Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. 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 and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Northbridge Financial Group since 2020 and has been affiliated with LPL Financial since 2018. 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 long-term, goal-based investment approach using fundamental and technical analysis and offers wealth management, financial planning, and retirement plan advisory services.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

Justin Elliott is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Walser Wealth Management Company and previously worked at Alerity Financial Group, LLC and Beacon Asset Management. Walser Wealth Management Company is a team-based, SEC-registered advisory firm with 14 advisors managing approximately $339 million for about 677 clients. The firm offers comprehensive financial planning and portfolio management with a focus on diversified, low-cost core investments, tactical asset allocation, and periodic rebalancing.

Robert Giles Jr. is a financial advisor with Wealth Advisors of Tampa Bay, holding a Series 63 designation and over 31 years of industry experience. He has been with Wealth Advisors of Tampa Bay and LPL Financial since 2012 and previously worked at Florida Investment Advisors for 16 years. 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 LPL-sponsored advisory programs, managing approximately $457 million in discretionary client assets.

Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.

Paul Ayotte is a financial advisor at Fidelis Capital with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Investments, and Merrill. Outside of his advisory role, he is involved as a managing member in his wife's clothing brand, Lucidcupid. Fidelis Capital Partners offers investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its portfolio management and also serves as a sub-advisor to a private fund, providing a range of discretionary and non-discretionary solutions.

Elizabeth Merkin is a Series 65-licensed financial advisor with SimplyRIA Advisor Network in Tampa, FL. She has one year of industry experience and previously held roles at Worth A.I. and Florida State University. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and retirement plan fiduciary support. The firm combines strategic asset allocation with a mix of active and passive management and supports multiple independent investment adviser representatives within a corporate RIA structure.

Kamella Davis is a financial advisor at Flaharty Asset Management, LLC with Series 63 and Series 66 licenses and 28 years of industry experience. Her prior experience includes roles at Morgan Stanley, Wells Fargo Advisors, and LPL Financial. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerance, investing across a broad range of instruments including equities, ETFs, mutual funds, and alternative investments.

Connor Wasson is a financial advisor with Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, HB Retirement–LPL Financial, SoFresh, and the University of Tampa. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets and employs a multi-advisor team, utilizing both internally managed strategies and third-party managers through platforms such as Dynasty and Pontera.

Johnathan Butler is a financial advisor at Fidelis Capital with two years of industry experience. He holds the Series 65 designation and previously worked at Wells Fargo Bank from 2010 to 2022. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, nonprofit organizations, and business entities. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and serves a range of client types including retail, institutional, and private fund clients.

Kerry Devaughn is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Trajan Wealth, Fisher Investments, and Nationwide Securities. In addition to his advisory role, he is involved in insurance sales, offering various insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios by allocating to unaffiliated independent managers and low-cost funds, focusing on long-term strategies while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Richard Holle Jr. is a financial advisor with WealthPLAN Partners in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at firms including Securities America Inc., LPL Financial, and Equitable Advisors. He is also a founding partner at WealthPLAN Partners and an agent offering life insurance solutions for family protection and estate taxes. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a strategy diversification approach that combines mutual funds, ETFs, individual securities, and alternative strategies, tailoring portfolios to client objectives and employing both third-party sub-advisers and automated model portfolios.

Jenee Peters is a financial advisor with Naples Wealth Planning in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her prior roles include positions at Platinum Wealth Partners and several iterations of Naples Wealth Planning under different registered entities. Outside of advisory work, she serves as a consumer board member on the Florida Board of Nursing. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning to high-net-worth individuals, families, trusts, and institutions. The firm uses a primarily long-term, customized investment approach involving mutual funds, ETFs, equities, bonds, and occasionally options and private investments, with continuous client oversight and discretionary authority within agreed guidelines.

Bryan Rementer is a financial advisor at Ironview Capital Management, LLC in Tampa, FL, holding a Series 65 credential with eight years of industry experience. He worked at SEI Investments Management Corp from 2016 to 2020 before joining Ironview in 2021. Outside of his advisory role, he owns a real estate business. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis and employs various strategies, including options and private fund commitments, managing approximately $1.39 billion across an eight-advisor team.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with three years of industry experience. He previously worked at Mark Scheidter & Associates and has a background that includes roles at several universities and a restaurant chain. 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 uses a range of analytical methods and both discretionary and non-discretionary management approaches, incorporating algorithmic and manager-access strategies in its offerings.

Michael Rogan is a financial advisor with Rogan & Associates in Safety Harbor, Florida, holding a Series 63 designation and over 40 years of industry experience. He has been with Rogan & Associates since 1997 and previously worked at J.W. Cole Financial, Inc. In addition to his advisory role, he is an investor in The Pub at Safety Harbor, a local business. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 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.

Misha Mahindroo is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining FFO Investments, Mahindroo worked at firms including Walser Wealth Management, Fisher Investments, Merrill, and TIAA-CREF Individual & Institutional Services. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs with integrated wealth management, financial planning, tax coordination, and alternative investment analysis. The firm emphasizes coordinated multi-disciplinary services under a unified agreement and frequently collaborates with clients’ external professionals.

Andrew Allen is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has worked at Instrumental Wealth, LLC since 2020 and previously held roles at Northwestern Mutual and University Consultants of America. Outside of finance, he is involved with University Consultants of America, where he assists prospective college students with admissions applications and coaching. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm tailors portfolios to client-specific risk tolerance and goals, utilizing a range of investment vehicles and integrated planning services for business owners.

Sandra Risgaard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at ProVise Management Group, LLC since 2021. Her prior experience includes roles at CliftonLarsonAllen Wealth Advisors, LLC and Schenck Investment Solutions LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of investment vehicles and custodial platforms, employs pre-approved AI tools with human oversight, and is affiliated with several financial and trust companies.