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.

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 the Series 63, Series 65, and Series 66 designations and has been with Rogan & Associates since 2015. He 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 follows a long-term, asset-allocation and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance while using a variety of investment vehicles and insurance products where appropriate.

Jordan Arnold is a financial advisor at Instrumental Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Instrumental Wealth in 2021, he worked for Northwestern Mutual in various capacities from 2014 to 2021 and also spent three years with Cedric Powell. 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 typically allocates across mutual funds and ETFs, incorporates alternative investments, and emphasizes integrated planning for business owners by coordinating tax, legal, insurance, and employee-benefit considerations.

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.

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.

Alexander Misarti is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account offerings.

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.

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.

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 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Raymond James Financial Services and Fidelity Investments. Outside of finance, he has experience working at Eagles Golf Club and FunStation. FFO Investments LLC offers integrated fractional family office services including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis. The firm serves individuals, families, trusts, estates, business entities, and entrepreneurs through both discretionary and non-discretionary advisory arrangements under a unified Master Service Agreement.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management in Tampa, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Principal Life Insurance Company and Ameriprise, among others. His current affiliation with PGI includes experience at both Carson Wealth and Philip James Wealth Management. PGI Wealth Management is a team-based advisory firm managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting services, focusing on long-term investment strategies and customized client recommendations.

Michael Bartolotta is a financial advisor at Darwin Wealth Management with six years of industry experience. He holds the ChFC® and Series 63 designations. His previous experience includes over a decade at M3 Financial, Inc., and he is also involved with Darwin Insurance Group, 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. The firm uses a tailored investment approach combining proprietary and third-party model platforms, employing a mix of long-term, technical, fundamental, and tactical strategies.

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.

Ellis De Jesus is a CFP® and holds the Series 66 designation, with 20 years of experience in the financial industry. He has worked at Northbridge Financial Group, LLC since 2020 and has been affiliated with LPL Financial, LLC since 2015. Prior to his current roles, he had a professional connection with Roy E De Jesus DMD PA from 2014 to 2017. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in client assets, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and financial planning services, utilizing a primarily long-term, goal-based investment approach that includes a variety of investment vehicles and strategies tailored to client objectives.