Nicholas Kuszlyk is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 65 and Series 63 licenses with five years of industry experience. He previously worked at Prudential Advisors from 2020 to 2025 and attended the University of Tampa from 2016 to 2020. 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 multi-advisor team and employs a combination of internally managed strategies, third-party managers, and model portfolios accessed through external platforms.

Sandra Bolton is a financial advisor at Indivisible Partners with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Ameriprise, Merrill, and TD Ameritrade. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches tailored to client risk profiles.

Cole Wasson is a CFA® charterholder with three years of industry experience. He has worked at Suncoast Equity Management, LLC since 2021 and previously spent time at Henderson Brothers and the University of Tampa. Suncoast Equity Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses primarily on large-cap equities and employs both long- and short-term trading strategies grounded in fundamental analysis.

Brian Doherty is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential and having one year of industry experience. His prior work includes roles at J.P. Morgan & Chase, Pirum Systems, Mercantile Global Holdings, and Noble Bank International. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension services. The firm employs a multi-advisor team approach, managing over $614 million in discretionary assets across approximately 835 client relationships, offering customized investment strategies that incorporate fundamental, technical, and cyclical analysis.

Nicole Mitela is a Series 66-licensed advisor at DiPaolo Financial Group, Inc. in Lutz, Florida, with six years of industry experience. Prior to joining DiPaolo Financial Group in 2020, she worked at Morgan Stanley and held roles outside finance including at Westchase Golf Club and Catch Twenty Three. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and estate-planning coordination. The firm uses a range of investment vehicles guided by cyclical analysis and modern portfolio theory and provides additional services such as tax consulting and public informational workshops.

Joseph Borchers is a financial advisor with CPR Investments Inc. and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and also serves as Managing Partner at WealthCare Retirement Solutions, LLC, a wealth management and insurance firm. Borchers has been involved in insurance sales and service since 1992 and holds a leadership role in a family-run insurance consulting business. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk.

Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. 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 blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.

Mark Dinuzzo is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He has been a principal at DiNuzzo Private Wealth, Inc. since 1997 and has worked with Beaconsfield Financial Services Inc. for over 17 years. DiNuzzo Private Wealth, Inc. offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, business owners, and institutional plan sponsors. The firm provides a range of service platforms, including wealth management for high-net-worth households, family office services, and an automated advisory option, managing globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing.

Joao Teixeira is a CFP® certificant with 20 years of industry experience, currently serving at PFG Private Wealth Management, LLC. He previously worked at Tampa Dental Advisory Group and Mutual Securities, Inc. Outside of his advisory role, he serves on the board of the 13 Ugly Men Foundation, Inc., where he contributes to charitable event planning and assists the investment committee. PFG Private Wealth Management provides investment management, financial planning, and pension consulting to individuals, corporations, and employee benefit plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to manage approximately $288 million in discretionary assets.

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Christiana Dirks is a CFP® professional affiliated with ProVise Management Group, LLC in Clearwater, FL. She has experience working at multiple financial firms including Morgan Stanley, Koss Olinger Financial Group, and Raymond James Financial. Her background also includes employment outside finance at Publix Supermarkets. ProVise Management Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting services. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and non-discretionary management options.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Morgan Stanley and Franklin Templeton, as well as academic appointments at the University of South Florida and Lee University. He is also involved with Darwin Insurance Group, an affiliated company, where he consults on fixed insurance and annuity products. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-advisor team approach, offering customized investment strategies and maintaining over $614 million in discretionary assets under management.

Nathan Kriplin is a CFP® professional at Northbridge Financial Group, LLC with six years of industry experience. His prior roles include positions at LPL Financial, LLC and Goldman Sachs & Co. LLC. Outside of his advisory work, he has been involved with USA Hockey. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, trusts, businesses, and retirement plans. The firm follows a primarily long-term, goal-based investment approach utilizing fundamental and technical analysis and employs a variety of investment strategies, including ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

John Thiel is a financial advisor at Indivisible Partners with 29 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Merrill from 1989 to 2018 before retiring for six years. Outside of advising, he is a board member of Franklin Resources and a partner and senior advisor at My Next Season, a retirement consulting firm. Indivisible Partners serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation framework and offers active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternatives.

Matthew Michaels is a CFP® with 15 years of experience in the financial services industry. He currently serves at Fidelis Capital Partners, where he has worked since 2022. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank spanning over a decade. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment approach that integrates quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and business consulting services.

Steven Eddy is a financial advisor at Craft Wealth Services in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Centurion Wealth Management, LLC, Pruco Securities LLC, and Strategic Media Services, Inc. He has also been involved with Resourceful Business Advisors LLC since 2014. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, employing a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis alongside tactical allocation and options strategies. The firm offers discretionary portfolio management with continuous monitoring and annual reviews tailored through client interviews and questionnaires.

Nathan Gaubatz is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company in Tampa, FL. His prior experience includes roles at Fidelity Investments, DWS Group, and Edward Jones. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for nearly 700 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost investment approach with mutual funds and ETFs.

Chad Simon is a financial advisor with Managed Asset Portfolios, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His work history includes roles at Alt Fund Distributors, Hehmeyer Trading & Investments, and @PROPERTIES. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Harrison Moore is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes positions at Harwood Advisory Group, LLC and American Family Legacy Group, LLC. He currently serves as a financial planner at Rogan & Associates. 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, tailoring portfolios to client objectives and risk tolerance.