Johnathan Butler is a financial advisor at Fidelis Capital with two years of industry experience. He holds the Series 65 designation and previously worked at Wells Fargo Bank from 2010 to 2022. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, nonprofit organizations, and business entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and serves a range of client types including retail, institutional, and private fund clients.

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group 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. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

Richard Holle Jr. is a financial advisor with WealthPLAN Partners who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked at WealthPLAN Partners since 2014, including its predecessor entities, and was previously with Securities America Inc. and LPL Financial. In addition to his advisory work, he is an agent offering life insurance solutions focused on family protection and estate tax planning. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a diversified investment approach across multiple asset types with discretionary management and ongoing account monitoring.

James Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and five years of industry experience. He is also the owner and manager of Spoor Law, P.A., an estate planning and business transaction law firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm utilizes ETF-based portfolios combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Bryan Rementer is a financial advisor with Ironview Capital Management, LLC in Tampa, FL, holding a Series 65 credential and seven years of industry experience. Prior to joining Ironview in 2021, he worked at SEI Investments Management Corp from 2016 to 2020. Outside of his advisory role, Rementer owns a real estate business. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm provides discretionary portfolio management, pension consulting, and financial planning, employing a variety of investment strategies and offering access to alternative investments and private funds.

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

Warren Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding the PFS™ designation and Series 65 license. He has 20 years of industry experience and has worked at Sorren, Inc., Sagace Wealth Management LLC, and SBF, LLC. Outside of advisory work, he manages a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning, employing ETF-based portfolios alongside fundamental and cyclical analysis. The firm is notable for its affiliations with accounting and law firms and its use of derivatives and leverage strategies.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. 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 variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

Michael Rogan is a financial advisor at Rogan & Associates with 39 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. He is also an investor in The Pub at Safety Harbor, a local establishment. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailors allocations to client goals and time horizons.

Misha Mahindroo is a financial advisor at FFO Investments LLC with five years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Walser Wealth Management, Fisher Investments, Merrill, and TIAA-CREF Individual & Institutional Services. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified agreement and provides investment management, wealth coordination, tax and entity-structuring services, insurance planning, alternative investment analysis, and financial oversight.

Andrew Allen is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has worked at Instrumental Wealth, LLC since 2020 and previously held roles at Northwestern Mutual and University Consultants of America. Outside of finance, he is involved with University Consultants of America, where he assists prospective college students with admissions applications and coaching. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm tailors portfolios to client-specific risk tolerance and goals, utilizing a range of investment vehicles and integrated planning services for business owners.

Sandra Risgaard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at ProVise Management Group, LLC since 2021. Her prior experience includes roles at CliftonLarsonAllen Wealth Advisors, LLC and Schenck Investment Solutions LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of investment vehicles and custodial platforms, employs pre-approved AI tools with human oversight, and is affiliated with several financial and trust companies.

Andrew Rodriguez is a financial advisor at Walser Wealth Management Company with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Morgan Stanley, and T. Rowe Price. Walser Wealth Management is a team-based SEC-registered advisory firm managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost investment approach with mutual funds, ETFs, and tactical asset allocation.

Kaelan Dean is a financial advisor at Darwin Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at Crosstree Capital Partners, Quire Group, Bequest Asset Management, and Raymond James. Outside of finance, he has been involved with the Sarasota Art Museum and taught at New College of Florida. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, and consulting services. The firm employs a multi-advisor approach with customized investment strategies, managing over $614 million in discretionary assets across roughly 835 client relationships.

Stephen Csenge is a CFP® professional with 39 years of experience in the financial advisory industry. He is currently with ProVise Management Group, LLC, where he has worked since 2020, and has prior experience at Lion Street Financial and his own firm, Csenge Advisory Group LLC. Csenge serves as a volunteer board member for both the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm constructs portfolios using a range of investment vehicles and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.

Travis Gingras is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 18 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 65 licenses. His prior experience includes roles at Curtis Parry, Northwestern Mutual Investment Services LLC, and Charter Oak Insurance and Financial Services. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and specialized platforms to provide discretionary portfolio management and financial planning services.

William Smith is a financial advisor at Walser Wealth Management Company with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Fisher Investments, and TIAA Bank. Between his roles in finance, he spent a year as a family member caregiver. Walser Wealth Management Company is a team-based, SEC-registered adviser managing approximately $339 million across 677 clients. The firm serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, offering comprehensive financial planning and portfolio management with a focus on diversified, low-cost mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has previously worked at James Alpha Advisors, Global Financial Private Capital, and Aviance Capital Management. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party managers, and automated advice platforms in its investment approach.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.