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.

Steven Price is a financial advisor at SB Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial, CL Wealth Management LLC, and Cabot Lodge Securities LLC. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice and employs a variety of analytical approaches to tailor client portfolios.

John Harper is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with 11 years of industry experience. He holds the PFS™ designation along with Series 66 and Series 65 licenses. Prior to joining Sagace, he worked at Sorren, Inc. for two years and spent eleven years at Westbay CPA. Sagace Wealth Management is a registered investment adviser team managing approximately $162.7 million for around 79 clients, primarily individuals and high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, using a process informed by fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term strategies.

Gregg Ducatte is a financial advisor with Novak & Powell Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Raymond James Financial Services in various capacities since 2003 and joined Novak & Powell in 2020. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified, tax-aware portfolios primarily using ETFs and mutual funds, and integrates financial planning and tax services within its advisory offerings.

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.

Luke Anderson is a financial advisor at Rise Financial Partners with a Series 66 designation and one year of industry experience. Before joining Rise Financial Partners, he worked at UniFirst Corporation for nine years and previously held positions at Staples Advantage and a brief period of unemployment. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm manages approximately $70 million in discretionary assets using a combination of modern portfolio theory, passive core exposures, and tactical inputs, and offers financial planning, portfolio management, and retirement-plan investment services.

Jordan Ackerman is a financial advisor at TLW Wealth Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade and Medical Solutions. In addition to his advisory role, he is involved with Silicon Prairie Marketing LLC. 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 exchange-traded funds, structuring portfolios to support multi-decade time horizons and accommodate ongoing monthly cash withdrawals.

Matthew Bostwick is a financial advisor with LVZ, Inc. in Belleair, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Next Financial Group, Inc. for six years before joining LVZ in 2021. Outside of his advisory role, he is the owner of Coastline Capital Management, a DBA providing investment advisory services, and is licensed to offer fixed annuities, life insurance, and Medicare supplement products. LVZ, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm’s investment approach combines fundamental and technical analysis with a qualitative review of economic, political, and social trends, implementing strategies primarily through ETFs, mutual funds, closed-end funds, and variable annuity subaccounts.

Terry Carr is a financial advisor with Novak & Powell Financial Services, Inc. in Largo, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Novak & Powell since 2020 and concurrently operates Carr Capital Management, Inc., a support company for Raymond James Financial Services activities. Additionally, Carr has been involved in tax preparation services since 2005. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolio construction using primarily ETFs and mutual funds, with a focus on diversification, fee minimization, and tax considerations, and offers integrated tax planning and preparation services.

Trevor Shultz is a financial advisor at Clarity Financial Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as an outsourced Chief Investment Officer for Elevation Wealth Partners, LLC. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm focuses on customized, long-term portfolios supported by in-house analysis and independent sub-advisers, serving approximately 862 clients across five offices.

Jared Abelman is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of his advisory role, he serves as vice chairman of Gulf Coast Cares, which manages assets for Gulf Coast Jewish Family & Community Services, and is treasurer for Project Prosper Inc., an organization promoting financial literacy and microloans to recent immigrants. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $195 million for about 283 clients through discretionary and non-discretionary arrangements.

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.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial, Eaton Financial, Princor Financial Services, and Principal Financial Group. He also owns and oversees operations at EFS Insurance, Inc., an insurance agency. PSI Advisors is a registered investment adviser managing approximately $801 million for individual, high-net-worth, business, and retirement plan clients. The firm provides portfolio management, fee-based financial planning, and retirement plan consulting, utilizing a range of analytical methods and investment strategies on LPL platforms.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.

Shoug Mayson is a financial advisor at Spartan Capital Private Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC since 2017 and Windsor Street Capital, LP from 2016 to 2017. Outside of finance, he serves as CEO of Mayson Music LLC, an independent record label focused on artist promotion and music retail. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and business entities, emphasizing portfolio management and third-party manager selection. The firm provides both discretionary and non-discretionary arrangements and integrates brokerage and insurance activities under common ownership with Spartan Capital Securities.

David Stieh is an advisor and COO at Client 1st Advisory Group in Dunedin, FL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Client 1st Advisors since 2006. Client 1st Advisory Group serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a consultative process to develop customized investment plans and manages portfolios with a range of assets including ETFs, mutual funds, individual securities, and alternative investments.

Michelle Mabry is a CFP® professional with 36 years of industry experience, currently serving at Client 1st Advisory Group since 2013. She holds Series 63 and Series 65 licenses and is based in Dunedin, FL. Outside of her advisory role, Mabry is a board member of the Pinebelt Community Foundation and is involved in managing a family-related real estate holding company. Client 1st Advisory Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a consultative process to create customized investment plans and manages portfolios using a diverse range of securities and alternative investments, including ETFs, mutual funds, REITs, and structured notes.

Ryan Mc Crerey is a CFP® certificant with five years of industry experience, currently affiliated with Provise Management Group, LLC. His prior roles include positions at Kestra Investment Services LLC, Commonwealth Financial Network, and JPMorgan Chase & Co. In addition to his advisory work, he dedicates part of his time to fixed insurance sales and tax preparation. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management and financial planning services. The firm utilizes a range of investment vehicles and custodial platforms while maintaining policies on liquidity and cybersecurity risk.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. in Tampa, FL, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services, Raymond James & Associates, and VALIC Financial Advisors. In 2023, she was involved with The Local Draught House outside of her financial career. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm combines strategic asset allocation based on Modern Portfolio Theory with tactical adjustments and employs fundamental and technical analysis in its portfolio construction.

Sean Orick is a financial advisor at Strategic Wealth Partners, Ltd. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Resources Investment Advisors, Triad Advisors, Independent Financial Group, Adviseme National Advisors, and Pension Advisors. Outside of his advisory role, he is the managing member of Southern Tides Consulting, LLC, a holding company. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The multi-advisor firm manages approximately $1.3 billion and employs a diversified investment approach combining fundamental, technical, and charting analysis.