Kaelan Dean is a financial advisor at Darwin Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at Crosstree Capital Partners, Quire Group, Bequest Asset Management, and Raymond James. Outside of finance, he has been involved with the Sarasota Art Museum and taught at New College of Florida. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, and consulting services. The firm employs a multi-advisor approach with customized investment strategies, managing over $614 million in discretionary assets across roughly 835 client relationships.

Michael Tancreti is a financial advisor at Econologics Financial Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Chase Bank and Neilson. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm creates customized Investment Policy Statements and employs proprietary tools like Econometry® Analytics to support ongoing portfolio oversight.

Travis Gingras is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 18 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 65 licenses. His prior experience includes roles at Curtis Parry, Northwestern Mutual Investment Services LLC, and Charter Oak Insurance and Financial Services. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and specialized platforms to provide discretionary portfolio management and financial planning services.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has previously worked at James Alpha Advisors, Global Financial Private Capital, and Aviance Capital Management. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party managers, and automated advice platforms in its investment approach.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Melissa Pinkerton is a financial advisor with Belleair Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Manning & Napier Advisors, Mercer Global Advisors Inc., and Raymond James & Associates. Belleair Wealth Management is a fee-based registered investment adviser serving individuals, including high-net-worth clients, with discretionary wealth management and consulting services. The firm employs a multifaceted investment process that incorporates fundamental, quantitative, technical, cyclical, and behavioral analysis to implement diversified portfolio strategies.

Frank Schiro is a financial advisor at Econologics Financial Advisors in Largo, FL, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Maycom, T. Rowe Price, Uber Eats, and Best Buy Mobile. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment policy statements and a range of strategies implemented through third-party portfolio managers, supported by proprietary tools like Econometry® Analytics and an annual Roadmap Renovation.

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.

Holly Harman is a CFP® and holds a Series 65 license with five years of industry experience. She is affiliated with Provise Management Group, LLC and has been associated with Kestra Investment Services, LLC since 2003. Provise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles such as mutual funds, ETFs, individual equities, and fixed income.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. 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 strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.

Jessica Thayer is a CFP® and ChFC® with 15 years of experience in financial advising. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Services, LLC. In addition to her financial advisory role, she is a consultant for BeautyCounter, a multi-level marketing company. 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, financial planning, and retirement plan participant education, utilizing model portfolios, sub-advisers, and third-party money managers.

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.

Molly Arnall is a Certified Financial Planner® with six years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC since 2019. She previously held roles at Berkshire Hathaway and has experience in life coaching as an executive and personal development coach. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, typically buying on weakness and managing portfolios with ongoing suitability reviews.

Fallon Flaharty is a financial advisor at Flaharty Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Modern Wealth Management, and Mutual Securities. Outside of her advisory role, she owns and operates Lyra Fine Jewelry LLC, a retail jewelry design and e-commerce business. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach across broad asset classes and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Peter Seriano is a CFP® professional with 19 years of experience in the financial services industry. He is currently with ProVise Management Group, LLC, where he has worked since 2022, following roles at Kestra Investment Services, Edward Jones, Merrill, and Bank of America. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs both discretionary and non-discretionary approaches.

Spencer Avalos is a financial advisor at Darwin Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. 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, high-net-worth clients, and corporations through portfolio management, financial planning, and consulting services. The firm operates with a multi-advisor team managing over $614 million in discretionary assets and employs a variety of investment strategies, including customized portfolios and third-party money managers, with an affiliated insurance agency as part of its offerings.

John Orr is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Flaharty Asset Management, LLC and has held roles at LPL Financial, Modern Wealth Management, LLC, and Mutual Securities, Inc. Since 2025, Orr has also pursued work as an author. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation process tailored to clients’ time horizons and risk tolerances, investing across a broad range of asset classes and instruments.

Donald Jowdy is a financial advisor with Suncoast Equity Management, LLC in Tampa, FL, holding a Series 65 designation and 28 years of industry experience. He has been with Suncoast Equity Management since 1997. Suncoast Equity Management provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other advisers. The firm focuses primarily on equity management with an emphasis on large-cap stocks, employing fundamental analysis and a combination of long-term and occasional short-term trading to meet client investment policies and risk tolerances.

Paul Auslander is a CFP® with 40 years of industry experience. He has been with Seabridge Investment Advisors LLC since 2025 and previously worked at Kestra Investment Services, LLC, Provise Management Group, LLC, and his own advisory practice. Seabridge Investment Advisors serves a mix of individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm manages global equity-focused portfolios across various strategies and works with a broad set of institutional and foreign fund clients, distinguishing itself through its role as a discretionary sub-adviser to other investment advisers.

Brodie Downing is a financial advisor at Severin Investments LLC in Clearwater, FL, holding a Series 65 designation with several years of experience across diverse roles including financial planning and education. His background includes positions at Elevate Financial Planning and Wealth Management, Northern Arizona University, and various roles in education and hospitality. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, institutional retirement advisory, 401(k) consulting, and estate-planning support. The firm employs actively managed models tailored through Investment Policy Statements and utilizes a combination of fundamental and technical analysis with tactical strategies.