Dustin Jooste is a financial advisor at Toring Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg L.P. for ten years. Outside of advisory services, he is president and sole shareholder of Toring Consulting Services Inc., where he provides accounting and tax preparation services to individuals and small businesses. Toring Financial Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial and retirement planning, and educational seminars. The firm serves individuals, high net worth clients, trusts, estates, corporations, and charitable organizations, employing a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

You don't have a money problem. You have a too-many-decisions problem. You're successful. You're responsible. You're the person everyone depends on. You manage the bills, remember the passwords, coordinate the moving pieces, and somehow became the unofficial CFO of the household without ever applying for the job. From the outside, it looks like you've got it all figured out. Meanwhile, you're trying to make smart decisions about taxes, investments, retirement, stock compensation, college planning, aging parents, business ownership, and approximately 47 open browser tabs running in your brain at all times. And despite doing a lot of things right, you still find yourself wondering: "Am I saving enough?" "Am I paying too much in taxes?" "Can I afford this?" "What am I missing?" That's where I come in. I'm Robin Snell, CFP®, EA, founder of Nested Financial. I work with women who carry the financial mental load, professionals with equity compensation, business owners, progressive families, and LGBTQIA+ individuals and couples who are tired of trying to figure everything out alone. Through my Financial Happiness Method, I help clients organize the chaos, simplify complex decisions, and create a plan that supports the life they're actually trying to build. Together, we: ✓ Get organized without shame ✓ Create a clear plan for taxes, investments, and major financial decisions ✓ Build systems that support your real life, not financial perfection ✓ Reduce financial stress and increase confidence ✓ Make room for both future security and present-day happiness My clients don't come to me because they need another spreadsheet. They come to me because they want clarity. They want confidence. They want someone they trust to help them make smart decisions and tell them what actually matters. Financial planning isn't about becoming the richest person in the cemetery. It's about building a life you genuinely enjoy living. If you're tired of carrying the weight of every financial decision by yourself, I've got you.

Angelo Angelou is the managing member of Atrium Financial Advisors LLC in Tarpon Springs, FL, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including BluBuzzard Advisors, LLC and Albert Douglas, LLC. He serves as a board member for the Tarpon Springs Florida Municipal Firefighters Trust Fund, overseeing pension investment and administrative activities. Atrium Financial Advisors provides tailored investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s approach emphasizes fundamental analysis, long-term positions, integrated risk management, and selective use of covered options for hedging.

Brian Walker is a financial advisor with Mansion Wealth in Tampa, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Primerica Financial Services, Primerica Advisors, and Primerica Mortgage. Outside of his advisory work, he serves as president of Team Do It, Inc., an entity formed for Primerica business purposes. Mansion Wealth is a newly formed investment adviser that plans to offer fee-based comprehensive financial planning combined with discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, value-oriented long-term asset allocation with the flexibility for tactical shifts based on fundamental analysis.

Kirk Kinder is the sole advisor at Picket Fence Financial, LLC in Palm Harbor, FL, holding CFP® and Series 65 credentials with 23 years of industry experience. He has operated Picket Fence Financial since 2005 and previously managed Picket Fence Tax Service for nine years. Picket Fence Financial is a fee-only registered investment adviser serving individual clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $50.5 million on a discretionary basis and employs a modern-portfolio-theory approach using model portfolios primarily composed of ETFs, index funds, and no-load mutual funds, tailored to each client’s goals.

Stephen Earner is a financial advisor at Earner Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC, Raymond James & Associates Inc, and Louis Dreyfus Company. Earner Wealth LLC provides portfolio management, financial planning, and educational seminars to individuals, trusts, and estates. The firm uses a variety of analytical methods and implements both long-term and active trading strategies, including alternative investments, serving a small client base with bespoke, discretionary management.

Joshua Ballard is a financial advisor with Blue Ocean Wealth Management, LLC in Clearwater, FL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Blue Ocean Wealth Management since 2016. Blue Ocean Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and subscription-style services. The firm sponsors a wrap-fee program and employs a combination of analytical methods and investment strategies tailored to each client’s needs, with a notable focus on managing primarily non-discretionary assets.

Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high net worth clients, as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while avoiding frequent trading.

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.

Xuelong Zhou is a CFA® charterholder affiliated with RSA Capital and has recently begun his career in the financial advisory industry. Prior to joining RSA Capital, he worked at RockyStream Global Wealth Management LLC and Wells Fargo & Company. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, with a notable presence of foreign clients mainly from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering diversified allocation programs and a quantitative stock selection strategy focused on the S&P 500.

Nermine Bolos is a financial advisor with Unified Wealth Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Western Southern Life, W&S Brokerage Services, and Trinity Angels, LLC. She is active in the community as an ambassador for the Greater Pasco Chamber of Commerce and co-leads the Westshore Chapter of the Power Gals Networking Group, a professional women's networking organization. Unified Wealth Management provides comprehensive financial planning and portfolio management to individuals, businesses, trusts, and nonprofit organizations. The firm manages approximately $151 million in client assets using a fiduciary approach that combines fundamental analysis, modern portfolio theory, and technical tools to develop diversified, client-specific investment strategies.

Samuel Kust is a Series 65-licensed financial advisor at Maggi Investment Services, LLC with three years of industry experience. His prior roles include positions at Fidelis Wealth Management, Munson Financial, and International Assets Investment Management. Kust is also a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services, LLC provides personalized financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often managing assets through third-party managers with regular account reviews.

Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and New York Life Insurance Company. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients, offering model portfolio management, discretionary asset management, and estate-planning facilitation through third-party platforms. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and emphasizes client education through seminars, newsletters, and testimonials.

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

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.

Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 15 years of industry experience. He holds a Series 65 designation and serves as Vice President of College Funding of Tampa Bay, providing college and financial aid education. In addition, he is Vice President at Maggi Tax Advisory Group, Inc., where he is involved in insurance sales and tax preparation. Maggi Investment Services, LLC offers personalized financial planning and asset management services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, provides both discretionary and non-discretionary management, and frequently utilizes third-party money managers.

Steven Holland is a financial advisor with The Holland Group, Retirement Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and 32 years of industry experience. He is also president of The Holland Group Income Tax and Financial Strategies Inc., an affiliated insurance agency and accounting practice he founded in 1994. Holland has worked with Mutual Trust Asset Management, Inc. since 2007 as an investment adviser representative. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring asset allocation to client goals and risk tolerance.

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.

John Falker is a financial advisor with Falker Investments Inc. in Edina, MN, holding a Series 65 designation and 27 years of industry experience. He has been with Falker Investments since 1996. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, as well as a small number of charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide investment decisions.

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.