Michael Samulski is a financial advisor with Econologics Financial Advisors in Largo, FL, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Guide to Insure, Total Quality Logistics, and Financial Services of America. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies, and monitoring using proprietary analytical tools, with additional services including client education and practice exit planning.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ credential and Series 63 and 66 licenses, with 31 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. since 2002, where he serves as CEO and Certified Public Accountant, offering tax planning and accounting services. He also acts as an independent insurance agent. Belleair Wealth Management, LLC is a fee-based fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs a multi-method investment approach, including core-satellite and tactical strategies, and integrates accounting and insurance services through formal affiliations.

Craig Phillips is a CFP® with 25 years of experience in the financial industry. He is a managing partner at Client 1 St Advisory Group and has been involved with Client First Advisors, Inc. since 1997. Phillips also serves as a trustee of the Nucci Irrevocable Trust. Client 1 St Advisory Group is an SEC-registered firm that offers personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans and regular progress reviews.

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.

Jessica Blake is a financial advisor at S.E.E.D. Planning Group, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at NBT Bank for thirteen years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation, a nonprofit position held without compensation. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy while allowing for shorter-term trading, integrating tax planning, values-based financial planning, and portfolio management through its investment arm, Sift Investment Management.

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.

Benjamin Wasson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2024. Prior to that, he was affiliated with Global Retirement Partners LLC and LPL Financial. Benjamin also has experience working at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team approach and utilizes both internally managed strategies and third-party managers to provide discretionary portfolio management, financial planning, and retirement plan services.

Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. 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 long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

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.

Paul Ayotte is a financial advisor at Fidelis Capital with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory role, he is a managing member and owner of his wife’s clothing brand, Lucidcupid. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis to guide portfolio decisions and offers a range of services including portfolio management, financial planning, and business consulting.

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.

Connor Wasson is a financial advisor with Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, HB Retirement–LPL Financial, SoFresh, and the University of Tampa. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team, utilizing both internally managed strategies and third-party managers through platforms such as Dynasty and Pontera.

Johnathan Butler is a financial advisor at Fidelis Capital with two years of industry experience. He holds the Series 65 designation and previously worked at Wells Fargo Bank from 2010 to 2022. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, nonprofit organizations, and business entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and serves a range of client types including retail, institutional, and private fund clients.

Jenee Peters is a financial advisor with Naples Wealth Planning in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her prior roles include positions at Platinum Wealth Partners and several iterations of Naples Wealth Planning under different registered entities. Outside of advisory work, she serves as a consumer board member on the Florida Board of Nursing. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning to high-net-worth individuals, families, trusts, and institutions. The firm uses a primarily long-term, customized investment approach involving mutual funds, ETFs, equities, bonds, and occasionally options and private investments, with continuous client oversight and discretionary authority within agreed guidelines.

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.

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.