William Mac Gillivary is a financial advisor at Wealth Advisors of Tampa Bay with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, USAA Financial Services, and Raymond James. Mac Gillivary also serves as a Petty Officer First Class in the United States Navy. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and access to LPL-sponsored advisory programs, managing approximately $456.8 million in discretionary client assets.

Jason Sampson is a financial advisor at Atlas Private Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience at Beacon Hill Corporate Services, Fortress Asset Protection, Venerable Law, and Squire Patton Boggs. Outside of advising, he owns and manages several businesses, including a law firm and companies providing asset protection and corporate support services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers tailored portfolio management using a combination of advisor-driven strategies and model-based solutions.

Lejla Salcin is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2020, progressing through various positions including Planning Consultant, Portfolio Advisory Services Relationship Manager, and several Workplace Planning Consultant roles. Lejla holds insurance licenses in Arkansas and California, indicating her qualifications to offer insurance-related financial advice. In her personal time, Lejla enjoys activities such as going to the beach, spending time with family, sailing, traveling, and caring for pets.

Benjamin Wasson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2024. Prior to that, he was affiliated with Global Retirement Partners LLC and LPL Financial. Benjamin also has experience working at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team approach and utilizes both internally managed strategies and third-party managers to provide discretionary portfolio management, financial planning, and retirement plan services.

Carson Wolf is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 credential and has worked in various roles prior to joining Walser Wealth Management. Walser Wealth Management Company is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations. The firm focuses on diversified, low-cost portfolios using mutual funds and ETFs, combining long-term strategies with tactical asset allocation and periodic rebalancing.

Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. 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 employs a long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

Justin Elliott is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Walser Wealth Management Company and previously worked at Alerity Financial Group, LLC and Beacon Asset Management. 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 with a focus on diversified, low-cost core investments, tactical asset allocation, and periodic rebalancing.

Robert Giles Jr. is a financial advisor with Wealth Advisors of Tampa Bay, holding a Series 63 designation and over 31 years of industry experience. He has been with Wealth Advisors of Tampa Bay and LPL Financial since 2012 and previously worked at Florida Investment Advisors for 16 years. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and LPL-sponsored advisory programs, managing approximately $457 million in discretionary client assets.

Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.

Paul Ayotte is a financial advisor at Fidelis Capital with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Investments, and Merrill. Outside of his advisory role, he is involved as a managing member in his wife's clothing brand, Lucidcupid. Fidelis Capital Partners offers investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its portfolio management and also serves as a sub-advisor to a private fund, providing a range of discretionary and non-discretionary solutions.

Elizabeth Merkin is a Series 65-licensed financial advisor with SimplyRIA Advisor Network in Tampa, FL. She has one year of industry experience and previously held roles at Worth A.I. and Florida State University. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and retirement plan fiduciary support. The firm combines strategic asset allocation with a mix of active and passive management and supports multiple independent investment adviser representatives within a corporate RIA structure.

Connor Wasson is a financial advisor with Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, HB Retirement–LPL Financial, SoFresh, and the University of Tampa. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team, utilizing both internally managed strategies and third-party managers through platforms such as Dynasty and Pontera.

Johnathan Butler is a financial advisor at Fidelis Capital with two years of industry experience. He holds the Series 65 designation and previously worked at Wells Fargo Bank from 2010 to 2022. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, nonprofit organizations, and business entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and serves a range of client types including retail, institutional, and private fund clients.

Kerry Devaughn is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Trajan Wealth, Fisher Investments, and Nationwide Securities. In addition to his advisory role, he is involved in insurance sales, offering various insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios by allocating to unaffiliated independent managers and low-cost funds, focusing on long-term strategies while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Richard Holle Jr. is a financial advisor with WealthPLAN Partners in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at firms including Securities America Inc., LPL Financial, and Equitable Advisors. He is also a founding partner at WealthPLAN Partners and an agent offering life insurance solutions for family protection and estate taxes. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a strategy diversification approach that combines mutual funds, ETFs, individual securities, and alternative strategies, tailoring portfolios to client objectives and employing both third-party sub-advisers and automated model portfolios.

Bryan Rementer is a financial advisor at Ironview Capital Management, LLC in Tampa, FL, holding a Series 65 credential with eight years of industry experience. He worked at SEI Investments Management Corp from 2016 to 2020 before joining Ironview in 2021. Outside of his advisory role, he owns a real estate business. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis and employs various strategies, including options and private fund commitments, managing approximately $1.39 billion across an eight-advisor team.

Misha Mahindroo is a financial advisor at FFO Investments LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Walser Wealth Management, Fisher Investments, Merrill, TIAA-CREF Individual & Institutional Services, and other firms. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals to provide a comprehensive approach to wealth management.

Andrew Allen is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has worked at Instrumental Wealth, LLC since 2020 and previously held roles at Northwestern Mutual and University Consultants of America. Outside of finance, he is involved with University Consultants of America, where he assists prospective college students with admissions applications and coaching. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm tailors portfolios to client-specific risk tolerance and goals, utilizing a range of investment vehicles and integrated planning services for business owners.