Richard Simonetti is a financial advisor with Fidelis Capital Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, and Private Wealth Asset Management. Outside of his advisory work, Simonetti serves on the finance committee of the Tampa Museum of Art, is a board member of the Straz Center for Performing Arts, participates in committees there, and is involved with the Tampa General Hospital Foundation audit committee. Fidelis Capital Partners provides investment advisory services to individuals, family offices, trusts, estates, philanthropic organizations, and business entities. The firm employs a model-driven investment process combining quantitative, fundamental, technical, and economic analysis with professional judgment, offering portfolio management, financial planning, and business consulting.

Kelly Johnson is a financial advisor at Code Waechter LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Code Waechter, he served in the U.S. Marine Corps for 22 years and worked at Strategic Defense Solutions, LLC. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm uses a combination of fundamental analysis, active and passive strategies, and proprietary investment models, with regular reviews and both discretionary and non-discretionary management options.

Kenneth Conte is a CFP® professional with nine years of industry experience. He has worked at Northbridge Financial Group, LLC since 2020 and previously held roles at Commonwealth Financial Network and Ameriprise Financial Services. Conte also provides administrative support as a senior planning associate at Northbridge Financial Group. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term, goal-based investment approach incorporating fundamental and technical analysis to build diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Christopher Norton is a financial advisor at Sutter Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at I-Bankers Direct LLC and Aegis Capital Corp. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offers financial planning and consulting on an as-needed basis, and conducts primarily non-discretionary investment advisory work.

Robert Daniel Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hunter Associates LLC since 2014. He holds the Series 66 license and is based in Tampa, Florida. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Spencer Avalos is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. LLC. He is also involved with Darwin Insurance Group, an affiliated company, where he consults and offers fixed insurance and annuity products. Darwin Wealth Management serves individuals, corporations, and business entities with portfolio management, financial planning, and consulting services, using customized investment approaches that combine firm-developed models, third-party portfolios, and tactical strategies. The firm also offers web-based advisory services through the Betterment for Advisors platform.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Donald Jowdy is a financial advisor at Suncoast Equity Management, LLC in Tampa, FL, holding a Series 65 designation with 29 years of industry experience. He has been with Suncoast Equity Management since 1997. Suncoast Equity Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and exchange-traded funds. The firm manages over $2 billion in discretionary assets, focusing primarily on large-cap equities and employing a combination of fundamental analysis with both long- and short-term trading strategies.

Russell Becker is a CFP®-designated financial advisor at Walser Wealth Management Company with 14 years of industry experience. Prior to joining Walser Wealth in 2025, he worked at Fisher Investments for six years and THE Vanguard Group, Inc. for another six years. Walser Wealth Management Company is a team-based SEC-registered advisory firm with 14 advisors managing approximately $339 million for about 677 clients. The firm offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach that combines proprietary models and third-party discretionary management.

Jordan Arnold is a financial advisor at Instrumental Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Instrumental Wealth in 2021, he worked for Northwestern Mutual in various capacities from 2014 to 2021 and also spent three years with Cedric Powell. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm typically allocates across mutual funds and ETFs, incorporates alternative investments, and emphasizes integrated planning for business owners by coordinating tax, legal, insurance, and employee-benefit considerations.

Shannon Stophel is a financial advisor at Walser Wealth Management Company with five years of industry experience. She holds a Series 65 designation and has worked at the firm since 2018. Prior to joining wealth management, she was employed at Robert Half Technology for two years. Stophel is also an independent insurance agent specializing in life and health insurance sales. Walser Wealth Management Company is an SEC-registered, team-based adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services with a diversified, low-cost investment approach utilizing mutual funds and ETFs, complemented by tactical asset allocation and rebalancing.

William Harrell Jr. is a Series 65-licensed financial advisor with 22 years of experience, all of which have been with Capco Asset Management, LLC in Tampa, Florida. He is part of a five-advisor team at the firm. Capco Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments in public equities selected for business quality, management quality, and valuation, and incorporates operational features such as co-investment by principals and a choice of performance-based or asset-based fees.

Anthony Longo is a financial advisor at SimplyRIA Advisor Network with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kingsbury Financial Advisors and Steelbach. Outside of advising, he is also an insurance agent specializing in fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, providing investment management, financial planning, and retirement plan fiduciary support. The firm employs a combination of active and passive management through various account platforms and supports independent advisor practices within its corporate RIA structure.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at WT Wealth Management since 2015 and previously held positions at True Financial Wealth Management Firm, LLC and Girard Securities, Inc. Redwanc is a member and vice president of True Financial Wealth Management Firm, LLC. WT Wealth Management is a multi-advisor firm serving individuals, high-net-worth households, pension plans, charitable organizations, and businesses. The firm uses proprietary, model-based strategies across various asset classes and offers specialized approaches including values-based screening and enhanced cash management, supported by affiliated accounting, legal, and insurance services.

Jeffrey Sievers is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding the CFP®, ChFC®, and Series 63 designations with 26 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Curtis Parry from 2009 to 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Richard Teitelbaum 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 previously worked at Northwestern Mutual and Apollon Wealth Management. He is also an independent insurance agent. Amerity Wealth Management is a multi-advisor firm serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, utilizing a range of investment vehicles and coordinating with multiple custodians and co-advisors.

Connor Corkery is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Raymond James Financial Services and Fidelity Investments. Outside of finance, he has experience working at Eagles Golf Club and FunStation. FFO Investments LLC offers integrated fractional family office services including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis. The firm serves individuals, families, trusts, estates, business entities, and entrepreneurs through both discretionary and non-discretionary advisory arrangements under a unified Master Service Agreement.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management in Tampa, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Principal Life Insurance Company and Ameriprise, among others. His current affiliation with PGI includes experience at both Carson Wealth and Philip James Wealth Management. PGI Wealth Management is a team-based advisory firm managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting services, focusing on long-term investment strategies and customized client recommendations.

Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.

Michael Bartolotta is a financial advisor at Darwin Wealth Management in Tampa, FL. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. His prior work includes roles at M3 Financial, Inc. and affiliated firms within the Darwin group. Bartolotta also serves as a licensed agent for Darwin Insurance Group, offering fixed insurance and annuity products. Darwin Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and financial consulting services to individuals, corporations, and business entities. The firm uses a tailored investment approach combining firm-developed models, third-party portfolios, and tactical strategies, and offers a web-based advisory option through Betterment for Advisors.