Sandra Nesbit is a financial advisor at Noble Family Wealth with 27 years of industry experience. She holds a Series 66 designation and previously worked at Mainsail Capital Group, Mercer Advisors, National Advisors Trust Company, and GFS Private Wealth. Outside of her advisory role, she manages two boat holding companies. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, primarily serving higher-net-worth clients. The firm employs a tactical, multi-asset-class allocation approach tailored to clients’ objectives and risk profiles, utilizing ETFs and various strategies including options and short sales.

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. He briefly worked outside the financial industry at The Bungalow Restaurant & Bar. 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 offers wealth management and retirement plan advisory services using a primarily long-term, goal-based investment approach that incorporates a range of investment vehicles and tactical strategies tailored to client objectives.

Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank, Merrill, SS&C Advent, and Florida Blue. 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 combines internally managed strategies with third-party managers and specialized investment solutions.

Mark Flanagan is a financial advisor with CSP Financial Group LLC, holding a Series 65 designation and seven years of industry experience. He is also the owner of Mercer, Flanagan & Company, P.C., a CPA firm he has managed since 2000. Flanagan has held roles at several financial firms, including LifeTyme Financial Group and Flanagan Financial LLC. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, uses third-party managers such as Matson Money, and includes tax-efficient management of workplace accounts.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.

Michael Aloian is a financial advisor at Harmony Asset Management LLC in Tampa, FL, holding a Series 65 designation with four years of industry experience. He previously worked at Charlotte State Bank & Trust for 16 years before joining Harmony in 2022. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Eileen Proud is a financial advisor at WT Wealth Management, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at True Financial Wealth Management Firm, LLC since 2006. She is also a member, owner, and president of True Financial Wealth Management Firm, LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and low volatility, and offers affiliated professional services including tax, legal, and insurance solutions.

Eric Gersch is a financial advisor at Econologics Financial Advisors in Largo, FL, holding a Series 65 designation with nine years of industry experience. He has been with Econologics Financial Advisors since 2016. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, ongoing advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies using a mix of strategies, and proprietary analytics, complemented by client education events and resources.

Ryan Creecy is an advisor at Darwin Wealth Management in Tampa, FL, holding Series 65 and Series 63 designations with five years of industry experience. His prior roles include positions at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Before entering the financial industry, he worked in various roles including at Shoreline Watersports and Oceans & Ale Restaurant. Darwin Wealth Management is a registered investment adviser serving individuals, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm uses a tailored investment approach combining proprietary and third-party models, long-term and tactical strategies, and offers a web-based advisory option through Betterment for Advisors.

Patrick Dinuzzo is a financial advisor at DiNuzzo Private Wealth, Inc. with 28 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Dinuzzo has operated Dinuzzo Index Advisors, Inc. since 1989. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms, including Wealth Management, Family Office services, and an automated emerging wealth option, utilizing globally diversified, index-oriented portfolios based on Modern Portfolio Theory principles.

Christopher Kacena is a financial advisor at Severin Investments LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dynasty Financial Partners and PGIM, as well as positions outside the financial industry, including at Radiology Regional Center and Interlachen Country Club. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers. The firm offers discretionary portfolio management with proprietary model portfolios, estate-planning support, 401(k) consulting, and a wrap-fee program, using investment strategies that combine fundamental and technical analysis alongside tactical tilts and sector rotation.

Elliott Sharp is a financial advisor at Suncoast Equity Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Suncoast Equity Management since 2014. Suncoast Equity Management provides discretionary portfolio management and financial planning services to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm focuses primarily on equity management of large-cap stocks, supplemented by fixed income, mutual funds, and alternative investments when requested, using a fundamental analysis approach combined with both long-term and short-term trading strategies.

Eric Ebbert is a CFP® with 25 years of industry experience and serves as President of ProVise Management Company, Inc. since 2002. He is affiliated with Provise Management Group, LLC in Clearwater, FL, where he has worked for over two decades. Outside of his advisory role, he serves as a trustee at the Forman School and as a member of the board of directors for the Homeless Empowerment Program. 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 constructs portfolios with a range of investments and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Joseph Scarborough is a financial advisor at Retirement Management Systems in Tampa, FL, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oak Wealth Partners Inc, Brookstone Capital Management, and SII Investments Inc. Outside of finance, he owns and operates Running Hare Vineyard and The Hungry Hare food trailer in Maryland. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients, including high-net-worth individuals, and retirement plans. The firm uses risk-based model portfolios and offers fiduciary services, serving a large client base with a distinctive operational scale.

Jason White is a CFP® with 29 years of industry experience, currently serving as an advisor at Rogan & Associates where he has worked for 23 years. His prior experience includes a year at Invest Financial Corporation. He also serves as a non-public arbitrator for FINRA dispute resolution. 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 in assets, using a long-term, asset-allocation and diversification-focused approach tailored to clients' objectives and risk tolerance.

Eric Miller is a financial advisor with Econologics Financial Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Econologics Financial Advisors since 2008 and previously worked for Meeder Advisory Services and Meeder Asset Management from 1999 to 2008. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, ongoing advisory retainers, and discretionary investment management. The firm’s investment process focuses on client-specific Investment Policy Statements and asset allocation studies, incorporating a mix of core, tactical, and diversifying strategies along with proprietary analytical tools.

Dell Spiva is a financial advisor with O'Hagan Group, Inc. in Tampa, FL, holding a Series 65 designation and six years of industry experience. Prior to joining O'Hagan Group in 2021, he worked at Arbor Point Advisors and KMS Financial Services. Outside of financial advising, Spiva is a pilot for United Airlines and an insurance agent offering supplemental pilot disability and life insurance products through Inertia Insurance Services, LLC. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates. The firm combines fundamental company analysis with a growth-and-value investment approach and manages portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Christopher Harrell is a financial advisor with Capco Asset Management, LLC in Tampa, FL, holding 21 years of industry experience. He has been with Capco Asset Management since 2004. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach focused on business quality, management quality, and valuation, supported by primary research and direct engagement with company management.

Christopher Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial LLC and Principal Securities and is involved with Mark Scheidter & Associates, a DBA for his LPL business in Tampa, FL. Ferrell also acts as an agent for fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee programs.

Adam Lucke is a financial advisor at Rogan & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Rogan & Associates since 2012, also working at J.W. Cole Financial, Inc. since 2025. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management and third-party managed accounts. The firm employs a conservative, long-term investment approach focused on diversification and tailored allocations, using both discretionary and non-discretionary management as well as third-party managers when appropriate.