Scott Tittle is the principal advisor at Blueprint Wealth Management, an independent advisory firm based in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Tittle has led Blueprint Wealth Management since 2012. Blueprint Wealth Management provides discretionary investment and portfolio management services primarily to individuals and high-net-worth clients. The firm manages approximately $120 million in assets and employs a fundamental analysis approach, offering tailored portfolios across various asset types including alternative investments such as hedge funds and private placements.

Jonathan Henrich is an advisor at Mozella Asset Management with three years of industry experience. He holds the Series 63 and Series 65 licenses and has a background that includes roles at Quiet Mind Hotel, Best Rate Referrals, and Jinzi Tech. Outside of advising, he authors books on a generally not-for-profit basis and has involvement in business operations and technology consulting. Mozella Asset Management is a state-registered investment adviser that provides active investment management, financial planning, and consulting services to individuals, trusts, and corporations. The firm constructs customized portfolios using Modern Portfolio Theory combined with fundamental and technical analysis, and it focuses on selecting and overseeing third-party managers with a flexible fee structure.

Azul Galvez is the principal of Galvez Financial LLC, an independent advisory firm based in Parrish, Florida. Holding a Series 65 designation, Galvez has five years of industry experience and has worked at several financial and related firms before founding Galvez Financial. Galvez Financial LLC provides customized financial planning and discretionary portfolio management primarily for individuals, families, trusts, and high-net-worth clients. The firm offers a range of services including comprehensive financial planning, portfolio management, and an options-based income service, tailoring investment strategies to clients’ goals, risk tolerance, and time horizon.

John Donovan is a CFP® with 39 years of experience in the financial advisory industry. He has been the principal advisor at AdvisorPlanner, LLC since 2016. Outside of his advisory work, he offers automobile rental services through an organized platform from his home office. AdvisorPlanner, LLC is a fee-only independent registered investment adviser serving individual clients and employer-sponsored retirement plans. The firm uses a variety of analysis techniques to construct portfolios that include equities, mutual funds, ETFs, and fixed-income instruments, and it emphasizes both value-oriented and income-focused strategies with periodic tactical adjustments.

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.

Robert Johnson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at TCP Investments LLC since 2011. Prior to founding the firm, he accumulated decades of personal market-timing experience outside the finance industry. TCP Investments LLC provides investment advice exclusively to individual clients, utilizing a market-timing strategy driven by technical analysis and charting tools. The firm focuses on discretionary management for ProFunds accounts and trade recommendations for clients’ retirement plans, maintaining a small client base and a modest asset size.

Matthew Grelck is a CFP® professional with six years of industry experience. He is the principal of Gray Colt Financial Planning LLC, an independent advisory firm he founded in 2024. His prior work includes roles at Fidelity Personal and Workplace Advisors, Empower Financial Services, Regions Bank/Cetera Investment Services, and TD Ameritrade. He holds an active insurance license but does not sell insurance products to advisory clients. Gray Colt Financial Planning serves individual and high-net-worth clients with personalized asset management and financial planning. The firm emphasizes value-oriented, long-term investments combined with strategic asset allocation and occasional options and special-situation trades, offering discretionary management and quarterly portfolio reviews.

Daniel Westfall is a CFP® professional with 14 years of industry experience. He is the founder and sole advisor at Client Focused Financial, an independent firm based in Saint Petersburg, FL. His prior experience includes roles at Triad Advisors, Inc. and NEXT Financial Group. In addition to advisory services, he is involved in insurance planning through his firm. Client Focused Financial provides discretionary asset management and written financial planning for individual clients, managing approximately $69.5 million in assets. The firm tailors portfolios to client objectives using fundamental analysis and offers a variety of strategies, including options and frequent trading when appropriate.

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.

Pamela Bergeson is a financial advisor at Tailwind Financial Planning LLC in Madeira Beach, FL, holding CFP® and Series 65 credentials with six years of industry experience. She founded Tailwind Financial Planning in 2020 after a period of extended travel and part-time study from 2016 to 2020. Tailwind Financial Planning LLC is an independent, fee-only firm that provides comprehensive financial life planning and investment management to individuals and high-net-worth clients. The firm emphasizes a client-specific approach using primarily passive investment strategies with index mutual funds and ETFs, managing approximately $3.95 million in discretionary assets.

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.

