Carson Wolf is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 credential and has worked in various roles prior to joining Walser Wealth Management. Walser Wealth Management Company is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations. The firm focuses on diversified, low-cost portfolios using mutual funds and ETFs, combining long-term strategies with tactical asset allocation and periodic rebalancing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

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.

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.

William Root is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Manatee River Financial Group. Outside of advisory work, he also serves as a sales representative for a food distribution company. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses through a team-based approach. The firm customizes investment strategies using fundamental, factor, optimization, and quantitative methods, focusing on long-term goals and risk tolerances.

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 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.

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 at Sagace Wealth Management with 21 years of industry experience. He holds the PFS™ designation and Series 65 license, and has previously worked with Sorren, Inc., SBF, LLC, and ARS Wealth Advisors. Outside of advising, he manages a full-service CPA firm and is a passive minority owner of a restaurant. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million primarily for individuals and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, using fundamental and cyclical analysis along with modern portfolio theory to guide investment decisions, including option-writing strategies and use of derivatives when appropriate.

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.