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.

Luke Anderson is a financial advisor with Rise Financial Partners in St. Petersburg, FL. He holds a Series 66 designation and has been with Rise Financial Partners since 2026. Prior to this, he worked at UniFirst Corporation from 2017 to 2026. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors, offering financial planning, discretionary portfolio management, retirement plan investment services, and business consulting. The firm combines modern portfolio theory with tactical inputs to create client-specific investment plans and manages approximately $70 million in discretionary assets across about 155 client relationships.

Jordan Ackerman is a financial advisor at TLW Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory role, he has been involved with Silicon Prairie Marketing LLC since 2019. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and ETFs, with discretionary portfolio management tailored to clients’ multi-decade time horizons.

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.

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.

Matthew Bostwick is a financial advisor at LVZ, Inc. with 12 years of industry experience. He holds a Series 65 credential and previously worked at Next Financial Group, Inc. from 2015 to 2021 before joining LVZ in 2021. Outside of his advisory role, he owns Coastline Capital Management and holds licenses to offer fixed annuities, life insurance, and Medicare supplement products. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm employs a variety of investment strategies, including Classic and Specialty portfolio styles, and integrates fundamental and technical analysis within a top-down framework.

Terry Carr is a financial advisor at Novak & Powell Financial Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Raymond James Financial and through his own firm, Carr Capital Management, Inc. Carr also provides tax preparation services outside of his advisory role. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a customized, interview-based process to create diversified portfolios mainly using exchange-traded funds and mutual funds, managing client accounts on a discretionary basis.

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.

Trevor Shultz is a financial advisor at Clarity Financial Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as an outsourced Chief Investment Officer for Elevation Wealth Partners, LLC. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm focuses on customized, long-term portfolios supported by in-house analysis and independent sub-advisers, serving approximately 862 clients across five offices.

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.

Jared Abelman is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of his advisory role, he serves as vice chairman of Gulf Coast Cares, which manages assets for Gulf Coast Jewish Family & Community Services, and is treasurer for Project Prosper Inc., an organization promoting financial literacy and microloans to recent immigrants. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $195 million for about 283 clients through discretionary and non-discretionary arrangements.

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.

Shoug Mayson is a financial advisor at Spartan Capital Private Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC since 2017 and Windsor Street Capital, LP from 2016 to 2017. Outside of finance, he serves as CEO of Mayson Music LLC, an independent record label focused on artist promotion and music retail. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and business entities, emphasizing portfolio management and third-party manager selection. The firm provides both discretionary and non-discretionary arrangements and integrates brokerage and insurance activities under common ownership with Spartan Capital Securities.

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.

Sean Orick is a financial advisor at Strategic Wealth Partners, Ltd. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Resources Investment Advisors, Triad Advisors, Independent Financial Group, Adviseme National Advisors, and Pension Advisors. Outside of his advisory role, he is the managing member of Southern Tides Consulting, LLC, a holding company. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The multi-advisor firm manages approximately $1.3 billion and employs a diversified investment approach combining fundamental, technical, and charting analysis.

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.

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicolas Toadvine is a CFP® professional with 26 years of industry experience, currently with Calton & Associates, Inc. since 2016. His prior roles include positions at Wall Advisors, Inc., Brookstone Securities, Inc., Investors Capital Corp., and Ingram Advisory Services, LLC. Outside of advising, he teaches a personal finance course at Florida Southern College, serves on the board of the YMCA of West Central Florida, and offers financial education to employees through employer-sponsored programs. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products, employing a variety of analytical investment approaches and performing due diligence on third-party money managers.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Legend Advisory, LLC before joining Lincoln Investment Planning, LLC, where she has been since 2018. In addition to her advisory role, she provides life and disability insurance to clients. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network of independent advisors and an in-house investment management team that utilizes a proprietary mutual fund screening process.