At Cassandra Smalley Wealth Management, we help women business owners, executives, physicians, and tech-professionals simplify complex financial decisions and build wealth with confidence. We specialize in helping women save on taxes and build wealth for retirement while managing demanding careers, growing businesses, family responsibilities, and long-term financial goals. Our mission is to help women feel informed, empowered, and fully engaged in their financial lives while closing the gender wealth gap through education, transparency, and authentic relationships. Many of the women we work with are highly successful professionally but want a clearer strategy around retirement, investing, equity compensation, estate planning, business planning, and major life transitions. We build that road map together. With over 20 years of experience, Cassandra helps clients navigate retirement planning, investments, tax planning, stock options, employee benefits optimization, inherited wealth, college planning, Social Security strategies, and planning for business owners. Her approach goes beyond traditional financial advice. She believes wealth should create flexibility, freedom, and a life aligned with your personal values, not just a retirement account balance. After years of seeing women excluded from financial conversations or underserved by the industry, Cassandra felt called to create a different kind of advisory experience rooted in education and empowerment. That passion led her to write "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life," a book that makes financial concepts more approachable through relatable stories and real-life experiences. Cassandra is the proud mother of two daughters and understands firsthand the realities of balancing career, family, and financial goals during the busy years of life. Outside of work, she enjoys exploring Florida springs and spending time outdoors with her family. Cassandra is a Fee-Only Fiduciary, a CERTIFIED FINANCIAL PLANNER™, and a Chartered Financial Analyst professional. She earned an MBA with a Finance concentration from UNF and an undergrad from UF. Cassandra has been recognized by Forbes and SHOOK Research as one of America’s Top Women Wealth Advisors and Top Next-Gen Wealth Advisors, as well as by Working Mother Magazine as a Top Wealth Advisor Mom. Based in the St. Petersburg, Clearwater, and Tampa Bay area, Cassandra serves clients virtually across the United States.

Keith Amburgey is a CFP® with 16 years of industry experience and has been with Rutherford Asset Planning, Inc. since 2009. He is based in Tampa, FL, and holds a Series 63 license. Rutherford Asset Planning, Inc. provides discretionary investment management and family-office services to individuals, trusts, estates, and business entities, managing approximately $181 million across about 77 client relationships. The firm serves both high-net-worth and individual clients, emphasizing an asset-allocation first approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers integrated legal, tax, and investment services through an in-house licensed attorney.

Darryl Poisson is a financial advisor at DJP Wealth Management, LLC in Tampa, FL, with 18 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2010. In addition to his advisory role, he is a licensed insurance agent in Florida. DJP Wealth Management provides discretionary investment management, financial planning, and pension consulting services to individuals, employee benefit plans, charitable organizations, and corporations. The firm customizes portfolios using a combination of fundamental, technical, charting, and cyclical analysis, and offers a diverse range of investment options including equities, debt, mutual funds, ETFs, options, and derivatives.

Duane Eatherly is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been the sole advisor at Sunrise Wealth Management, LLC since 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm uses three proprietary model portfolios and combines fundamental, technical, and cyclical analysis to guide investment decisions, managing approximately $6.8 million in client assets.

Jonathan Higgins is a Series 65-licensed financial advisor with Sterling Advisory Services, LLC, based in Brandon, FL. His prior work experience includes roles at The University of Florida, Orlando Health, Florida Heart and Vascular, and Vascular and Endovascular Consultants of Orlando. Sterling Advisory Services, LLC is a solo registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to construct and monitor client portfolios and prepares customized Investment Policy Statements.

Eric Difrancesco is a financial advisor with Investors Choice in Tampa, FL, holding Series 63 and Series 65 designations and with 23 years of industry experience. He has been with Investors Choice since 2000 and concurrently serves as a U.S. government contractor involved in military-to-military exercise planning related to counterterrorism. Investors Choice is a registered investment adviser specializing in the sale and placement of insurance-based products such as index strategies, annuities, and life insurance. The firm’s approach centers on aligning investment strategies with clients’ long-term goals and risk tolerance through insurance company platforms, without trading client securities or holding custody of brokerage accounts.

Alexander Skijus is a financial advisor at True Life Wealth Management, LLC in Tampa, FL, holding a Series 65 credential and with 11 years of industry experience. He has worked at True Life Wealth Management since 2018 and previously at Sandy Morris Financial. Outside of his advisory role, Mr. Skijus is the owner and sole agent of Life Capital Strategies, an independent insurance agency. True Life Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management and financial plans. The firm employs a variety of analytical methods and a long-term trading approach, and it also provides a subscription newsletter that may include specific buy/sell recommendations.

Terence O'Grady is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of O'Grady Financial LLC, an independent firm he has led since 2019, following seven years at LPL Financial. O'Grady Financial LLC serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm uses client-specific investment policy statements and fundamental analysis, along with third-party managers and model portfolios, to implement asset allocation and portfolio supervision.

Curtis Diaz is a Certified Financial Planner® with 10 years of industry experience, currently serving as the sole advisor at Great Blue Financial. His prior roles include positions at Northbridge Financial Group, LPL Financial, Cambridge Investment Research Advisors, and Fidelity Brokerage Services. Great Blue Financial is an independent, state-registered advisory firm that provides financial planning and portfolio management to individuals, employer retirement plan sponsors, and charitable organizations. The firm combines modern portfolio theory with both passive and active strategies, offering a range of services including pension consulting and retirement-plan advisory that are uncommon for firms of its size.

