Rebecca Walser is a financial advisor at Walser Wealth Management Company with 11 years of industry experience. She holds a Series 65 designation and has worked with Walser Capital Group since 2016 and Walser Wealth Management since 2015. Outside of her advisory role, she is a licensed attorney dedicating part of her time to legal practice. Walser Wealth Management Company is a team-based SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a diversified, low-cost investment approach using mutual funds and ETFs, offering comprehensive financial planning, portfolio management, and specialized services such as business retirement plan consulting and optional covered-options strategies.

Trevor Mann is a financial advisor at Walser Wealth Management Company in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley, 360 Wealth & Benefits, and Principal Life Insurance Company. He is also licensed to sell life and annuity insurance. Walser Wealth Management Company is a team-based advisor with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach primarily using mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Justin Whitmer is a financial advisor at ProVise Management Group, LLC with Series 65 and Series 66 credentials. He joined ProVise in 2026 and has prior experience working at P2 Alchemy LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting. The firm constructs portfolios using mutual funds, ETFs, equities, and fixed income, and offers discretionary and non-discretionary services with ongoing supervision and standalone planning options.

Joshua Koh Swineford is a financial advisor at FFO Investments LLC in Tampa, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. FFO Investments LLC provides discretionary and non-discretionary advisory services as part of a fractional family office offering for individuals, families, trusts, estates, business entities, and entrepreneurs. The firm integrates investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis under a unified service agreement.

Trevor Saunders is a CFP® and ChFC® with 18 years of industry experience. He is currently a financial advisor at Darwin Wealth Management and has held prior roles at Capital Synergy Partners, Inc., CPS Financial & Insurance Services, Inc., and The Leaders Group Inc. Outside of his advisory work, Saunders is principal of YRD LLC, involved in insurance sales. Darwin Wealth Management serves individuals, corporations, and other entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing proprietary and third-party model portfolios, combining long-term, technical, fundamental, and tactical strategies.

Michael Talbot is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 12 years of industry experience. He holds a Series 63 designation and has previously worked at John Mosher, Ryan Eichler, and Northwestern Mutual Investment Management. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages about $965.6 million in assets with a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and model portfolios.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Paul Sullivan is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Unique Wealth, he worked at Lee, Nolan & Koroghlian LLC, a MassMutual agency, and has experience in sports media and education. Outside of his advisory role, he is also an insurance agent with Lee, Nolan & Koroghlian LLC. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and offering access to model portfolios, sub-advisers, and independent managers, including advisory services related to digital assets.

John Mosher is a CFP® and ChFC® with 26 years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2021, following over two decades at Northwestern Mutual. Mosher serves as Membership Chairman and on the Investment Committee for Copperhead Charities, a nonprofit organization. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management tailored to client objectives and utilizes model portfolios, sub-advisers, and third-party money managers, including services for digital assets and held-away accounts.

Ralph Profeta is a financial advisor at Darwin Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. Outside of his advisory role, he engages in woodworking, creating fish sculptures as a hobby through his small business, FloridaWood. Darwin Wealth Management is a registered investment adviser serving individuals, including high net worth clients, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach using a combination of proprietary and third-party models, as well as multiple strategies including long-term, technical, fundamental, and tactical methods.

Stephen Scott is a CFP® professional with 15 years of experience, currently serving at Abacus Planning Group, Inc. since 2011. He is based in Brandon, FL. Abacus Planning Group is an SEC‑registered adviser providing comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation with a long-term orientation, combining low-cost passive exposure and selective manager selection while employing risk-management tools to align portfolios with client objectives.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Daniel Mannix is a CFA® charterholder with 15 years of industry experience. He is a Senior Portfolio Manager at ProVise Management Group, LLC, where he has worked since 2020. Prior to joining ProVise, he spent eight years at Raymond James & Associates. Outside of his advisory role, he serves as an elder board member for Real Church, providing financial consultation on the church’s financial standing and capital investment proposals. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and employs both discretionary and non-discretionary approaches, with an emphasis on ongoing supervision and comprehensive reporting.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Ryan Mc Crerey is a CFP® certificant with five years of industry experience, currently with ProVise Management Group, LLC. His prior roles include positions at Kestra Investment Services LLC, Commonwealth Financial Network, and JPMorgan Chase & Co., among others. He is also involved in tax preparation services through Addessi Financial Partners. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Kamil Polkowski is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Condominium Associates and Sandy Morris Financial & Estate Planning Services, LLC, among others, as well as service in the U.S. Army. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services through an integrated fractional family office model serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and frequently collaborates with clients’ external professionals to provide both managed account authority and specialty investment recommendations.

Theresa Dollard is a financial advisor with Dominion Portfolio Management, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Raymond James & Associates, and Valic Financial Advisors. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to each client’s goals and risk tolerance. The firm offers discretionary and non-discretionary management with ongoing account monitoring and supports household account aggregation and third-party money managers.

William Hallmann is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has held various roles across firms including LPL Financial, Craft Asset Management, and Hallmann Financial Resources. In addition to his advisory work, Hallmann owns and manages a CPA firm, Hallmann Advisors, CPAs, P.C., specializing in tax preparation and accounting, and serves as Vice President at Bespoke Tax Strategy and PCA, P.C. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-term investment approach with tailored advisory relationships, utilizing fundamental, technical, and options strategies.

Russell Campbell is a CFP® with seven years of industry experience, currently serving as an advisor at ProVise Management Group, LLC. He previously worked at Ambassador Advisors and RJC Capital, LLC. Outside of his advisory role, he is a non-active member of a sports drink business based in Bellevue, WA. ProVise Management Group provides portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, and employs discretionary and non-discretionary strategies.

Robert Ouimet is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services. He also provides insurance and fixed product advising, assisting clients in evaluating the need for insurance-based products within their financial plans. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.