Kevin Caldwell is a CFP® with 19 years of industry experience, currently serving at Golden Road Advisors LLC since 2021. Prior to this, he worked for nine years at Raymond James and Associates. He is involved in several nonprofit organizations in the Tampa area, including leadership roles at the Tampa Bay History Center, The First Tee of Tampa Bay, and the Gasparilla Music Festival. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, primarily low-cost mutual funds and ETFs, with flexibility to include individual stocks, bonds, options, or independent managers as appropriate.

Shawn Mahoney is a financial advisor at Camelot Wealth Management, LLC in Oldsmar, FL, with 12 years of industry experience. He holds a Series 65 license and has worked at Camelot Wealth Management since 2016. Outside of his advisory role, he has been an accountant with Miami-Dade Aviation since 2016. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using customized portfolios based on client objectives and employing fundamental and cyclical analysis alongside both long- and short-term investment strategies.

David Bennett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Unify Financial Advisors since 2023. Prior to this, he worked for seven years at Successful Portfolios, LLC. Unify Financial Advisors is a fee-only registered investment adviser that serves primarily individual clients, including high-net-worth households. The firm offers portfolio management and financial planning services, employing diversified investment strategies that include equities, fixed income, ETFs, mutual funds, and a limited options program focused on secured covered calls and puts.

Cathy Wagner is the sole advisor at Cathy A. Wagner, CFP, RIA, with 46 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for FSC Securities Corporation for 30 years before joining OSAIC in 2023. She serves as chairperson of the Palm Harbor Fire Department Pension Plan Board, a non-compensated position. Her firm provides individualized financial planning and ongoing advice to individuals, trusts, estates, corporations, and other entities across retirement, estate, income tax, risk management, and college planning. The firm produces written recommendations through a discovery and planning process and coordinates implementation with other professionals when appropriate.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services, Inc. and VALIC Financial Advisors, Inc. Her background also includes a role at The Local Draught House. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a blended investment approach using strategic asset allocation, tactical tilts, and a combination of fundamental and technical analysis to manage diversified portfolios.

John Tunstall is a financial advisor at Florin Pensions LLC with 14 years of industry experience. He holds the Series 65 designation and has been with Florin Pensions since 2012. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations regarding UK personal pension transfers, operating as a pension consultancy without taking custody of client assets.

Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.

William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.

Josiah Sears is a CFP® with five years of industry experience, currently serving at MVRK Financial Consultants, LLC in Palm Harbor, FL. He has worked at Oxford Financial Group, Ltd. for four years and held positions at several firms, including 49 Financial and MVRK Financial Holdings, LLC. Sears is also the founder and CEO of MVRK Financial Consultants, a family office consulting practice serving ultra-high-net-worth families. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra-high-net-worth individuals, families, family offices, and related entities. The firm offers coordinated estate and tax oversight, philanthropic planning, trust administration support, and access to private and alternative investments through a non-discretionary, fee-only consulting model.

Pedro Do Nascimento Tonietto is a financial advisor with Wealth Warden Partners in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wealth Warden Partners in 2025, he worked at Fidelity Investments, The Beringer Group, Wells Fargo, and Ameriprise. Outside of finance, he is an independent contractor engaged in photographic and commercial modeling. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients, using a discretionary, long-term approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios composed mainly of mutual funds, equities, fixed income, and ETFs, and requires clients to use a specific broker-dealer for custody.

Charles Carnevale is a financial advisor at EDMP, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple roles including CEO and President at affiliated entities such as Fundamentals Investment Alliance Group and FAST Graphs, Inc., a research tool company he founded. His career includes leadership positions in portfolio management and investment research. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual and institutional clients. The firm focuses on long-term equity ownership with valuation discipline, managing concentrated portfolios across Total Return, SMID-cap growth, and Income strategies.

Caroline Petty is a CFP® professional with seven years of industry experience. She is currently with Uprise Advisers LLC and serves as Head of Financial Planning Operations at Ontrail, Inc. Her prior experience includes roles at Raymond James Financial. Uprise Advisers primarily serves individual clients through an asynchronous financial planning platform, offering tailored plans that incorporate employer benefits and equity compensation, without managing client portfolios or exercising investment discretion.

Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified, fundamental analysis-driven investment approach with both long-term and tactical strategies.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.

Colin Howard is a CFP® professional with 10 years of industry experience. He currently serves as an advisor at Noble Family Wealth, LLC and previously worked at Charles Schwab & Co., Inc. and USAA in various financial planning and investment management roles. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, typically serving clients with a minimum of $2 million in aggregated assets. The firm employs a tactical allocation approach using multi-asset diversification and incorporates market indicators and active strategies where appropriate.

Larry Weicht II is a financial advisor at Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Flaharty Asset Management since 2013 and previously worked at LPL Financial for 15 years. Outside of his advisory role, he is involved in the sale of fixed insurance products such as fixed annuities, long-term care, and whole life insurance. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million. The firm uses a top-down, strategic asset-allocation investment approach tailored to each client’s time horizon and risk tolerance, offering discretionary portfolio management, financial planning, and retirement plan consulting among other services.

Kenneth Ororke is a financial advisor at Suncoast Equity Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Bank of America from 2002 to 2017. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic business advice related to banking and legal services. Suncoast Equity Management offers discretionary portfolio management and financial planning to individuals, pension plans, trusts, and corporations, with a focus on equity management primarily in large-cap stocks. The firm uses fundamental analysis combined with both long-term and short-term trading strategies and manages approximately $1.87 billion in discretionary assets across a multi-advisor team.

Jonathan Richmond is a CFP® with four years of industry experience and is currently associated with ProVise Management Group, LLC in Clearwater, FL. He previously worked with several firms including Kestra Investment Services, Tax Favored Benefits, Inc., and Ameritas Advisory Services. His role involves supporting ERISA Qualified Plan clients with service, employee enrollment, education, and investment oversight at the plan level. ProVise Management Group serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and comprehensive reporting, utilizing mutual funds, ETFs, equities, fixed income, and various investment strategies.

Stephen Bunch is a financial advisor at Sagace Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Sagace Wealth Management since 2020. Prior to that, he was with Spoor Bunch Franz for eight years and has been associated with Grand Central Investment Group since 2014. Outside of his advisory role, he manages SBF, LLC, a full-service CPA firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs an ETF-based investment approach combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Joshua Markowski is a financial advisor at Markowski Investments with 10 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. Prior to his current role, he has been associated with Westminster Financial Securities, Inc. and Compass Financial Management LLC since 2016 and 2020, respectively. Outside of advisory work, he has worked as a bellman at the Gasparilla Inn in Boca Grande, FL. 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 $474 million in client assets across a multi-advisor platform and incorporates strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.