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.

Robert Basile is a financial advisor at Basile Financial Group, Inc. with 20 years of industry experience. He holds a Series 63, Series 65, and Series 66 and has worked in various capacities including independent insurance agent and roles at LPL Financial and Pasco County School Board. In addition to his advisory work, he operates a CPA firm where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities with discretionary asset management, financial planning, and consulting. The firm uses a buy-and-hold, passive approach primarily through mutual funds and ETFs, and offers affiliated tax and accounting services as well as public educational seminars.

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.

Haralambos Kitsos is a CFP®-certified financial advisor with 34 years of industry experience, currently serving at Bradford Financial Services Corp in Tarpon Springs, FL. His career includes long-term roles at Bradford Financial Services, Securities America, Inc., and Securities Service Network, Inc. He is also licensed as a registered insurance agent. Bradford Financial Services Corp provides financial planning, portfolio management, and consulting services to individuals, corporations, and trusts. The firm employs a mix of discretionary and non-discretionary strategies using multiple investment tools and combines fee-based advisory services with brokerage and insurance product offerings.

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.

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.

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. Outside of his advisory role, he is president and CEO of Drew Capital Group, where he sells life and annuity products. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, retirement-plan advisory, and financial planning. The firm emphasizes customized portfolios and ongoing personal contact, managing approximately $97.75 million in assets.

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.

George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.

Brent Williams is a financial advisor with Taylor & Williams, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with Taylor & Williams since 2001. Outside of advising, Mr. Williams manages a property through a private LLC during non-business hours. Taylor & Williams serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management and financial planning. The firm employs a values-based mission and an investment approach centered on asset allocation across model portfolios, incorporating mutual funds, ETFs, equities, and fixed-income securities, with the potential use of more complex investment vehicles depending on client risk tolerance.

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.

Ibrahim Mahmoud is an advisor at Eclat Wealth Advisors with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at firms including Raymond James & Associates and Morgan Stanley. Mahmoud is the founder of Catalyst Consultants Group, LLC, a business consulting firm focused on sales strategies. Eclat Wealth Advisors is a fee-only investment adviser serving individuals and high-net-worth clients through wealth management and financial planning. The firm employs a combination of modern portfolio theory and fundamental analysis, using both passive and active investment vehicles to meet client asset-allocation targets and offers services such as discretionary portfolio management, held-away account advisory, and fixed-fee financial planning.

Richard Morsch is a financial advisor with SCS Asset Management, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at SCS Asset Management since 2016 and previously spent 14 years with Securities Research, Inc. Morsch is also the owner of SRM Services LLC, a non-investment-related business. SCS Asset Management is a small SEC-registered firm managing approximately $30 million for about 67 clients. The firm provides discretionary and non-discretionary portfolio management, modular financial and pension consulting for individual and high-net-worth clients, and employee benefit plan services, using a tailored investment approach that incorporates fundamental, technical, and charting analysis.

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.

Nolan Hudi is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Advisory Services Network, LLC and Drew Capital Management, as well as academic experience at the University of South Florida and Texas Christian University. Outside of advisory work, he is also licensed as an insurance agent, engaging in insurance transactions related to fixed annuities and life insurance. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and provides customized portfolios using a range of investment vehicles with a long-term focus emphasizing downside protection.

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.

John Saunders is the principal of SCS Asset Management, Inc. and holds Series 63 and Series 65 licenses with 24 years of industry experience. He has worked with Saunders Financial Securities Group, LLC, Saunders Asset Management, Inc., and Securities Research, Inc. He is also involved in insurance products and pension plan consulting. SCS Asset Management is an independent SEC-registered advisory firm managing approximately $30 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, modular financial consulting, and pension consulting, tailoring portfolios using fundamental, technical, and charting analysis to meet client objectives.

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.

Colton Carnevale is a Series 65-licensed advisor at EDMP, Inc. with eight years of industry experience. He has worked at EDMP since 2018 and is also involved with FAST Graphs, Inc., a subscription service for equity research. Carnevale previously worked at Valu-U, LLC starting in 2025. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individuals and institutional clients. The firm focuses on long-term ownership with disciplined valuation criteria and manages portfolios that typically hold 25–30 equities, emphasizing fundamental factors in rebalancing decisions.