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.

Michael Talbot is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 12 years of industry experience. He holds a Series 63 designation and has previously worked at John Mosher, Ryan Eichler, and Northwestern Mutual Investment Management. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages about $965.6 million in assets with a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and model portfolios.

Paul Sullivan is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Unique Wealth, he worked at Lee, Nolan & Koroghlian LLC, a MassMutual agency, and has experience in sports media and education. Outside of his advisory role, he is also an insurance agent with Lee, Nolan & Koroghlian LLC. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and offering access to model portfolios, sub-advisers, and independent managers, including advisory services related to digital assets.

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.

Steven Kohman is a financial advisor with Lange Financial Group, LLC, holding CPA credentials and 23 years of industry experience. He has been associated with Lange Financial Group and its predecessor firms since 1996 and operated his own CPA tax preparation business on a part-time basis. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services. The firm refers clients to independent investment managers rather than managing assets directly and offers educational programming such as seminars and a monthly newsletter.

John Mosher is a CFP® and ChFC® with 26 years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2021, following over two decades at Northwestern Mutual. Mosher serves as Membership Chairman and on the Investment Committee for Copperhead Charities, a nonprofit organization. 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 tailored to client objectives and utilizes model portfolios, sub-advisers, and third-party money managers, including services for digital assets and held-away accounts.

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.

Ralph Profeta is a financial advisor at Darwin Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Carillon Tower Advisers and Eagle Fund Distributors. Outside of his advisory work, he creates wooden fish as a hobby under the business FloridaWood. Darwin Wealth Management serves individuals, high net worth clients, and business entities by offering portfolio management, financial planning, consulting, and pension plan services. The firm employs a model portfolio approach with third-party managers and utilizes technology platforms such as Betterment for Advisors to support a range of asset types and strategies.

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.

Stephen Scott is a CFP® professional with 14 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2011. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, multi-asset diversification with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

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.

Kamil Polkowski is a financial advisor at FFO Investments LLC in Tampa, FL, with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including Sandy Morris Financial & Estate Planning Services, Fisher Investments, and Mass Mutual. Polkowski also served in the US Army for six years. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services through a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs with coordinated wealth management and financial planning. The firm integrates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals.

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.

William Hallmann is a financial advisor at Craft Wealth Services with 18 years of industry experience and holds a Series 66 designation. He has previously worked at firms including LPL Financial and operated his own advisory and CPA practices. Outside of his advisory role, Hallmann is the owner and president of a CPA firm specializing in tax preparation and accounting. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented investment approach combining fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicolas Toadvine is a CFP® professional with 26 years of experience in the financial services industry, currently serving at Calton & Associates, Inc. since 2016. In addition to his advisory role, he teaches personal finance at Florida Southern College, serves on the board of the YMCA of West Central Florida, and provides financial education through employer-based workshops. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple management options and distinct program structures, including wrap programs and separate account platforms.

Michelle Engle is a financial advisor with Capital Analysts based in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Lincoln Investment Planning, LLC, Legend Advisory, LLC, and Ameriprise Financial Services, Inc. In addition to her advisory work, she provides life and disability insurance to clients. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with access to third-party managers and customizable portfolio options.

Robert Thigpen is a financial advisor at Cyndeo Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Hoornstra Financial Group. Outside of his advisory role, he manages an agricultural farm land entity with limited administrative duties. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and consulting. The firm uses customized investment models and a broad range of asset classes, and it offers specialized business advisory services for middle-market clients.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

Karrisa Marinez is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Coffee Uniting People. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, investment management, financial planning, and retirement services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.