Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at PSI Advisors since 2017 and has prior experience with LPL Financial, Teague & Associates, Princor Financial Services Corp, and Principal Life Insurance Co. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and offers both discretionary and non-discretionary management, including strategies that may employ derivatives, options, margin, and borrowing.

Oscar Skjaerpe is a CFP® professional with four years of industry experience, currently serving at ProVise Management Group, LLC. He has worked at ProVise in two periods, totaling seven years, and held a role at AquaFence USA Inc. for one year. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment vehicles and strategies and maintains corporate affiliations with Kestra Financial and related entities.

Jake Pendl is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with three years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, National Financial Network, and Guardian Life Insurance Company. Sagace Wealth Management is a registered investment adviser team of seven advisors managing approximately $162.7 million for primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, utilizing exchange-traded funds and incorporating fundamental and cyclical analysis as well as option-writing strategies within its investment process.

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Farther Finance Advisors and Insurance Media Services. Outside of her advisory role, she is also engaged in fixed insurance sales as an insurance agent. Darwin Wealth Management serves individuals, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers, automated advice platforms, and a broad range of asset types.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. 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 assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.

Michael Demski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Flaharty Asset Management, LLC since 2021 and has previously worked at LPL Financial LLC, Old Second National Bank, River Street Advisors, LLC, Modern Wealth Management, LLC, and Mutual Securities, Inc. 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. The firm employs a top-down, strategic asset-allocation process tailored to clients’ time horizons and risk tolerance, offering discretionary portfolio management, financial planning, retirement plan consulting, and a wrap-fee program.

Nicholas Kuszlyk is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 65 and Series 63 licenses with five years of industry experience. He previously worked at Prudential Advisors from 2020 to 2025 and attended the University of Tampa from 2016 to 2020. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a multi-advisor team and employs a combination of internally managed strategies, third-party managers, and model portfolios accessed through external platforms.

Cole Wasson is a CFA® charterholder with three years of industry experience. He has worked at Suncoast Equity Management, LLC since 2021 and previously spent time at Henderson Brothers and the University of Tampa. Suncoast Equity Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses primarily on large-cap equities and employs both long- and short-term trading strategies grounded in fundamental analysis.

Brian Doherty is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential and having one year of industry experience. His prior work includes roles at J.P. Morgan & Chase, Pirum Systems, Mercantile Global Holdings, and Noble Bank International. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension services. The firm employs a multi-advisor team approach, managing over $614 million in discretionary assets across approximately 835 client relationships, offering customized investment strategies that incorporate fundamental, technical, and cyclical analysis.

Nicole Mitela is a Series 66-licensed advisor at DiPaolo Financial Group, Inc. in Lutz, Florida, with six years of industry experience. Prior to joining DiPaolo Financial Group in 2020, she worked at Morgan Stanley and held roles outside finance including at Westchase Golf Club and Catch Twenty Three. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and estate-planning coordination. The firm uses a range of investment vehicles guided by cyclical analysis and modern portfolio theory and provides additional services such as tax consulting and public informational workshops.

Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.

Mark Dinuzzo is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He has been a principal at DiNuzzo Private Wealth, Inc. since 1997 and has worked with Beaconsfield Financial Services Inc. for over 17 years. DiNuzzo Private Wealth, Inc. offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, business owners, and institutional plan sponsors. The firm provides a range of service platforms, including wealth management for high-net-worth households, family office services, and an automated advisory option, managing globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing.

Benjamin De Michael is a financial advisor at ARS Wealth Advisors in St. Petersburg, FL, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of South Florida and Highland High School. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individuals and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations across domestic and international equities, ETFs, mutual funds, and fixed income.

Katie White is a CFP® with 26 years of industry experience, currently serving at Pgi Wealth Management. Her prior roles include positions at Sutton Wealth Advisors, Inc., Purshe Kaplan Sterling Investments, Truist Investment Services, and BB&T entities. She is also the owner of Tampa Divorce Planning Solutions LLC, providing divorce-specific planning services. Pgi Wealth Management is a team-based SEC-registered advisory managing approximately $930.6 million for around 497 clients. The firm offers portfolio management, financial planning, and pension consulting, emphasizing long-term strategies such as diversified asset allocation and dollar-cost averaging.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Christiana Dirks is a CFP® professional affiliated with ProVise Management Group, LLC in Clearwater, FL. She has experience working at multiple financial firms including Morgan Stanley, Koss Olinger Financial Group, and Raymond James Financial. Her background also includes employment outside finance at Publix Supermarkets. ProVise Management Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting services. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and non-discretionary management options.

Kyle Allen is a financial advisor at One Day In July LLC in St. Petersburg, FL, with three years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before entering financial services, he spent six years with Maserati - Alfa Romeo of St. Petersburg. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm emphasizes an asset-allocation approach favoring low-cost ETFs, incorporates client education through newsletters and webinars, and offers an optional environmental investing strategy.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Morgan Stanley and Franklin Templeton, as well as academic appointments at the University of South Florida and Lee University. He is also involved with Darwin Insurance Group, an affiliated company, where he consults on fixed insurance and annuity products. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-advisor team approach, offering customized investment strategies and maintaining over $614 million in discretionary assets under management.

Nathan Kriplin is a CFP® professional at Northbridge Financial Group, LLC with six years of industry experience. His prior roles include positions at LPL Financial, LLC and Goldman Sachs & Co. LLC. Outside of his advisory work, he has been involved with USA Hockey. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, trusts, businesses, and retirement plans. The firm follows a primarily long-term, goal-based investment approach utilizing fundamental and technical analysis and employs a variety of investment strategies, including ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.