Scott Waechter is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He has been with Code Waechter LLC since 2018 and was previously with MassMutual Life Insurance Company from 2007. Waechter is involved in insurance sales and service of employee benefits through Code Smith Benefits, LLC. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm employs a mix of active and passive investment strategies guided by written financial plans and proprietary models, and several professionals at the firm are licensed independent insurance agents.

Erica Unterreiner is a financial advisor at Forefront with a Series 65 designation and one year of industry experience. Her prior work includes roles at Mutual of Omaha Investor Services, Summit Advisors, and Calton & Associates. She has also served on the Pinellas County Board of Education. Forefront Wealth Partners is a registered investment adviser offering discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm builds customized investment policies and provides a range of planning services including business succession, tax considerations, and estate document facilitation.

Richard Franz is a financial advisor at Sagace Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Sorren, Inc. and Sagace Wealth Management, as well as in the insurance sector with Bayview Insurance. Outside of advisory work, he serves as president of a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual clients, including high-net-worth individuals, with discretionary portfolio management and financial planning. The firm employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term trading strategies.

Ronald Campbell is a financial advisor at Suncoast Equity Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Torch View, LLC and Seminole Financial Services, LLC. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on equity management, primarily large-cap stocks, and employs fundamental analysis along with both long-term and occasional short-term trading strategies.

Samuel Rice is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at JFG Wealth Management LLC, Johnson Financial Group LLC, and Financial Security Management, Inc. Outside of finance, his work history includes several non-financial roles such as positions at DoorDash and various food service establishments. 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 and employs a multi-advisor team that utilizes both internally managed strategies and third-party managers through platforms like Dynasty and Pontera.

Joseph Minutolo is a financial advisor at Rogan & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Distributors Inc and J.W. Cole Financial, Inc. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, asset-allocation, and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while managing approximately $709.6 million in assets on a discretionary basis.

Michael Samulski is a financial advisor with Econologics Financial Advisors in Largo, FL, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Guide to Insure, Total Quality Logistics, and Financial Services of America. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies, and monitoring using proprietary analytical tools, with additional services including client education and practice exit planning.

Michael Markowski is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Markowski Investments since 2008 and Westminster Financial Securities, Inc. since 1999. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-team approach, combining fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Paul Lind is a financial advisor at Capco Asset Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Sungard since 2000. 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 emphasizing business and management quality, valuation, and primary research, and offers both traditional and performance-based fee structures.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ credential and Series 63 and 66 licenses, with 31 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. since 2002, where he serves as CEO and Certified Public Accountant, offering tax planning and accounting services. He also acts as an independent insurance agent. Belleair Wealth Management, LLC is a fee-based fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs a multi-method investment approach, including core-satellite and tactical strategies, and integrates accounting and insurance services through formal affiliations.

William Byrd is a CFP® professional with over 41 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2019 and previously worked at Capital Financial Services, Inc. from 2016 to 2019. Byrd also holds a life insurance license and provides sales and service of life and fixed insurance products. B.B. Graham & Company, Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm combines fundamental and technical analysis in managing approximately $322 million in assets, providing both discretionary and non-discretionary account management.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Alpine Asset Management, LLC since 2008. 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 portfolios primarily using ETFs and mutual funds, integrates tax planning and preparation services internally, and maintains a multi-office presence with a senior team holding professional credentials.

Joseph Dente is a financial advisor at Q3 Asset Management Corporation in Tampa, FL, with 10 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2016. He also operates Joseph Dente LAC, an independent practice founded in 2012. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individuals, retirement plans, trusts, charitable organizations, and other financial professionals. The firm uses a quantitative, statistics-driven approach with actively managed strategies that include market-timing and tactical positions, and it manages multiple affiliated mutual funds and ETFs while offering subscription trading signal services.

Martin Gale is a CFP®, ChFC®, and holds a Series 66 license with 14 years of industry experience. He currently works at Valley Financial Management and has previously been associated with Hallmark Capital Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for a range of individual and institutional clients. The firm follows a client-driven investment process that includes discretionary management, financial planning, and uses a combination of individual stocks, bonds, mutual funds, and ETFs to meet client objectives.

Joseph Henninger II is a CFP® professional with nine years of industry experience. He is currently with Q3 Advisors, LLC, where he has worked for one year. His prior experience includes roles at Cambridge Investment Research, Inc. and The Kelly Group. Henninger also serves as a board member for The Academy of Finance at Edgewood High School. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee packaged programs. The firm emphasizes planning-level recommendations without offering investment portfolio management or discretionary authority over client accounts.

Jason Sampson is a financial advisor at Atlas Private Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience at Beacon Hill Corporate Services, Fortress Asset Protection, Venerable Law, and Squire Patton Boggs. Outside of advising, he owns and manages several businesses, including a law firm and companies providing asset protection and corporate support services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers tailored portfolio management using a combination of advisor-driven strategies and model-based solutions.

Michael Abbott is a CFP® professional with nine years of industry experience. He is currently with Thrive Capital Management, LLC and has previously worked at firms including Valic Financial Advisors, Sandy Morris Financial & Estate Planning Services, Walser Wealth Management Company, Pruco Securities LLC, The Prudential Insurance Company of America, and T Rowe Price. Abbott is also appointed as an agent to sell non-securities insurance products for AGIA. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placement opportunities. The firm employs diversified model portfolios managed through a combination of ETFs, individual securities, and third-party managers, with formal quarterly reviews and rebalancing.

Lejla Salcin is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2020, progressing through various positions including Planning Consultant, Portfolio Advisory Services Relationship Manager, and several Workplace Planning Consultant roles. Lejla holds insurance licenses in Arkansas and California, indicating her qualifications to offer insurance-related financial advice. In her personal time, Lejla enjoys activities such as going to the beach, spending time with family, sailing, traveling, and caring for pets.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Blake Kennedy is a financial advisor at Rogan & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Rogan & Associates since 2018, following a prior role at The CSI Companies. 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 on a discretionary basis and employs a long-term, asset-allocation approach tailored to clients' objectives and risk tolerance.