Michael Petagna is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of finance, he serves as an authorized representative for an aviation transportation company and is a managing member of a management company for a second home. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance and offers both discretionary and non-discretionary account management.

Joshua Elmore is a CFP®-certified financial advisor at Rise Financial Partners with 10 years of industry experience. His prior roles include positions at IHT Wealth Management LLC and Wells Fargo Clearing. Outside of advisory work, he works part-time as a server and bartender at a restaurant in Sarasota, FL, and is the founder and CEO of Plan Wealth Creative LLC, an entity that manages administrative payouts related to his investment advising activities. Rise Financial Partners is a small team-based advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core investments with tactical technical and cyclical analysis to create tailored investment plans and manages approximately $70 million in discretionary assets.

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.

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

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.

Shawn Rae is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney for 12 years. Outside of his advisory role, Rae is involved in several other businesses, including a water and fire restoration company, a boutique wine store, and a private investigation firm where he serves as operations manager. Pinnacle Wealth Advisors is a team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, alternative investments, and option strategies.

Christiana Dirks is a CFP® professional affiliated with ProVise Management Group, LLC in Clearwater, FL. She has experience working at multiple financial firms including Morgan Stanley, Koss Olinger Financial Group, and Raymond James Financial. Her background also includes employment outside finance at Publix Supermarkets. ProVise Management Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting services. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and non-discretionary management options.

Kyle Allen is a financial advisor with One Day In July LLC in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining One Day In July, he worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before his career in finance, he was employed at Maserati - Alfa Romeo of St Petersburg for six years. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans, employing an asset-allocation strategy focused on low-cost ETFs supplemented by active management elements. The firm also offers investment consulting for retirement plans and maintains a client education program through newsletters, webinars, and events.

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.

John Thiel is a financial advisor with Indivisible Partners in Clearwater, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He spent nearly three decades at Merrill Lynch before retiring in 2018 and returning to advisory work in 2024. Outside of his advisory role, Thiel is a senior advisor and partner at My Next Season, a retirement consulting business. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Jack Crawford is a financial advisor at Amuni Financial, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Hope College for four years and Carmel Clay Public School for thirteen years. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and outside money managers, with a focus on non-discretionary asset management.

Shannon Littlejohn is a financial advisor with Valley Wealth Managers, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at several firms including LPL Financial, CUNA Brokerage Services, SunTrust Advisory Services, and TD Private Client Wealth LLC. Outside of her advisory role, she is also a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual, high-net-worth, and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven investment approach with portfolios typically holding individual stocks and bonds, supported by an investment committee and third-party services.

Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Continum Wealth Partners. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support its investment process.

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.

Harrison Moore is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes positions at Harwood Advisory Group, LLC and American Family Legacy Group, LLC. He currently serves as a financial planner at Rogan & Associates. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm employs a long-term, asset allocation and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance.

Sandra Nesbit is a financial advisor at Noble Family Wealth with 27 years of industry experience. She holds a Series 66 designation and previously worked at Mainsail Capital Group, Mercer Advisors, National Advisors Trust Company, and GFS Private Wealth. Outside of her advisory role, she manages two boat holding companies. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, primarily serving higher-net-worth clients. The firm employs a tactical, multi-asset-class allocation approach tailored to clients’ objectives and risk profiles, utilizing ETFs and various strategies including options and short sales.

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. He briefly worked outside the financial industry at The Bungalow Restaurant & Bar. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and retirement plan advisory services using a primarily long-term, goal-based investment approach that incorporates a range of investment vehicles and tactical strategies tailored to client objectives.

Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank, Merrill, SS&C Advent, and Florida Blue. 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 combines internally managed strategies with third-party managers and specialized investment solutions.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.