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.

John Orr is a CFA® charterholder with 13 years of industry experience, currently serving at Flaharty Asset Management, LLC. He has previously worked at LPL Financial and Modern Wealth Management, LLC. In addition to his advisory role, Orr has authored works outside the investment field. 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 about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances, investing across a broad range of asset classes and instruments.

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.

Paul Auslander is a CFP® with 40 years of industry experience. He has been with Seabridge Investment Advisors LLC since 2025 and previously worked at Kestra Investment Services, LLC, Provise Management Group, LLC, and his own advisory practice. Seabridge Investment Advisors serves a mix of individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm manages global equity-focused portfolios across various strategies and works with a broad set of institutional and foreign fund clients, distinguishing itself through its role as a discretionary sub-adviser to other investment advisers.

Brodie Downing is a financial advisor with Severin Investments LLC in Clearwater, FL, holding a Series 65 designation. Brodie has held roles at Elevate Financial Planning and Wealth Management, Sprouts, and Northern Arizona University, with additional experience in educational and food service positions. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios and offers services including institutional retirement advisory, 401(k) consulting, comprehensive financial planning, and estate-planning support.

Derek Kelly is a CFP® professional with two years of industry experience, currently serving at ProVise Management Group, LLC in Clearwater, FL. He has been with ProVise since 2022, following his college education. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting, using a range of investment vehicles and custodial platforms, and is affiliated with Kestra Financial and other related entities.

Daniel Huehn is a financial advisor at Rogan & Associates with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. Huehn previously worked at J.W. Cole Financial, Inc. and serves as a power of attorney, trustee, and executor for his father. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Matthew Szabad is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Noble Family Wealth. His prior roles include positions at Raymond James & Associates, USAA Investment Management Company, and USAA Financial Advisors. Noble Family Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, trusts, estates, and charitable organizations, focusing on relationships with aggregated minimum assets of $2 million. The firm employs a tactical allocation strategy across multiple asset classes, utilizing ETFs and active strategies to tailor portfolios to clients’ objectives and risk profiles.

Jon Brethauer is a CFP® with 22 years of industry experience, currently serving at ProVise Management Group, LLC. He has been with ProVise since 2008 and also has a longstanding affiliation with Kestra Investment Services, LLC. Brethauer holds leadership roles as President of both ProVise Management Group, LLC and ProVise Management Company, Inc. He is a board member of BayCare Alliant Hospital and Morton Plant Mease Hospital, where he is involved in strategic planning and oversight. 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 range of investment vehicles and incorporates AI tools with human oversight while maintaining affiliations with various financial service entities.

Alexander Misarti is a CFP® with 11 years of industry experience, currently serving as an advisor at PSI Advisors, LLC. Prior to joining PSI Advisors in 2018, he worked with Principal Life Insurance Company and Princor Financial Services. Misarti is also involved in insurance-related activities as an agent for fixed life insurance, annuities, and disability products. 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 employs a mix of analytical methods and offers discretionary and non-discretionary management through various advisory platforms and wrap fee programs.

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.

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.

Randy Ramos is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Valic Financial Advisors, AGIA Inc., and LPL Financial. Outside of his advisory work, he serves as a sports and fitness coach at St. Mary's Episcopal Day School. 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 primarily long-term, goal-based investment approach using fundamental and technical analysis and offers a range of services including wealth management, financial planning, and retirement plan advisory.

Ellis De Jesus is a CFP® and holds the Series 66 designation, with 20 years of experience in the financial industry. He has worked at Northbridge Financial Group, LLC since 2020 and has been affiliated with LPL Financial, LLC since 2015. Prior to his current roles, he had a professional connection with Roy E De Jesus DMD PA from 2014 to 2017. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and financial planning services, utilizing a primarily long-term, goal-based investment approach that includes a variety of investment vehicles and strategies tailored to client objectives.

Thomas Harrington is a CFP® professional with 25 years of industry experience. He is currently with Provise Management Group, LLC, where he has served since 2021. Prior to this, he worked at Kestra Investment Services LLC and Kestra Financial Services, Inc. Harrington also acts as a retirement plan advisor, managing client relationships and providing services for ERISA Qualified Plans. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and custodial platforms, with a focus on ongoing supervision and comprehensive reporting.

Brynn Albers is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Wells Fargo Advisors, Danielson Financial Group, and LPL Financial LLC. Northbridge Financial Group is a nine-advisor team managing approximately $413 million 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 across various asset classes, with additional strategies such as options and alternative investments utilized when appropriate.

Brian Glas is a CFA® charterholder with 15 years of industry experience. He is currently part of the team at Noble Family Wealth, where he has worked since 2021. Prior to joining Noble Family Wealth, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using multi-asset diversification and primarily implements portfolios with ETFs, tailoring strategies to clients’ specific financial goals and risk profiles.

Nicholas Johnson is a financial advisor at Wellington Consulting Services Inc with a Series 65 credential and one year of industry experience. He previously worked at Spot Freight and Northwestern Mutual before joining Wellington Consulting Services. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm emphasizes low-cost implementation using no-load mutual funds, index funds, and ETFs, managing diversified model portfolios aligned with clients’ risk tolerance and retirement timelines.

Curtis Parry Jr. is a financial advisor at Unique Wealth, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and related entities for over two decades. Parry is also the CEO and founder of Together We Are Unique, LLC, a business involved in investment-related activities, and serves as an advisor for Electus Global Education Co., Inc., focusing on financial literacy for youth. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit 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 utilizes a mix of internally managed strategies, third-party managers, and specialized investment platforms.