Jessica Thayer is a CFP® and ChFC® with 15 years of experience in financial advising. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Services, LLC. In addition to her financial advisory role, she is a consultant for BeautyCounter, a multi-level marketing company. 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, financial planning, and retirement plan participant education, utilizing model portfolios, sub-advisers, and third-party money managers.

David Silver is a CFP® professional with 21 years of industry experience, currently serving at Instrumental Wealth, LLC since 2020. Prior to this, he held various roles at Northwestern Mutual from 2004 to 2020. 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 focuses on integrated wealth management, often using mutual funds, ETFs, and alternative investments, while tailoring strategies to clients' objectives with ongoing portfolio monitoring.

Mark Moberg is a CFP® with 30 years of industry experience, currently serving as an advisor at Green Ocean Global Advisors LLC since 2024. His prior experience includes roles at H. Beck, Inc. and First Financial Asset Management Inc. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage diversified portfolios tailored to client risk profiles.

Richard Simonetti is a financial advisor with Fidelis Capital Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, and Private Wealth Asset Management. Outside of his advisory work, Simonetti serves on the finance committee of the Tampa Museum of Art, is a board member of the Straz Center for Performing Arts, participates in committees there, and is involved with the Tampa General Hospital Foundation audit committee. Fidelis Capital Partners provides investment advisory services to individuals, family offices, trusts, estates, philanthropic organizations, and business entities. The firm employs a model-driven investment process combining quantitative, fundamental, technical, and economic analysis with professional judgment, offering portfolio management, financial planning, and business consulting.

Michael Hinson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at ARS Wealth Advisors since 2023. His prior experience includes roles at Splunk, Sequoia Financial Group, and Mercer Global Advisors. 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 an Investment Committee for oversight.

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 at Darwin Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. 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, high-net-worth clients, and corporations through portfolio management, financial planning, and consulting services. The firm operates with a multi-advisor team managing over $614 million in discretionary assets and employs a variety of investment strategies, including customized portfolios and third-party money managers, with an affiliated insurance agency as part of its offerings.

John Orr is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Flaharty Asset Management, LLC and has held roles at LPL Financial, Modern Wealth Management, LLC, and Mutual Securities, Inc. Since 2025, Orr has also pursued work as an author. 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 process tailored to clients’ time horizons and risk tolerances, investing across a broad range of asset classes and instruments.

Donald Jowdy is a financial advisor with Suncoast Equity Management, LLC in Tampa, FL, holding a Series 65 designation and 28 years of industry experience. He has been with Suncoast Equity Management since 1997. Suncoast Equity Management provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other advisers. The firm focuses primarily on equity management with an emphasis on large-cap stocks, employing fundamental analysis and a combination of long-term and occasional short-term trading to meet client investment policies and risk tolerances.

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® with 13 years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company, LLC. His prior experience includes roles at Fisher Investments and The Vanguard Group. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm’s investment approach combines diversified, low-cost fund exposures with strategic and tactical asset allocation, incorporating third-party managers as part of its implementation and oversight.

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 one year of industry experience, currently serving with ProVise Management Group, LLC. He has been with ProVise since 2022, following completion of his college education. ProVise Management Group serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and may use independent managers, options, and margin strategies, with cryptocurrency exposure implemented only with client authorization.