Misha Mahindroo is a financial advisor at FFO Investments LLC with five years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Walser Wealth Management, Fisher Investments, Merrill, and TIAA-CREF Individual & Institutional Services. 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 agreement and provides investment management, wealth coordination, tax and entity-structuring services, insurance planning, alternative investment analysis, and financial oversight.

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 at Darwin Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at Crosstree Capital Partners, Quire Group, Bequest Asset Management, and Raymond James. Outside of finance, he has been involved with the Sarasota Art Museum and taught at New College of Florida. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, and consulting services. The firm employs a multi-advisor approach with customized investment strategies, managing over $614 million in discretionary assets across roughly 835 client relationships.

Stephen Csenge is a CFP® professional with 39 years of experience in the financial advisory industry. He is currently with ProVise Management Group, LLC, where he has worked since 2020, and has prior experience at Lion Street Financial and his own firm, Csenge Advisory Group LLC. Csenge serves as a volunteer board member for both the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm constructs portfolios using a range of investment vehicles and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.

Travis Gingras is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 18 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 65 licenses. His prior experience includes roles at Curtis Parry, Northwestern Mutual Investment Services LLC, and Charter Oak Insurance and Financial Services. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and specialized platforms to provide discretionary portfolio management and financial planning services.

William Smith is a financial advisor at Walser Wealth Management Company with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Fisher Investments, and TIAA Bank. Between his roles in finance, he spent a year as a family member caregiver. Walser Wealth Management Company is a team-based, SEC-registered adviser managing approximately $339 million across 677 clients. The firm serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, offering comprehensive financial planning and portfolio management with a focus on diversified, low-cost mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has previously worked at James Alpha Advisors, Global Financial Private Capital, and Aviance Capital Management. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party managers, and automated advice platforms in its investment approach.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Mia Vazquez is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 license and one year of industry experience. Her work history includes roles at Sandy Morris Financial & Estate Planning Services, Florida Financial Advisors, and other positions spanning financial services and education. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach utilizing fundamental and technical analysis across diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Jordan Code is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Code Waechter LLC since 2017. He previously worked with Massmutual Life Insurance Company and MML Investors Services, Inc. from 2005 and is involved as a volunteer treasurer for a local judge’s campaign. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutions through financial planning and discretionary asset management. The firm uses proprietary investment models and fundamental analysis, combining active and passive strategies, and also offers insurance and employee-benefit products through licensed professionals.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. 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 informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.

Matthew Muller II is a financial advisor at Walser Wealth Management Company in Tampa, FL, with six years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Morgan Stanley, Fisher Investments, Raymond James & Associates, and the University of Tulsa Athletic Department. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost approach with mutual funds and ETFs supported by tactical asset allocation and periodic rebalancing.

Christopher Markowski is a financial advisor at Markowski Investments in Tampa, FL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Markowski Investments, Westminster Financial Securities, Inc., and Compass Financial Management since 1999. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and combines strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.

Jessica Thayer is a CFP® and ChFC® with 15 years of experience in financial advising. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Services, LLC. In addition to her financial advisory role, she is a consultant for BeautyCounter, a multi-level marketing company. 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, financial planning, and retirement plan participant education, utilizing model portfolios, sub-advisers, and third-party money managers.

David Silver is a CFP® professional with 21 years of industry experience, currently serving at Instrumental Wealth, LLC since 2020. Prior to this, he held various roles at Northwestern Mutual from 2004 to 2020. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm focuses on integrated wealth management, often using mutual funds, ETFs, and alternative investments, while tailoring strategies to clients' objectives with ongoing portfolio monitoring.

Mark Moberg is a CFP® with 30 years of industry experience, currently serving as an advisor at Green Ocean Global Advisors LLC since 2024. His prior experience includes roles at H. Beck, Inc. and First Financial Asset Management Inc. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage diversified portfolios tailored to client risk profiles.

Richard Simonetti is a financial advisor with Fidelis Capital Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, and Private Wealth Asset Management. Outside of his advisory work, Simonetti serves on the finance committee of the Tampa Museum of Art, is a board member of the Straz Center for Performing Arts, participates in committees there, and is involved with the Tampa General Hospital Foundation audit committee. Fidelis Capital Partners provides investment advisory services to individuals, family offices, trusts, estates, philanthropic organizations, and business entities. The firm employs a model-driven investment process combining quantitative, fundamental, technical, and economic analysis with professional judgment, offering portfolio management, financial planning, and business consulting.

Kelly Johnson is a financial advisor at Code Waechter LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Code Waechter, he served in the U.S. Marine Corps for 22 years and worked at Strategic Defense Solutions, 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 uses a combination of fundamental analysis, active and passive strategies, and proprietary investment models, with regular reviews and both discretionary and non-discretionary management options.