Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.

Travis Gingras is a CFP® and ChFC® with 18 years of experience in financial advising. He has worked at Unique Wealth, LLC since 2021 and previously held roles at Curtis Parry, Northwestern Mutual Investment Services LLC, Charter Oak Insurance and Financial Services, and Edward Jones. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, managing approximately $965.6 million in assets. The firm offers discretionary portfolio management, financial planning, and retirement plan services, utilizing a multi-advisor team and a combination of internal strategies, third-party managers, and model portfolios.

William Smith is a financial advisor at Walser Wealth Management Company with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley, Fisher Investments, and TIAA Bank, with a period spent as a family member caregiver. Walser Wealth Management Company is a team-based adviser managing approximately $339 million for around 677 clients. The firm serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, focusing on diversified, low-cost investment strategies using mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 11 years of industry experience. He holds the Series 65 designation and has worked at several firms, including James Alpha Advisors and Global Financial Private Capital. He has been with Darwin Wealth Management since 2020. Darwin Wealth Management serves individuals, high net worth clients, corporations, and business entities, providing portfolio management, financial planning, pension consulting, and financial consulting services. The firm offers tailored investment strategies using a combination of proprietary and third-party models, including web-based advisory options through Betterment for Advisors.

Mia Vazquez is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 license and one year of industry experience. Her work history includes roles at Sandy Morris Financial & Estate Planning Services, Florida Financial Advisors, and other positions spanning financial services and education. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach utilizing fundamental and technical analysis across diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through multiple advisory platforms and managed account strategies.

Jordan Code is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Code Waechter LLC since 2017. He previously worked with Massmutual Life Insurance Company and MML Investors Services, Inc. from 2005 and is involved as a volunteer treasurer for a local judge’s campaign. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutions through financial planning and discretionary asset management. The firm uses proprietary investment models and fundamental analysis, combining active and passive strategies, and also offers insurance and employee-benefit products through licensed professionals.

Matthew Muller II is a financial advisor at Walser Wealth Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Fisher Investments, Raymond James & Associates, and held roles at Florida State University and the University of Tulsa Athletic Department. Walser Wealth Management Company is a team-based advisor managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts and estates, and institutions, using a diversified, low-cost investment approach with mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Christopher Markowski is a financial advisor at Markowski Investments in Tampa, FL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Markowski Investments, Westminster Financial Securities, Inc., and Compass Financial Management since 1999. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and combines strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.

Jessica Thayer is a CFP® and ChFC® with 16 years of industry experience. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Management. Outside of her advisory role, she has been a consultant and sales representative for BeautyCounter, a multi-level marketing company, for seven years. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, offering discretionary portfolio management and financial planning. The firm manages approximately $965.6 million in assets through a team of 14 advisors and uses a combination of internally managed strategies, third-party managers, and model portfolios, including access to digital assets and specialized investment solutions.

David Silver is a CFP® professional with 21 years of industry experience, currently serving at Instrumental Wealth, LLC since 2020. Prior to this, he held various roles at Northwestern Mutual from 2004 to 2020. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm focuses on integrated wealth management, often using mutual funds, ETFs, and alternative investments, while tailoring strategies to clients' objectives with ongoing portfolio monitoring.

Mark Moberg is a CFP® with 30 years of industry experience, currently serving as an advisor at Green Ocean Global Advisors LLC since 2024. His prior experience includes roles at H. Beck, Inc. and First Financial Asset Management Inc. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage diversified portfolios tailored to client risk profiles.

Richard Simonetti is a financial advisor with Fidelis Capital Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, and Private Wealth Asset Management. Outside of his advisory work, Simonetti serves on the finance committee of the Tampa Museum of Art, is a board member of the Straz Center for Performing Arts, participates in committees there, and is involved with the Tampa General Hospital Foundation audit committee. Fidelis Capital Partners provides investment advisory services to individuals, family offices, trusts, estates, philanthropic organizations, and business entities. The firm employs a model-driven investment process combining quantitative, fundamental, technical, and economic analysis with professional judgment, offering portfolio management, financial planning, and business consulting.

Kelly Johnson is a financial advisor at Code Waechter LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Code Waechter, he served in the U.S. Marine Corps for 22 years and worked at Strategic Defense Solutions, LLC. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm uses a combination of fundamental analysis, active and passive strategies, and proprietary investment models, with regular reviews and both discretionary and non-discretionary management options.

Kenneth Conte is a CFP® professional with nine years of industry experience. He has worked at Northbridge Financial Group, LLC since 2020 and previously held roles at Commonwealth Financial Network and Ameriprise Financial Services. Conte also provides administrative support as a senior planning associate at Northbridge Financial Group. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term, goal-based investment approach incorporating fundamental and technical analysis to build diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Robert Daniel Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hunter Associates LLC since 2014. He holds the Series 66 license and is based in Tampa, Florida. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work experience includes roles at Capitol Securities Management, Aflac, and Cardflyyer. Outside of financial advising, he is the CEO of SalonRenter, a website specializing in beauty-focused commercial real estate listings. BNB Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and participant education, with a focus on diversified portfolios primarily using mutual funds and a multi-office presence.

Spencer Avalos is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. LLC. He is also involved with Darwin Insurance Group, an affiliated company, where he consults and offers fixed insurance and annuity products. Darwin Wealth Management serves individuals, corporations, and business entities with portfolio management, financial planning, and consulting services, using customized investment approaches that combine firm-developed models, third-party portfolios, and tactical strategies. The firm also offers web-based advisory services through the Betterment for Advisors platform.

Russell Becker is a CFP®-designated financial advisor at Walser Wealth Management Company with 14 years of industry experience. Prior to joining Walser Wealth in 2025, he worked at Fisher Investments for six years and THE Vanguard Group, Inc. for another six years. Walser Wealth Management Company is a team-based SEC-registered advisory firm with 14 advisors managing approximately $339 million for about 677 clients. The firm offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach that combines proprietary models and third-party discretionary management.

Jordan Arnold is a financial advisor at Instrumental Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Instrumental Wealth in 2021, he worked for Northwestern Mutual in various capacities from 2014 to 2021 and also spent three years with Cedric Powell. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm typically allocates across mutual funds and ETFs, incorporates alternative investments, and emphasizes integrated planning for business owners by coordinating tax, legal, insurance, and employee-benefit considerations.