Joseph Milici is a financial advisor at Lumiere Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he consults clients on fitness and social media marketing. Lumiere Financial provides investment advisory and planning services to individuals, plan sponsors, charitable organizations, and businesses, offering customized portfolio management and financial planning. The firm employs various investment strategies, including discretionary and non-discretionary management, and integrates insurance and brokerage services alongside advisory fees.

Benjamin Wasson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2024. Prior to that, he was affiliated with Global Retirement Partners LLC and LPL Financial. Benjamin also has experience working at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team approach and utilizes both internally managed strategies and third-party managers to provide discretionary portfolio management, financial planning, and retirement plan services.

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

Carson Wolf is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 credential and has worked in various roles prior to joining Walser Wealth Management. Walser Wealth Management Company is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations. The firm focuses on diversified, low-cost portfolios using mutual funds and ETFs, combining long-term strategies with tactical asset allocation and periodic rebalancing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. 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 long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Justin Elliott is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Walser Wealth Management Company since 2024, following seven years at Alerity Financial Group, LLC, and three years at Beacon Asset Management. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for about 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, using a diversified, low-cost investment approach with tactical asset allocation and model portfolios.

Kevin Mccutcheon is a CFA® charterholder with 13 years of industry experience. He currently serves as an advisor at BlueDoor Private Wealth, LLC and has prior experience with Live Oak Family Offices LLC and G & O Financial Services, Inc. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm combines fundamental and technical analysis to create tailored asset allocations and investment policy statements, offering both discretionary and non-discretionary management alongside additional services such as estate planning and tax services through affiliated practices.

David Kruis is an advisor at Belleair Wealth Management, LLC with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calton & Associates, Inc. for 10 years alongside his role at Belleair Wealth Management. He is also an officer of David J Kruis, LLC, where he is involved in the sales of life insurance products. Belleair Wealth Management is a fee-based registered investment adviser serving individuals, including high-net-worth clients, with discretionary wealth management and consulting services. The firm employs multiple analytical methods and diversified portfolio strategies, managing approximately $111 million for around 150 clients.

Paul Ayotte is a financial advisor at Fidelis Capital with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory role, he is a managing member and owner of his wife’s clothing brand, Lucidcupid. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis to guide portfolio decisions and offers a range of services including portfolio management, financial planning, and business consulting.

Kamella Davis is a financial advisor with Flaharty Asset Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior positions include roles at Morgan Stanley, Wells Fargo Advisors, and LPL Financial. She provides investment advisory services through Flaharty Asset Management, an independent registered investment advisor. 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 across 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, investing across various instruments including equities, ETFs, mutual funds, REITs, options, and alternative investments.

Dylan Arnall is a CFP® professional with five years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC. His prior roles include positions at Paychex Securities Corporation and ADP, Inc. 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, with discretionary management tailored to clients’ multi-decade time horizons and cash flow needs.

William Root is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Ameritas Investment Corp, Manatee River Financial Group, and CCF Investments. Outside of advisory work, he is a sales representative for Sutter's Quality Foods, a food distributor. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses through a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, retirement plan account management, and coordinated estate and tax planning, employing tailored long-term investment strategies with fundamental, factor, optimization, and quantitative methods.

Connor Wasson is a financial advisor with Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, HB Retirement–LPL Financial, SoFresh, and the University of Tampa. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team, utilizing both internally managed strategies and third-party managers through platforms such as Dynasty and Pontera.

Johnathan Butler is a financial advisor at Fidelis Capital with two years of industry experience. He holds the Series 65 designation and previously worked at Wells Fargo Bank from 2010 to 2022. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, nonprofit organizations, and business entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and serves a range of client types including retail, institutional, and private fund clients.

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

Richard Holle Jr. is a financial advisor at WealthPLAN Partners with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at OSAIC, Securities America Inc., and LPL Financial. He is also involved in life insurance sales through Highland Capital, offering solutions for family protection and estate taxes. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional organizations with financial planning, investment management, and retirement plan consulting. The firm uses a “Strategy Diversification” investment approach, managing portfolios across multiple asset types with discretionary oversight and periodic rebalancing.

James Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and five years of industry experience. He is also the owner and manager of Spoor Law, P.A., an estate planning and business transaction law firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm utilizes ETF-based portfolios combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Bryan Rementer is a financial advisor with Ironview Capital Management, LLC in Tampa, FL, holding a Series 65 credential and seven years of industry experience. Prior to joining Ironview in 2021, he worked at SEI Investments Management Corp from 2016 to 2020. Outside of his advisory role, Rementer owns a real estate business. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm provides discretionary portfolio management, pension consulting, and financial planning, employing a variety of investment strategies and offering access to alternative investments and private funds.