Amy Lord is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Suncoast Equity Management, LLC in Tampa, FL. She has been with Suncoast Equity Management since 2008. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm primarily focuses on equity management with an emphasis on large-cap stocks, utilizing fundamental analysis and a mix of long-term and short-term trading strategies.

Brian Inman is a financial advisor with Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and 65 licenses and 28 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill Lynch Pierce Fenner & Smith. 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 tailored to client time horizons and risk tolerances, offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

Juan Melendez Calero is a financial advisor with DMK Advisor Group, Inc., holding a Series 65 designation and 31 years of industry experience. He has been with DMK Advisor Group since 2022 and has spent 17 years at NFP Securities, Inc. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm emphasizes the use of mutual funds and exchange-traded funds in its investment models, combining technical and fundamental analysis with daily monitoring and periodic rebalancing.

Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with LPL Financial and Excalibur Financial Group prior to joining PSI Advisors. Outside of his advisory role, Zimmerman is involved in non-variable insurance and fixed group benefits activities. 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 utilizes a range of analytical methods and offers discretionary and non-discretionary management through various advisory platforms, including wrap fee programs and separately managed account strategies.

Kate Brunori is a financial advisor with PCM Encore, LLC, holding Series 65 and Series 63 credentials and having eight years of industry experience. She previously worked at Lincoln Financial Distributors for seven years and has been with Fisher Investments since 2025. PCM Encore serves a diverse client base including individuals, high net worth households, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and retirement-plan advisory services, focusing on long-term, asset-allocation portfolios using diversified, low-cost mutual funds and ETFs, with selective active management and tax-aware strategies.

Amy Gates is a financial advisor with Trust Advisory Group Ltd in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at StoneX Securities Inc. since 2024 and was previously with AGES Financial Services, Ltd. for 16 years. Outside of her advisory work, Gates is a USCCA Certified instructor teaching women self-defense with small arms handguns. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment approaches including proprietary model solutions and manager-of-managers strategies and is affiliated with StoneX Advisors Inc. since 2024.

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2014. Outside of his advisory role, he serves as a soccer referee in Florida. 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, utilizing fundamental and technical analysis to create diversified portfolios and offers wealth management, financial planning, and retirement plan advisory services.

Antonio Vaglica Jr. is a financial advisor with FFO Investments LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at MassMutual, New York Life Insurance Company, and GFG Solutions. He is also a partner at LABC Cost Seg, LLC, where he manages operations and consults on real estate tax strategies. FFO Investments LLC provides discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, investment management, tax planning, and alternative investment analysis under unified agreements, often collaborating with clients’ external professionals.

Vincent Amalfitano is a financial advisor at FFO Investments LLC in Tampa, FL, with four years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at several firms including New York Life Insurance Company and MML Investors Services. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs with integrated wealth coordination, tax and entity structuring, insurance planning, and alternative investment analysis.

Kyle Waterbury is a financial advisor at Unique Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC and Curtis Parry. Outside of finance, he has experience in the brewing industry with 3 Daughters Brewery. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client objectives and utilizing model portfolios, sub-advisers, and independent managers, including digital asset advisory.

William Hennum is a financial advisor at Craft Wealth Services in Tampa, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Maxim Healthcare. Outside of his advisory role, he serves as Operations Manager for Dr. Cannabus/KEB Enterprises, LLC, overseeing event operations. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients, managing approximately $92 million in assets across a six-advisor team. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering tailored financial planning and discretionary portfolio management.

Grant Shelnut is a financial advisor at Walser Wealth Management Company in Tampa, FL. He holds a Series 65 designation and has industry experience beginning in 2022, including roles at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc. His prior work also includes positions outside the financial industry, such as with G&G Electric and Grasslands Country Club. Walser Wealth Management Company is an SEC-registered, team-based adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm employs a diversified, low-cost investment approach using mutual funds and ETFs, supplemented by tactical asset allocation and periodic rebalancing.

Edwin Foss is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Rogan & Associates since 2004. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses by managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailoring allocations to client goals and time horizons.

Evan Chiarenzelli is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Purshe Kaplan Sterling Investments, Inc., as well as concurrent work as an insurance agent. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Shane O'Hara is a CFP® with 11 years of industry experience, currently serving as Executive Vice President and Partner at ProVise Management Group, LLC. He has worked with Kestra Investment Services, LLC and ProVise Management Company, Inc. during his career. Outside of his advisory roles, he is President of Creative Pinellas, a nonprofit organization supporting and promoting local artists. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and offers discretionary and non-discretionary management tailored to client needs.

Brian Code is a CFP® professional with 46 years of industry experience, currently serving at Code Waechter LLC since 2018. He has a long tenure with MassMutual Life Insurance Company dating back to 1996 and previously worked at MML Investors Services. Outside of advisory work, he is involved with Code Smith Benefits, LLC, where he participates in group health and group benefit sales. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm employs a combination of active and passive investment strategies guided by written financial plans and proprietary models, and also provides insurance and employee-benefit products through licensed professionals on the team.

Daniel Mcnichol is a financial advisor at Suncoast Equity Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Snow Capital Management, L.P. for 19 years before joining Suncoast Equity Management in 2020. Suncoast Equity Management provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes equity management with a focus on large-cap stocks and employs fundamental analysis combined with both long-term and short-term trading strategies.

Lori Watt is a CFP® with 40 years of industry experience, currently serving at IAG Wealth Partners, LLC since 2009. She has maintained concurrent affiliation with LPL Financial, LLC over the same period. Lori also holds licenses to offer fixed life insurance, disability, and long-term care insurance products. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, providing financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach and utilizes both model-based and custom strategies, often incorporating third-party managers and LPL-sponsored advisory programs.

Landon Archangelo is a CFP® with six years of industry experience, currently serving at FFO Investments LLC. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is a partner at GFG Solutions, where he provides consulting services to business owners on entity and organizational matters. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm integrates multiple advisory disciplines under a unified agreement and frequently collaborates with clients' external professionals to provide comprehensive wealth and financial planning.

Susan Washburn is a CFP® with 19 years of industry experience, currently serving as a principal at ProVise Management Group, LLC since 2017. Prior to joining ProVise, she operated Washburn Capital Management for ten years. She is a member of the Pinellas County Estate Planning Council board of directors, contributing to programming that fosters understanding of estate planning. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm uses a range of investment vehicles and custodial platforms, employs pre-approved AI tools reviewed by humans, and is affiliated with Kestra Financial and related entities.