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.

Keegan Erva is a financial advisor at Unify Financial Advisors with a Series 65 credential and three years of industry experience. His prior work includes roles at Severin Investments, Florida Financial Advisors, and Superior National Bank and Trust. Unify Financial Advisors is a fee-only registered investment advisor serving individuals, families, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios across various asset classes using fundamental, quantitative, and cyclical analysis and employs flexible investment strategies that include derivatives and below-investment-grade securities within defined risk parameters.

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.

Joseph Baer is a financial advisor with Successful Portfolios LLC in Clearwater, FL, holding a Series 65 designation and bringing 14 years of industry experience. He has been with Successful Portfolios since 2010. Successful Portfolios LLC provides personalized financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $242.6 million in client assets using a combination of fundamental, technical, and quantitative analysis, employing core-satellite, tactical, and strategic asset allocation strategies.

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.

Randy Kurtz is a CFP® with 17 years of industry experience, currently serving at Upper Left Wealth Management, LLC in Tampa, FL. His prior roles include positions at BetaFrontier, LLC, Supernova Wealth Management, LLC, and Betavisor, LLC. He is also involved with DataDriven Advisor, LLC, which operates Moneypacer, an online financial planning service. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, focusing on low-cost, tax-efficient passive and index strategies across three model portfolios. The firm integrates technology through an affiliation that develops automated financial planning tools and manages approximately $201 million in assets with a small advisory team.

Anthony Di Meglio is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. and MML Investors Services, LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm combines fundamental, technical, and cyclical analysis and offers estate-planning facilitation, participant account management for held-away retirement plans, and educational seminars and newsletters.

Ryan Cortner is a CFA charterholder with six years of industry experience. He has been with Clearwell Advisors, LLC since 2019 and has worked at Clearwell Group, LLC since 2013. The Clearwell Group offers wealth management, financial planning, and investment management services to high-net-worth individuals, founder families, trusts, and institutional clients. The firm employs an equity-focused, long-term asset allocation strategy, combining direct portfolio management with a manager-of-managers approach.

Evelyn Brizendine is a Series 65-credentialed advisor at Premier Private Wealth Management, LLC with one year of industry experience. She served in the U.S. Navy and Navy Reserves for a total of 20 years, including a leadership role in the Tampa administrative department. Outside of her advisory work, she owns and manages a competitive cheerleading business. Premier Private Wealth Management serves a diverse client base that includes high net worth individuals, non-HNW clients, and plan sponsors. The firm employs a tax-aware, cost-sensitive investment approach combining active and passive strategies, with discretionary portfolio management and additional services such as retirement plan consulting and professional tax preparation.

Maxime Choiniere is a CFP® professional with 10 years of experience in financial advising. He currently serves at SimplePath Wealth Management, LLC and SimplePath Insurance & Tax Planning, LLC, where he divides his time between investment advisory and licensed insurance activities. His prior experience includes roles at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. 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 combination of fundamental, technical, charting, and cyclical analysis methods and monitors third-party managers to manage client portfolios.

Robert Kernan Jr. is a CFP® with 32 years of industry experience, currently serving at Northstar Advisory Group, LLC since 2020. He previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2016 to 2020. Outside of his advisory work, Kernan is president of the BayPointe Subdivision Homeowners Association in Tampa, FL. Northstar Advisory Group provides investment management, comprehensive wealth planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $377 million in discretionary assets for around 361 clients, utilizing proprietary model portfolios primarily composed of low-cost ETFs and individual securities with a long-term investment approach complemented by tactical rebalancing.