Eric Odum is a financial advisor with Navigar Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Navigar Advisors since 2009. Outside of his advisory role, he is involved in commercial real estate brokerage and property management through Florida ROI Commercial Properties Brokerage, Inc. and Florida Investment Real Estate, LLC. Navigar Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, implementing investment supervisory services across various securities with a client-specific Investment Policy Statement. The firm’s investment approach combines multiple analytical methods and trading strategies, conducting account reviews for policy and risk alignment.

Todd Tindall is the sole advisor at Guardian Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Guardian Advisors since 2003 and previously worked at CEA Atlantic Advisors, LLC and the Law Office of Robert Lott. Outside of his advisory role, he is a partner at Frontier Gateway Partners, a venture capital co-investment fund focused on early and later-stage private companies. Guardian Advisors, LLC is an independent advisory firm providing personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, combining passive index funds and ETFs with selective active management, and emphasizes documented client objectives through Investment Policy Statements.

Elizabeth Mc Mullen is a financial advisor at Star Harbor Investments Inc in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at Morgan Stanley and E*TRADE Securities. In addition to her advisory work, she is also an independent insurance agent selling life and health insurance products. Star Harbor Investments Inc is an SEC-registered adviser providing customized investment management and portfolio analysis primarily for pooled vehicles and institutional-type clients. The firm employs a multi-disciplinary investment process and sponsors a wrap fee program that combines transaction, custodial, and administrative costs into a single asset-based fee.

Harry Orr is the sole advisor at Orr Financial, LLC, an independent registered investment adviser based in Tampa, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having founded Orr Financial in 2001. Outside of his advisory work, he serves as managing member of L&O Leasing, LLC, a residential rental property management business. Orr Financial primarily serves individual clients, offering portfolio management, monitoring of third-party money managers, and financial planning. The firm’s investment approach focuses on asset allocation and modern portfolio theory, utilizing equities, fixed income, mutual funds, and ETFs, with due diligence applied to outside managers when recommended.

Samuel Martinez is the principal of S.mart Advising Inc in Tampa, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His career includes roles at Crescendi Group, LLC, The Exit Strategy Co., and Blu Sky Coaching, Inc. Outside of advising, he serves as chairperson for Methodist United in Prayer, a nonprofit focused on fundraising and community outreach. S.mart Advising provides discretionary asset management, financial planning, and pension consulting services to individual investors and business entities, including qualified retirement plans. The firm utilizes platform- and model-based portfolio solutions, active co-advisory relationships, and a combination of analytical methods and trading strategies to manage client assets.

Christian Pearson is a financial advisor at 4 Vertical with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at firms including Treloar & Heisel, Inc., MassMutual, and LPL Financial. He is also CEO of Alafia Consulting LLC, a business development firm for startups. 4 Vertical is an independent, state-registered investment adviser serving individuals and qualified retirement plans. The firm uses a tactical allocation strategy with customized portfolio management and offers pension consulting, participant education, and ERISA 3(21) advisory services on a primarily non-discretionary basis.

Dianne Hively is a Series 65 licensed financial advisor with 8 years of industry experience, currently serving as the sole advisor at Hivest Financial LLC in Tampa, FL. She has worked with Hivest Advisors Inc. since 2017 and Hivest Financial LLC (formerly Hobson Advisors LLC) since 2009. In addition to her advisory role, she is a partner in Staples Enterprises, Inc. and owner of Hobson Travel Ltd., and holds a CPA designation through which she performs consulting services within Hobson Advisors LLC. Hivest Financial provides advisory and financial planning services to high-net-worth individuals and corporate clients, focusing on investment planning, retirement and college planning, and debt and insurance reviews. The firm emphasizes fundamental analysis and employs a range of strategies including long-term, short-term, and options approaches, often directing clients to third-party investment advisers and including allocations to private funds and alternatives in client portfolios.

Simon Rosenberg is a CFA® charterholder with 17 years of experience in the financial industry. He is the sole advisor at Homestead Financial Partners and has previously worked at Snow Capital Management, Sabal Trust, and HCI Group, Inc. Rosenberg is also an investor in Allegheny BC Two, a company that owns several apartment complexes. Homestead Financial Partners provides asset management and financial planning services to individual and high-net-worth clients, focusing on a value-oriented investment approach that emphasizes dividend yield and growth, combined with a mix of fixed income to meet client objectives. The firm integrates a tax-aware perspective, supported by its managing member’s CPA license, and offers portfolio management tailored to each client’s risk tolerance and circumstances.

Sam Blade is the principal of Blade Financial, an independent financial advisory firm based in Tampa, FL. He holds a Series 65 credential and has no prior industry experience. His work history includes positions at Advent Health, University of Michigan Health, Lyft, Uber, and GrubHub. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a client-focused investment process that includes asset allocation, fundamental and technical analysis, and market-timing, offering both discretionary and non-discretionary management as well as standalone planning and consultation.

David Olsen is a financial advisor with Retirevest Financial, LLC in Tampa, FL. He holds the ChFC® and Series 63 designations and has 13 years of industry experience. Prior to founding Retirevest Financial, he worked with Accelerate Financial Group, LLC and has operated as a sole proprietor since 2003. Olsen is also responsible for managing a licensed insurance agency that offers fixed insurance products such as life insurance, annuities, and long-term care policies. Retirevest Financial, LLC provides investment management, customized financial planning, and insurance solutions primarily for pre-retirees and retirees. The firm uses a goals-based investment approach focused on fundamental analysis, asset allocation, diversification, and risk management.