Kevin Kuo is the sole advisor at Kevin Investments and holds a Series 65 designation with one year of industry experience. He has a background in dentistry, working as an endodontist and root canal specialist at Kevin Dental, PLLC. Kevin Investments is a newly formed advisory firm that provides tailored financial and investment planning services to individuals and high-net-worth clients. The firm emphasizes passive index funds and ETFs, employing various analytical methods to inform recommendations, and delivers services primarily through one-time financial plans without discretionary portfolio management.

Mark Merrill Jr. is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Modified Investments, an independent firm based in Tampa, FL, and has prior experience at DeBartolo Development, Clearwell Group, Franklin Street, and the University of Florida. Modified Investments serves a small number of primarily high-net-worth clients, providing discretionary portfolio management and separately managed accounts. The firm employs a variety of investment strategies, including long/short equity, and utilizes fundamental, quantitative, technical, charting, and cyclical analysis. It is notable for offering performance-based fee arrangements for qualified clients and requires asset custody with specified broker-dealers for best execution and research access.

Hi, I'm Amy - founder of AFT Planning, a fee-only financial planning firm serving clients in the Tampa Bay area and remotely across the US. I work with mid-career professionals who are ready to rethink what a fulfilling life can look like outside the traditional 9-to-5-until-65 path. Maybe you're feeling burnt out, curious about a sabbatical, considering a career change, or working toward financial independence. Whatever's driving the question, I help you build a plan that fits the life you're actually trying to live. My process starts with a strong financial foundation - cash flow, spending, savings, investments, tax strategy, insurance, and estate basics. From there, ongoing planning becomes a year-round thinking partnership: adapting as life evolves, modeling "what if" scenarios, and helping you make confident decisions about work, income, and lifestyle flexibility. I've been in the financial advice industry since 2012 and hold both the CFP® and CFA designations. I work on a fee-only basis with no investment minimums. Outside of work: niche museums, failing upwards at new hobbies, and petting cats.

Robert Guiterman is a financial advisor with Sealex Advisory, LLC in Tampa, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Ameriprise LLC and Fsc Securities prior to joining Sealex Advisory in 2022. Guiterman is also a licensed insurance agent. Sealex Advisory provides portfolio management and financial planning services to individuals and high-net-worth clients, focusing on mutual funds, equities, ETFs, fixed income, and Treasury inflation-protected securities. The firm’s investment approach is based on modern portfolio theory and long-term trading, with an emphasis on documented risk tolerance and equitable allocation of investment opportunities.

Joseph Mcelwee is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Legacy Wealth Planning Group since 2023. Prior to founding his firm, he worked for 17 years at T. Rowe Price Investment Services, Inc. in Tampa, FL. Legacy Wealth Planning Group is an independent advisory firm offering fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and active management techniques.

Paige Gunn is the principal of Gunn Financial Advisors, LLC in Safety Harbor, FL, holding a Series 66 license with 11 years of industry experience. Her prior experience includes roles at The Harwood Insurance Group, Harwood Financial Group, and Palm Harbor Group, LLC. Outside of advisory services, she is a licensed insurance agent and involved in managing a non-investment-related real estate holding company. Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth clients, trusts, and qualified retirement plans. The firm also offers ERISA-plan services to plan sponsors, employing tailored investment programs that incorporate fundamental and technical analysis along with modern portfolio theory.

David Robbins is a financial advisor at Varney Wealth Management in Tampa, FL, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked for twenty years at the Florida Health Sciences Center, dba Tampa General Hospital. Varney Wealth Management is a solo advisory firm focusing on personalized financial planning for individual and high-net-worth clients, primarily with retirement-focused plans. The firm emphasizes low client costs, client education, and tailored planning without ongoing portfolio management or discretionary authority.

William Hussey is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Cleartree Asset Management, Inc. Located in Tampa, FL, he has previously worked at Sutton Wealth Advisors, Inc. and Securities Service Network, Inc. Hussey holds a Series 66 license and has been with Cleartree since 2018. Cleartree Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, managing accounts with strategies that include long-term trading and more active techniques such as options and short sales, tailored to client objectives and risk tolerances.

Carlos Cortez is the founder and sole advisor of Cortez Wealth Advisors LLC, based in Oldsmar, Florida, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at World Equity Group and Retirement Wealth Advisors, Inc. Outside of his advisory work, Cortez hosts the "Scriptures & Wallstreet" podcast, which he started in 2024. Cortez Wealth Advisors LLC provides financial planning and facilitates relationships with third‑party investment advisers for individual and high-net-worth clients. The firm focuses on asset-allocation strategies and client interviews to tailor plans and monitors recommended advisers while not directly managing client assets.

Jamie Chatman is the principal of JC Venture Capital Investments LLC and holds a Series 65 designation. He has 10 years of experience serving with the Fort Lauderdale Police Department. JC Venture Capital Investments provides non-discretionary portfolio advisory services and financial planning to individuals, families, trusts, and closely held entities. The firm combines fundamental and macroeconomic analysis with strategic and tactical asset allocation, offering tailored advice across a range of investment options while maintaining client approval on all transactions.

Jeffrey Merkow is a financial advisor at JSM Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fortis Capital Advisors, Elevate Financial Planning & Wealth Management, and Financial Engines Advisors. JSM Investment Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, private equity funds, corporations, and retirement-plan fiduciaries. The firm employs a predominantly passive global asset allocation using exchange-traded vehicles while incorporating active management, alternative investments, and options strategies as market conditions warrant.