Daniel Capozzo is a CFA® charterholder affiliated with Clearwell Group in Tampa, FL, with ten years of industry experience. He previously worked at Beck, Mack & Oliver for six years before joining Clearwell Advisors in 2022. Clearwell Group provides wealth management, financial planning, and investment management services across public and private markets for high-net-worth individuals, founder families, trusts, estates, charitable organizations, and certain institutional clients. The firm employs an equity-focused, long-term asset allocation strategy that combines direct portfolio management with a manager-of-managers approach.

Eric Felty is a CFP® professional with nine years of industry experience. He has worked at Equity Advisors of Kentucky since 2018 and previously held roles at CPA Advisory Group, JP Morgan Securities LLC, and Morgan Stanley. Equity Advisors of Kentucky serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering financial planning, portfolio management, income tax planning, and business consulting. The firm’s investment approach includes strategic asset allocation, tax-focused investing, and quarterly reviews, integrating tax and accounting services with optional performance-based compensation arrangements.

Christoph Von Dem Bussche is a CFP® professional with 20 years of industry experience. He has been with Financial Guidance Group, Inc. since 2005. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, and producers. The firm provides discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

Alisha De Bernardi is a Series 65-licensed advisor at The Holland Group, Retirement Wealth Advisors, LLC, with one year of experience in the financial industry. She has held prior roles at Neill Fulfillment, Boss Bish NYC LLC, Fusion Brands, and COTY Inc. The Holland Group provides investment management and comprehensive financial planning to individual clients, managing approximately $286 million in discretionary assets. The firm employs a primarily passive investment approach using index mutual funds and ETFs, guided by individualized investment policy statements.

Robert Riley is a financial advisor with Mutual Trust Asset Management, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Mutual Trust Company of America Securities. He is also the owner of a financial planning and advisory business, Retirement Lock. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay and employs globally diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Hilary Bergman is a financial advisor with Pelion Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as CEO of Pelion Financial Group since 2004 and is also CEO of both First Liberties Financial and Pelion Investment Advisors. Since 2017, he has acted as a consultant for Carver Edison, Inc., a firm involved in the employee stock purchase plan business. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, 401(k) plan trustees and participants, and institutional clients. The firm uses a blend of fundamental macro analysis and technical, trend-driven tactical overlays to manage multi-asset portfolios tailored to client risk profiles, with ongoing reviews and quarterly reporting.

Randy Pattison is a financial advisor at Belleair Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Transamerica Financial Advisors and Wells Fargo Clearing. In addition to his advisory role, he manages Belleair Health, LLC, a Florida insurance agency offering life and health insurance products. Belleair Wealth Management provides discretionary portfolio management and wealth-management services to individual and high-net-worth clients. The firm employs diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, supported by a combination of fundamental, quantitative, technical, cyclical, and behavioral analysis.

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Jeffrey Mcavaddy is a financial advisor at Infinity Tax & Financial Planning with 23 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, ProEquities, and QA3 Financial. In addition to his advisory role, he prepares taxes through a separate tax preparation business. Infinity Investment Advisors LLC offers portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates investment advisory with tax and insurance services, utilizing various analytical methods and a broad investment universe that includes mutual funds, fixed income, REITs, annuities, and alternative vehicles.

Allen Claggett III is a CFP® professional with 14 years of industry experience, currently serving as a Retirement Wealth Advisor at The Holland Group, Retirement Wealth Advisors, LLC. He has been with The Holland Group since 2023 and also maintains a role at Mutual Trust Asset Management Inc. since 2015. Outside of his advisory work, he sells insurance and annuity products through Advisors Excel and The Holland Group. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring asset allocation to client goals and risk tolerance.

Edwin Treimanis is a financial advisor at Corinthian Partners Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise and International Assets Advisory. In addition to his advisory role, he is involved with Advisor Excell, assisting with Indexed Universal Life proposals and fixed insurance implementation. Corinthian Partners Asset Management LLC serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing about $62.9 million across roughly 226 clients. The firm employs a variety of analytical techniques and investment strategies, including discretionary and non-discretionary portfolio management, and emphasizes regular risk assessment and reporting.

William Arnold is a financial advisor with Avid Planning in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Avid Advisory and Investment Group LLC since 2016. In addition to his advisory role, he is a commissioned Notary Public. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining passive and active funds tailored to clients’ risk tolerance and time horizon.

Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.

Todd Seymour is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at firms including Morgan Stanley and Steward Partners Investment Advisory, and currently serves as an advisor at Personalized Financial Solutions LLC. In addition to his advisory role, Seymour is an enrolled agent and tax preparer at Tax and Trust Management Services, LLC, an affiliated accounting and tax firm. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, and related services. The firm combines investment advice with integrated tax, trust, and estate planning support through its affiliated accounting practice and sponsors a wrap-fee program to bundle transaction costs.

Sandeva Morris is a financial advisor with Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL. She holds a Series 65 designation and has 16 years of industry experience. Her prior experience includes work with Global Financial Private Capital from 2011 to 2017. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm incorporates fundamental, technical, and cyclical analysis, offers estate-planning facilitation via a third-party platform, and engages in client education through newsletters, seminars, and workshops.

Steven Kohman is a financial advisor with Lange Financial Group, LLC in Tampa, FL, holding 24 years of industry experience. He has been with Lange Financial Group since 2002 and previously operated Kohman & Company for over 30 years. Kohman also maintains a CPA tax preparation business as a sole proprietor, working typically during evenings and weekends. Lange Financial Group provides comprehensive financial planning and consulting services to individuals, trusts, estates, and charitable organizations. The firm focuses on holistic planning and coordinates implementation through independent investment managers, relying on a team that includes multiple CPAs and a CFP® professional to integrate tax and planning guidance.

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.

Michael Rosenbach is a financial advisor at Solist Financial in Tampa, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Merrill and UBS Financial Services. Outside of advising, he is involved in several business ventures, including ownership and leadership roles in insurance, mortgage, and capital investment companies. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios, often utilizing advanced strategies and instruments.

Daniel Bader is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at SFG Wealth Advisors, LLC for six years and has held roles at Avior Wealth Management, Momentum Independent Network Inc., The Strategic Financial Alliance, Inc., and Snyder Financial Group. SFG Wealth Advisors, LLC serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven planning process, utilizing diversified mutual funds, ETFs, and selective alternative investments, often engaging third-party money managers through a platform provider.

Michael Garberich is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Nestimate Investment Management LLC, where he has worked since 2026, following prior roles at LeafHouse Financial Advisors, Lowenberg Group, and Merrill. Nestimate Investment Management LLC provides portfolio management and pension consulting primarily for retirement plans, advisers, and insurance companies. The firm uses a fiduciary-focused investment process that combines proprietary quantitative scoring with qualitative due diligence and fintech tools to manage diversified model portfolios, 3(21) and 3(38) fiduciary services, and lifetime income product analysis.