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.

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.

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.

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 in Seminole, FL, with seven years of industry experience. He holds Series 63 and Series 65 designations 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 ETFs, complemented by active management and options strategies as market conditions dictate, and offers various engagement types including hourly advice and subscription services.

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.

Michael Klimis is a CFP® professional with 47 years of experience in the financial advisory industry. He has been the principal of Klimis & Associates Advisory, Inc. since 1983 and previously worked at FSC Securities Corporation for 30 years. Klimis serves on the board of directors for the Clearwater Free Clinic, a nonprofit providing medical services to uninsured individuals, where he is involved in property development and facility expansion. Klimis & Associates Advisory, Inc. offers customized financial planning services primarily for individuals, including high-net-worth clients, focusing on comprehensive written plans covering investments, insurance, and retirement. The firm emphasizes planning and broad diversification without discretionary management, often coordinating implementation through affiliated broker-dealer services.

James Florio is a Series 65-licensed advisor with Florio Wealth Management, LLC in Seminole, FL, where he has worked since 2020. He has 5 years of industry experience and also maintains a 20-year involvement with Ensured Futures. Florio is a licensed life and health insurance agent. Florio Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on fixed-income securities and exchange-traded funds. The firm uses a modern portfolio theory approach and refers client assets to third-party money managers, monitoring their performance without exercising investment discretion.

Brandon Grundy is a CFP® with 19 years of experience in financial advising. He has been with Ridgeview Financial Planning since 2014. Ridgeview Financial Planning provides comprehensive financial planning and investment advisory services to individuals, small businesses, and foundations or charitable organizations. The firm uses a Core + Satellite investment approach and is noted for its work with foundations and charitable organizations, as well as its coordination with outside attorneys and accountants.

Donna Morrall is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. Her background includes roles at Clear Waters Financial Planning LLC and Ramboll. She is a board member of the nonprofit Forever Our Rivers, where she provides financial and investment advice for educational purposes. Clear Waters Financial Network LLC is a fee-only investment adviser offering financial planning and portfolio management to individuals, small businesses, and nonprofits. The firm combines fundamental and technical analysis to create tailored portfolios that balance risk and objectives, employing both passive and active strategies.

Steven Bove is a CFP® and CFA® with 22 years of experience in financial advising. He is the sole advisor at LeBrigh Life Planners, an independent firm he has been with since 2004. The firm provides fee-only financial planning and portfolio management services primarily to individuals and high-net-worth households. LeBrigh Life Planners focuses on comprehensive planning covering retirement, tax, estate, insurance, and education matters. Investment management is conducted on a non-discretionary basis, emphasizing customized plans diversified across equities, fixed income, and alternative assets, with client portfolios reviewed quarterly.

Bradley Sorensen is a CFA® charterholder with 22 years of industry experience. He currently serves as the sole advisor at U.S. Cherry LLC in St. Petersburg, FL. His prior experience includes roles at Charles Schwab, IHL Investment Services, and investment research positions at Zacks Investment Research and Cornerstone Portfolio Research, where he works as a senior research analyst and portfolio manager respectively. U.S. Cherry is an SEC-registered, internet-based robo-advisor serving retail individuals, corporate clients, institutional investors, trusts, and endowments. The firm uses technology-driven, proprietary algorithms to deliver automated portfolio management and digital financial-planning tools across multiple account types, emphasizing ETF-based model portfolios with features such as ESG and factor exposures and crypto-ETF options.

Daniel Wendol is a CFP® with 12 years of industry experience, operating as the sole advisor at Dolphin Financial Group in Clearwater, FL. He is also the owner and a licensed insurance agent of Dolphin Insurance, Inc., a related financial services business. Wendol’s prior experience includes work with Dolphin Wealth Management, Inc. and Dolphin Insurance, Inc. Dolphin Financial Group provides discretionary asset management, fixed-fee financial planning, and referrals to third-party money managers for individual clients and other entities. The firm constructs portfolios using fundamental, technical, and cyclical analysis, often delegating to independent managers and utilizing technology platforms such as Betterment Institutional.

Thomas Eddy is a financial advisor with T.L. Eddy Financial Services, Inc. in Clearwater, FL, holding 30 years of industry experience. He has been associated with Ogilvie Security Advisors Corporation for 28 years, beginning in 1998. T.L. Eddy Financial Services, Inc. provides investment consultation, financial planning, and account management to individuals, trusts, pension plans, and municipalities. The firm primarily uses a non-discretionary advisory model and integrates tax preparation and broader financial advice into its services.

Keith Dunn is the sole advisor at Johnson Dunn Capital Advisors, Inc., an independent firm based in Palm Harbor, FL. He holds Series 63 and Series 65 licenses and has 47 years of industry experience, including 12 years with Wells Fargo Advisors Financial Network LLC before founding his current firm in 2022. Johnson Dunn Capital Advisors provides fee-based, custom investment management services to individuals, trusts, estates, corporations, charitable organizations, and other registered investment advisers. The firm employs a tactical allocation strategy that incorporates fundamental and technical analysis across various time horizons, regularly reviewing portfolios to adjust for market conditions and client needs.

John Sellas is a financial advisor at National Retirement Plan Services, Inc. in Tampa, FL, with 17 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. Beyond his advisory role, he operates John A. Sellas, CPA, providing tax advisory, trust management, and estate planning services. National Retirement Plan Services, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm provides tailored discretionary asset management and consulting, using fundamental, technical, and cyclical analysis, and facilitates third-party money manager relationships.

Christian Baldino is the sole advisor at Florida Estate and Retirement Planning Advisors, LLC, with 14 years of industry experience. He holds a Series 65 designation and has worked in financial planning and insurance sales since 2009. Approximately 75% of his time is dedicated to his role as a licensed insurance agent at Florida Estate and Retirement Planning Center. Florida Estate and Retirement Planning Advisors, LLC provides fee-based financial planning and consulting services to individual clients, focusing on cash flow, college funding, retirement, tax planning, and estate conservation. The firm acts as a solicitor for third-party money managers and does not directly manage client assets or accept discretionary trading authority.

James Waters is an independent financial advisor at Waters, James J. with 25 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients. The firm’s approach emphasizes strategic asset allocation through predominantly no-load, lower-expense mutual funds, with a long-term buy-and-hold orientation tailored to each client’s needs.