Pedro Do Nascimento Tonietto is a financial advisor at Wealth Warden Partners with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, and Ameriprise. Outside of finance, he works as an independent photographic and commercial model. Wealth Warden Partners provides discretionary, long-term portfolio management primarily to individuals and high-net-worth clients, using a combination of fundamental analysis and modern portfolio theory to construct diversified portfolios. The firm generally invests in mutual funds, equities, fixed income, and ETFs, and requires clients to use a specific broker-dealer/custodian.

Charles Carnevale is a financial advisor at EDMP, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple roles including CEO and President at affiliated entities such as Fundamentals Investment Alliance Group and FAST Graphs, Inc., a research tool company he founded. His career includes leadership positions in portfolio management and investment research. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual and institutional clients. The firm focuses on long-term equity ownership with valuation discipline, managing concentrated portfolios across Total Return, SMID-cap growth, and Income strategies.

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.

Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified, fundamental analysis-driven investment approach with both long-term and tactical strategies.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.

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.

Jonathan Richmond is a CFP® professional with five years of industry experience, currently serving as a Retirement Plan Advisor at ProVise Management Group, LLC. He has held roles at Kestra Investment Services, LLC and Tax Favored Benefits, Inc., among others. Richmond supports ERISA Qualified Plan clients with service, employee enrollment and education, and investment oversight at the plan level. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, and fixed income, and is affiliated with Kestra Financial and related entities.

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.

Charles Muzzo is a financial advisor at Thrive Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Walser Wealth Management, Steward Partners, Raymond James Financial Services, Wells Fargo, and New York Life. Outside of his advisory role, he is also an independent insurance agent focusing on life and annuity products. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, educational seminars, and access to private placements. The firm uses diversified model portfolios and fundamental analysis, engaging third-party sub-advisors to tailor investment 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.

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.

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.

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.