Lucas Nisly is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation. He has been with Clarity Financial Advisors since 2026 and has prior work experience at Sweet Source Solutions LLC and Sutters' Quality Foods. Outside of his advisory role, he is involved with Sweet Source Solutions LLC, an entrepreneurial venture he has been part of since 2020. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, and coordinated estate and tax planning, employing investment strategies tailored to clients' goals with a primarily long-term focus.

Joseph Mc Fadden is a CFP® and CFA® affiliated with ProVise Management Group, LLC, based in Clearwater, FL. He has four years of industry experience, including roles at Pensionmark Financial Group and SWM Advisors, and previously worked for Aberdeen Standard Investments for 13 years. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of investment products and custodial platforms, integrates AI tools with human review, and maintains policies on liquidity and cybersecurity.

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.

Alexander Rascionato is a financial advisor at William Joseph Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC for three years. Outside of his advisory role, he is involved with CMA Health Agency and CMA Financial Group, focusing on Medicare supplement and individual health plans as an agent. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors accessed through the AssetMark platform, employing various analytical methods to develop tailored investment policy statements and asset-allocation plans.

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.

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.

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.