Landon Archangelo is a CFP® with six years of industry experience, currently serving at FFO Investments LLC. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is a partner at GFG Solutions, where he provides consulting services to business owners on entity and organizational matters. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm integrates multiple advisory disciplines under a unified agreement and frequently collaborates with clients' external professionals to provide comprehensive wealth and financial planning.

Susan Washburn is a CFP® with 19 years of industry experience, currently serving as a principal at ProVise Management Group, LLC since 2017. Prior to joining ProVise, she operated Washburn Capital Management for ten years. She is a member of the Pinellas County Estate Planning Council board of directors, contributing to programming that fosters understanding of estate planning. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm uses a range of investment vehicles and custodial platforms, employs pre-approved AI tools reviewed by humans, and is affiliated with Kestra Financial and related entities.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Shon Flaharty is a CERTIFIED FINANCIAL PLANNER™ with 30 years of industry experience. He is currently with Flaharty Asset Management, LLC, where he has worked since 2013, following a 19-year tenure at LPL Financial. He also has experience at Mutual Securities, Inc and Modern Wealth Management, LLC. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and other institutions through a 10-advisor team managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, investing across a broad range of asset classes and instruments, including equities, ETFs, mutual funds, and alternatives.

Ernie Meads is a Financial Consultant at Fidelity Investments, a role he has held since 2023. His professional journey within Fidelity includes positions as a Planning Consultant from 2022 to 2023, a Relationship Manager in 2022, and an Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, Ernie participated in the Financial Advisor Development program at Merrill Lynch between 2020 and 2021 and completed an internship at Ameriprise Financial from 2016 to 2019. Throughout his career, Ernie has focused on developing personalized financial plans that aim to provide clients with security and peace of mind. He emphasizes building meaningful relationships and serving as a trusted resource for clients in times of uncertainty. Outside of his professional life, Ernie enjoys boating, fitness, football, skiing, and spending time with friends at social events.

Jacob Stinson is a financial advisor with Thrive Capital Management, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Thrive in 2026, he worked at Oxford Wealth Group, Walser Wealth Management Company, Proxy Wealth Advisors, and Wells Fargo in various roles. Outside of his advisory work, Stinson has been involved in short-term and long-term real estate rental activities as a sole proprietor. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placements. The firm employs diversified model portfolios, fundamental analysis, and utilizes third-party sub-advisors to tailor investment strategies.

Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.

Joseph Mc Fadden is a CFP® and CFA® affiliated with ProVise Management Group, LLC, with four years of industry experience. He has worked at Pensionmark Financial Group for four years and SWM Advisors for one year, and previously spent thirteen years at Aberdeen Standard Investments. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms, and incorporates AI tools with human oversight in its processes.

Vincent Ferrara is a CFP® with 55 years of industry experience, currently serving at Provise Management Group, LLC. He has held various roles since 1992, including leadership positions at Provise Management Company, Inc. and as an independent insurance agent. Ferrara is also involved in community and fiduciary activities, including board memberships with the University of Maryland College Park Foundation and Baycare Health Services, Inc., and he hosts a podcast through Up Your Assets, LLC. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment vehicles and custodial platforms and is affiliated with Kestra Financial and related entities.

Scott Waechter is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at Code Waechter LLC since 2018 and has been with MassMutual Life Insurance Company since 2007. Waechter is also involved in insurance sales 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 combination of fundamental analysis, active and passive strategies, and third-party managers, with several team members also licensed as independent insurance agents.

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 Markowski is a financial advisor at Markowski Investments in Tampa, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Westminster Financial Securities, Inc. since 1999 and has been with Markowski Investments since 2008. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and employs a strategic investment approach combining asset allocation with tactical overlays informed by fundamental, technical, and cyclical analysis.

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.

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.

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.

Craig Phillips is a CFP® with 25 years of experience in the financial industry. He is a managing partner at Client 1 St Advisory Group and has been involved with Client First Advisors, Inc. since 1997. Phillips also serves as a trustee of the Nucci Irrevocable Trust. Client 1 St Advisory Group is an SEC-registered firm that offers personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans and regular progress reviews.

William Mac Gillivary is a financial advisor at Wealth Advisors of Tampa Bay with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, USAA Financial Services, and Raymond James. Mac Gillivary also serves as a Petty Officer First Class in the United States Navy. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and access to LPL-sponsored advisory programs, managing approximately $456.8 million in discretionary client assets.

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.