Shannon Stophel is a financial advisor at Walser Wealth Management Company with five years of industry experience. She holds a Series 65 designation and has worked at the firm since 2018. Prior to joining wealth management, she was employed at Robert Half Technology for two years. Stophel is also an independent insurance agent specializing in life and health insurance sales. Walser Wealth Management Company is an SEC-registered, team-based adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services with a diversified, low-cost investment approach utilizing mutual funds and ETFs, complemented by tactical asset allocation and rebalancing.

William Harrell Jr. is a Series 65-licensed financial advisor with 22 years of experience, all of which have been with Capco Asset Management, LLC in Tampa, Florida. He is part of a five-advisor team at the firm. Capco Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments in public equities selected for business quality, management quality, and valuation, and incorporates operational features such as co-investment by principals and a choice of performance-based or asset-based fees.

Anthony Longo is a Series 65-licensed financial advisor at Caitlin John, LLC with two years of industry experience. He has worked at several firms including Kingsbury Financial Advisors and Steelbach, and has also served as an insurance agent specializing in fixed insurance sales. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, including fixed insurance products.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at WT Wealth Management since 2015 and previously held positions at True Financial Wealth Management Firm, LLC and Girard Securities, Inc. Redwanc is a member and vice president of True Financial Wealth Management Firm, LLC. WT Wealth Management is a multi-advisor firm serving individuals, high-net-worth households, pension plans, charitable organizations, and businesses. The firm uses proprietary, model-based strategies across various asset classes and offers specialized approaches including values-based screening and enhanced cash management, supported by affiliated accounting, legal, and insurance services.

Jeffrey Sievers is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding the CFP®, ChFC®, and Series 63 designations with 26 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Curtis Parry from 2009 to 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Richard Teitelbaum is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Apollon Wealth Management. He is also an independent insurance agent. Amerity Wealth Management is a multi-advisor firm serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, utilizing a range of investment vehicles and coordinating with multiple custodians and co-advisors.

Connor Corkery is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Raymond James Financial Services and Fidelity Investments. Outside of finance, he has experience working at Eagles Golf Club and FunStation. FFO Investments LLC offers integrated fractional family office services including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis. The firm serves individuals, families, trusts, estates, business entities, and entrepreneurs through both discretionary and non-discretionary advisory arrangements under a unified Master Service Agreement.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management in Tampa, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Principal Life Insurance Company and Ameriprise, among others. His current affiliation with PGI includes experience at both Carson Wealth and Philip James Wealth Management. PGI Wealth Management is a team-based advisory firm managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting services, focusing on long-term investment strategies and customized client recommendations.

Michael Bartolotta is a financial advisor at Darwin Wealth Management in Tampa, FL. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. His prior work includes roles at M3 Financial, Inc. and affiliated firms within the Darwin group. Bartolotta also serves as a licensed agent for Darwin Insurance Group, offering fixed insurance and annuity products. Darwin Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and financial consulting services to individuals, corporations, and business entities. The firm uses a tailored investment approach combining firm-developed models, third-party portfolios, and tactical strategies, and offers a web-based advisory option through Betterment for Advisors.

Randy Ramos is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Valic Financial Advisors, AGIA Inc., and LPL Financial. Outside of his advisory work, he serves as a sports and fitness coach at St. Mary's Episcopal Day School. 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 primarily long-term, goal-based investment approach using fundamental and technical analysis and offers a range of services including wealth management, financial planning, and retirement plan advisory.

Ellis De Jesus is a CFP® and holds the Series 66 designation, with 20 years of experience in the financial industry. He has worked at Northbridge Financial Group, LLC since 2020 and has been affiliated with LPL Financial, LLC since 2015. Prior to his current roles, he had a professional connection with Roy E De Jesus DMD PA from 2014 to 2017. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and financial planning services, utilizing a primarily long-term, goal-based investment approach that includes a variety of investment vehicles and strategies tailored to client objectives.

Sefton Barnes is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Kingsbury Financial Advisors, Trinity Wealth Securities, Florida Financial Advisors, and Merrill. He also works as a fixed insurance agent in Tampa, focusing on fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm operates as an RIA-aggregator, supporting independent practices with tailored portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Brynn Albers is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Wells Fargo Advisors, Danielson Financial Group, and LPL Financial LLC. Northbridge Financial Group is a nine-advisor team managing approximately $413 million 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 across various asset classes, with additional strategies such as options and alternative investments utilized when appropriate.

Brian Murphy is a CFP® with five years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company. His prior experience includes roles at Sabal Trust Company, Northbridge Financial Group, and LPL Financial. Walser Wealth Management Company is a team-based adviser with 14 advisors 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, focusing on a diversified, low-cost investment approach using mutual funds and ETFs.

Daniel Wilson is a financial advisor at Atcap Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Raymond James & Associates, and USAA. Outside of finance, he was involved with CLEANOLOGY for five years. Atcap Partners provides investment management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporate entities. The firm employs a combination of fundamental and technical analysis with proprietary strategies and includes alternative investments and market-timing techniques in client portfolios.

Curtis Parry Jr. is a financial advisor at Unique Wealth, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and related entities for over two decades. Parry is also the CEO and founder of Together We Are Unique, LLC, a business involved in investment-related activities, and serves as an advisor for Electus Global Education Co., Inc., focusing on financial literacy for youth. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a multi-advisor team and utilizes a mix of internally managed strategies, third-party managers, and specialized investment platforms.

Michael Stump is a CFP® and CFA® with seven years of industry experience. He is currently a financial advisor at Code Waechter LLC, where he has worked since 2019. Prior to joining Code Waechter, he spent seven years at KLH Capital Partners LP. 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 written financial plans and proprietary investment models with a combination of active and passive strategies, and may allocate to third-party managers when appropriate.

Rebecca Walser is a financial advisor with Walser Wealth Management Company, holding a Series 65 credential and 10 years of industry experience. She has been with Walser Capital Group and Walser Wealth Management since 2015 and 2016, respectively. In addition to her advisory role, she is a licensed attorney and dedicates part of her time to legal practice. Walser Wealth Management Company is a team-based SEC-registered firm with 14 advisors 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, and institutional clients, using a diversified, low-cost investment approach with mutual funds and ETFs, supplemented by tactical asset allocation and rebalancing.

Trevor Mann is a financial advisor at Walser Wealth Management Company in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley, 360 Wealth & Benefits, and Principal Life Insurance Company. He is also licensed to sell life and annuity insurance. Walser Wealth Management Company is a team-based advisor with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach primarily using mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Joshua Koh Swineford is a financial advisor at FFO Investments LLC in Tampa, FL. He holds Series 63 and Series 66 credentials and has one year of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. FFO Investments LLC provides discretionary and non-discretionary portfolio management as part of a fractional family office service model for individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis, often collaborating with clients’ external professionals under unified agreements.