John Orr is a CFA® charterholder with 13 years of industry experience, currently serving at Flaharty Asset Management, LLC. He has previously worked at LPL Financial and Modern Wealth Management, LLC. In addition to his advisory role, Orr has authored works outside the investment field. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances, investing across a broad range of asset classes and instruments.

Donald Jowdy is a financial advisor at Suncoast Equity Management, LLC in Tampa, FL, holding a Series 65 designation with 29 years of industry experience. He has been with Suncoast Equity Management since 1997. Suncoast Equity Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and exchange-traded funds. The firm manages over $2 billion in discretionary assets, focusing primarily on large-cap equities and employing a combination of fundamental analysis with both long- and short-term trading strategies.

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.

Michael Murray is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with ARS Wealth Advisors, where he has worked since 2015, including at ARS Wealth Advisors Group, LLC since 2021. The firm provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. ARS Wealth Advisors manages approximately $1.64 billion in discretionary assets and uses a tailored, diversified investment approach with a long-term horizon.

Brodie Downing is a financial advisor with Severin Investments LLC in Clearwater, FL, holding a Series 65 designation. Brodie has held roles at Elevate Financial Planning and Wealth Management, Sprouts, and Northern Arizona University, with additional experience in educational and food service positions. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios and offers services including institutional retirement advisory, 401(k) consulting, comprehensive financial planning, and estate-planning support.

Derek Kelly is a CFP® professional with two years of industry experience, currently serving at ProVise Management Group, LLC in Clearwater, FL. He has been with ProVise since 2022, following his college education. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting, using a range of investment vehicles and custodial platforms, and is affiliated with Kestra Financial and other related entities.

Daniel Huehn is a financial advisor at Rogan & Associates with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. Huehn previously worked at J.W. Cole Financial, Inc. and 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, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Jeffrey Speers is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding a Series 65 designation and 17 years of industry experience. His prior work includes roles at WR Wealth Planners, Wealth Planning and Design LLC, Legacy Financial Advisors, and Mutual of Omaha Investor Services. He also serves as president of Speers Financial, an insurance agency providing fixed insurance products and financial consulting services. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core exposures with tactical analysis to create client-specific investment plans and manages approximately $70 million in discretionary assets.

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.

Jon Brethauer is a CFP® with 22 years of industry experience, currently serving at ProVise Management Group, LLC. He has been with ProVise since 2008 and also has a longstanding affiliation with Kestra Investment Services, LLC. Brethauer holds leadership roles as President of both ProVise Management Group, LLC and ProVise Management Company, Inc. He is a board member of BayCare Alliant Hospital and Morton Plant Mease Hospital, where he is involved in strategic planning and oversight. ProVise Management Group serves individuals—including high-net-worth clients—retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment vehicles and incorporates AI tools with human oversight while maintaining affiliations with various financial service entities.

Alexander Misarti is a CFP® with 11 years of industry experience, currently serving as an advisor at PSI Advisors, LLC. Prior to joining PSI Advisors in 2018, he worked with Principal Life Insurance Company and Princor Financial Services. Misarti is also involved in insurance-related activities as an agent for fixed life insurance, annuities, and disability products. 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 employs a mix of analytical methods and offers discretionary and non-discretionary management through various advisory platforms and wrap fee programs.

Christopher Gettelfinger is a financial advisor at S.E.E.D. Planning Group, LLC with a Series 65 designation and two years of industry experience. He has worked at S.E.E.D. Planning Group since 2023 and previously spent time at Northwestern Mutual and Orvis. S.E.E.D. Planning Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, non-profits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate strategies and uses fundamental analysis alongside long-term portfolio approaches to manage approximately $568 million in discretionary assets.

Jeffrey Sievers is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding the CFP®, ChFC®, and Series 63 designations with 26 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Curtis Parry from 2009 to 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Linda Smith is a CFP® professional with nine years of industry experience. She has been with William Mack & Associates, Inc. since 2005. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities, managing approximately $820 million for about 957 clients through a team of ten advisers. The firm’s investment approach emphasizes diversification, tax efficiency, and low-cost implementation using no-load mutual funds and ETFs across six model strategies with a long-term orientation and periodic rebalancing.

Gilbert Ulrich is a CFA® charterholder with 19 years of experience in the financial industry. He has been with ARS Wealth Advisors and its related entities since 2006 and is currently based in St. Petersburg, FL. 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 utilizes an Investment Committee for oversight.

Thomas Harrington is a CFP® professional with 25 years of industry experience. He is currently with Provise Management Group, LLC, where he has served since 2021. Prior to this, he worked at Kestra Investment Services LLC and Kestra Financial Services, Inc. Harrington also acts as a retirement plan advisor, managing client relationships and providing services for ERISA Qualified Plans. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and custodial platforms, with a focus on ongoing supervision and comprehensive reporting.

Brian Glas is a CFA® charterholder with 15 years of industry experience. He is currently part of the team at Noble Family Wealth, where he has worked since 2021. Prior to joining Noble Family Wealth, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using multi-asset diversification and primarily implements portfolios with ETFs, tailoring strategies to clients’ specific financial goals and risk profiles.

Nicholas Johnson is a financial advisor at Wellington Consulting Services Inc with a Series 65 credential and one year of industry experience. He previously worked at Spot Freight and Northwestern Mutual before joining Wellington Consulting Services. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm emphasizes low-cost implementation using no-load mutual funds, index funds, and ETFs, managing diversified model portfolios aligned with clients’ risk tolerance and retirement timelines.

Curtis Parry Jr. is a financial advisor at Unique Wealth, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and related entities for over two decades. Parry is also the CEO and founder of Together We Are Unique, LLC, a business involved in investment-related activities, and serves as an advisor for Electus Global Education Co., Inc., focusing on financial literacy for youth. 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 through a multi-advisor team and utilizes a mix of internally managed strategies, third-party managers, and specialized investment platforms.

Steven Price is a financial advisor with SB Advisory, LLC in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at San Blas Securities LLC, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Raymond James Financial. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing over $1 billion for individuals, businesses, and retirement plans. The firm emphasizes non-discretionary advice, utilizing a blend of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.