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.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

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.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. 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 utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.

David Stieh is an advisor at Client 1 St Advisory Group in Dunedin, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Client 1st Advisors since 2006. Client 1 St Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to a diverse range of clients, including individuals, trusts, pension plans, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach combining customized investment plans and quarterly reviews.

Michelle Mabry is a CFP® practitioner with 36 years of industry experience, currently serving at Client 1st Advisory Group since 2013. She holds Series 63 and Series 65 licenses and is based in Dunedin, FL. Mabry is also a board member of the Pinebelt Community Foundation. Client 1st Advisory Group is a SEC-registered firm with seven advisors and approximately $511 million in assets under management, offering personalized portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, and charitable organizations. The firm employs a consultative approach with customized investment plans across a variety of asset classes and notable use of alternative investments and third-party management strategies.

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.

William Hallmann is a financial advisor at Craft Wealth Services with 18 years of industry experience and holds a Series 66 designation. He has previously worked at firms including LPL Financial and operated his own advisory and CPA practices. Outside of his advisory role, Hallmann is the owner and president of a CPA firm specializing in tax preparation and accounting. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented investment approach combining fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Russell Campbell is a CFP® with seven years of industry experience, currently serving as an advisor at ProVise Management Group, LLC. He previously worked at Ambassador Advisors and RJC Capital, LLC. Outside of his advisory role, he is a non-active member of a sports drink business based in Bellevue, WA. ProVise Management Group provides portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, and employs discretionary and non-discretionary strategies.

Robert Ouimet is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously held roles at Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services, Inc. In addition to his advisory work, he assists clients with evaluating insurance-based products as part of their financial planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and collaborating with third-party managers, while providing specialized retirement-plan advice.

Nicolas Toadvine is a CFP® professional with 26 years of experience in the financial services industry, currently serving at Calton & Associates, Inc. since 2016. In addition to his advisory role, he teaches personal finance at Florida Southern College, serves on the board of the YMCA of West Central Florida, and provides financial education through employer-based workshops. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple management options and distinct program structures, including wrap programs and separate account platforms.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2018 and previously at Legend Advisory, LLC and Ameriprise Financial Services, Inc. In addition to advisory services, she is licensed as a life and disability insurance agent. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management both on a discretionary basis via an in-house team and non-discretionary basis via third-party managers, utilizing a proprietary mutual fund screening process called CAPSL.

Michael Lewin is a financial advisor with Tucker Asset Management LLC and holds a Series 65 credential. He has eight years of industry experience at firms including Foundations Investment Advisors LLC and Wealth Watch Advisors. Lewin is also president and owner of Lewin & Associates, Inc., a mortgage brokerage, and is an independently licensed insurance agent specializing in life insurance and annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including direct indexing and alternative investments.

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work specializing in Excel and VBA programming. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Aiden Brown is a financial advisor with Capital Analysts and holds a Series 66 designation. He has two years of industry experience and has worked at Capital Analysts, Lincoln Investment, Equitable Advisors, LLC, and Core Bridge. Outside of his advisory role, Brown is an agent involved in property and casualty and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through a combination of discretionary in-house investment management and non-discretionary advisor-managed solutions, supported by proprietary research and institutional relationships.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.

Vincent Munno is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Simplicity Wealth. His prior experience includes roles at Mutual Trust Co. of America Securities and other financial and insurance-related businesses. Outside of advisory work, he is involved in the wholesale of fixed insurance products and owns several car wash businesses. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and advisor support through a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities. The firm combines advisory services with technology and operational solutions, including a managed account platform and multiple model manager offerings.