Pritam Dhavale is a financial advisor with Wealth Compounders LLC, holding a Series 65 designation and eight years of industry experience. He has been with Wealth Compounders since 2018 and has prior experience at Pre-Rush Inc. Wealth Compounders LLC is a small independent advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a combination of charting, fundamental and technical analysis, and implements various strategies including derivatives and options trading, with a focus on non-discretionary asset management.

Brian Walker is a financial advisor with Mansion Wealth in Tampa, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Primerica Financial Services, Primerica Advisors, and Primerica Mortgage. Outside of his advisory work, he serves as president of Team Do It, Inc., an entity formed for Primerica business purposes. Mansion Wealth is a newly formed investment adviser that plans to offer fee-based comprehensive financial planning combined with discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, value-oriented long-term asset allocation with the flexibility for tactical shifts based on fundamental analysis.

As Founder & CEO of BayView Financial Planning, Stacy Miller leads an independent fee-only fiduciary firm serving clients nationwide from Tampa Bay. She holds the Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and Certified Financial Transitionist (CeFT®) certifications, a distinctive combination that reflects her specialized expertise in navigating financial decisions during life’s transitions. Inspired by her experience as a military spouse and her passion for women’s financial independence, Stacy founded BayView Financial Planning to help women, widows, and military-connected families invest in their own future financial security through the tides of life. A nationally recognized financial planner and speaker, Stacy blends technical expertise with empathy, helping clients navigate life changes such as career transitions, loss, military moves, and new financial responsibility with clarity and confidence. Her insights have been featured in The Wall Street Journal, The New York Times, and numerous other media outlets.

Nathaniel Skelly is a CFP® professional with 8 years of industry experience, currently serving as the sole advisor at Financial Pathway LLC in Wesley Chapel, FL. Prior to founding Financial Pathway, he worked at Edward Jones and Huntington National Bank. Outside of his advisory role, he coordinates and hosts annual guided tours of Israel through Land of the Bible Tours. Financial Pathway is an independent advisory firm that provides investment management, financial planning, coaching, and retirement plan consulting to individuals, charitable organizations, and businesses. The firm emphasizes passive investment strategies based on Modern Portfolio Theory and factor analysis and typically manages assets on a non-discretionary basis with regular account reviews.

Jeremy David is a financial advisor at Noble Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Noble Wealth Advisors, LLC, he worked at Northwestern Mutual and Raymond James. In addition to advisory services, he provides insurance through Noble Insurance Planners, LLC and tax preparation services via Noble Tax Strategies, LLC. Noble Wealth serves retail investors, including individuals and small businesses, offering a combination of discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-account rollover advice. The firm employs both passive and active investment strategies using ETFs, mutual funds, equities, and fixed income, and integrates fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Stephen Earner is a financial advisor at Earner Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC, Raymond James & Associates Inc, and Louis Dreyfus Company. Earner Wealth LLC provides portfolio management, financial planning, and educational seminars to individuals, trusts, and estates. The firm uses a variety of analytical methods and implements both long-term and active trading strategies, including alternative investments, serving a small client base with bespoke, discretionary management.

Joshua Ballard is a financial advisor with Blue Ocean Wealth Management, LLC in Clearwater, FL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Blue Ocean Wealth Management since 2016. Blue Ocean Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and subscription-style services. The firm sponsors a wrap-fee program and employs a combination of analytical methods and investment strategies tailored to each client’s needs, with a notable focus on managing primarily non-discretionary assets.

Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high net worth clients, as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while avoiding frequent trading.

Frank Diana is a financial advisor with Sterling Bridge Financial Group LLC, holding a Series 65 credential and six years of industry experience. He is co-owner of Senior Benefit Resources, an insurance agency specializing in life insurance and fixed indexed annuities. Diana also holds roles with Diana Landi Holdings Company and Frank Diana Inc. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, by providing discretionary portfolio management and integrated financial planning. The firm emphasizes a long-term investment approach based on modern portfolio theory, often recommending indexed mutual funds, ETFs, and iShares, and offers no-cost educational seminars to clients and the public.

