Justin Whitmer is a financial advisor at ProVise Management Group, LLC with Series 65 and Series 66 credentials. He joined ProVise in 2026 and has prior experience working at P2 Alchemy LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting. The firm constructs portfolios using mutual funds, ETFs, equities, and fixed income, and offers discretionary and non-discretionary services with ongoing supervision and standalone planning options.

Joshua Koh Swineford is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 66 licenses. He joined FFO Investments in 2025 and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm emphasizes integrated wealth coordination, financial planning, alternative investment analysis, and often collaborates with clients’ external professionals to provide comprehensive financial oversight.

Trevor Saunders is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Darwin Wealth Management, where he has worked since 2023. His prior experience includes roles at Capital Synergy Partners, Inc., Cps Financial & Insurance Services, Inc., The Leaders Group Inc, and Diversified Individual Brokerage. Darwin Wealth Management serves individuals, high net worth clients, and business entities with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party managers, and supports automated advice and held-away account aggregation, covering a broad range of asset types and investment strategies.

Luke Anderson is a financial advisor at Rise Financial Partners with a Series 66 designation and one year of industry experience. Before joining Rise Financial Partners, he worked at UniFirst Corporation for nine years and previously held positions at Staples Advantage and a brief period of unemployment. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm manages approximately $70 million in discretionary assets using a combination of modern portfolio theory, passive core exposures, and tactical inputs, and offers financial planning, portfolio management, and retirement-plan investment services.

Jordan Ackerman is a financial advisor at TLW Wealth Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade and Medical Solutions. In addition to his advisory role, he is involved with Silicon Prairie Marketing LLC. 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, structuring portfolios to support multi-decade time horizons and accommodate ongoing monthly cash withdrawals.

Michael Talbot is a financial advisor with Unique Wealth, LLC in Clearwater, FL, holding the ChFC® designation and Series 63 license. He has 11 years of industry experience, including prior roles at John Mosher and Northwestern Mutual Investment Management. 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 to client objectives and utilizing model portfolios, sub-advisers, and independent managers, including services related to digital assets.

Paul Sullivan is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Unique Wealth, he worked at Lee, Nolan & Koroghlian LLC, a MassMutual agency, and has experience in sports media and education. Outside of his advisory role, he is also an insurance agent with Lee, Nolan & Koroghlian LLC. 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 to client objectives and offering access to model portfolios, sub-advisers, and independent managers, including advisory services related to digital assets.

Matthew Bostwick is a financial advisor at LVZ, Inc. with 12 years of industry experience. He holds a Series 65 credential and previously worked at Next Financial Group, Inc. from 2015 to 2021 before joining LVZ in 2021. Outside of his advisory role, he owns Coastline Capital Management and holds licenses to offer fixed annuities, life insurance, and Medicare supplement products. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm employs a variety of investment strategies, including Classic and Specialty portfolio styles, and integrates fundamental and technical analysis within a top-down framework.

Terry Carr is a financial advisor with Novak & Powell Financial Services, Inc. in Largo, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Novak & Powell since 2020 and concurrently operates Carr Capital Management, Inc., a support company for Raymond James Financial Services activities. Additionally, Carr has been involved in tax preparation services since 2005. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolio construction using primarily ETFs and mutual funds, with a focus on diversification, fee minimization, and tax considerations, and offers integrated tax planning and preparation services.

Steven Kohman is a financial advisor with Lange Financial Group, LLC, holding CPA credentials and 23 years of industry experience. He has been associated with Lange Financial Group and its predecessor firms since 1996 and operated his own CPA tax preparation business on a part-time basis. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services. The firm refers clients to independent investment managers rather than managing assets directly and offers educational programming such as seminars and a monthly newsletter.

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.

Trevor Shultz is a financial advisor at Clarity Financial Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as an outsourced Chief Investment Officer for Elevation Wealth Partners, LLC. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm focuses on customized, long-term portfolios supported by in-house analysis and independent sub-advisers, serving approximately 862 clients across five offices.

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 has worked at firms including Carillon Tower Advisers and Eagle Fund Distributors. Outside of his advisory work, he creates wooden fish as a hobby under the business FloridaWood. Darwin Wealth Management serves individuals, high net worth clients, and business entities by offering portfolio management, financial planning, consulting, and pension plan services. The firm employs a model portfolio approach with third-party managers and utilizes technology platforms such as Betterment for Advisors to support a range of asset types and strategies.

Jared Abelman is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of his advisory role, he serves as vice chairman of Gulf Coast Cares, which manages assets for Gulf Coast Jewish Family & Community Services, and is treasurer for Project Prosper Inc., an organization promoting financial literacy and microloans to recent immigrants. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $195 million for about 283 clients through discretionary and non-discretionary arrangements.

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.

Shoug Mayson is a financial advisor at Spartan Capital Private Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC since 2017 and Windsor Street Capital, LP from 2016 to 2017. Outside of finance, he serves as CEO of Mayson Music LLC, an independent record label focused on artist promotion and music retail. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and business entities, emphasizing portfolio management and third-party manager selection. The firm provides both discretionary and non-discretionary arrangements and integrates brokerage and insurance activities under common ownership with Spartan Capital Securities.

Ryan Mc Crerey is a CFP® certificant with five years of industry experience, currently affiliated with Provise Management Group, LLC. His prior roles include positions at Kestra Investment Services LLC, Commonwealth Financial Network, and JPMorgan Chase & Co. In addition to his advisory work, he dedicates part of his time to fixed insurance sales and tax preparation. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management and financial planning services. The firm utilizes a range of investment vehicles and custodial platforms while maintaining policies on liquidity and cybersecurity risk.

Kamil Polkowski is a financial advisor at FFO Investments LLC in Tampa, FL, with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including Sandy Morris Financial & Estate Planning Services, Fisher Investments, and Mass Mutual. Polkowski also served in the US Army for six years. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services through a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs with coordinated wealth management and financial planning. The firm integrates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. in Tampa, FL, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services, Raymond James & Associates, and VALIC Financial Advisors. In 2023, she was involved with The Local Draught House outside of her financial career. 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 combines strategic asset allocation based on Modern Portfolio Theory with tactical adjustments and employs fundamental and technical analysis in its portfolio construction.

Sean Orick is a financial advisor at Strategic Wealth Partners, Ltd. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Resources Investment Advisors, Triad Advisors, Independent Financial Group, Adviseme National Advisors, and Pension Advisors. Outside of his advisory role, he is the managing member of Southern Tides Consulting, LLC, a holding company. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The multi-advisor firm manages approximately $1.3 billion and employs a diversified investment approach combining fundamental, technical, and charting analysis.