Nathan Goad is a CFP® professional with 18 years of industry experience. He is currently with Alden Investment Group and has previously worked at Columbia Advisory Partners, J Alden Associates, Cetera Investment Services, Regions Bank, and ARS Wealth Advisors. Outside of his advisory role, he provides consulting services for Soli Deo Gloria Ventures II, advising on marketing, entity structuring, and tax-related matters. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies, third-party managers, and technology platforms to provide comprehensive oversight and fiduciary services, especially for employer-sponsored retirement plans.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. 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 employs a variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

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, 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.

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.

Michael Tancreti is a financial advisor at Econologics Financial Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Chase Bank and Neilson. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm creates customized Investment Policy Statements and employs proprietary tools like Econometry® Analytics to support ongoing portfolio oversight.

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.

Travis Gingras is a CFP® and ChFC® with 18 years of experience in financial advising. He has worked at Unique Wealth, LLC since 2021 and previously held roles at Curtis Parry, Northwestern Mutual Investment Services LLC, Charter Oak Insurance and Financial Services, and Edward Jones. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, managing approximately $965.6 million in assets. The firm offers discretionary portfolio management, financial planning, and retirement plan services, utilizing a multi-advisor team and a combination of internal strategies, third-party managers, and model portfolios.

William Smith is a financial advisor at Walser Wealth Management Company with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley, Fisher Investments, and TIAA Bank, with a period spent as a family member caregiver. Walser Wealth Management Company is a team-based adviser managing approximately $339 million for around 677 clients. The firm serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, focusing on diversified, low-cost investment strategies using mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 11 years of industry experience. He holds the Series 65 designation and has worked at several firms, including James Alpha Advisors and Global Financial Private Capital. He has been with Darwin Wealth Management since 2020. Darwin Wealth Management serves individuals, high net worth clients, corporations, and business entities, providing portfolio management, financial planning, pension consulting, and financial consulting services. The firm offers tailored investment strategies using a combination of proprietary and third-party models, including web-based advisory options through Betterment for Advisors.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Jacob Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mapleridge Ranch and Liberty University. Perry also works as 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 combines fundamental, technical, and quantitative analysis with modern portfolio theory to implement trading strategies, emphasizing asset allocation, regular monitoring, and fair allocation of limited investment opportunities.

Mia Vazquez is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 license and one year of industry experience. Her work history includes roles at Sandy Morris Financial & Estate Planning Services, Florida Financial Advisors, and other positions spanning financial services and education. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach utilizing fundamental and technical analysis across diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. 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 multiple advisory platforms and managed account strategies.

Frank Schiro is a financial advisor at Econologics Financial Advisors in Largo, FL, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Maycom, T. Rowe Price, Uber Eats, and Best Buy Mobile. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment policy statements and a range of strategies implemented through third-party portfolio managers, supported by proprietary tools like Econometry® Analytics and an annual Roadmap Renovation.

Jordan Code is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Code Waechter LLC since 2017. He previously worked with Massmutual Life Insurance Company and MML Investors Services, Inc. from 2005 and is involved as a volunteer treasurer for a local judge’s campaign. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutions through financial planning and discretionary asset management. The firm uses proprietary investment models and fundamental analysis, combining active and passive strategies, and also offers insurance and employee-benefit products through licensed professionals.

Holly Harman is a CFP® and holds a Series 65 license with five years of industry experience. She is affiliated with Provise Management Group, LLC and has been associated with Kestra Investment Services, LLC since 2003. Provise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles such as mutual funds, ETFs, individual equities, and fixed income.