Michael Hinson is a CFP® professional at ARS Wealth Advisors with 11 years of industry experience. His prior roles include positions at Splunk, Sequoia Financial Group, and Mercer Global Advisors. He holds the Series 66 license and is based in St. Petersburg, FL. 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. 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 a long-term investment horizon.

Kelly Johnson is a financial advisor at Code Waechter LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Code Waechter, he served in the U.S. Marine Corps for 22 years and worked at Strategic Defense Solutions, LLC. Code Waechter LLC advises individuals, high-net-worth clients, families, trusts, and select institutional clients through financial planning and discretionary asset management. The firm uses a combination of fundamental analysis, active and passive strategies, and proprietary investment models, with regular reviews and both discretionary and non-discretionary management options.

Molly Arnall is a Certified Financial Planner® with six years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC since 2019. She previously held roles at Berkshire Hathaway and has experience in life coaching as an executive and personal development coach. 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 exchange-traded funds, typically buying on weakness and managing portfolios with ongoing suitability reviews.

Fallon Flaharty is a financial advisor at Flaharty Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Modern Wealth Management, and Mutual Securities. Outside of her advisory role, she owns and operates Lyra Fine Jewelry LLC, a retail jewelry design and e-commerce business. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach across broad asset classes and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Kenneth Conte is a CFP® professional with nine years of industry experience. He has worked at Northbridge Financial Group, LLC since 2020 and previously held roles at Commonwealth Financial Network and Ameriprise Financial Services. Conte also provides administrative support as a senior planning associate at Northbridge Financial Group. 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 uses a primarily long-term, goal-based investment approach incorporating fundamental and technical analysis to build diversified portfolios, and offers wealth management, financial planning, and retirement plan advisory services.

Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and customizes investment programs based on individual objectives.

Robert Daniel Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hunter Associates LLC since 2014. He holds the Series 66 license and is based in Tampa, Florida. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Peter Seriano is a CFP® professional with 19 years of experience in the financial services industry. He is currently with ProVise Management Group, LLC, where he has worked since 2022, following roles at Kestra Investment Services, Edward Jones, Merrill, and Bank of America. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs both discretionary and non-discretionary approaches.

Spencer Avalos is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. LLC. He is also involved with Darwin Insurance Group, an affiliated company, where he consults and offers fixed insurance and annuity products. Darwin Wealth Management serves individuals, corporations, and business entities with portfolio management, financial planning, and consulting services, using customized investment approaches that combine firm-developed models, third-party portfolios, and tactical strategies. The firm also offers web-based advisory services through the Betterment for Advisors platform.

John Orr is a CFA® charterholder with 13 years of industry experience, currently serving at Flaharty Asset Management, LLC. He has previously worked at LPL Financial and Modern Wealth Management, LLC. In addition to his advisory role, Orr has authored works outside the investment field. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances, investing across a broad range of asset classes and instruments.

Donald Jowdy is a financial advisor at Suncoast Equity Management, LLC in Tampa, FL, holding a Series 65 designation with 29 years of industry experience. He has been with Suncoast Equity Management since 1997. Suncoast Equity Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and exchange-traded funds. The firm manages over $2 billion in discretionary assets, focusing primarily on large-cap equities and employing a combination of fundamental analysis with both long- and short-term trading strategies.

Paul Auslander is a CFP® with 40 years of industry experience. He has been with Seabridge Investment Advisors LLC since 2025 and previously worked at Kestra Investment Services, LLC, Provise Management Group, LLC, and his own advisory practice. Seabridge Investment Advisors serves a mix of individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm manages global equity-focused portfolios across various strategies and works with a broad set of institutional and foreign fund clients, distinguishing itself through its role as a discretionary sub-adviser to other investment advisers.

Russell Becker is a CFP®-designated financial advisor at Walser Wealth Management Company with 14 years of industry experience. Prior to joining Walser Wealth in 2025, he worked at Fisher Investments for six years and THE Vanguard Group, Inc. for another six years. 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 to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach that combines proprietary models and third-party discretionary management.

Michael Murray is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with ARS Wealth Advisors, where he has worked since 2015, including at ARS Wealth Advisors Group, LLC since 2021. The firm 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. ARS Wealth Advisors manages approximately $1.64 billion in discretionary assets and uses a tailored, diversified investment approach with a long-term horizon.

Kelly Pickering is a financial advisor with Sharp Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her career includes roles at J. Alden Associates, CapFinancial Partners LLC, and Raymond James Financial Services. She is part of a seven-advisor team at Sharp Financial. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices, managing approximately $502 million across eight offices. The firm employs a tactical, risk-based investment process that integrates internal research and third-party quantitative tools to guide dynamic asset allocation and portfolio management.

Derek Kelly is a CFP® professional with two years of industry experience, currently serving at ProVise Management Group, LLC in Clearwater, FL. He has been with ProVise since 2022, following his college education. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting, using a range of investment vehicles and custodial platforms, and is affiliated with Kestra Financial and other related entities.

Daniel Huehn is a financial advisor at Rogan & Associates with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. Huehn previously worked at J.W. Cole Financial, Inc. and serves as a power of attorney, trustee, and executor for his father. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Jordan Arnold is a financial advisor at Instrumental Wealth, LLC in Tampa, FL, holding Series 65 and Series 63 licenses with 12 years of industry experience. Prior to joining Instrumental Wealth in 2021, he worked at Northwestern Mutual in various capacities from 2014 to 2021. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, and corporate and retirement plan sponsors. The firm emphasizes integrated planning for business owners and offers a range of investment options, including mutual funds, ETFs, alternative investments, and digital assets.

Shannon Stophel is a financial advisor at Walser Wealth Management Company with five years of industry experience. She holds a Series 65 designation and has worked at the firm since 2018. Prior to joining wealth management, she was employed at Robert Half Technology for two years. Stophel is also an independent insurance agent specializing in life and health insurance sales. Walser Wealth Management Company is an SEC-registered, team-based adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services with a diversified, low-cost investment approach utilizing mutual funds and ETFs, complemented by tactical asset allocation and rebalancing.

Jeffrey Speers is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding a Series 65 designation and 17 years of industry experience. His prior work includes roles at WR Wealth Planners, Wealth Planning and Design LLC, Legacy Financial Advisors, and Mutual of Omaha Investor Services. He also serves as president of Speers Financial, an insurance agency providing fixed insurance products and financial consulting services. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core exposures with tactical analysis to create client-specific investment plans and manages approximately $70 million in discretionary assets.