Daniel Huehn is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 66, Series 65, and Series 63 licenses and bringing 11 years of industry experience. He has been with Rogan & Associates since 2015 and previously worked at J.W. Cole Financial, Inc. Huehn also 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. The firm manages approximately $709.6 million on a discretionary basis, employing 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 with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual and Cedric Powell before joining Instrumental Wealth in 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 integrates tax, legal, insurance, and employee-benefit considerations into its planning and offers a diverse range of investment options including mutual funds, ETFs, fee-based annuities, and alternative investments.

Shannon Stophel is a financial advisor at Walser Wealth Management Company with five years of industry experience. She holds the Series 65 designation and has worked at Walser Wealth Management since 2018. Prior to her advisory role, 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 provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and corporations. The firm focuses on diversified, primarily passive asset allocation using mutual funds and ETFs, with a long-term orientation and tactical allocation adjustments, offering proprietary model portfolios and consulting services.

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.

William Harrell Jr. is a Series 65-licensed financial advisor with 22 years of experience, all of which have been with Capco Asset Management, LLC in Tampa, Florida. He is part of a five-advisor team at the firm. Capco Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments in public equities selected for business quality, management quality, and valuation, and incorporates operational features such as co-investment by principals and a choice of performance-based or asset-based fees.

Matthew Szabad is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Noble Family Wealth. His prior roles include positions at Raymond James & Associates, USAA Investment Management Company, and USAA Financial Advisors. Noble Family Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, trusts, estates, and charitable organizations, focusing on relationships with aggregated minimum assets of $2 million. The firm employs a tactical allocation strategy across multiple asset classes, utilizing ETFs and active strategies to tailor portfolios to clients’ objectives and risk profiles.

Anthony Longo is a Series 65-licensed financial advisor at Caitlin John, LLC with two years of industry experience. He has worked at several firms including Kingsbury Financial Advisors and Steelbach, and has also served as an insurance agent specializing in fixed insurance sales. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, including fixed insurance products.

Jon Brethauer is a CFP® with 22 years of industry experience, currently serving at ProVise Management Group, LLC. He has been with ProVise since 2008 and also has a longstanding affiliation with Kestra Investment Services, LLC. Brethauer holds leadership roles as President of both ProVise Management Group, LLC and ProVise Management Company, Inc. He is a board member of BayCare Alliant Hospital and Morton Plant Mease Hospital, where he is involved in strategic planning and oversight. 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 employs a range of investment vehicles and incorporates AI tools with human oversight while maintaining affiliations with various financial service entities.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been affiliated with True Financial Wealth Management Firm, LLC since 2006 in various capacities, including as a member, owner, and vice president. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models that emphasize diversification, low fees, and risk management, and it offers affiliated tax, legal, and insurance services alongside educational resources and retirement plan integrations.

Christopher Gettelfinger is a financial advisor at S.E.E.D. Planning Group, LLC in Saint Petersburg, FL, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Northwestern Mutual and Orvis, where he has been employed since 2022. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses fundamental analysis and a long-term investment strategy, incorporating values-based financial planning, tax and estate planning, and diversified portfolio management through its investment division, Sift Investment Management.

Jeffrey Sievers is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding the CFP®, ChFC®, and Series 63 designations with 26 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Curtis Parry from 2009 to 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Linda Smith is a CFP® professional with nine years of industry experience. She has been with William Mack & Associates, Inc. since 2005. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities, managing approximately $820 million for about 957 clients through a team of ten advisers. The firm’s investment approach emphasizes diversification, tax efficiency, and low-cost implementation using no-load mutual funds and ETFs across six model strategies with a long-term orientation and periodic rebalancing.

Richard Teitelbaum is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Apollon Wealth Management. He is also an independent insurance agent. Amerity Wealth Management is a multi-advisor firm serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, utilizing a range of investment vehicles and coordinating with multiple custodians and co-advisors.

Connor Corkery is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Raymond James and Fidelity Investments. Outside of finance, he has experience working in golf club operations and various recreational facilities. FFO Investments LLC offers discretionary and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates investment management, financial planning, tax and entity-structuring, and alternative investment analysis, often collaborating with clients' external professionals under a unified Master Service Agreement.

Gilbert Ulrich is a CFA® charterholder with 19 years of experience in the financial industry. He has been with ARS Wealth Advisors and its related entities since 2006 and is currently based in St. Petersburg, FL. 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 utilizes an Investment Committee for oversight.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Philip James Wealth Management, LLC since 2018. His background also includes roles with Principal Life Insurance Company and Princor Financial Services Corp. PGI Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting with portfolio management across multiple offices.

Michael Bartolotta is a financial advisor at Darwin Wealth Management with five years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Darwin Wealth Management and its affiliated firms in 2020 and 2021, he worked at M3 Financial, Inc. from 2007 to 2018. Bartolotta is also a licensed insurance agent with Darwin Insurance Group, where he spends a portion of his time consulting and offering fixed insurance and annuity products. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers and supports automated advice and diverse asset types.

Robert Riley is a financial advisor with Mutual Trust Asset Management, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Mutual Trust Company of America Securities. He is also the owner of a financial planning and advisory business, Retirement Lock. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay and employs globally diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Randy Ramos is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Valic Financial Advisors, AGIA Inc., and LPL Financial. Outside of his advisory work, he serves as a sports and fitness coach at St. Mary's Episcopal Day School. 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 primarily long-term, goal-based investment approach using fundamental and technical analysis and offers a range of services including wealth management, financial planning, and retirement plan advisory.

Randy Pattison is a financial advisor at Belleair Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Belleair Wealth Management since 2012. Pattison is also involved in managing Belleair Health, LLC, a Florida insurance agency offering life and health insurance products. Belleair Wealth Management is a fee-based registered investment adviser serving individuals, including high-net-worth clients. The firm employs a diverse investment approach utilizing multiple analytical methods and portfolio strategies, and it is affiliated with a full-service accounting practice and an insurance agency.