Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.

Gary Ross is a financial advisor with Premier Private Wealth Management, LLC in Palm Harbor, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Veterans AC & Heat Inc. and multiple investment-related firms. He has a background that includes ownership interests in real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach blending active and passive strategies and manages a high client load relative to its advisor count.

Cheryl Mccarthy is a financial advisor at Commoncents Wealth Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Gradient Investments, LLC and 40 Day Wealth, LLC. Outside of advisory work, she operates Common Cents Tax and Accounting Services, Inc., providing accounting and tax services, and is involved in physical precious metals sales and legal services through subcontracting. Commoncents Wealth Advisors, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and provides access to third-party money managers and model portfolios.

Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with a Series 65 designation and three years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Senior Benefit Resources. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and the selection of third-party investment managers. The firm employs modern portfolio theory and a long-term trading approach, offering portfolios that include traditional and alternative investment products, and also hosts no-fee educational seminars for clients and the public.

Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Sandy Morris Financial Services and Sandy Morris Insurance Services. In addition to advisory work, he is a licensed insurance agent in Florida, offering life insurance, Medicare, and annuity products. Pearl Wealth Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of quantitative and qualitative investment methods. The firm offers discretionary management, financial planning, and access to third-party money managers, with a notable inclusion of insurance and annuity products as part of its comprehensive service offering.

Carl Von Dem Bussche Jr. is a CFP® and holds a Series 65 license with 24 years of industry experience. He has been with Financial Guidance Group, Inc. since 1994 and previously worked 12 years at Relevant Church. Financial Guidance Group, Inc. serves individual investors, including high-net-worth and non-HNW clients, and provides retirement plan consulting for plan fiduciaries. The firm focuses on creative professionals and offers discretionary investment management, wealth planning, and retirement advisory services using a tax-efficient, risk-managed approach grounded in modern portfolio theory.

Carl Von Dem Bussche Sr. is a CFP® with 33 years of industry experience. He has been with Financial Guidance Group, Inc. since 1996. Financial Guidance Group serves individual investors across various age groups, including both high-net-worth and non-high-net-worth clients, with a particular focus on creative professionals. The firm offers discretionary investment management and wealth planning services, emphasizing tax efficiency and risk management through model portfolios primarily composed of ETFs, mutual funds, and bonds.

Robert Marsh is a financial advisor with Premier Private Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Gulf Coast Advisors, Realta Equities, Realta Investment Advisors, and Waddell & Reed. Marsh serves as a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor United Methodist Church Board of Education. Premier Private Wealth Management serves individual and institutional clients, including high net worth and non-HNW individuals, as well as plan sponsors and government clients. The firm employs a tax-aware, cost-sensitive investment approach using a blend of active and passive strategies, discretionary portfolio management, and ongoing rebalancing aligned with client objectives.

Michael Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at T. Rowe Price Advisory Services, Inc. and Morgan Stanley. Outside of advising, he is involved in digital marketing as owner and president of Fernluci Digital Marketing and has a role in new home construction through Jamap Home Builders. Commoncents Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party money managers and model portfolios.

Chad Clark is a CFP® professional with 24 years of experience in financial advising. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners, LPL Financial, and Edward Jones. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and business entities with portfolio management and financial planning services. The firm emphasizes individualized investment strategies using mutual funds, fixed income, ETFs, and incorporates fundamental analysis and modern portfolio theory with a long-term horizon.

Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.

Celine Pastore is a financial advisor at SimplePath Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has held roles at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory work, she is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, dedicating a portion of her time to those services. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a variety of analysis methods and manages client assets through selected third-party managers and platforms.

Evelyn Brizendine is a Series 65-credentialed advisor at Premier Private Wealth Management, LLC with one year of industry experience. She served in the U.S. Navy and Navy Reserves for a total of 20 years, including a leadership role in the Tampa administrative department. Outside of her advisory work, she owns and manages a competitive cheerleading business. Premier Private Wealth Management serves a diverse client base that includes high net worth individuals, non-HNW clients, and plan sponsors. The firm employs a tax-aware, cost-sensitive investment approach combining active and passive strategies, with discretionary portfolio management and additional services such as retirement plan consulting and professional tax preparation.

Maxime Choiniere is a CFP® professional with 10 years of experience in financial advising. He currently serves at SimplePath Wealth Management, LLC and SimplePath Insurance & Tax Planning, LLC, where he divides his time between investment advisory and licensed insurance activities. His prior experience includes roles at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a combination of fundamental, technical, charting, and cyclical analysis methods and monitors third-party managers to manage client portfolios.

Christoph Von Dem Bussche is a CFP® professional with 20 years of industry experience. He has been with Financial Guidance Group, Inc. since 2005. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, and producers. The firm provides discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

Robert Basile is a CFP® with 39 years of experience in financial advising. He is the principal of Basile Financial Group, Inc. in Palm Harbor, FL, and also serves as president of Basile CPA Firm, Inc., where he provides accounting and tax preparation services. His background includes over two decades of involvement in both financial planning and accounting businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities by providing discretionary asset management, financial planning, and public educational seminars. The firm employs a buy-and-hold, passive investment approach tailored to clients’ objectives, and offers integrated accounting and tax-preparation services through affiliated practices.

Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.

Cathy Wagner is the sole advisor at Cathy A. Wagner, CFP, RIA, with 46 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for FSC Securities Corporation for 30 years before joining OSAIC in 2023. She serves as chairperson of the Palm Harbor Fire Department Pension Plan Board, a non-compensated position. Her firm provides individualized financial planning and ongoing advice to individuals, trusts, estates, corporations, and other entities across retirement, estate, income tax, risk management, and college planning. The firm produces written recommendations through a discovery and planning process and coordinates implementation with other professionals when appropriate.

William Kemp is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses with 42 years of industry experience. His career includes roles at Northeast Securities, Inc., Northeast Asset Management, Charles Rutenberg Realty, and Dalton Wade Real Estate Group, where he currently works as a licensed residential real estate sales agent. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for around 819 clients. The firm focuses on discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis, long-term allocations, and derivatives strategies.