Jeffrey Speers is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding a Series 65 designation and 17 years of industry experience. His prior work includes roles at WR Wealth Planners, Wealth Planning and Design LLC, Legacy Financial Advisors, and Mutual of Omaha Investor Services. He also serves as president of Speers Financial, an insurance agency providing fixed insurance products and financial consulting services. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core exposures with tactical analysis to create client-specific investment plans and manages approximately $70 million in discretionary assets.

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® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. 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 various advisory platforms and managed account offerings.

Christopher Gettelfinger is a financial advisor at S.E.E.D. Planning Group, LLC in Saint Petersburg, FL, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Northwestern Mutual and Orvis, where he has been employed since 2022. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses fundamental analysis and a long-term investment strategy, incorporating values-based financial planning, tax and estate planning, and diversified portfolio management through its investment division, Sift Investment Management.

Linda Smith is a CFP® professional with nine years of industry experience. She has been with William Mack & Associates, Inc. since 2005. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities, managing approximately $820 million for about 957 clients through a team of ten advisers. The firm’s investment approach emphasizes diversification, tax efficiency, and low-cost implementation using no-load mutual funds and ETFs across six model strategies with a long-term orientation and periodic rebalancing.

Gilbert Ulrich is a CFA® charterholder with 19 years of experience in the financial industry. He has been with ARS Wealth Advisors and its related entities since 2006 and is currently based in St. Petersburg, FL. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Randy Pattison is a financial advisor at Belleair Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Belleair Wealth Management since 2012. Pattison is also involved in managing Belleair Health, LLC, a Florida insurance agency offering life and health insurance products. Belleair Wealth Management is a fee-based registered investment adviser serving individuals, including high-net-worth clients. The firm employs a diverse investment approach utilizing multiple analytical methods and portfolio strategies, and it is affiliated with a full-service accounting practice and an insurance agency.

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.

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.

Joseph Arena is a financial advisor at Quartz Partners Investment Management in Clearwater, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at Quartz Partners since 2015 and is also associated with Etico Wealth Management. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management and advisory services. The firm integrates top-down macro analysis with bottom-up stock selection across various model series and offers discretionary account management, among other solutions.

Steven Price is a financial advisor at SB Advisory, LLC in St. Petersburg, FL, with eight years of industry experience. He holds a Series 66 designation and has worked at San Blas Securities LLC, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Raymond James Financial. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, providing portfolio management, financial planning, and access to third-party manager programs, primarily delivering advice on a non-discretionary basis.

John Harper is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with 11 years of industry experience. He holds the PFS™ designation along with Series 66 and Series 65 licenses. Prior to joining Sagace, he worked at Sorren, Inc. for two years and spent eleven years at Westbay CPA. Sagace Wealth Management is a registered investment adviser team managing approximately $162.7 million for around 79 clients, primarily individuals and high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, using a process informed by fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term strategies.

Gregg Ducatte is a financial advisor with Novak & Powell Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Raymond James Financial Services in various capacities since 2003 and joined Novak & Powell in 2020. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified, tax-aware portfolios primarily using ETFs and mutual funds, and integrates financial planning and tax services within its advisory offerings.

Justin Whitmer is a financial advisor at ProVise Management Group, LLC with Series 65 and Series 66 credentials. He joined ProVise in 2026 and has prior experience working at P2 Alchemy LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting. The firm constructs portfolios using mutual funds, ETFs, equities, and fixed income, and offers discretionary and non-discretionary services with ongoing supervision and standalone planning options.

Luke Anderson is a financial advisor at Rise Financial Partners with a Series 66 designation and one year of industry experience. Before joining Rise Financial Partners, he worked at UniFirst Corporation for nine years and previously held positions at Staples Advantage and a brief period of unemployment. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm manages approximately $70 million in discretionary assets using a combination of modern portfolio theory, passive core exposures, and tactical inputs, and offers financial planning, portfolio management, and retirement-plan investment services.

Jordan Ackerman is a financial advisor at TLW Wealth Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade and Medical Solutions. In addition to his advisory role, he is involved with Silicon Prairie Marketing LLC. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, structuring portfolios to support multi-decade time horizons and accommodate ongoing monthly cash withdrawals.

Matthew Bostwick is a financial advisor at LVZ, Inc. with 12 years of industry experience. He holds a Series 65 credential and previously worked at Next Financial Group, Inc. from 2015 to 2021 before joining LVZ in 2021. Outside of his advisory role, he owns Coastline Capital Management and holds licenses to offer fixed annuities, life insurance, and Medicare supplement products. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm employs a variety of investment strategies, including Classic and Specialty portfolio styles, and integrates fundamental and technical analysis within a top-down framework.

Terry Carr is a financial advisor with Novak & Powell Financial Services, Inc. in Largo, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Novak & Powell since 2020 and concurrently operates Carr Capital Management, Inc., a support company for Raymond James Financial Services activities. Additionally, Carr has been involved in tax preparation services since 2005. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolio construction using primarily ETFs and mutual funds, with a focus on diversification, fee minimization, and tax considerations, and offers integrated tax planning and preparation services.

Trevor Shultz is a financial advisor at Clarity Financial Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as an outsourced Chief Investment Officer for Elevation Wealth Partners, LLC. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm focuses on customized, long-term portfolios supported by in-house analysis and independent sub-advisers, serving approximately 862 clients across five offices.