Brynn Albers is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Wells Fargo Advisors, Danielson Financial Group, and LPL Financial LLC. Northbridge Financial Group is a nine-advisor team managing approximately $413 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, goal-based investment approach using fundamental and technical analysis across various asset classes, with additional strategies such as options and alternative investments utilized when appropriate.

Brian Glas is a CFA® charterholder with 15 years of industry experience. He is currently part of the team at Noble Family Wealth, where he has worked since 2021. Prior to joining Noble Family Wealth, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using multi-asset diversification and primarily implements portfolios with ETFs, tailoring strategies to clients’ specific financial goals and risk profiles.

Brian Murphy is a CFP® with five years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company. His prior experience includes roles at Sabal Trust Company, Northbridge Financial Group, and LPL Financial. Walser Wealth Management Company is a team-based adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, focusing on a diversified, low-cost investment approach using mutual funds and ETFs.

Joseph Arena is a financial advisor at Quartz Partners Investment Management in Clearwater, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at Quartz Partners since 2015 and is also associated with Etico Wealth Management. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management and advisory services. The firm integrates top-down macro analysis with bottom-up stock selection across various model series and offers discretionary account management, among other solutions.

Curtis Parry Jr. is a financial advisor at Unique Wealth, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and related entities for over two decades. Parry is also the CEO and founder of Together We Are Unique, LLC, a business involved in investment-related activities, and serves as an advisor for Electus Global Education Co., Inc., focusing on financial literacy for youth. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a multi-advisor team and utilizes a mix of internally managed strategies, third-party managers, and specialized investment platforms.

John Harper is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with 11 years of industry experience. He holds the PFS™ designation along with Series 66 and Series 65 licenses. Prior to joining Sagace, he worked at Sorren, Inc. for two years and spent eleven years at Westbay CPA. Sagace Wealth Management is a registered investment adviser team managing approximately $162.7 million for around 79 clients, primarily individuals and high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, using a process informed by fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term strategies.

Michael Stump is a CFP® and CFA® with seven years of industry experience. He is currently a financial advisor at Code Waechter LLC, where he has worked since 2019. Prior to joining Code Waechter, he spent seven years at KLH Capital Partners LP. 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 written financial plans and proprietary investment models with a combination of active and passive strategies, and may allocate to third-party managers when appropriate.

Rebecca Walser is a financial advisor with Walser Wealth Management Company, holding a Series 65 credential and 10 years of industry experience. She has been with Walser Capital Group and Walser Wealth Management since 2015 and 2016, respectively. In addition to her advisory role, she is a licensed attorney and dedicates part of her time to legal practice. Walser Wealth Management Company is a team-based SEC-registered firm with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, and institutional clients, using a diversified, low-cost investment approach with mutual funds and ETFs, supplemented by tactical asset allocation and rebalancing.

Trevor Mann is a financial advisor at Walser Wealth Management Company in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley, 360 Wealth & Benefits, and Principal Life Insurance Company. He is also licensed to sell life and annuity insurance. Walser Wealth Management Company is a team-based advisor with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach primarily using mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

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.

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.

Jorge Perez is a financial advisor at DMK Advisor Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and American National Insurance Co. Perez is also president of Soper, Perez and Associates Inc., a general line property and casualty agency. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm combines discretionary active management and non-discretionary consultative services, using mutual funds and ETFs guided by technical and fundamental analysis, and operates uniquely as both a registered broker-dealer and an investment adviser sponsoring wrap accounts.

Michael Talbot is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 12 years of industry experience. He holds a Series 63 designation and has previously worked at John Mosher, Ryan Eichler, and Northwestern Mutual Investment Management. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and non-profit organizations, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages about $965.6 million in assets with a multi-advisor team and uses a combination of internally managed strategies, third-party managers, and model portfolios.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary 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.

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.