Raymond Virgilio is a financial advisor with Integrity Advisors in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has served as a supervisory auditor for the U.S. Department of Defense Contract Audit Agency since 2010 and has provided tax advice through his CPA practice since 1994. Integrity Advisors is an independent, state-registered firm that primarily serves individual and high-net-worth clients with portfolio management and financial planning. The firm employs a combination of fundamental, technical, and asset-allocation analysis, offering discretionary and non-discretionary management alongside tax and insurance services.

James Waters is the sole advisor at Waters, James J., an independent firm. He holds Series 65 and Series 66 licenses and has 25 years of industry experience, including roles at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer for the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, including 401(k) plans, pension and profit-sharing plans, IRAs, trusts, corporations, and not-for-profits. The firm’s investment approach emphasizes strategic asset allocation across broad asset classes using predominantly no-load, lower-expense mutual funds, with periodic rebalancing and a long-term, buy-and-hold strategy. Advice is delivered on a non-discretionary, consultative basis with a focus on retirement distribution planning.

Sanjay Dasani is a financial advisor at Omkara Capital LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Anglo-American Investments/Products Advisors Inc prior to founding Omkara Capital in 2014. Omkara Capital provides discretionary portfolio management and financial planning to individual and high-net-worth clients, focusing on long-term investment strategies combined with tactical asset allocation. The firm offers both pro bono financial planning and a low-cost service for 529 account setup, advising across a range of asset classes including mutual funds, equities, fixed income, ETFs, options, cryptocurrency, and international securities.

Jorge Soriano is a CFP® professional with 14 years of experience in the financial industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. Prior to this, he held roles at Intuit, GTE Financial, and JP Morgan Chase Bank. Soriano also serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC provides comprehensive financial planning, investment consultation, and tax return preparation to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project and hourly basis without managing client assets or accepting custody of funds, using a planning-centric approach rather than asset-based fees.

Laura Johnson is a financial advisor at Bayshore Financial Solutions, LLC, holding a Series 65 credential with 10 years of industry experience. She has worked at several firms, including Gradient Advisors, LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. In addition to her advisory work, she owns and operates Bayshore Retirement Solutions, an insurance-related business. Bayshore Financial Solutions provides discretionary asset management and financial planning services primarily for individual clients. The firm manages a range of accounts including taxable, retirement, annuities, and life-product investments, tailoring strategies to clients’ goals using fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops.

Steven Cohen is a CFA® charterholder based in St. Petersburg, FL, with 10 years of industry experience. He has been operating under Steven J Cohen CFA since 2011 and is currently affiliated with SJC Capital LLC, where he has worked since 2023. SJC Capital LLC is a multi-family office that provides wealth management, portfolio management, financial planning, pension consulting, and selection of specialist external advisers. The firm serves high-net-worth individuals, families, trusts, investment companies, and pension plans, utilizing a mix of fundamental analysis and proprietary AI and machine-learning models alongside quantitative portfolio management and active trading strategies.

Jesse Anastase is a financial advisor at Mavs Wealth Management Group, LLC in St. Petersburg, FL. He holds a Series 65 designation and has experience in insurance sales through his ownership of Mavs Wealth Group, LLC. His prior roles include positions at Anatase Services, Greenhouse Church, Get Right Training, and Santa Fe College. Mavs Wealth Management Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, IRAs, and business owners. The firm offers customized portfolio management and financial planning services, utilizing a mix of fundamental, technical, and tactical analysis, and provides both discretionary and non-discretionary implementation through third-party platforms and custodians.

Kevin Burkart is the principal of Burkart Financial Group, Inc. in St. Petersburg, FL, with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to founding Burkart Financial Group in 2017, he worked at Signator Investors, Inc. and has been president of Burkart Company, P.A., a CPA firm, since 1997. Burkart Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory approaches, generally favoring passive investing with a long-term horizon and tailored risk management documented in each client’s Investment Policy Statement.

Ronald Harvey is a financial advisor at Harvey & Companies, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avant Garde Advisors LLC, Fortress Investment Advisors, and Walnut Street Securities, Inc. He is also involved in third-party administration of qualified retirement plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients and supports ERISA-qualified retirement plans. The firm employs a passive, asset-allocation approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, utilizing index funds, ETFs, and mutual funds with a typical allocation of 60% equities and 40% fixed income.