Jon Brethauer is a CFP® with 22 years of industry experience, currently serving at ProVise Management Group, LLC. He has been with ProVise since 2008 and also has a longstanding affiliation with Kestra Investment Services, LLC. Brethauer holds leadership roles as President of both ProVise Management Group, LLC and ProVise Management Company, Inc. He is a board member of BayCare Alliant Hospital and Morton Plant Mease Hospital, where he is involved in strategic planning and oversight. 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 employs a range of investment vehicles and incorporates AI tools with human oversight while maintaining affiliations with various financial service entities.

Alexander Misarti is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account offerings.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been affiliated with True Financial Wealth Management Firm, LLC since 2006 in various capacities, including as a member, owner, and vice president. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models that emphasize diversification, low fees, and risk management, and it offers affiliated tax, legal, and insurance services alongside educational resources and retirement plan integrations.

Jeffrey Sievers is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding the CFP®, ChFC®, and Series 63 designations with 26 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Curtis Parry from 2009 to 2021. 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 using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Richard Teitelbaum is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Apollon Wealth Management. He is also an independent insurance agent. Amerity Wealth Management is a multi-advisor firm serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, utilizing a range of investment vehicles and coordinating with multiple custodians and co-advisors.

Connor Corkery is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Raymond James and Fidelity Investments. Outside of finance, he has experience working in golf club operations and various recreational facilities. FFO Investments LLC offers discretionary and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates investment management, financial planning, tax and entity-structuring, and alternative investment analysis, often collaborating with clients' external professionals under a unified Master Service Agreement.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Philip James Wealth Management, LLC since 2018. His background also includes roles with Principal Life Insurance Company and Princor Financial Services Corp. PGI Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting with portfolio management across multiple offices.

Michael Bartolotta is a financial advisor at Darwin Wealth Management with five years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Darwin Wealth Management and its affiliated firms in 2020 and 2021, he worked at M3 Financial, Inc. from 2007 to 2018. Bartolotta is also a licensed insurance agent with Darwin Insurance Group, where he spends a portion of his time consulting and offering fixed insurance and annuity products. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers and supports automated advice and diverse asset types.

Brett Maggard is a financial advisor with Singer Wealth Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Bankers Life and Brokers International Financial Services, and he also operates Maggard Wealth Management. In addition to his advisory role, he is active as a licensed insurance agent providing insurance products and services to clients. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing a combination of fundamental analysis and tactical strategies to construct tailored portfolios.

Randy Ramos is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Valic Financial Advisors, AGIA Inc., and LPL Financial. Outside of his advisory work, he serves as a sports and fitness coach at St. Mary's Episcopal Day School. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, goal-based investment approach using fundamental and technical analysis and offers a range of services including wealth management, financial planning, and retirement plan advisory.

Ellis De Jesus is a CFP® and holds the Series 66 designation, with 20 years of experience in the financial industry. He has worked at Northbridge Financial Group, LLC since 2020 and has been affiliated with LPL Financial, LLC since 2015. Prior to his current roles, he had a professional connection with Roy E De Jesus DMD PA from 2014 to 2017. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and financial planning services, utilizing a primarily long-term, goal-based investment approach that includes a variety of investment vehicles and strategies tailored to client objectives.

Thomas Harrington is a CFP® professional with 25 years of industry experience. He is currently with Provise Management Group, LLC, where he has served since 2021. Prior to this, he worked at Kestra Investment Services LLC and Kestra Financial Services, Inc. Harrington also acts as a retirement plan advisor, managing client relationships and providing services for ERISA Qualified Plans. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and custodial platforms, with a focus on ongoing supervision and comprehensive reporting.

Sefton Barnes is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Kingsbury Financial Advisors, Trinity Wealth Securities, Florida Financial Advisors, and Merrill. He also works as a fixed insurance agent in Tampa, focusing on fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm operates as an RIA-aggregator, supporting independent practices with tailored portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Brynn Albers is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Wells Fargo Advisors, Danielson Financial Group, and LPL Financial LLC. Northbridge Financial Group is a nine-advisor team managing approximately $413 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach using fundamental and technical analysis across various asset classes, with additional strategies such as options and alternative investments utilized when appropriate.

Brian Glas is a CFA® charterholder with 15 years of industry experience. He is currently part of the team at Noble Family Wealth, where he has worked since 2021. Prior to joining Noble Family Wealth, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using multi-asset diversification and primarily implements portfolios with ETFs, tailoring strategies to clients’ specific financial goals and risk profiles.

Brian Murphy is a CFP® with five years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company. His prior experience includes roles at Sabal Trust Company, Northbridge Financial Group, and LPL Financial. Walser Wealth Management Company is a team-based adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, focusing on a diversified, low-cost investment approach using mutual funds and ETFs.

Curtis Parry Jr. is a financial advisor at Unique Wealth, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and related entities for over two decades. Parry is also the CEO and founder of Together We Are Unique, LLC, a business involved in investment-related activities, and serves as an advisor for Electus Global Education Co., Inc., focusing on financial literacy for youth. 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 through a multi-advisor team and utilizes a mix of internally managed strategies, third-party managers, and specialized investment platforms.

Michael Stump is a CFP® and CFA® with seven years of industry experience. He is currently a financial advisor at Code Waechter LLC, where he has worked since 2019. Prior to joining Code Waechter, he spent seven years at KLH Capital Partners LP. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm uses written financial plans and proprietary investment models with a combination of active and passive strategies, and may allocate to third-party managers when appropriate.

Rebecca Walser is a financial advisor with Walser Wealth Management Company, holding a Series 65 credential and 10 years of industry experience. She has been with Walser Capital Group and Walser Wealth Management since 2015 and 2016, respectively. In addition to her advisory role, she is a licensed attorney and dedicates part of her time to legal practice. Walser Wealth Management Company is a team-based SEC-registered firm with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, and institutional clients, using a diversified, low-cost investment approach with mutual funds and ETFs, supplemented by tactical asset allocation and rebalancing.

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.