Jessica Thayer is a CFP® and ChFC® with 15 years of experience in financial advising. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Services, LLC. In addition to her financial advisory role, she is a consultant for BeautyCounter, a multi-level marketing company. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan participant education, utilizing model portfolios, sub-advisers, and third-party money managers.

David Silver is a CFP® professional with 21 years of industry experience, currently serving at Instrumental Wealth, LLC since 2020. Prior to this, he held various roles at Northwestern Mutual from 2004 to 2020. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm focuses on integrated wealth management, often using mutual funds, ETFs, and alternative investments, while tailoring strategies to clients' objectives with ongoing portfolio monitoring.

Richard Simonetti is a financial advisor with Fidelis Capital Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, and Private Wealth Asset Management. Outside of his advisory work, Simonetti serves on the finance committee of the Tampa Museum of Art, is a board member of the Straz Center for Performing Arts, participates in committees there, and is involved with the Tampa General Hospital Foundation audit committee. Fidelis Capital Partners provides investment advisory services to individuals, family offices, trusts, estates, philanthropic organizations, and business entities. The firm employs a model-driven investment process combining quantitative, fundamental, technical, and economic analysis with professional judgment, offering portfolio management, financial planning, and business consulting.

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.

Kenneth Conte is a CFP® professional with nine years of industry experience. He has worked at Northbridge Financial Group, LLC since 2020 and previously held roles at Commonwealth Financial Network and Ameriprise Financial Services. Conte also provides administrative support as a senior planning associate at Northbridge Financial Group. 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 uses a primarily long-term, goal-based investment approach incorporating fundamental and technical analysis to build diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

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.

Spencer Avalos is a financial advisor at Darwin Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. He is also involved with Darwin Insurance Group, an affiliated company, where he consults and offers fixed insurance and annuity products. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations through portfolio management, financial planning, and consulting services. The firm operates with a multi-advisor team managing over $614 million in discretionary assets and employs a variety of investment strategies, including customized portfolios and third-party money managers, with an affiliated insurance agency as part of its offerings.

John Orr is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Flaharty Asset Management, LLC and has held roles at LPL Financial, Modern Wealth Management, LLC, and Mutual Securities, Inc. Since 2025, Orr has also pursued work as an author. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation process tailored to clients’ time horizons and risk tolerances, investing across a broad range of asset classes and instruments.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Donald Jowdy is a financial advisor with Suncoast Equity Management, LLC in Tampa, FL, holding a Series 65 designation and 28 years of industry experience. He has been with Suncoast Equity Management since 1997. Suncoast Equity Management provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other advisers. The firm focuses primarily on equity management with an emphasis on large-cap stocks, employing fundamental analysis and a combination of long-term and occasional short-term trading to meet client investment policies and risk tolerances.

Paul Auslander is a CFP® with 40 years of industry experience. He has been with Seabridge Investment Advisors LLC since 2025 and previously worked at Kestra Investment Services, LLC, Provise Management Group, LLC, and his own advisory practice. Seabridge Investment Advisors serves a mix of individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm manages global equity-focused portfolios across various strategies and works with a broad set of institutional and foreign fund clients, distinguishing itself through its role as a discretionary sub-adviser to other investment advisers.

Brodie Downing is a financial advisor at Severin Investments LLC in Clearwater, FL, holding a Series 65 designation with several years of experience across diverse roles including financial planning and education. His background includes positions at Elevate Financial Planning and Wealth Management, Northern Arizona University, and various roles in education and hospitality. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, institutional retirement advisory, 401(k) consulting, and estate-planning support. The firm employs actively managed models tailored through Investment Policy Statements and utilizes a combination of fundamental and technical analysis with tactical strategies.

Derek Kelly is a CFP® professional with one year of industry experience, currently serving with ProVise Management Group, LLC. He has been with ProVise since 2022, following completion of his college education. ProVise Management Group serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and may use independent managers, options, and margin strategies, with cryptocurrency exposure implemented only with client authorization.

Daniel Huehn is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 66, Series 65, and Series 63 licenses and bringing 11 years of industry experience. He has been with Rogan & Associates since 2015 and previously worked at J.W. Cole Financial, Inc. Huehn also serves as a power of attorney, trustee, and executor for his father. 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, employing a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Jordan Arnold is a financial advisor at Instrumental Wealth, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual and Cedric Powell before joining Instrumental Wealth in 2021. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm integrates tax, legal, insurance, and employee-benefit considerations into its planning and offers a diverse range of investment options including mutual funds, ETFs, fee-based annuities, and alternative investments.

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.

Anthony Longo is a Series 65-licensed financial advisor at Caitlin John, LLC with two years of industry experience. He has worked at several firms including Kingsbury Financial Advisors and Steelbach, and has also served as an insurance agent specializing in fixed insurance sales. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, including fixed insurance products.