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.

Andrew Oswald is a CFP® with 20 years of industry experience. He has been with Flaharty Asset Management, LLC since 2014 and also maintains roles at Mutual Securities, Inc. and Modern Wealth Management, LLC. 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. The firm employs a top-down, strategic asset-allocation approach across broad asset classes, tailoring portfolios to client time horizons and risk tolerance, and offers discretionary management, financial planning, and retirement plan consulting.

Greg Willsey is a CFP® professional with 34 years of experience in the financial services industry. He currently serves at Noble Family Wealth, LLC and has previously worked with Mercer Global Advisors Inc. and GFS Private Wealth LLC. Outside of advisory work, he is involved in managing several non-investment LLCs, including those owning boats and an office building, as well as a business management consulting firm. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical, multi-asset-class investment approach tailored to client objectives and risk profiles, utilizing ETFs and various hedging strategies.

Matthew Markowski is a CFP® with 27 years of industry experience, currently serving at Westminster Financial Securities, Inc. since 1999. He is based in Tampa, FL, and holds a Series 63 license. Markowski also holds a license to sell insurance and dedicates limited time to insurance sales outside of trading hours. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $410 million in assets and employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with adjustments made through cyclical and tactical overlays.

Zachary Abbotoni is a financial advisor at Econologics Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Means Wealth Management and Gulf Drive Cafe. Outside of advising, he holds an accounting administrative role with H and D Enterprises, a McDonald's franchisee. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, and discretionary investment management. The firm’s investment process focuses on client-specific Investment Policy Statements, asset allocation studies, and ongoing portfolio monitoring using proprietary analytical tools.

Andrew Whitten is a financial advisor with PFG Private Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with PFG Private Wealth Management since 2016 and previously worked at Perry Financial Group. Outside of his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory, emphasizing asset allocation and regular monitoring.

Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 11 years of industry experience. He has been with TLW Wealth Management since 2016. He holds a Series 65 designation. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm focuses on discretionary investment management using a value-oriented, long-term approach centered on individual equities and exchange-traded funds.

Gabriel Jung is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at WaterStone Investment Counsel, Royal United Mortgage, and Keurig/Dr. Pepper. In addition to advising, he is an independent insurance agent specializing in life and annuities insurance. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, and businesses, employing a diversified, low-cost investment approach with both proprietary models and delegated discretionary management.