Steven Price is a financial advisor at San Blas Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at San Blas Securities LLC, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Raymond James Financial. San Blas Advisory serves individual, high-net-worth clients, and businesses, managing approximately $218.9 million across 664 accounts. The firm offers discretionary and non-discretionary portfolio management and financial planning, using a mix of fundamental, technical, and qualitative investment analysis across various asset classes and strategies.

William Arnold is a financial advisor with Avid Planning in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Avid Advisory and Investment Group LLC since 2016. In addition to his advisory role, he is a commissioned Notary Public. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining passive and active funds tailored to clients’ risk tolerance and time horizon.

Michael Rosenbach is a financial advisor at Solist Financial in Tampa, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Merrill and UBS Financial Services. Outside of advising, he is involved in several business ventures, including ownership and leadership roles in insurance, mortgage, and capital investment companies. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios, often utilizing advanced strategies and instruments.

Daniel Bader is a CFA® charterholder with nine years of experience in financial advisory. He has worked at SFG Wealth Advisors, LLC since 2020 and has held analyst roles at The Strategic Financial Alliance, Inc. and Snyder Financial Group since 2015. His responsibilities include investment research, portfolio construction, and performance tracking. SFG Wealth Advisors serves individuals and families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach emphasizes cash flow–based planning and diversified strategies focused on downside risk and consistent returns, supported by manager screening and returns-based style analysis.

Michael Garberich is a CFA® charterholder with nine years of industry experience. He has worked at Nestimate Investment Management, LLC since 2026 and Nestimate, Inc. since 2025. His prior roles include positions at LeafHouse Financial Advisors, LLC, Lowenberg Group, LLC, and Merrill. Nestimate Investment Management, LLC is a small registered investment adviser specializing in discretionary portfolio management and pension consulting, including model portfolio construction for employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, often implementing allocations generated by a proprietary financial technology system.

Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.

Justin Wai is a CFA® charterholder with two years of industry experience. He has worked at Three Oaks Partners Investment Counsel LLC since 2026. His prior experience includes eight years at Sabal Trust Company and six years at Raymond James Financial. Outside of his advisory role, he took a year for extended travel in 2025. Three Oaks Partners Investment Counsel LLC is a small, state-registered investment adviser serving individuals, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program, using a broad range of investment tools tailored to client objectives and risk tolerance.

Kevin Caldwell is a CFP® with 19 years of industry experience, currently serving at Golden Road Advisors LLC since 2021. Prior to this, he worked for nine years at Raymond James and Associates. He is involved in several nonprofit organizations in the Tampa area, including leadership roles at the Tampa Bay History Center, The First Tee of Tampa Bay, and the Gasparilla Music Festival. 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’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, primarily low-cost mutual funds and ETFs, with flexibility to include individual stocks, bonds, options, or independent managers as appropriate.

David Bennett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Unify Financial Advisors since 2023. Prior to this, he worked for seven years at Successful Portfolios, LLC. Unify Financial Advisors is a fee-only registered investment adviser that serves primarily individual clients, including high-net-worth households. The firm offers portfolio management and financial planning services, employing diversified investment strategies that include equities, fixed income, ETFs, mutual funds, and a limited options program focused on secured covered calls and puts.

Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.

William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.

Pedro Do Nascimento Tonietto is a financial advisor with Wealth Warden Partners in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wealth Warden Partners in 2025, he worked at Fidelity Investments, The Beringer Group, Wells Fargo, and Ameriprise. Outside of finance, he is an independent contractor engaged in photographic and commercial modeling. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients, using a discretionary, long-term approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios composed mainly of mutual funds, equities, fixed income, and ETFs, and requires clients to use a specific broker-dealer for custody.

Caroline Petty is a CFP® professional with seven years of industry experience. She is currently with Uprise Advisers LLC and serves as Head of Financial Planning Operations at Ontrail, Inc. Her prior experience includes roles at Raymond James Financial. Uprise Advisers primarily serves individual clients through an asynchronous financial planning platform, offering tailored plans that incorporate employer benefits and equity compensation, without managing client portfolios or exercising investment discretion.

Coty Brawdy is a financial advisor at FFO Investments LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Manning & Napier Investor Services, United Capital Financial Advisers, Goldman Sachs, Bank of America, Merrill, and Allstate Insurance. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs through integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Larry Weicht II is a financial advisor at Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Flaharty Asset Management since 2013 and previously worked at LPL Financial for 15 years. Outside of his advisory role, he is involved in the sale of fixed insurance products such as fixed annuities, long-term care, and whole life insurance. 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 uses a top-down, strategic asset-allocation investment approach tailored to each client’s time horizon and risk tolerance, offering discretionary portfolio management, financial planning, and retirement plan consulting among other services.

Kenneth Ororke is a financial advisor at Suncoast Equity Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Bank of America from 2002 to 2017. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic business advice related to banking and legal services. Suncoast Equity Management offers discretionary portfolio management and financial planning to individuals, pension plans, trusts, and corporations, with a focus on equity management primarily in large-cap stocks. The firm uses fundamental analysis combined with both long-term and short-term trading strategies and manages approximately $1.87 billion in discretionary assets across a multi-advisor team.

Jonathan Richmond is a CFP® with four years of industry experience and is currently associated with ProVise Management Group, LLC in Clearwater, FL. He previously worked with several firms including Kestra Investment Services, Tax Favored Benefits, Inc., and Ameritas Advisory Services. His role involves supporting ERISA Qualified Plan clients with service, employee enrollment, education, and investment oversight at the plan level. ProVise Management Group serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and comprehensive reporting, utilizing mutual funds, ETFs, equities, fixed income, and various investment strategies.

Stephen Bunch is a financial advisor at Sagace Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Sagace Wealth Management since 2020. Prior to that, he was with Spoor Bunch Franz for eight years and has been associated with Grand Central Investment Group since 2014. Outside of his advisory role, he manages SBF, LLC, a full-service CPA firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs an ETF-based investment approach combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Alexander Perez is a CFP® professional with eight years of experience in the financial services industry. He currently serves as an advisor at FFO Investments LLC and has held previous roles at Raymond James & Associates, Northwestern Mutual, Morgan Stanley, and Wells Fargo. Outside of his advisory work, he is listed as CEO of Mona Lisa Tile Inc., a family business, though he has no active role in its operations. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm provides integrated wealth management solutions including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.