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.

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.

Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.

Eric Felty is a CFP® professional with eight years of industry experience, currently serving as an advisor at Equity Advisors of Kentucky Inc since 2018. His prior experience includes roles at CPA Advisory Group, JP Morgan Securities LLC, and Deloitte. Equity Advisors of Kentucky provides portfolio management and comprehensive financial planning to individuals, trusts, estates, and business entities, with an emphasis on strategic asset allocation, diversification, and tax-focused investing. The firm integrates investment oversight with in-house tax planning, preparation, and business consulting services, serving both individual and high-net-worth clients.

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.

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.

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.

Allen Claggett III is a CFP® professional with 14 years of industry experience, currently serving as a Retirement Wealth Advisor at The Holland Group, Retirement Wealth Advisors, LLC. He has been with The Holland Group since 2023 and also maintains a role at Mutual Trust Asset Management Inc. since 2015. Outside of his advisory work, he sells insurance and annuity products through Advisors Excel and The Holland Group. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring asset allocation to client goals and risk tolerance.

Edwin Treimanis is a financial advisor with Corinthian Partners Asset Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Corinthian Partners since 2019 and previously with International Assets Advisory, LLC from 2014 to 2019. Outside of his advisory role, he is involved with Advisor Excell, facilitating indexed universal life insurance proposals and implementation. Corinthian Partners Asset Management LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis within a modern portfolio theory framework, managing about $46 million in discretionary assets.

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.

Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.

Todd Seymour is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at firms including Morgan Stanley and Steward Partners Investment Advisory, and currently serves as an advisor at Personalized Financial Solutions LLC. In addition to his advisory role, Seymour is an enrolled agent and tax preparer at Tax and Trust Management Services, LLC, an affiliated accounting and tax firm. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, and related services. The firm combines investment advice with integrated tax, trust, and estate planning support through its affiliated accounting practice and sponsors a wrap-fee program to bundle transaction costs.

Sandeva Morris is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with her current firm since 2015. Prior to that, she was associated with Global Financial Private Capital and Sandy Morris Financial LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individuals, including high-net-worth clients, through model portfolio management, ongoing asset management, and consulting. The firm also offers educational content such as newsletters and seminars, and facilitates estate-planning work via a third-party attorney platform.

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.

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.