Daniel Huehn is a financial advisor at Rogan & Associates with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. Huehn previously worked at J.W. Cole Financial, Inc. and 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, serving both non-high-net-worth and high-net-worth clients. The firm employs 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 in Tampa, FL, holding Series 65 and Series 63 licenses with 12 years of industry experience. Prior to joining Instrumental Wealth in 2021, he worked at Northwestern Mutual in various capacities from 2014 to 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 emphasizes integrated planning for business owners and offers a range of investment options, including mutual funds, ETFs, alternative investments, and digital assets.

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.

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 financial advisor at SimplyRIA Advisor Network with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kingsbury Financial Advisors and Steelbach. Outside of advising, he is also an insurance agent specializing in fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, providing investment management, financial planning, and retirement plan fiduciary support. The firm employs a combination of active and passive management through various account platforms and supports independent advisor practices within its corporate RIA structure.

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® with 11 years of industry experience, currently serving as an advisor at PSI Advisors, LLC. Prior to joining PSI Advisors in 2018, he worked with Principal Life Insurance Company and Princor Financial Services. Misarti is also involved in insurance-related activities as an agent for fixed life insurance, annuities, and disability products. 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 employs a mix of analytical methods and offers discretionary and non-discretionary management through various advisory platforms and wrap fee programs.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at WT Wealth Management since 2015 and previously held positions at True Financial Wealth Management Firm, LLC and Girard Securities, Inc. Redwanc is a member and vice president of True Financial Wealth Management Firm, LLC. WT Wealth Management is a multi-advisor firm serving individuals, high-net-worth households, pension plans, charitable organizations, and businesses. The firm uses proprietary, model-based strategies across various asset classes and offers specialized approaches including values-based screening and enhanced cash management, supported by affiliated accounting, legal, and insurance services.

Christopher Gettelfinger is a financial advisor at S.E.E.D. Planning Group, LLC with a Series 65 designation and two years of industry experience. He has worked at S.E.E.D. Planning Group since 2023 and previously spent time at Northwestern Mutual and Orvis. S.E.E.D. Planning Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, non-profits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate strategies and uses fundamental analysis alongside long-term portfolio approaches to manage approximately $568 million in discretionary assets.

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 with FFO Investments LLC, holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Raymond James and Fidelity Investments. Outside of finance, his background includes experience in golf club operations. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office model for individuals, families, trusts, estates, business entities, and entrepreneurs. The firm integrates multiple advisory disciplines through a unified agreement and frequently collaborates with clients’ external professionals to provide comprehensive wealth coordination and alternative investment analysis.

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 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.

Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.

Michael Bartolotta is a financial advisor at Darwin Wealth Management in Tampa, FL. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. His prior work includes roles at M3 Financial, Inc. and affiliated firms within the Darwin group. Bartolotta also serves as a licensed agent for Darwin Insurance Group, offering fixed insurance and annuity products. Darwin Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and financial consulting services to individuals, corporations, and business entities. The firm uses a tailored investment approach combining firm-developed models, third-party portfolios, and tactical strategies, and offers a web-based advisory option through Betterment for Advisors.

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.