James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.

Taylor Mavrakos is a financial advisor at MFP Financial Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial. Outside of advisory activities, he produces a podcast under the name Taylored Wealth. MFP Financial Services provides asset management and comprehensive financial planning services to individuals, trusts, pension plans, and corporate entities. The firm employs various analytical methods and offers tailored portfolios using a range of securities, while also providing wealth coaching, retirement plan consulting, and third-party money manager oversight.

Noah Gayhart is a financial advisor at Bannerman Wealth in Brandon, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Bannerman Wealth, he worked at OSAIC and Cambridge Investment Research Advisors. He serves on the board of Snappy Tomato Pizza. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive, asset-allocation-driven investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary investment management and comprehensive financial planning through ongoing client relationships.

Joseph Penhallow is a financial advisor at The Holland Group, Retirement Wealth Advisors, LLC, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring portfolios to client goals, time horizons, and risk tolerance.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the U.S. Army for 21 years. His prior advisory experience includes roles at Avior Wealth Management, LLC and SFG Wealth Advisors, LLC. SFG Wealth Advisors serves individuals and families including active retirees, business owners, and young professionals, providing discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven financial planning process and employs diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate.

Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.

John Bartoletta is a financial advisor at High Street Financial, LLC in Tampa, FL, holding a Series 63 designation with 29 years of industry experience. He has been with High Street Financial since 1996. Outside of his advisory role, Bartoletta is the founder and CEO of Unation, Inc., a company that develops a mobile app and desktop platform for social engagement and event creation. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages both discretionary and non-discretionary accounts with approximately $34.7 million in assets under management, employing a proprietary quantitative process called Dynamic Style Rotation across three investment programs.

Elaine Hanna is a financial advisor with Personalized Financial Solutions LLC in Clearwater, FL. She holds a Series 65 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services, Hoffman Private Wealth Group, Steward Partners Investment Advisory, and Morgan Stanley. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, insurance, and integrated tax, trust, and estate planning services through an affiliated tax and accounting practice. The firm employs a long-term investment strategy with customized portfolios and sponsors a wrap-fee program.

Brady Wright is a financial advisor at Golden Road Advisors LLC with two years of industry experience. He holds a Series 65 designation and has professional experience that includes roles at Blueleaf Lending, Midwest Community Bank, and educational institutions such as the University of Florida, Boylan Catholic High School, and Holy Family Catholic School. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, utilizing diversified portfolios with low-cost mutual funds and ETFs while allowing flexibility for individual securities and independent managers.

Neil Scott is a financial advisor at American Family Legacy Group with five years of industry experience. He holds a Series 65 designation and has prior work experience at Verizon/GTE Data Services and Lions and Tigers Software, LLC. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis and tactical asset allocation across various investment vehicles and operates multiple offices while managing roughly $38 million in discretionary assets.

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.

Michael Noce, ChFC®, is an Investment Adviser Representative with Olsen Family Financial, LLC. Mr. Noce graduated Magna Cum Laude from Tulane University in 2009 with a Bachelor of Science in Management, Majoring in Finance. He was commissioned through the Navy ROTC program at Tulane and was named the Chief of Naval Operations 2009 Distinguished Graduate. Mr. Noce was also a member of the Sigma Phi Epsilon Fraternity and the Beta Gamma Sigma Business Honor Society. He graduated with a Master of Liberal Arts, Finance degree from the Harvard Extension School in 2020 with the Dean’s List Academic Achievement Award and Graduate certificates in Real Estate Investing and Corporate Finance. In 2023, he completed the Chartered Financial Consultant program from The American College of Financial Services. In his military career, Mr. Noce served as a Surface Warfare Officer in the United States Navy, deploying on numerous ships throughout the Middle East and Pacific theaters. He held various leadership roles in Engineering, Combat Systems, and Operations departments, and was recognized by Accenture as part of their “Top 40 Under 40 Military” for 2012. He transitioned to the Navy Reserves in 2015 and became the Senior Manager for US Factory Service at Whirlpool Corporation. Mr. Noce returned to active duty in 2018, supporting cultural initiatives for the Secretary of the Navy and the Chief of Naval Operations. During this time in Washington DC, he was selected as a White House Social Aide, serving for both the Trump and Biden administrations. He recently completed two-year Mobilization orders working as a Strategic Operations Planner for US Central Command in Tampa, Florida and Saudi Arabia. He continues to serve as a Commander (Select) in the Navy Reserve. After 15 years in the military, the concept of Service has been a guiding principle in my life. Now as a fiduciary advisor, I am committed to serving others by helping them build a richer and more fulfilling life.

Sahil Madan is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at VectorWealth. He also works as an analyst for DFN Management LLC, where he divides his time between the two firms. Prior to his advisory roles, he spent four years at the University of Miami. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diversified accounts that include ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm combines quantitative analysis with passive and options trading strategies and acts as the sole portfolio manager within its wrap program.

Celine Pastore is a financial advisor at SimplePath Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has held roles at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory work, she is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, dedicating a portion of her time to those services. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a variety of analysis methods and manages client assets through selected third-party managers and platforms.

Keith Downey is a financial advisor at Stronghold Wealth Management L.L.C. in Tampa, FL, holding CFP® and ChFC® designations with 28 years of industry experience. He has been with Stronghold Wealth Management since 2012. In addition to his advisory role, he is an independent licensed insurance agent. Stronghold Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis, offering tailored investment strategies and access to Envestnet’s Private Wealth Management platform, including separately managed accounts and model portfolios.

Christopher Norton is a financial advisor at Sutter Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at I-Bankers Direct LLC and Aegis Capital Corp. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offers financial planning and consulting on an as-needed basis, and conducts primarily non-discretionary investment advisory work.

Derek Jerger is a financial advisor with Symphony Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has led Symphony Wealth Management since 2016. Symphony Wealth Management provides discretionary investment management and advisory services to individuals, businesses, trusts, estates, and family offices. The firm focuses on asset allocation using modern portfolio theory and fundamental analysis, offers due diligence on private investment funds, and typically implements portfolios using qualified custodians with institutional trading capabilities.

Jeffrey Diercks is a financial advisor with Intrust Advisors, Inc. in Tampa, FL, holding 28 years of industry experience. He has been with Intrust Advisors since 1997. Intrust Advisors provides wealth management, financial planning, and family office–style services to affluent individuals, families, and trusts. The firm combines traditional core equity and balanced portfolios with active, proprietary trend-following and tactical strategies, aiming to diversify by management style as well as holdings.

Ashton Rel is a financial advisor at Knight Family Wealth with nine years of industry experience. He holds a Series 65 designation and previously worked for Thomas Financial Group for ten years before joining Knight Family Wealth in 2020. Outside of his advisory role, he is an independent insurance broker. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers a digitized subscription platform for family office and wealth planning and frequently uses sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

Jaran Day is a financial advisor at Opinicus with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Opinicus Financial Group in various capacities since 2015. In addition to his advisory role, he is a licensed independent insurance agent managing client insurance needs. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan services. The firm emphasizes comprehensive financial plans and employs a multi-disciplinary investment process that includes tax-aware strategies and collaboration with CPAs.