Caroline Petty is a CFP® professional with eight years of industry experience. She currently serves at Uprise Advisers LLC and is also the Head of Financial Planning Operations at Ontrail, Inc. Her prior experience includes roles at Raymond James Financial. Uprise Advisers primarily serves individual clients through financial planning delivered asynchronously via its website and mobile application. The firm offers standalone plans, a partner-paid Strategic Partner Program, and trust advisory services, focusing on modern portfolio theory without managing client assets or exercising investment discretion.

Coty Brawdy is a financial advisor at FFO Investments LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Manning & Napier Investor Services, United Capital Financial Advisers, Goldman Sachs, Bank of America, Merrill, and Allstate Insurance. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs through integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

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.

Maxwell King is a financial advisor with Wealth Advisors of Tampa Bay, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial and Northwestern Mutual, as well as employment at the University of Tampa and Andrews Building Corp. He is based in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $456.8 million in discretionary assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, with a focus on individualized portfolio management and third-party manager oversight.

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 in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America for 15 years. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic advice on business services related to banking and legal matters. Suncoast Equity Management offers discretionary investment management and financial planning for individuals, high-net-worth clients, and institutional accounts, focusing primarily on large-cap equities and employing both long-term and short-term trading strategies.

Stephen Bunch is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and bringing 11 years of industry experience. He has worked with Spoor Bunch Franz, Grand Central Investment Group, and currently serves as an accounting platform blocker. Outside of advisory work, he manages a full-service CPA firm as its manager. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning with an investment approach that incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, often using exchange-traded funds and option-writing strategies.

Alexander Perez is a CFP® professional with eight years of experience in the financial services industry. He currently serves as an advisor at FFO Investments LLC and has held previous roles at Raymond James & Associates, Northwestern Mutual, Morgan Stanley, and Wells Fargo. Outside of his advisory work, he is listed as CEO of Mona Lisa Tile Inc., a family business, though he has no active role in its operations. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm provides integrated wealth management solutions including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

Jason Hersch 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 worked at firms including Northwestern Mutual and Blacktower Financial Management US LLC. Outside of his advisory role, he is an independent insurance agent and also works as an Uber driver in Tampa, FL. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers.

Joshua Markowski is a financial advisor at Markowski Investments in Tampa, FL, with 10 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. In addition to his advisory role, 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, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets and emphasizes a combined strategic and tactical investment approach with quarterly portfolio reviews.

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC since 2016. 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 tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

Matthew Harbert is a financial advisor at Instrumental Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company from 2015 to 2020. Outside of his advisory work, he serves as a committee member for The State College of Florida Foundation. 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 customizes portfolios based on client risk tolerance, time horizon, and liquidity needs, utilizing a range of investment vehicles and integrated planning services for business owners.

Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of advising, he is president of Self Storage Properties, Inc. 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 services. The firm uses a variety of analytical methods and investment platforms, including discretionary and non-discretionary management, and operates wrap fee programs in partnership with a national broker-dealer platform.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. 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 investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Brandan Teague is a financial advisor with PSI Advisors, LLC, holding Series 65 and Series 63 credentials and possessing 16 years of industry experience. He has worked at PSI Advisors since 2017 and has concurrent experience with LPL Financial and Teague & Associates. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of analytical methods and model allocations to tailor services and provides both discretionary and non-discretionary management through a variety of investment platforms.

Oscar Skjaerpe is a CFP® professional with four years of industry experience, currently serving at ProVise Management Group, LLC. He has worked at ProVise in two periods, totaling seven years, and held a role at AquaFence USA Inc. for one year. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment vehicles and strategies and maintains corporate affiliations with Kestra Financial and related entities.

Jake Pendl is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, LLC, National Financial Network, and Guardian Life Insurance Company. Sagace Wealth Management operates as a seven-advisor team managing approximately $162.7 million for about 79 primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning with an investment approach incorporating fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies.

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with a Series 65 designation and two years of industry experience. She has worked at Darwin Wealth Management since 2021 and previously at Insurance Media Services from 2016 to 2021. Bartolotta is also licensed as an insurance agent and is involved in the sales of fixed insurance products. Darwin Wealth Management serves individuals, including high net worth clients, corporations, and business entities, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies through multiple model platforms and web-based advisory options via Betterment for Advisors.