David Polkinghorn is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding the Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed and American Municipal SEC. Polkinghorn is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm’s scope. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers a range of advisory, brokerage, and insurance services.

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.

Andrew Rodriguez is a financial advisor at Walser Wealth Management Company with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Morgan Stanley, and T. Rowe Price. Walser Wealth Management is a team-based SEC-registered advisory firm managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost investment approach with mutual funds, ETFs, and tactical asset allocation.

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.

Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.

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.

William Smith is a financial advisor at Walser Wealth Management Company with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Fisher Investments, and TIAA Bank. Between his roles in finance, he spent a year as a family member caregiver. Walser Wealth Management Company is a team-based, SEC-registered adviser managing approximately $339 million across 677 clients. The firm serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, offering comprehensive financial planning and portfolio management with a focus on diversified, low-cost mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Darwin Wealth Management since 2020, following roles at James Alpha Advisors, Global Financial Private Capital, and Aviance Capital Management. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, consulting, and pension consulting services. The firm uses a multi-advisor team approach with tailored investment strategies, including firm-developed model portfolios, third-party managers, and a web-based discretionary option.

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.

Jedidiah Hostetler is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Clarity, he worked at Eastern Nephrology Associates and Charlotte Eye, Ear, Nose & Throat Associates. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a team-based approach with tailored, long-term investment strategies using fundamental, factor, optimization, and quantitative methods, supported by third-party platforms and sub-advisers.

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.

Matthew Muller II is a financial advisor at Walser Wealth Management Company in Tampa, FL, with six years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Morgan Stanley, Fisher Investments, Raymond James & Associates, and the University of Tulsa Athletic Department. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost approach with mutual funds and ETFs supported by tactical asset allocation and periodic rebalancing.

Jessica Thayer is a CFP® and ChFC® with 16 years of industry experience. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Management. Outside of her advisory role, she has been a consultant and sales representative for BeautyCounter, a multi-level marketing company, for seven years. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, offering discretionary portfolio management and financial planning. The firm manages approximately $965.6 million in assets through a team of 14 advisors and uses a combination of internally managed strategies, third-party managers, and model portfolios, including access to digital assets and specialized investment solutions.

David Silver is a CFP® professional with 21 years of industry experience, currently serving at Instrumental Wealth, LLC since 2020. Prior to this, he held various roles at Northwestern Mutual from 2004 to 2020. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm focuses on integrated wealth management, often using mutual funds, ETFs, and alternative investments, while tailoring strategies to clients' objectives with ongoing portfolio monitoring.

Michael Hinson is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with ARS Wealth Advisors, where he has worked since 2023. His prior experience includes roles at Splunk, Sequoia Financial Group, and Mercer Global Advisors, among others. 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 individual client objectives, typically using diversified allocations and a long-term investment approach.

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.

Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and customizes investment programs based on individual objectives.