Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

John Sellas is a financial advisor at National Retirement Plan Services, Inc. in Tampa, FL, with 17 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. Beyond his advisory role, he operates John A. Sellas, CPA, providing tax advisory, trust management, and estate planning services. National Retirement Plan Services, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm provides tailored discretionary asset management and consulting, using fundamental, technical, and cyclical analysis, and facilitates third-party money manager relationships.

Benjamin Trigsted is a financial advisor at Trigsted Wealth Advisory in Tampa, FL. He holds a Series 65 designation and has been working in the industry since 2022. Prior to founding his independent firm, he worked at TRC Advisory and Keyrus, and has academic experience from the University of North Carolina, Chapel Hill, and the University of California, Los Angeles. Trigsted Wealth Advisory provides financial planning and investment advisory services to individuals, families, and high-net-worth clients. The firm offers a range of fee structures, including fixed fees for comprehensive plans, subscription billing, and hourly consultations, and customizes investment recommendations based on client objectives, risk tolerance, and other factors.

James Waters is the sole advisor at Waters, James J., an independent firm. He holds Series 65 and Series 66 licenses and has 25 years of industry experience, including roles at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer for the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, including 401(k) plans, pension and profit-sharing plans, IRAs, trusts, corporations, and not-for-profits. The firm’s investment approach emphasizes strategic asset allocation across broad asset classes using predominantly no-load, lower-expense mutual funds, with periodic rebalancing and a long-term, buy-and-hold strategy. Advice is delivered on a non-discretionary, consultative basis with a focus on retirement distribution planning.

Raymond Ifert is a financial advisor at REI Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with REI Wealth Management since 2014. Outside of his advisory role, he serves on the audit and capital campaign committees of the Tampa Museum of Art and participates in the Community Foundation of Tampa Bay’s Council of Professional Advisors. He also works as an independent insurance agent and occasionally serves as an expert witness in arbitration. REI Wealth Management serves a diverse client base including individuals, high-net-worth clients, family entities, foundations, trusts, businesses, and institutional clients such as insurance companies. The firm employs an open-architecture investment approach, combining active and passive strategies across multiple asset classes, and offers family office services along with customized retirement plan analyses.

Pierre Emmanuel Jouve is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at InsuraWealth, LLC in Tampa, FL. He founded InsuraWealth in 2016 after a brief tenure at Mass Mutual and also serves as the founder of Parkbo, LLC, a fintech company unrelated to his advisory services. InsuraWealth is an independent, state-registered investment advisor serving individual, charitable, corporate, and pension clients. The firm primarily constructs passively oriented portfolios and offers pension and profit-sharing plan consulting with a focus on fiduciary obligations under ERISA.

Susan Adam is the principal of SA Investment Advisory in Brandon, FL, holding a Series 65 license with one year of industry experience. Before founding her advisory firm, she worked at ONE Medical and NOAH. In addition to her financial advisory work, she practices as a nurse practitioner for an internet-based telehealth company. SA Investment Advisory provides non-discretionary investment advice and consulting to individual and high-net-worth clients, focusing on tactical allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm does not manage client assets or provide discretionary portfolio management, instead offering tailored recommendations across a broad range of securities and charging hourly fees.

Rustin Jordan is the sole advisor at Jordan Financial LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Jordan Financial since 2010. Outside of financial advising, he is a part-owner of Tampa Tap Room, a restaurant and bar where he contributes to social media, record keeping, and general maintenance. Jordan Financial LLC provides fee-based portfolio management and personalized securities recommendations to private clients. The firm applies a combination of technical and fundamental analysis and manages approximately $44.6 million on a discretionary basis for a select client base.

Travis Mueller is a financial advisor at Union Grove Capital, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. He previously worked for Fieldcore, a GE Company, from 2000 to 2020 and is co-owner and insurance agent of Union Grove Legacy, LLC, an affiliated insurance business. Union Grove Capital, LLC provides discretionary asset management and financial planning services primarily for individuals and high-net-worth clients. The firm uses third-party model portfolios and may delegate management authority to other advisers, employing a variety of analytical methods and investment strategies, including options trading.

