Jamie Gerson is Vice President and Executive Planning Consultant at Fidelity Investments, a role held since 2017. In this capacity, Jamie collaborates with clients to develop tailored financial plans that reflect their unique experiences, values, and goals. Prior to this position, Jamie served as a Financial Consultant at Fidelity Investments from 2011 to 2017, and has experience as a Financial Advisor at Wells Fargo Advisors from 2009 to 2011 and Merrill Lynch from 2007 to 2009. Jamie holds a California Insurance License and brings extensive expertise in financial planning and client consultation. Jamie's approach emphasizes active listening and collaboration to establish clear, measurable objectives within flexible financial plans. Outside of work, Jamie enjoys beach activities, family time, fitness, food, outdoor adventures, and parenthood.

Jillian Sirianni is a CFP® professional based in St. Petersburg, FL, with one year of experience at Pink Streets Financial Planning, LLC. She has additional work history with Frugal Friends, LLC, Safe Place, Evans Counseling Services, and Truth for Women. Jillian is also involved in a personal-finance media business affiliated with her firm. Pink Streets Financial Planning, LLC provides financial planning and consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on written financial plans and ongoing engagements without managing client assets, offering a fiduciary framework with annual reviews and support through phone and email.

Vansh Patel is a financial advisor at Solist Financial with a Series 65 designation and one year of industry experience. Before joining Solist Financial, he held roles at various firms including ABC Liquors and Maverick Fulfillment. He also has a background in education, having worked at The University of Tampa and local schools. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios and utilizes a range of investment strategies including margin, options, and digital assets.

Daniel Walsh is a financial advisor at Successful Portfolios LLC in Clearwater, FL, with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for four years. Successful Portfolios provides personalized financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-faceted research process incorporating fundamental, technical, and quantitative analysis, and manages private pooled investment vehicles alongside customized portfolios using stocks, bonds, options, and ETFs.

Nicole Chamberlain is a financial advisor at Chronos Wealth Management, L.L.C. in Clearwater, FL, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 23 years. Chamberlain is also a licensed independent insurance agent. Chronos Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and business entities. The firm employs a variety of analytical methods and focuses on long-term trading strategies across multiple asset classes, including U.S. large-cap equities, mutual funds, fixed income, and alternative investments.

Daniel Capozzo is a CFA® charterholder affiliated with Clearwell Group in Tampa, FL, with ten years of industry experience. He previously worked at Beck, Mack & Oliver for six years before joining Clearwell Advisors in 2022. Clearwell Group provides wealth management, financial planning, and investment management services across public and private markets for high-net-worth individuals, founder families, trusts, estates, charitable organizations, and certain institutional clients. The firm employs an equity-focused, long-term asset allocation strategy that combines direct portfolio management with a manager-of-managers approach.

Eric Felty is a CFP® professional with nine years of industry experience. He has worked at Equity Advisors of Kentucky since 2018 and previously held roles at CPA Advisory Group, JP Morgan Securities LLC, and Morgan Stanley. Equity Advisors of Kentucky serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering financial planning, portfolio management, income tax planning, and business consulting. The firm’s investment approach includes strategic asset allocation, tax-focused investing, and quarterly reviews, integrating tax and accounting services with optional performance-based compensation arrangements.

Robert Riley is a financial advisor with Mutual Trust Asset Management, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Mutual Trust Company of America Securities. He is also the owner of a financial planning and advisory business, Retirement Lock. 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 uses a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay and employs globally diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Hilary Bergman is a financial advisor with Pelion Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as CEO of Pelion Financial Group since 2004 and is also CEO of both First Liberties Financial and Pelion Investment Advisors. Since 2017, he has acted as a consultant for Carver Edison, Inc., a firm involved in the employee stock purchase plan business. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, 401(k) plan trustees and participants, and institutional clients. The firm uses a blend of fundamental macro analysis and technical, trend-driven tactical overlays to manage multi-asset portfolios tailored to client risk profiles, with ongoing reviews and quarterly reporting.

Randy Pattison is a financial advisor at Belleair Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Transamerica Financial Advisors and Wells Fargo Clearing. In addition to his advisory role, he manages Belleair Health, LLC, a Florida insurance agency offering life and health insurance products. Belleair Wealth Management provides discretionary portfolio management and wealth-management services to individual and high-net-worth clients. The firm employs diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, supported by a combination of fundamental, quantitative, technical, cyclical, and behavioral analysis.

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Jeffrey Mcavaddy is a financial advisor at Infinity Tax & Financial Planning with 23 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, ProEquities, and QA3 Financial. In addition to his advisory role, he prepares taxes through a separate tax preparation business. Infinity Investment Advisors LLC offers portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates investment advisory with tax and insurance services, utilizing various analytical methods and a broad investment universe that includes mutual funds, fixed income, REITs, annuities, and alternative vehicles.

Edwin Treimanis is a financial advisor at Corinthian Partners Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise and International Assets Advisory. In addition to his advisory role, he is involved with Advisor Excell, assisting with Indexed Universal Life proposals and fixed insurance implementation. Corinthian Partners Asset Management LLC serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing about $62.9 million across roughly 226 clients. The firm employs a variety of analytical techniques and investment strategies, including discretionary and non-discretionary portfolio management, and emphasizes regular risk assessment and reporting.

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.

Steven Kohman is a financial advisor with Lange Financial Group, LLC in Tampa, FL, holding 24 years of industry experience. He has been with Lange Financial Group since 2002 and previously operated Kohman & Company for over 30 years. Kohman also maintains a CPA tax preparation business as a sole proprietor, working typically during evenings and weekends. Lange Financial Group provides comprehensive financial planning and consulting services to individuals, trusts, estates, and charitable organizations. The firm focuses on holistic planning and coordinates implementation through independent investment managers, relying on a team that includes multiple CPAs and a CFP® professional to integrate tax and planning guidance.

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 10 years of experience in the financial advisory industry. He has worked at SFG Wealth Advisors, LLC for six years and has held roles at Avior Wealth Management, Momentum Independent Network Inc., The Strategic Financial Alliance, Inc., and Snyder Financial Group. SFG Wealth Advisors, LLC serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven planning process, utilizing diversified mutual funds, ETFs, and selective alternative investments, often engaging third-party money managers through a platform provider.

Michael Garberich is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Nestimate Investment Management LLC, where he has worked since 2026, following prior roles at LeafHouse Financial Advisors, Lowenberg Group, and Merrill. Nestimate Investment Management LLC provides portfolio management and pension consulting primarily for retirement plans, advisers, and insurance companies. The firm uses a fiduciary-focused investment process that combines proprietary quantitative scoring with qualitative due diligence and fintech tools to manage diversified model portfolios, 3(21) and 3(38) fiduciary services, and lifetime income product analysis.

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.