Joseph Dipaolo is a financial advisor with DiPaolo Financial Group, Inc. in Lutz, Florida, holding CFP® and ChFC® designations and the Series 65 license, with 14 years of industry experience. He has worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, and has been affiliated with DiPaolo Financial Group since 2007. Outside of advising, he serves as president of the North Tampa chapter of the Society for Financial Awareness and is CEO of Advisors Choice Lending, Inc., a mortgage lending company. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm offers coordinated estate planning, retirement and college planning, and tax consulting, and emphasizes ongoing client communication and regular portfolio reviews.

Jessica Thayer is a CFP® and ChFC® with 16 years of industry experience. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Management. Outside of her advisory role, she has been a consultant and sales representative for BeautyCounter, a multi-level marketing company, for seven years. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, offering discretionary portfolio management and financial planning. The firm manages approximately $965.6 million in assets through a team of 14 advisors and uses a combination of internally managed strategies, third-party managers, and model portfolios, including access to digital assets and specialized investment solutions.

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.

Harold Schwartz is a financial advisor with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has worked at DMK Advisor Group since 2020, and has prior experience with Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and has been president of Del Mar Group, Inc. since 1993. Outside of advisory work, he is a managing member and 50% owner of Coquina Key Publishing, LLC, a publishing company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts, with investment models built using mutual funds and ETFs informed by technical and fundamental analysis.

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.

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.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

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 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, JPM Investment Management, and Lord Abbett. He also has a role at Darwin Insurance Group, an affiliated company, where he offers fixed insurance and annuity products as a licensed agent. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment approaches and offers both discretionary and non-discretionary solutions through a multi-advisor team managing over $600 million in discretionary assets.

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.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

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®-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.

Brodie Downing is a financial advisor at Severin Investments LLC in Clearwater, FL, holding a Series 65 designation with several years of experience across diverse roles including financial planning and education. His background includes positions at Elevate Financial Planning and Wealth Management, Northern Arizona University, and various roles in education and hospitality. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, institutional retirement advisory, 401(k) consulting, and estate-planning support. The firm employs actively managed models tailored through Investment Policy Statements and utilizes a combination of fundamental and technical analysis with tactical strategies.