Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with three years of industry experience. He previously worked at Mark Scheidter & Associates and has a background that includes roles at several universities and a restaurant chain. 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 uses a range of analytical methods and both discretionary and non-discretionary management approaches, incorporating algorithmic and manager-access strategies in its offerings.

Michael Rogan is a financial advisor with Rogan & Associates in Safety Harbor, Florida, holding a Series 63 designation and over 40 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. In addition to his advisory role, he is an investor in The Pub at Safety Harbor, a local business. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis and employs a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Steven Wotovich is a CFP® and CFA® charterholder with 22 years of industry experience. He has been with Lighthouse Financial since 2003, serving as its sole principal advisor. Outside of his advisory role, he manages a small real estate rental business, overseeing maintenance and repairs. Lighthouse Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and nonprofit organizations. The firm emphasizes a fundamental analysis approach with long-term trading and manages approximately $605 million in assets, primarily on a non-discretionary basis.

David O'Neill is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Cambridge Investment Research Advisors and the University of South Florida Leadership Center. In addition to his advisory role, he is an insurance agent involved in selling term, disability, long-term care, and fixed annuities. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers tailored investment strategies with a long-term focus, employing fundamental, factor, optimization, and quantitative methods, along with selective use of options and third-party sub-advisers.

David Polkinghorn is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding the Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed and American Municipal SEC. Polkinghorn is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm’s scope. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers a range of advisory, brokerage, and insurance services.

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.

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 with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Curtis Parry, Northwestern Mutual Investment Services LLC, Charter Oak Insurance and Financial Services, and Edward Jones. He is based in Tampa, FL. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a team of 13 advisors and utilizes a blend of internal strategies, third-party managers, and model portfolios to implement client advice.

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.

Jedidiah Hostetler is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Clarity, he worked at Eastern Nephrology Associates and Charlotte Eye, Ear, Nose & Throat Associates. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a team-based approach with tailored, long-term investment strategies using fundamental, factor, optimization, and quantitative methods, supported by third-party platforms and sub-advisers.

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.

Jessica Thayer is a CFP® and ChFC® with 16 years of industry experience. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Management. Outside of her advisory role, she has been a consultant and sales representative for BeautyCounter, a multi-level marketing company, for seven years. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, offering discretionary portfolio management and financial planning. The firm manages approximately $965.6 million in assets through a team of 14 advisors and uses a combination of internally managed strategies, third-party managers, and model portfolios, including access to digital assets and specialized investment solutions.

Michael Hinson is a CFP® professional at ARS Wealth Advisors with 11 years of industry experience. His prior roles include positions at Splunk, Sequoia Financial Group, and Mercer Global Advisors. He holds the Series 66 license and is based in St. Petersburg, FL. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives with a focus on diversified allocations and a long-term investment horizon.

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.

Molly Arnall is a Certified Financial Planner® with six years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC since 2019. She previously held roles at Berkshire Hathaway and has experience in life coaching as an executive and personal development coach. 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, typically buying on weakness and managing portfolios with ongoing suitability reviews.

Fallon Flaharty is a financial advisor at Flaharty Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Modern Wealth Management, and Mutual Securities. Outside of her advisory role, she owns and operates Lyra Fine Jewelry LLC, a retail jewelry design and e-commerce business. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach across broad asset classes and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. 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 customizes investment programs based on individual objectives.

Peter Seriano is a CFP® professional with 19 years of experience in the financial services industry. He is currently with ProVise Management Group, LLC, where he has worked since 2022, following roles at Kestra Investment Services, Edward Jones, Merrill, and Bank of America. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs both discretionary and non-discretionary approaches.