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.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

Justin Elliott is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Walser Wealth Management Company and previously worked at Alerity Financial Group, LLC and Beacon Asset Management. Walser Wealth Management Company is a team-based, SEC-registered advisory firm with 14 advisors managing approximately $339 million for about 677 clients. The firm offers comprehensive financial planning and portfolio management with a focus on diversified, low-cost core investments, tactical asset allocation, and periodic rebalancing.

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 26 years of experience in the industry. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Bank, and Merrill. He is a managing member and owner of his wife's clothing brand, Lucidcupid, with minimal involvement. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic organizations, and other entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and offers discretionary portfolio management alongside a range of supplementary services, including sub-advisory roles to a private fund.

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.

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.

Richard Holle Jr. is a financial advisor with WealthPLAN Partners who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked at WealthPLAN Partners since 2014, including its predecessor entities, and was previously with Securities America Inc. and LPL Financial. In addition to his advisory work, he is an agent offering life insurance solutions focused on family protection and estate tax planning. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a diversified investment approach across multiple asset types with discretionary management and ongoing account monitoring.

Jenee Peters is a financial advisor with Naples Wealth Planning in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her prior roles include positions at Platinum Wealth Partners and several iterations of Naples Wealth Planning under different registered entities. Outside of advisory work, she serves as a consumer board member on the Florida Board of Nursing. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning to high-net-worth individuals, families, trusts, and institutions. The firm uses a primarily long-term, customized investment approach involving mutual funds, ETFs, equities, bonds, and occasionally options and private investments, with continuous client oversight and discretionary authority within agreed guidelines.

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 at Ironview Capital Management, LLC in Tampa, FL, holding a Series 65 credential with eight years of industry experience. He worked at SEI Investments Management Corp from 2016 to 2020 before joining Ironview in 2021. Outside of his advisory role, he owns a real estate business. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis and employs various strategies, including options and private fund commitments, managing approximately $1.39 billion across an eight-advisor team.

Warren Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding the PFS™ designation and Series 65 license. He has 20 years of industry experience and has worked at Sorren, Inc., Sagace Wealth Management LLC, and SBF, LLC. Outside of advisory work, he manages a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning, employing ETF-based portfolios alongside fundamental and cyclical analysis. The firm is notable for its affiliations with accounting and law firms and its use of derivatives and leverage strategies.

Nathan Goad is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Alden Investment Group. His prior roles include positions at J Alden Associates, Cetera Investment Services LLC, Regions Bank, and ARS Wealth Advisors. He also provides consulting services focused on marketing, entity structuring, and tax-related matters through Soli Deo Gloria Ventures II. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm is known for its customized asset allocations that integrate proprietary strategies and third-party managers, alongside a focus on employer retirement programs and participant education.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

Michael Rogan is a financial advisor with Rogan & Associates in Safety Harbor, Florida, holding a Series 63 designation and over 40 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. In addition to his advisory role, he is an investor in The Pub at Safety Harbor, a local business. 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 and diversification-focused approach tailored to each client's objectives and risk tolerance.

Misha Mahindroo is a financial advisor at FFO Investments LLC with five years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Walser Wealth Management, Fisher Investments, Merrill, and TIAA-CREF Individual & Institutional Services. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified agreement and provides investment management, wealth coordination, tax and entity-structuring services, insurance planning, alternative investment analysis, and financial oversight.