Nathan Goad is a CFP® licensed financial advisor with 18 years of industry experience, currently serving at Alden Investment Group. His prior experience includes roles at J Alden Associates, Cetera Investment Services, and Regions Bank. He also provides consulting on marketing, entity structuring, and tax-related matters for Soli Deo Gloria Ventures II. Alden Investment Advisors offers portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and utilizes a proprietary platform that integrates held-away account management and fiduciary oversight.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. 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 variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

Michael Rogan is a financial advisor at Rogan & Associates with 39 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. He is also an investor in The Pub at Safety Harbor, a local establishment. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailors allocations to client goals and time horizons.

Andrew Allen is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has worked at Instrumental Wealth, LLC since 2020 and previously held roles at Northwestern Mutual and University Consultants of America. Outside of finance, he is involved with University Consultants of America, where he assists prospective college students with admissions applications and coaching. 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 tailors portfolios to client-specific risk tolerance and goals, utilizing a range of investment vehicles and integrated planning services for business owners.

Sandra Risgaard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at ProVise Management Group, LLC since 2021. Her prior experience includes roles at CliftonLarsonAllen Wealth Advisors, LLC and Schenck Investment Solutions LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of investment vehicles and custodial platforms, employs pre-approved AI tools with human oversight, and is affiliated with several financial and trust companies.

Kaelan Dean is a financial advisor at Darwin Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at Crosstree Capital Partners, Quire Group, Bequest Asset Management, and Raymond James. Outside of finance, he has been involved with the Sarasota Art Museum and taught at New College of Florida. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, and consulting services. The firm employs a multi-advisor approach with customized investment strategies, managing over $614 million in discretionary assets across roughly 835 client relationships.

Stephen Csenge is a CFP® professional with 39 years of experience in the financial advisory industry. He is currently with ProVise Management Group, LLC, where he has worked since 2020, and has prior experience at Lion Street Financial and his own firm, Csenge Advisory Group LLC. Csenge serves as a volunteer board member for both the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm constructs portfolios using a range of investment vehicles and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Michael Tancreti is a financial advisor at Econologics Financial Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Chase Bank and Neilson. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm creates customized Investment Policy Statements and employs proprietary tools like Econometry® Analytics to support ongoing portfolio oversight.

Travis Gingras is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 18 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 65 licenses. His prior experience includes roles at Curtis Parry, Northwestern Mutual Investment Services LLC, and Charter Oak Insurance and Financial Services. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and specialized platforms to provide discretionary portfolio management and financial planning services.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has previously worked at James Alpha Advisors, Global Financial Private Capital, and Aviance Capital Management. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party managers, and automated advice platforms in its investment approach.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Melissa Pinkerton is a financial advisor with Belleair Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior work includes roles at Manning & Napier Advisors, Mercer Global Advisors Inc., and Raymond James & Associates. Belleair Wealth Management is a fee-based registered investment adviser serving individuals, including high-net-worth clients, with discretionary wealth management and consulting services. The firm employs a multifaceted investment process that incorporates fundamental, quantitative, technical, cyclical, and behavioral analysis to implement diversified portfolio strategies.

Jacob Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mapleridge Ranch and Liberty University. Perry also works as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to implement trading strategies, emphasizing asset allocation, regular monitoring, and fair allocation of limited investment opportunities.

Mia Vazquez is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 license and one year of industry experience. Her work history includes roles at Sandy Morris Financial & Estate Planning Services, Florida Financial Advisors, and other positions spanning financial services and education. 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 employs a long-term, goal-based investment approach utilizing fundamental and technical analysis across diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. 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 employs a range of analytical methods and offers both discretionary and non-discretionary management through multiple advisory platforms and managed account strategies.

Frank Schiro is a financial advisor at Econologics Financial Advisors in Largo, FL, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Maycom, T. Rowe Price, Uber Eats, and Best Buy Mobile. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment policy statements and a range of strategies implemented through third-party portfolio managers, supported by proprietary tools like Econometry® Analytics and an annual Roadmap Renovation.

Jordan Code is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Code Waechter LLC since 2017. He previously worked with Massmutual Life Insurance Company and MML Investors Services, Inc. from 2005 and is involved as a volunteer treasurer for a local judge’s campaign. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutions through financial planning and discretionary asset management. The firm uses proprietary investment models and fundamental analysis, combining active and passive strategies, and also offers insurance and employee-benefit products through licensed professionals.

Holly Harman is a CFP® and holds a Series 65 license with five years of industry experience. She is affiliated with Provise Management Group, LLC and has been associated with Kestra Investment Services, LLC since 2003. Provise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles such as mutual funds, ETFs, individual equities, and fixed income.

Matthew Barrovecchio is a CFP® professional with 21 years of industry experience. He has worked at The Vanguard Group Inc. for 20 years and has been with Christian Financial Advisors since 2024. His credentials include the Series 66 designation. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Joseph Dipaolo is a financial advisor with DiPaolo Financial Group, Inc. in Lutz, Florida, holding CFP® and ChFC® designations and the Series 65 license, with 14 years of industry experience. He has worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, and has been affiliated with DiPaolo Financial Group since 2007. Outside of advising, he serves as president of the North Tampa chapter of the Society for Financial Awareness and is CEO of Advisors Choice Lending, Inc., a mortgage lending company. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm offers coordinated estate planning, retirement and college planning, and tax consulting, and emphasizes ongoing client communication and regular portfolio reviews.