Edwin Foss is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Rogan & Associates since 2004. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses by managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailoring allocations to client goals and time horizons.

Stephanie Roth is a financial advisor with REAP Financial Group, LLC in Dunedin, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior work includes roles at CrowdStreet Advisors, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. She serves in compliance supervision for CrowdStreet Advisors LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary assets and utilizes model portfolios implemented through selected sub-advisors while offering educational financial planning and retirement services.

Shane O'Hara is a CFP® with 11 years of industry experience, currently serving as Executive Vice President and Partner at ProVise Management Group, LLC. He has worked with Kestra Investment Services, LLC and ProVise Management Company, Inc. during his career. Outside of his advisory roles, he is President of Creative Pinellas, a nonprofit organization supporting and promoting local artists. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and offers discretionary and non-discretionary management tailored to client needs.

Daniel Mcnichol is a financial advisor at Suncoast Equity Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Snow Capital Management, L.P. for 19 years before joining Suncoast Equity Management in 2020. Suncoast Equity Management provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes equity management with a focus on large-cap stocks and employs fundamental analysis combined with both long-term and short-term trading strategies.

Morgan Mabry is a CFP® with nine years of industry experience currently serving at Client 1st Advisory Group, where he has worked since 2013. He holds a Series 65 license and is based in Dunedin, Florida. Morgan is part of a seven-advisor team at the firm. Client 1st Advisory Group is a SEC-registered advisory firm managing approximately $511 million in assets. The firm offers personalized portfolio management, financial planning, and retirement consulting to a diverse client base, using a consultative approach and customized investment plans that include a range of asset classes and alternative investments.

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

Susan Washburn is a CFP® with 19 years of industry experience, currently serving as a principal at ProVise Management Group, LLC since 2017. Prior to joining ProVise, she operated Washburn Capital Management for ten years. She is a member of the Pinellas County Estate Planning Council board of directors, contributing to programming that fosters understanding of estate planning. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm uses a range of investment vehicles and custodial platforms, employs pre-approved AI tools reviewed by humans, and is affiliated with Kestra Financial and related entities.

Shon Flaharty is a CERTIFIED FINANCIAL PLANNER™ with 30 years of industry experience. He is currently with Flaharty Asset Management, LLC, where he has worked since 2013, following a 19-year tenure at LPL Financial. He also has experience at Mutual Securities, Inc and Modern Wealth Management, LLC. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and other institutions through a 10-advisor team managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, investing across a broad range of asset classes and instruments, including equities, ETFs, mutual funds, and alternatives.

Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Lucas Nisly is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation. He has been with Clarity Financial Advisors since 2026 and has prior work experience at Sweet Source Solutions LLC and Sutters' Quality Foods. Outside of his advisory role, he is involved with Sweet Source Solutions LLC, an entrepreneurial venture he has been part of since 2020. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, and coordinated estate and tax planning, employing investment strategies tailored to clients' goals with a primarily long-term focus.

Joseph Mc Fadden is a CFP® and CFA® affiliated with ProVise Management Group, LLC, with four years of industry experience. He has worked at Pensionmark Financial Group for four years and SWM Advisors for one year, and previously spent thirteen years at Aberdeen Standard Investments. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms, and incorporates AI tools with human oversight in its processes.

Vincent Ferrara is a CFP® with 55 years of industry experience, currently serving at Provise Management Group, LLC. He has held various roles since 1992, including leadership positions at Provise Management Company, Inc. and as an independent insurance agent. Ferrara is also involved in community and fiduciary activities, including board memberships with the University of Maryland College Park Foundation and Baycare Health Services, Inc., and he hosts a podcast through Up Your Assets, LLC. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms and is affiliated with Kestra Financial and related entities.

Richard Franz is a financial advisor at Sagace Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Sorren, Inc. and Sagace Wealth Management, as well as in the insurance sector with Bayview Insurance. Outside of advisory work, he serves as president of a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual clients, including high-net-worth individuals, with discretionary portfolio management and financial planning. The firm employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term trading strategies.

Ronald Campbell is a financial advisor at Suncoast Equity Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Torch View, LLC and Seminole Financial Services, LLC. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on equity management, primarily large-cap stocks, and employs fundamental analysis along with both long-term and occasional short-term trading strategies.

Joseph Minutolo is a financial advisor at Rogan & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Distributors Inc and J.W. Cole Financial, Inc. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, asset-allocation, and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while managing approximately $709.6 million in assets on a discretionary basis.

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.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Alpine Asset Management, LLC and Merrill. Novak & Powell Financial Services, Inc. provides investment supervisory services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach focusing on diversification and fee minimization, primarily utilizing exchange-traded funds and mutual funds.

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® with nine years of industry experience, currently serving as a financial advisor at Thrive Capital Management, LLC. His career includes roles at 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, providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs a mix of exchange-traded funds, individual securities, and third-party money managers, conducting formal quarterly reviews and rebalancing to maintain diversified model portfolios.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.