Scott Waechter is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at Code Waechter LLC since 2018 and has been with MassMutual Life Insurance Company since 2007. Waechter is also involved in insurance sales through Code Smith Benefits, LLC. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm employs a combination of fundamental analysis, active and passive strategies, and third-party managers, with several team members also licensed as independent insurance agents.

Richard Franz is a financial advisor at Sagace Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Sorren, Inc. and Sagace Wealth Management, as well as in the insurance sector with Bayview Insurance. Outside of advisory work, he serves as president of a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual clients, including high-net-worth individuals, with discretionary portfolio management and financial planning. The firm employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term trading strategies.

Ronald Campbell is a financial advisor at Suncoast Equity Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Torch View, LLC and Seminole Financial Services, LLC. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on equity management, primarily large-cap stocks, and employs fundamental analysis along with both long-term and occasional short-term trading strategies.

Samuel Rice is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at JFG Wealth Management LLC, Johnson Financial Group LLC, and Financial Security Management, Inc. Outside of finance, his work history includes several non-financial roles such as positions at DoorDash and various food service establishments. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team that utilizes both internally managed strategies and third-party managers through platforms like Dynasty and Pontera.

Joseph Minutolo is a financial advisor at Rogan & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Distributors Inc and J.W. Cole Financial, Inc. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, asset-allocation, and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while managing approximately $709.6 million in assets on a discretionary basis.

Michael Markowski is a financial advisor at Markowski Investments in Tampa, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Westminster Financial Securities, Inc. since 1999 and has been with Markowski Investments since 2008. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and employs a strategic investment approach combining asset allocation with tactical overlays informed by fundamental, technical, and cyclical analysis.

Paul Lind is a financial advisor at Capco Asset Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Sungard since 2000. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach emphasizing business and management quality, valuation, and primary research, and offers both traditional and performance-based fee structures.

William Byrd is a CFP® professional with over 41 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2019 and previously worked at Capital Financial Services, Inc. from 2016 to 2019. Byrd also holds a life insurance license and provides sales and service of life and fixed insurance products. B.B. Graham & Company, Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm combines fundamental and technical analysis in managing approximately $322 million in assets, providing both discretionary and non-discretionary account management.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Alpine Asset Management, LLC and Merrill. Novak & Powell Financial Services, Inc. provides investment supervisory services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach focusing on diversification and fee minimization, primarily utilizing exchange-traded funds and mutual funds.

Joseph Dente is a financial advisor at Q3 Asset Management Corporation in Tampa, FL, with 10 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2016. He also operates Joseph Dente LAC, an independent practice founded in 2012. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individuals, retirement plans, trusts, charitable organizations, and other financial professionals. The firm uses a quantitative, statistics-driven approach with actively managed strategies that include market-timing and tactical positions, and it manages multiple affiliated mutual funds and ETFs while offering subscription trading signal services.

Craig Phillips is a CFP® with 25 years of experience in the financial industry. He is a managing partner at Client 1 St Advisory Group and has been involved with Client First Advisors, Inc. since 1997. Phillips also serves as a trustee of the Nucci Irrevocable Trust. Client 1 St Advisory Group is an SEC-registered firm that offers personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans and regular progress reviews.

William Mac Gillivary is a financial advisor at Wealth Advisors of Tampa Bay with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, USAA Financial Services, and Raymond James. Mac Gillivary also serves as a Petty Officer First Class in the United States Navy. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and access to LPL-sponsored advisory programs, managing approximately $456.8 million in discretionary client assets.

Jason Sampson is a financial advisor at Atlas Private Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience at Beacon Hill Corporate Services, Fortress Asset Protection, Venerable Law, and Squire Patton Boggs. Outside of advising, he owns and manages several businesses, including a law firm and companies providing asset protection and corporate support services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers tailored portfolio management using a combination of advisor-driven strategies and model-based solutions.

Lejla Salcin is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2020, progressing through various positions including Planning Consultant, Portfolio Advisory Services Relationship Manager, and several Workplace Planning Consultant roles. Lejla holds insurance licenses in Arkansas and California, indicating her qualifications to offer insurance-related financial advice. In her personal time, Lejla enjoys activities such as going to the beach, spending time with family, sailing, traveling, and caring for pets.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Jessica Blake is a financial advisor at S.E.E.D. Planning Group, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at NBT Bank for 13 years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation, a nonprofit organization, in a volunteer capacity. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm that provides investment and wealth management, consulting, and institutional consulting services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate strategies and manages approximately $568 million in discretionary assets.

Oscar Vives Ortiz is a CFP® and PFS™ with two years of experience at Sensible Money, LLC. He previously worked at PNC Private Bank for eight years and held positions at LPL Financial and PEACE Wealth Management. He also provides technical review and consulting on financial education materials related to various areas of financial planning. Sensible Money offers ongoing financial planning and discretionary investment management to individuals, trusts, estates, and retirement-focused clients, using a comprehensive planning and implementation approach called the Juicing® Experience. The firm emphasizes diversified portfolios, liability-driven investing, and the use of Independent Managers to tailor strategies to client needs.

Blake Kennedy is a financial advisor at Rogan & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Rogan & Associates since 2018, previously working at The CSI Companies. Rogan & Associates provides investment advisory and portfolio management services to a range of clients including individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $710 million on a discretionary basis and employs a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Benjamin Wasson is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2024. Prior to that, he was affiliated with Global Retirement Partners LLC and LPL Financial. Benjamin also has experience working at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations, managing approximately $965.6 million in assets. The firm employs a multi-advisor team approach and utilizes both internally managed strategies and third-party managers to provide discretionary portfolio management, financial planning, and retirement plan services.

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.