Vincent Ferrara is a CFP® with 55 years of industry experience, currently serving at Provise Management Group, LLC. He has held various roles since 1992, including leadership positions at Provise Management Company, Inc. and as an independent insurance agent. Ferrara is also involved in community and fiduciary activities, including board memberships with the University of Maryland College Park Foundation and Baycare Health Services, Inc., and he hosts a podcast through Up Your Assets, LLC. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms and is affiliated with Kestra Financial and related entities.

Scott Waechter is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at Code Waechter LLC since 2018 and has been with MassMutual Life Insurance Company since 2007. Waechter is also involved in insurance sales through Code Smith Benefits, 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 employs a combination of fundamental analysis, active and passive strategies, and third-party managers, with several team members also licensed as independent insurance agents.

Richard Franz is a financial advisor at Sagace Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Sorren, Inc. and Sagace Wealth Management, as well as in the insurance sector with Bayview Insurance. Outside of advisory work, he serves as president of a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual clients, including high-net-worth individuals, with discretionary portfolio management and financial planning. The firm employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term trading strategies.

Ronald Campbell is a financial advisor at Suncoast Equity Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Torch View, LLC and Seminole Financial Services, LLC. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on equity management, primarily large-cap stocks, and employs fundamental analysis along with both long-term and occasional short-term trading strategies.

Samuel Rice is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at JFG Wealth Management LLC, Johnson Financial Group LLC, and Financial Security Management, Inc. Outside of finance, his work history includes several non-financial roles such as positions at DoorDash and various food service establishments. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team that utilizes both internally managed strategies and third-party managers through platforms like Dynasty and Pontera.

Joseph Minutolo is a financial advisor at Rogan & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Distributors Inc and J.W. Cole Financial, Inc. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, asset-allocation, and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while managing approximately $709.6 million in assets on a discretionary basis.

Michael Samulski is a financial advisor with Econologics Financial Advisors in Largo, FL, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Guide to Insure, Total Quality Logistics, and Financial Services of America. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies, and monitoring using proprietary analytical tools, with additional services including client education and practice exit planning.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Alpine Asset Management, LLC and Merrill. Novak & Powell Financial Services, Inc. provides investment supervisory services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach focusing on diversification and fee minimization, primarily utilizing exchange-traded funds and mutual funds.

Craig Phillips is a CFP® with 25 years of experience in the financial industry. He is a managing partner at Client 1 St Advisory Group and has been involved with Client First Advisors, Inc. since 1997. Phillips also serves as a trustee of the Nucci Irrevocable Trust. Client 1 St Advisory Group is an SEC-registered firm that offers personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans and regular progress reviews.

Michael Abbott is a CFP® with nine years of industry experience, currently serving as a financial advisor at Thrive Capital Management, LLC. His career includes roles at Valic Financial Advisors, Sandy Morris Financial & Estate Planning Services, Walser Wealth Management Company, Pruco Securities LLC, The Prudential Insurance Company of America, and T Rowe Price. Abbott is also appointed as an agent to sell non-securities insurance products for AGIA. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs a mix of exchange-traded funds, individual securities, and third-party money managers, conducting formal quarterly reviews and rebalancing to maintain diversified model portfolios.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Jessica Blake is a financial advisor at S.E.E.D. Planning Group, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at NBT Bank for 13 years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation, a nonprofit organization, in a volunteer capacity. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm that provides investment and wealth management, consulting, and institutional consulting services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate strategies and manages approximately $568 million in discretionary assets.

Blake Kennedy is a financial advisor at Rogan & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Rogan & Associates since 2018, previously working at The CSI Companies. Rogan & Associates provides investment advisory and portfolio management services to a range of clients including individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $710 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.

Benjamin Wasson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2024. Prior to that, he was affiliated with Global Retirement Partners LLC and LPL Financial. Benjamin also has experience working at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team approach and utilizes both internally managed strategies and third-party managers to provide discretionary portfolio management, financial planning, and retirement plan services.

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors 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 employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. 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 and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. 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 long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Paul Ayotte is a financial advisor at Fidelis Capital with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Investments, and Merrill. Outside of his advisory role, he is involved as a managing member in his wife's clothing brand, Lucidcupid. Fidelis Capital Partners offers investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its portfolio management and also serves as a sub-advisor to a private fund, providing a range of discretionary and non-discretionary solutions.

Elizabeth Merkin is a Series 65-licensed financial advisor with SimplyRIA Advisor Network in Tampa, FL. She has one year of industry experience and previously held roles at Worth A.I. and Florida State University. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and retirement plan fiduciary support. The firm combines strategic asset allocation with a mix of active and passive management and supports multiple independent investment adviser representatives within a corporate RIA structure.