Daniel Daley is a financial advisor at Your Financial Advocate, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ideas in Finance, Inc., Lockwood Advisors Inc, and Pershing LLC. Your Financial Advocate, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charities, with a focus on retirement-account guidance. The firm employs a long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside stocks, bonds, and options when appropriate.

Cedrick West is the sole advisor at Blue Compass Wealth Management, LLC in Brandon, Florida, with three years of experience in the financial industry. He holds the Series 65 designation and co-owns a certified public accounting firm, C. S. West & Associates, PA, which is unrelated to his advisory work. Blue Compass Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer retirement plans by providing discretionary investment management and financial planning. The firm employs a value-driven, fundamental investment approach with a long-term focus, working in partnership with an external money manager and utilizing Fidelity’s institutional platform for operational services.

Kyle Schlossman is a CFA® charterholder and financial advisor at Zeniki Wealth with two years of industry experience. He previously worked at a private family office and Bank of America. Zeniki Wealth provides portfolio management and comprehensive financial planning to individual clients, including retirees, high-net-worth individuals, business owners, and medical professionals. The firm employs a long-term buy-and-hold investment approach combining fundamental, quantitative, and qualitative analysis within a framework based on Modern Portfolio Theory.

Dennis Karjala is a financial advisor at TKG Financial LLC in Tampa, FL, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, and InstaCart. He maintains an insurance license but does not actively sell insurance. TKG Financial LLC provides discretionary and non-discretionary asset management primarily to individual and high-net-worth clients, focusing on tailored investment strategies that include portfolio construction, monitoring, and trade execution across various securities. The firm emphasizes client-specific objectives and conducts regular account reviews to adjust strategies as needed.

Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.

Meghan Dodge is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Opinicus in Tampa, FL. Her prior work includes roles at Regions Bank, Nordstrom, and Whittier Farms Inc. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, providing financial planning, investment management, and retirement plan consulting. The firm combines multiple analytical approaches in its investment process and integrates tax planning with CPA collaboration, managing approximately $256 million for about 136 clients.

Troy Tonn is a financial advisor at Cirrus Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cirrus Capital since 2009. In addition to his advisory role, Mr. Tonn maintains a Florida license to sell life insurance and annuities, which he occasionally offers when suitable for clients. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities. The firm employs a multi-strategy, top-down investment approach aimed at positive absolute returns with managed volatility and offers regular performance reporting to clients.

Charles Stewart is a financial advisor with Black Elm Advisers, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has previously worked at Water Tower Wealth Management and World Financial Group and runs The Stewart Insurance and Financial Services Agency LLC. Stewart is also an instructor at Heartland Financial Institute, where he teaches financial education classes. Black Elm Advisors provides discretionary investment management to individual and high-net-worth clients, utilizing a blend of fundamental and quantitative analysis and employing a range of strategies including long and short positions, margin trading, and options. The firm emphasizes portfolio construction, asset allocation, and ongoing monitoring tailored to client objectives and risk tolerance.

Lawrence Ford is a financial advisor at Conscious Capital Wealth Management, LLC in Tampa, FL, with 34 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Financial. Outside of advising, he is involved in speaking, writing, and private counseling on personal empowerment and values alignment, and serves as CEO of Conscious Alternative Asset Management, a company focused on alternative investment opportunities. Conscious Capital Wealth Management provides financial planning, portfolio management, and consulting services to individuals, trusts, charitable organizations, retirement accounts, and small businesses. The firm combines a Living Plan workflow with macro and fundamental analysis to guide asset allocation and model portfolio selection, managing approximately $131 million for around 200 clients.

Wayne Fernow is a financial advisor with American Family Legacy Group in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at American Private Equity, LLC and Aflg Insurance prior to his current role, which he has held since 2012. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services for individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serves fewer than 100 clients, and operates five offices with three advisors.

Charles Poe is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014. Outside of his advisory role, he serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm uses a top-down approach to asset allocation, emphasizing dividend-oriented equities identified through quantitative, fundamental, and technical analysis, and employs a diverse range of investment instruments to manage risk and volatility.