth management.

Andrew Allen is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has worked at Instrumental Wealth, LLC since 2020 and previously held roles at Northwestern Mutual and University Consultants of America. Outside of finance, he is involved with University Consultants of America, where he assists prospective college students with admissions applications and coaching. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm tailors portfolios to client-specific risk tolerance and goals, utilizing a range of investment vehicles and integrated planning services for business owners.

Andrew Rodriguez is a financial advisor at Walser Wealth Management Company with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Morgan Stanley, and T. Rowe Price. Walser Wealth Management is a team-based SEC-registered advisory firm managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost investment approach with mutual funds, ETFs, and tactical asset allocation.

Kaelan Dean is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 65 designation and two years of industry experience. His career includes roles at Crosstree Capital Partners, Quire Group, and Raymond James, as well as academic positions at Johns Hopkins University and New College of Florida. Darwin Wealth Management serves individuals, corporations, and other business entities with portfolio management, financial planning, pension consulting, and financial consulting services. The firm uses tailored investment approaches combining proprietary models, third-party portfolios, and various strategies, along with a web-based advisory option through Betterment for Advisors.