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.

Amy Lord is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Suncoast Equity Management, LLC in Tampa, FL. She has been with Suncoast Equity Management since 2008. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm primarily focuses on equity management with an emphasis on large-cap stocks, utilizing fundamental analysis and a mix of long-term and short-term trading strategies.

Brian Inman is a financial advisor with Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and 65 licenses and 28 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances, offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Di Legge is a financial advisor at Hemsley Advisors, Ltd. in Clearwater, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Hemsley Advisors in 2023, he worked at Twilio, FullStory, Adobe, and Atlantix Global Systems. Hemsley Advisors, Ltd. is an SEC-registered advisory firm managing approximately $541 million across a client base that includes individuals, charitable organizations, and corporations. The firm offers portfolio management, integrated financial planning, and consulting services, emphasizing individualized investment policies, fundamental analysis, and a buy-and-hold strategy.

Ronald Paprocki is a CFP® with 44 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also associated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Clearwater Beach, FL. Outside his advisory role, he is involved in insurance sales, assisting clients with life, disability, and long-term care insurance products. MEDIQUS Asset Advisors serves individuals, retirement plans, and not-for-profit medical organizations, with a notable concentration of physicians and medical groups. The firm provides investment advisory, financial planning, and educational services, managing discretionary Wealth Builder accounts through the Betterment platform with an emphasis on long-term asset allocation and regular account reviews.

Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with LPL Financial and Excalibur Financial Group prior to joining PSI Advisors. Outside of his advisory role, Zimmerman is involved in non-variable insurance and fixed group benefits activities. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a range of analytical methods and offers discretionary and non-discretionary management through various advisory platforms, including wrap fee programs and separately managed account strategies.

Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining PCM Encore, she worked at Fisher Investments for one year and spent seven years at Lincoln Financial Distributors. PCM Encore provides wealth management and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes diversified, long-term portfolio construction using both passive and active strategies, incorporates tax-aware portfolio techniques, and manages over $2 billion in discretionary assets across a team of ten advisors.

Amy Gates is a financial advisor with Trust Advisory Group Ltd in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at StoneX Securities Inc. since 2024 and was previously with AGES Financial Services, Ltd. for 16 years. Outside of her advisory work, Gates is a USCCA Certified instructor teaching women self-defense with small arms handguns. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment approaches including proprietary model solutions and manager-of-managers strategies and is affiliated with StoneX Advisors Inc. since 2024.

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2014. Outside of his advisory role, he serves as a soccer referee in Florida. 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 employs a primarily long-term, goal-based investment approach, utilizing fundamental and technical analysis to create diversified portfolios and offers wealth management, financial planning, and retirement plan advisory services.