Steven Price is a financial advisor at SB Advisory, LLC in St. Petersburg, FL, with eight years of industry experience. He holds a Series 66 designation and has worked at San Blas Securities LLC, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Raymond James Financial. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, providing portfolio management, financial planning, and access to third-party manager programs, primarily delivering advice on a non-discretionary basis.

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.

Gregg Ducatte is a financial advisor with Novak & Powell Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Raymond James Financial Services in various capacities since 2003 and joined Novak & Powell in 2020. 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 diversified, tax-aware portfolios primarily using ETFs and mutual funds, and integrates financial planning and tax services within its advisory offerings.

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.

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.

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.

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.

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.

Stephen Scott is a CFP® professional with 14 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2011. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, multi-asset diversification with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

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.