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.

Liam Black is a financial advisor at Econologics Financial Advisors with a Series 65 designation and four years of industry experience. He has worked at Econologics since 2021 and has prior experience in title services, real estate, and insurance. Outside of advising, he is involved with Coast to Coast Title of Clearwater and Keller Williams Realty. Econologics Financial Advisors serves owners of private professional practices and their associates, offering financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment strategies and proprietary tools such as Econometry® Analytics to support ongoing client planning and portfolio management.

Sharon Bastide is an advisor at Client 1st Advisory Group in Dunedin, FL, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Client 1st Advisory Group since 2018. Her prior experience includes roles at Diversified Investment Advisors and Diversified Investors Securities Corp. Client 1st Advisory Group is a SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning, using a consultative approach with customized investment plans and quarterly reviews.

Jamie Mason is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Client 1st Advisory Group. Prior to joining his current firm in 2025, he worked at ARS Wealth Advisors Group, Raymond James Financial Services, Waller & Wax Advisors, Snyder Financial Group, and Mercer Global Advisors. Client 1st Advisory Group is a SEC-registered firm managing approximately $511 million in assets with a team of seven advisors. The firm provides personalized portfolio management, financial planning, and retirement plan consulting using a consultative approach and a range of investment strategies that include ETFs, mutual funds, stocks, bonds, and alternative investments.

Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at PSI Advisors since 2017 and has prior experience with LPL Financial, Teague & Associates, Princor Financial Services Corp, and Principal Life Insurance Co. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and offers both discretionary and non-discretionary management, including strategies that may employ derivatives, options, margin, and borrowing.

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.

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Farther Finance Advisors and Insurance Media Services. Outside of her advisory role, she is also engaged in fixed insurance sales as an insurance agent. Darwin Wealth Management serves individuals, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers, automated advice platforms, and a broad range of asset types.

Todd Kirsch is a CFP® and ChFC® with 33 years of industry experience, currently serving as an advisor at Marshall Investment Management, LLC since 2020. He previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2020. Outside of his advisory role, Kirsch is also a musician who has performed since 2022. Marshall Investment Management, LLC is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform, along with financial planning and retirement plan advisory services.

Michael Demski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Flaharty Asset Management, LLC since 2021 and has previously worked at LPL Financial LLC, Old Second National Bank, River Street Advisors, LLC, Modern Wealth Management, LLC, and Mutual Securities, Inc. 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 employs a top-down, strategic asset-allocation process tailored to clients’ time horizons and risk tolerance, offering discretionary portfolio management, financial planning, retirement plan consulting, and a wrap-fee program.

Nicholas Kuszlyk is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 65 and Series 63 licenses with five years of industry experience. He previously worked at Prudential Advisors from 2020 to 2025 and attended the University of Tampa from 2016 to 2020. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit 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 employs a combination of internally managed strategies, third-party managers, and model portfolios accessed through external platforms.

Sandra Bolton is a financial advisor with Indivisible Partners in Clearwater, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Ameriprise, FS Investment Solutions, Merrill, and SanWealth Partners. Bolton is currently part of a team-based firm model. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, pension and profit-sharing plans, charities, and businesses. The firm uses a strategic asset allocation framework delivered through active, passive, or blended investment approaches and serves clients with roughly $2.08 billion in regulatory assets under management.

Cole Wasson is a CFA® charterholder with three years of industry experience. He has worked at Suncoast Equity Management, LLC since 2021 and previously spent time at Henderson Brothers and the University of Tampa. Suncoast Equity Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses primarily on large-cap equities and employs both long- and short-term trading strategies grounded in fundamental analysis.

Brian Doherty is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential and having one year of industry experience. His prior work includes roles at J.P. Morgan & Chase, Pirum Systems, Mercantile Global Holdings, and Noble Bank International. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension services. The firm employs a multi-advisor team approach, managing over $614 million in discretionary assets across approximately 835 client relationships, offering customized investment strategies that incorporate fundamental, technical, and cyclical analysis.

Nicole Mitela is a Series 66-licensed advisor at DiPaolo Financial Group, Inc. in Lutz, Florida, with six years of industry experience. Prior to joining DiPaolo Financial Group in 2020, she worked at Morgan Stanley and held roles outside finance including at Westchase Golf Club and Catch Twenty Three. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and estate-planning coordination. The firm uses a range of investment vehicles guided by cyclical analysis and modern portfolio theory and provides additional services such as tax consulting and public informational workshops.

Joseph Borchers is a financial advisor with CPR Investments Inc. and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and also serves as Managing Partner at WealthCare Retirement Solutions, LLC, a wealth management and insurance firm. Borchers has been involved in insurance sales and service since 1992 and holds a leadership role in a family-run insurance consulting business. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk.

Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. 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 and consulting services. The firm uses a blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.

Mark Dinuzzo is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He has been a principal at DiNuzzo Private Wealth, Inc. since 1997 and has worked with Beaconsfield Financial Services Inc. for over 17 years. DiNuzzo Private Wealth, Inc. offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, business owners, and institutional plan sponsors. The firm provides a range of service platforms, including wealth management for high-net-worth households, family office services, and an automated advisory option, managing globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing.

Joao Teixeira is a CFP® certificant with 20 years of industry experience, currently serving at PFG Private Wealth Management, LLC. He previously worked at Tampa Dental Advisory Group and Mutual Securities, Inc. Outside of his advisory role, he serves on the board of the 13 Ugly Men Foundation, Inc., where he contributes to charitable event planning and assists the investment committee. PFG Private Wealth Management provides investment management, financial planning, and pension consulting to individuals, corporations, and employee benefit plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to manage approximately $288 million in discretionary assets.

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.