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.

David Harpool is a financial advisor at Avid Planning with 20 years of industry experience. He holds a Series 66 designation and has been with Avid Advisory and Investment Group LLC since 2016. Outside of advising, he is a commissioned notary in the state of Florida. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory, combining passive and active funds to align portfolios with clients’ risk tolerance and time horizon.

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.

William Hammond Jr. is a financial advisor at TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 registrations with five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Elite Flooring. TechView Wealth Advisors serves technology employees and founders, private business owners, and individuals with cross-border or international financial concerns by providing integrated wealth management that combines portfolio management with financial planning. The firm employs a blend of top-down sector analysis, bottom-up fundamental research, and technical analysis using both active and passive strategies, with a particular focus on clients who have international financial needs.

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.

Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Popular Securities, LLC. Since 2019, he has been with Corinthian Partners Asset Management LLC. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for around 226 clients. The firm uses a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory to implement fixed-income, balanced, and equity strategies, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.

James Perkins is a financial advisor at Quantum Private Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 40 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves on the boards of Playability Toys, a manufacturer of toys for children with special needs, and Recovery Connections of Central Florida, a nonprofit supporting addiction recovery. Quantum Private Wealth provides investment advisory and family office services to high-net-worth individuals, retirement plans, charitable organizations, and other entities. The firm manages customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, employing a range of investment vehicles and sub-advisers.

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.

Darren Clauws is a financial advisor at High Street Financial, LLC with 29 years of industry experience. He has worked at GB Capital Markets, Inc. and 1817 Securities, LLC, both in 2019, and has been with High Street Financial since 1996. Outside of his advisory role, he is the owner of Leader Enterprises, Inc., a consulting company. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and various business entities, including insurance company clients. The firm manages discretionary and non-discretionary accounts through a proprietary quantitative process called Dynamic Style Rotation, utilizing mutual funds, ETFs, equities, fixed income, and options.

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.

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.

Christoph Von Dem Bussche is a CFP® professional with 20 years of industry experience. He has been with Financial Guidance Group, Inc. since 2005. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, and producers. The firm provides discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

Alisha De Bernardi is a Series 65-licensed advisor at The Holland Group, Retirement Wealth Advisors, LLC, with one year of experience in the financial industry. She has held prior roles at Neill Fulfillment, Boss Bish NYC LLC, Fusion Brands, and COTY Inc. The Holland Group provides investment management and comprehensive financial planning to individual clients, managing approximately $286 million in discretionary assets. The firm employs a primarily passive investment approach using index mutual funds and ETFs, guided by individualized investment policy statements.

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.