John Mosher is a CFP® and ChFC® with 26 years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2021, following over two decades at Northwestern Mutual. Mosher serves as Membership Chairman and on the Investment Committee for Copperhead Charities, a nonprofit organization. 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 tailored to client objectives and utilizes model portfolios, sub-advisers, and third-party money managers, including services for digital assets and held-away accounts.

Ralph Profeta is a financial advisor at Darwin Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. Outside of his advisory role, he engages in woodworking, creating fish sculptures as a hobby through his small business, FloridaWood. Darwin Wealth Management is a registered investment adviser serving individuals, including high net worth clients, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach using a combination of proprietary and third-party models, as well as multiple strategies including long-term, technical, fundamental, and tactical methods.

Stephen Scott is a CFP® professional with 15 years of experience, currently serving at Abacus Planning Group, Inc. since 2011. He is based in Brandon, FL. Abacus Planning Group is an SEC‑registered adviser providing comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation with a long-term orientation, combining low-cost passive exposure and selective manager selection while employing risk-management tools to align portfolios with client objectives.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Edgar Ochoa Benitez is a financial advisor at Empirikal Partners LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Wave Wealth LLC and Wall Street Easy LLC. Outside of his advisory role, he provides tax and financial strategy analysis for individuals and businesses through Wave Tax & Financial Solutions. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to each client’s objectives and ongoing monitoring.

Daniel Mannix is a CFA® charterholder with 15 years of industry experience. He is a Senior Portfolio Manager at ProVise Management Group, LLC, where he has worked since 2020. Prior to joining ProVise, he spent eight years at Raymond James & Associates. Outside of his advisory role, he serves as an elder board member for Real Church, providing financial consultation on the church’s financial standing and capital investment proposals. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and employs both discretionary and non-discretionary approaches, with an emphasis on ongoing supervision and comprehensive reporting.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. 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 utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.

Seth Chadwick is a financial advisor at Compass Capital Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, inc. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios with ETFs, mutual funds, equities, fixed income, and cash equivalents.

Ryan Mc Crerey is a CFP® certificant with five years of industry experience, currently with ProVise Management Group, LLC. His prior roles include positions at Kestra Investment Services LLC, Commonwealth Financial Network, and JPMorgan Chase & Co., among others. He is also involved in tax preparation services through Addessi Financial Partners. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Kamil Polkowski is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Condominium Associates and Sandy Morris Financial & Estate Planning Services, LLC, among others, as well as service in the U.S. Army. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services through an integrated fractional family office model serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and frequently collaborates with clients’ external professionals to provide both managed account authority and specialty investment recommendations.

William Hallmann is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has held various roles across firms including LPL Financial, Craft Asset Management, and Hallmann Financial Resources. In addition to his advisory work, Hallmann owns and manages a CPA firm, Hallmann Advisors, CPAs, P.C., specializing in tax preparation and accounting, and serves as Vice President at Bespoke Tax Strategy and PCA, P.C. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-term investment approach with tailored advisory relationships, utilizing fundamental, technical, and options strategies.

Russell Campbell is a CFP® with seven years of industry experience, currently serving as an advisor at ProVise Management Group, LLC. He previously worked at Ambassador Advisors and RJC Capital, LLC. Outside of his advisory role, he is a non-active member of a sports drink business based in Bellevue, WA. ProVise Management Group provides portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, and employs discretionary and non-discretionary strategies.

Robert Ouimet is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services. He also provides insurance and fixed product advising, assisting clients in evaluating the need for insurance-based products within their financial plans. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Nicolas Toadvine is a CFP® professional with 26 years of industry experience, currently with Calton & Associates, Inc. since 2016. His prior roles include positions at Wall Advisors, Inc., Brookstone Securities, Inc., Investors Capital Corp., and Ingram Advisory Services, LLC. Outside of advising, he teaches a personal finance course at Florida Southern College, serves on the board of the YMCA of West Central Florida, and offers financial education to employees through employer-sponsored programs. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products, employing a variety of analytical investment approaches and performing due diligence on third-party money managers.

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work involving VBA programming and Excel projects. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Aiden Brown is a financial advisor at Capital Analysts with Series 66 credentials and two years of industry experience. His prior roles include positions at Lincoln Investment, Equitable Advisors, and Core Bridge. Outside of advisory work, Brown owns Futris Financial LLC, a tax-related entity not involved in investment management. Capital Analysts serves a diverse clientele, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.

Maxwell Azzarelli is a financial advisor at Accurate Wealth Management, LLC with a Series 65 designation and one year of industry experience. He joined Accurate Wealth Management in 2025 following a decade-long hiatus from the industry. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, educational services, and a wrap-fee program, managing diverse portfolios that include traditional and alternative investments with an emphasis on value, safety, quality, and risk control.