Xuelong Zhou is a CFA® charterholder affiliated with RSA Capital and has recently begun his career in the financial advisory industry. Prior to joining RSA Capital, he worked at RockyStream Global Wealth Management LLC and Wells Fargo & Company. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, with a notable presence of foreign clients mainly from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering diversified allocation programs and a quantitative stock selection strategy focused on the S&P 500.

Nermine Bolos is a financial advisor with Unified Wealth Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Western Southern Life, W&S Brokerage Services, and Trinity Angels, LLC. She is active in the community as an ambassador for the Greater Pasco Chamber of Commerce and co-leads the Westshore Chapter of the Power Gals Networking Group, a professional women's networking organization. Unified Wealth Management provides comprehensive financial planning and portfolio management to individuals, businesses, trusts, and nonprofit organizations. The firm manages approximately $151 million in client assets using a fiduciary approach that combines fundamental analysis, modern portfolio theory, and technical tools to develop diversified, client-specific investment strategies.

Samuel Kust is a Series 65-licensed financial advisor at Maggi Investment Services, LLC with three years of industry experience. His prior roles include positions at Fidelis Wealth Management, Munson Financial, and International Assets Investment Management. Kust is also a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services, LLC provides personalized financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often managing assets through third-party managers with regular account reviews.

Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and New York Life Insurance Company. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients, offering model portfolio management, discretionary asset management, and estate-planning facilitation through third-party platforms. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and emphasizes client education through seminars, newsletters, and testimonials.

Wayne Fernow is a financial advisor with American Family Legacy Group in Tampa, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has worked at firms including Aflg Insurance, American Private Equity, Equitable Advisors, and Chase Investment Services Corp. since 2001. American Family Legacy Group serves individual clients, high-net-worth households, corporations, trusts, estates, and pension/profit-sharing plans, managing approximately $44 million across 112 client relationships. The firm uses a fundamentals-based investment process with a tactical asset allocation overlay, employing a range of investment vehicles and offering discretionary management alongside financial planning and consulting services.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 15 years of industry experience. He holds a Series 65 designation and serves as Vice President of College Funding of Tampa Bay, providing college and financial aid education. In addition, he is Vice President at Maggi Tax Advisory Group, Inc., where he is involved in insurance sales and tax preparation. Maggi Investment Services, LLC offers personalized financial planning and asset management services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, provides both discretionary and non-discretionary management, and frequently utilizes third-party money managers.

James Koford is a CFP® with five years of industry experience and currently serves at Hammerhead Financial Strategies, LLC. He has previously worked with Kitces.com and operates Shark Investing, Inc., a subscription-based market commentary website where he contributes content and marketing efforts. Hammerhead Financial Strategies provides discretionary portfolio management and financial planning primarily for high-net-worth clients, employing an active, opportunistic investment approach that integrates technical momentum, asset allocation, and behavioral analysis.

Jonathan Briggs is a CFP® professional with 16 years of industry experience. He is currently associated with BRIA Capital Group, LLC and Tampa Wealth Partners Corp., having previously worked at Prudential Insurance Company of America and Pruco Securities LLC for ten years. Outside of his financial advisory roles, he is the managing member and owner of a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using a combination of fundamental and technical analysis and offers a faith-based investment overlay upon request.

John Falker is a financial advisor with Falker Investments Inc. in Edina, MN, holding a Series 65 designation and 27 years of industry experience. He has been with Falker Investments since 1996. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, as well as a small number of charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide investment decisions.

Anthony Landi is a financial advisor with Sterling Bridge Financial Group LLC in Palm Harbor, FL, holding a Series 65 credential and six years of industry experience. He has been with Sterling Bridge since 2019 and is also involved in non-investment-related businesses, including serving as a manager at Diana Landi Holdings Company and as an officer/director at Anthony Landi Inc. Additionally, he owns Senior Benefit Resources, PLLC, an investment-related business selling insurance products. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and integrated financial planning. The firm follows a long-term investment approach based on modern portfolio theory and provides no-cost public seminars alongside its advisory services.