Kendall Maccagnan is a CFP® certificant and managing member of Off the Bay Wealth LLC in Tampa, FL, with experience at firms including TD Synex and CliftonLarsonAllen. She also manages a real estate entity, KMLV Real Estate 1, dedicating a small portion of her time to this activity. Off the Bay Wealth provides asset management, financial planning, tax planning, and consulting services to individual and corporate clients. The firm employs a mix of tactical and strategic asset-allocation techniques tailored to client objectives and risk tolerance, offering fixed-fee and hourly engagement structures rather than percentage-based fees.

John Reynolds is a financial advisor at Hyde Park Wealth LLC in Tampa, FL. He holds a Series 65 designation and has been in the industry since 2025. Prior to his current role, he worked at Brown Edwards & Company and several blockchain-related organizations, including Block.one and the EOS Network Foundation, where he serves as Vice President of Finance. Hyde Park Wealth LLC is an SEC-registered investment adviser providing discretionary portfolio management and written investment policy statements for individual and high-net-worth clients. The firm employs a broad investment approach that includes fundamental analysis and modern portfolio theory, covering a wide range of asset classes such as private placements, venture capital, and digital assets.

Cedric Powell is the sole advisor at Powell Wealth in Tampa, FL, with 21 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to founding Powell Wealth, he worked at Ameriprise and spent over 17 years with Northwestern Mutual in various capacities. Outside of financial advising, Powell is an author of two books, "She Rich" and "Sell or Starve," and is involved in multiple business ventures including construction services and marketing. Powell Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, small businesses, unions, trusts, and corporate entities. The firm’s investment approach incorporates quantitative, fundamental, technical, and economic analysis to guide strategic asset allocation across multiple asset classes, with portfolio implementations primarily using ETFs, mutual funds, fixed income, and equities.

David Carson is a financial advisor with DTCARSON Asset Management in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including prior work at Oak Grove, LLC. DTCARSON Asset Management provides discretionary portfolio management and standalone financial planning services to individual clients. The firm’s investment approach is primarily guided by technical analysis and employs strategies such as ETFs and options under limited discretionary authority, focusing on aligning with client objectives and restrictions.

Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

Benjamin Trigsted is a financial advisor at Trigsted Wealth Advisory in Tampa, FL. He holds a Series 65 designation and has been working in the industry since 2022. Prior to founding his independent firm, he worked at TRC Advisory and Keyrus, and has academic experience from the University of North Carolina, Chapel Hill, and the University of California, Los Angeles. Trigsted Wealth Advisory provides financial planning and investment advisory services to individuals, families, and high-net-worth clients. The firm offers a range of fee structures, including fixed fees for comprehensive plans, subscription billing, and hourly consultations, and customizes investment recommendations based on client objectives, risk tolerance, and other factors.

James Waters is the sole advisor at Waters, James J., an independent firm. He holds Series 65 and Series 66 licenses and has 25 years of industry experience, including roles at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer for the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, including 401(k) plans, pension and profit-sharing plans, IRAs, trusts, corporations, and not-for-profits. The firm’s investment approach emphasizes strategic asset allocation across broad asset classes using predominantly no-load, lower-expense mutual funds, with periodic rebalancing and a long-term, buy-and-hold strategy. Advice is delivered on a non-discretionary, consultative basis with a focus on retirement distribution planning.

Raymond Ifert is a financial advisor at REI Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with REI Wealth Management since 2014. Outside of his advisory role, he serves on the audit and capital campaign committees of the Tampa Museum of Art and participates in the Community Foundation of Tampa Bay’s Council of Professional Advisors. He also works as an independent insurance agent and occasionally serves as an expert witness in arbitration. REI Wealth Management serves a diverse client base including individuals, high-net-worth clients, family entities, foundations, trusts, businesses, and institutional clients such as insurance companies. The firm employs an open-architecture investment approach, combining active and passive strategies across multiple asset classes, and offers family office services along with customized retirement plan analyses.

Pierre Emmanuel Jouve is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at InsuraWealth, LLC in Tampa, FL. He founded InsuraWealth in 2016 after a brief tenure at Mass Mutual and also serves as the founder of Parkbo, LLC, a fintech company unrelated to his advisory services. InsuraWealth is an independent, state-registered investment advisor serving individual, charitable, corporate, and pension clients. The firm primarily constructs passively oriented portfolios and offers pension and profit-sharing plan consulting with a focus on fiduciary obligations under ERISA.

Susan Adam is the principal of SA Investment Advisory in Brandon, FL, holding a Series 65 license with one year of industry experience. Before founding her advisory firm, she worked at ONE Medical and NOAH. In addition to her financial advisory work, she practices as a nurse practitioner for an internet-based telehealth company. SA Investment Advisory provides non-discretionary investment advice and consulting to individual and high-net-worth clients, focusing on tactical allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm does not manage client assets or provide discretionary portfolio management, instead offering tailored recommendations across a broad range of securities and charging hourly fees.