Alan Goldfarb is a CFP® with 25 years of experience in the financial industry. He is currently with Novak & Powell Financial Services, Inc., where he has worked since 2022. His prior experience includes roles at XO Wealth Management, Apella Capital, LLC, Bacon Financial Management, Inc., and the Amer Arb Association. He also provides financial advisory services for Financial Strategies Advisory Corporation. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to build diversified portfolios primarily with exchange-traded funds and mutual funds, managing accounts on a discretionary basis.

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.

John Nole is a financial advisor at Orca Investment Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Paulson Investment Advisors, LLC and Paulson Investment Company, LLC. Orca Investment Management provides discretionary portfolio management services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a combination of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from capital preservation to equity growth.

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.

David Novak is a financial advisor with Novak & Powell Financial Services, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Novak & Powell Financial Services since 2013. Novak & Powell Financial Services, Inc. provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to portfolio construction, focusing on diversification, fee minimization, and primarily using exchange-traded funds and open-end mutual funds.

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.

Matthew Michaels is a CFP® with 15 years of experience in the financial services industry. He currently serves at Fidelis Capital Partners, where he has worked since 2022. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank spanning over a decade. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment approach that integrates quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and business consulting services.

Steven Eddy is a financial advisor at Craft Wealth Services in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Centurion Wealth Management, LLC, Pruco Securities LLC, and Strategic Media Services, Inc. He has also been involved with Resourceful Business Advisors LLC since 2014. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, employing a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis alongside tactical allocation and options strategies. The firm offers discretionary portfolio management with continuous monitoring and annual reviews tailored through client interviews and questionnaires.

Nathan Gaubatz is a CFP® professional with nine years of industry experience, currently serving as an advisor at Walser Wealth Management Company. His prior roles include positions at Fidelity Investments, DWS Group, and Edward Jones. Walser Wealth Management Company is a team-based adviser with 14 advisors managing approximately $339 million for about 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, employing a diversified, low-cost investment approach centered on mutual funds and ETFs with long-term focus and tactical asset allocation.

Chad Simon is a financial advisor with Managed Asset Portfolios, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His work history includes roles at Alt Fund Distributors, Hehmeyer Trading & Investments, and @PROPERTIES. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Harrison Moore is a financial advisor at Rogan & Associates with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Harwood Advisory Group, American Family Legacy Group, and Axa Advisors. Rogan & Associates advises individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm uses a generally conservative, long-term investment approach emphasizing diversification and tailors allocations to client goals and time horizons.