Michael Abbott is a CFP® professional with nine years of industry experience. He is currently with Thrive Capital Management, LLC and has previously worked at firms including Valic Financial Advisors, Sandy Morris Financial & Estate Planning Services, Walser Wealth Management Company, Pruco Securities LLC, The Prudential Insurance Company of America, and T Rowe Price. Abbott is also appointed as an agent to sell non-securities insurance products for AGIA. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios managed through a combination of ETFs, individual securities, and third-party managers, with formal quarterly reviews and rebalancing.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Blake Kennedy is a financial advisor at Rogan & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Rogan & Associates since 2018, following a prior role at The CSI Companies. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis and employs a long-term, asset-allocation approach tailored to clients' objectives and risk tolerance.

Joseph Milici is a financial advisor at Lumiere Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he consults clients on fitness and social media marketing. Lumiere Financial provides investment advisory and planning services to individuals, plan sponsors, charitable organizations, and businesses, offering customized portfolio management and financial planning. The firm employs various investment strategies, including discretionary and non-discretionary management, and integrates insurance and brokerage services alongside advisory fees.

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

Kevin Mccutcheon is a CFA® charterholder with 13 years of industry experience. He currently serves as an advisor at BlueDoor Private Wealth, LLC and has prior experience with Live Oak Family Offices LLC and G & O Financial Services, Inc. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm combines fundamental and technical analysis to create tailored asset allocations and investment policy statements, offering both discretionary and non-discretionary management alongside additional services such as estate planning and tax services through affiliated practices.

David Kruis is an advisor at Belleair Wealth Management, LLC with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calton & Associates, Inc. for 10 years alongside his role at Belleair Wealth Management. He is also an officer of David J Kruis, LLC, where he is involved in the sales of life insurance products. 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 multiple analytical methods and diversified portfolio strategies, managing approximately $111 million for around 150 clients.

Kamella Davis is a financial advisor with Flaharty Asset Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior positions include roles at Morgan Stanley, Wells Fargo Advisors, and LPL Financial. She provides investment advisory services through Flaharty Asset Management, an independent registered investment advisor. 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 across 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, investing across various instruments including equities, ETFs, mutual funds, REITs, options, and alternative investments.

Dylan Arnall is a CFP® professional with five years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC. His prior roles include positions at Paychex Securities Corporation and ADP, Inc. 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, with discretionary management tailored to clients’ multi-decade time horizons and cash flow needs.

William Root is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Ameritas Investment Corp, Manatee River Financial Group, and CCF Investments. Outside of advisory work, he is a sales representative for Sutter's Quality Foods, a food distributor. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses through a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, retirement plan account management, and coordinated estate and tax planning, employing tailored long-term investment strategies with fundamental, factor, optimization, and quantitative methods.

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

James Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and five years of industry experience. He is also the owner and manager of Spoor Law, P.A., an estate planning and business transaction law firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm utilizes ETF-based portfolios combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

Warren Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding the PFS™ designation and Series 65 license. He has 20 years of industry experience and has worked at Sorren, Inc., Sagace Wealth Management LLC, and SBF, LLC. Outside of advisory work, he manages a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning, employing ETF-based portfolios alongside fundamental and cyclical analysis. The firm is notable for its affiliations with accounting and law firms and its use of derivatives and leverage strategies.

Nathan Goad is a CFP® licensed financial advisor with 18 years of industry experience, currently serving at Alden Investment Group. His prior experience includes roles at J Alden Associates, Cetera Investment Services, and Regions Bank. He also provides consulting on marketing, entity structuring, and tax-related matters for Soli Deo Gloria Ventures II. Alden Investment Advisors offers portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and utilizes a proprietary platform that integrates held-away account management and fiduciary oversight.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

Michael Rogan is a financial advisor at Rogan & Associates with 39 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. He is also an investor in The Pub at Safety Harbor, a local establishment. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailors allocations to client goals and time horizons.

Steven Wotovich is a CFP® and CFA® charterholder with 22 years of industry experience. He has been with Lighthouse Financial since 2003, serving as its sole principal advisor. Outside of his advisory role, he manages a small real estate rental business, overseeing maintenance and repairs. Lighthouse Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and nonprofit organizations. The firm emphasizes a fundamental analysis approach with long-term trading and manages approximately $605 million in assets, primarily on a non-discretionary basis.

David O'Neill is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Cambridge Investment Research Advisors and the University of South Florida Leadership Center. In addition to his advisory role, he is an insurance agent involved in selling term, disability, long-term care, and fixed annuities. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers tailored investment strategies with a long-term focus, employing fundamental, factor, optimization, and quantitative methods, along with selective use of options and third-party sub-advisers.