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.

Sefton Barnes is a financial advisor with SimplyRIA Advisor Network in Tampa, FL, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior roles include positions at Merrill, Florida Financial Advisors, Kingsbury Financial Advisors, and Trinity Wealth Securities. Barnes also works as a fixed insurance sales agent outside of his advisory role. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, consulting, and fiduciary support. The firm employs a combination of active and passive management strategies and supports client accounts through various management structures, including third-party sub-advisers and model platforms.

Brynn Albers is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Wells Fargo Advisors, Danielson Financial Group, and LPL Financial LLC. Northbridge Financial Group is a nine-advisor team managing approximately $413 million 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 across various asset classes, with additional strategies such as options and alternative investments utilized when appropriate.

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.

John Harper is a financial advisor at Sagace Wealth Management with 11 years of industry experience. He holds the PFS™, Series 66, and Series 65 designations. His prior work includes roles at Sorren, Inc., Westbay CPA, Financial Telesis Inc., and Retirement Capital Group Southeast. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, using an individualized approach that incorporates fundamental and cyclical analysis, modern portfolio theory, and option-writing strategies.

Myles Jerdan is a financial advisor with Craft Wealth Services in Tampa, FL. He holds a Series 65 designation and has been working in the industry since 2016, including a current role at Craft Asset Management beginning in 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, focusing on a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial plans, advising on a range of assets including equities, fixed income, mutual funds, ETFs, and options.

Michael Stump is a CFP® and CFA® with seven years of industry experience. He is currently a financial advisor at Code Waechter LLC, where he has worked since 2019. Prior to joining Code Waechter, he spent seven years at KLH Capital Partners LP. 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 written financial plans and proprietary investment models with a combination of active and passive strategies, and may allocate to third-party managers when appropriate.

Justin Whitmer is a financial advisor at ProVise Management Group, LLC with Series 65 and Series 66 credentials. He joined ProVise in 2026 and has prior experience working at P2 Alchemy LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting. The firm constructs portfolios using mutual funds, ETFs, equities, and fixed income, and offers discretionary and non-discretionary services with ongoing supervision and standalone planning options.

Trevor Saunders is a CFP® and ChFC® with 18 years of industry experience. He is currently a financial advisor at Darwin Wealth Management and has held prior roles at Capital Synergy Partners, Inc., CPS Financial & Insurance Services, Inc., and The Leaders Group Inc. Outside of his advisory work, Saunders is principal of YRD LLC, involved in insurance sales. Darwin Wealth Management serves individuals, corporations, and other entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing proprietary and third-party model portfolios, combining long-term, technical, fundamental, and tactical strategies.

Jordan Ackerman is a financial advisor at TLW Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory role, he has been involved with Silicon Prairie Marketing LLC since 2019. 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 ETFs, with discretionary portfolio management tailored to clients’ multi-decade time horizons.

Michael Talbot is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 12 years of industry experience. He holds a Series 63 designation and has previously worked at John Mosher, Ryan Eichler, and Northwestern Mutual Investment Management. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages about $965.6 million in assets with a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and model portfolios.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Paul Sullivan is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Unique Wealth, he worked at Lee, Nolan & Koroghlian LLC, a MassMutual agency, and has experience in sports media and education. Outside of his advisory role, he is also an insurance agent with Lee, Nolan & Koroghlian LLC. 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 to client objectives and offering access to model portfolios, sub-advisers, and independent managers, including advisory services related to digital assets.

Matthew Bostwick is a financial advisor at LVZ, Inc. with 12 years of industry experience. He holds a Series 65 credential and previously worked at Next Financial Group, Inc. from 2015 to 2021 before joining LVZ in 2021. Outside of his advisory role, he owns Coastline Capital Management and holds licenses to offer fixed annuities, life insurance, and Medicare supplement products. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm employs a variety of investment strategies, including Classic and Specialty portfolio styles, and integrates fundamental and technical analysis within a top-down framework.

John Mosher is a CFP® and ChFC® with 26 years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2021, following over two decades at Northwestern Mutual. Mosher serves as Membership Chairman and on the Investment Committee for Copperhead Charities, a nonprofit organization. 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 tailored to client objectives and utilizes model portfolios, sub-advisers, and third-party money managers, including services for digital assets and held-away accounts.

Ralph Profeta is a financial advisor at Darwin Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. Outside of his advisory role, he engages in woodworking, creating fish sculptures as a hobby through his small business, FloridaWood. Darwin Wealth Management is a registered investment adviser serving individuals, including high net worth clients, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach using a combination of proprietary and third-party models, as well as multiple strategies including long-term, technical, fundamental, and tactical methods.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Daniel Mannix is a CFA® charterholder with 15 years of industry experience. He is a Senior Portfolio Manager at ProVise Management Group, LLC, where he has worked since 2020. Prior to joining ProVise, he spent eight years at Raymond James & Associates. Outside of his advisory role, he serves as an elder board member for Real Church, providing financial consultation on the church’s financial standing and capital investment proposals. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and employs both discretionary and non-discretionary approaches, with an emphasis on ongoing supervision and comprehensive reporting.