William Root is a financial advisor at Clarity Financial Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors and Manatee River Financial Group. Outside of financial services, he is a sales representative for Sutter's Quality Foods. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses through a team of five advisers. The firm offers discretionary portfolio management, financial planning, retirement plan management, and coordinated estate and tax planning, employing tailored, primarily long-term investment strategies that utilize fundamental, factor, optimization, and quantitative methods.

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.

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

Richard Holle Jr. is a financial advisor with WealthPLAN Partners who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked at WealthPLAN Partners since 2014, including its predecessor entities, and was previously with Securities America Inc. and LPL Financial. In addition to his advisory work, he is an agent offering life insurance solutions focused on family protection and estate tax planning. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a diversified investment approach across multiple asset types with discretionary management and ongoing account monitoring.

James Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and five years of industry experience. He is also the owner and manager of Spoor Law, P.A., an estate planning and business transaction law firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm utilizes ETF-based portfolios combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

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.

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

Warren Spoor is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding the PFS™ designation and Series 65 license. He has 20 years of industry experience and has worked at Sorren, Inc., Sagace Wealth Management LLC, and SBF, LLC. Outside of advisory work, he manages a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning, employing ETF-based portfolios alongside fundamental and cyclical analysis. The firm is notable for its affiliations with accounting and law firms and its use of derivatives and leverage strategies.

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.

Steven Wotovich is a CFP® and CFA® charterholder with 22 years of industry experience. He has been with Lighthouse Financial since 2003, serving as its sole principal advisor. Outside of his advisory role, he manages a small real estate rental business, overseeing maintenance and repairs. Lighthouse Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and nonprofit organizations. The firm emphasizes a fundamental analysis approach with long-term trading and manages approximately $605 million in assets, primarily on a non-discretionary basis.

Misha Mahindroo is a financial advisor at FFO Investments LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Walser Wealth Management, Fisher Investments, Merrill, TIAA-CREF Individual & Institutional Services, and other firms. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals to provide a comprehensive approach to wealth management.

David O'Neill is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Cambridge Investment Research Advisors and the University of South Florida Leadership Center. In addition to his advisory role, he is an insurance agent involved in selling term, disability, long-term care, and fixed annuities. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers tailored investment strategies with a long-term focus, employing fundamental, factor, optimization, and quantitative methods, along with selective use of options and third-party sub-advisers.

David Polkinghorn is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding the Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed and American Municipal SEC. Polkinghorn is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm’s scope. 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 offers a range of advisory, brokerage, and insurance services.

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.

Andrew Rodriguez is a financial advisor at Walser Wealth Management Company with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Morgan Stanley, and T. Rowe Price. Walser Wealth Management is a team-based SEC-registered advisory firm 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, utilizing a diversified, low-cost investment approach with mutual funds, ETFs, and tactical asset allocation.

Kaelan Dean is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 65 designation and two years of industry experience. His career includes roles at Crosstree Capital Partners, Quire Group, and Raymond James, as well as academic positions at Johns Hopkins University and New College of Florida. Darwin Wealth Management serves individuals, corporations, and other business entities with portfolio management, financial planning, pension consulting, and financial consulting services. The firm uses tailored investment approaches combining proprietary models, third-party portfolios, and various strategies, along with a web-based advisory option through Betterment for Advisors.

Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.