Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

William Root is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Ameritas Investment Corp, Manatee River Financial Group, and CCF Investments. Outside of advisory work, he is a sales representative for Sutter's Quality Foods, a food distributor. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses through a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, retirement plan account management, and coordinated estate and tax planning, employing tailored long-term investment strategies with fundamental, factor, optimization, and quantitative methods.

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

David O'Neill is a financial advisor with Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Cambridge Investment Research Advisors and the University of South Florida Leadership Center. In addition to his advisory role, he is an insurance agent involved in selling term, disability, long-term care, and fixed annuities. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers tailored investment strategies with a long-term focus, employing fundamental, factor, optimization, and quantitative methods, along with selective use of options and third-party sub-advisers.

Jedidiah Hostetler is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Clarity, he worked at Eastern Nephrology Associates and Charlotte Eye, Ear, Nose & Throat Associates. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a team-based approach with tailored, long-term investment strategies using fundamental, factor, optimization, and quantitative methods, supported by third-party platforms and sub-advisers.

Michael Hinson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at ARS Wealth Advisors since 2023. His prior experience includes roles at Splunk, Sequoia Financial Group, and Mercer Global Advisors. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, 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.

Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. 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 customizes investment programs based on individual objectives.

Michael Murray is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with ARS Wealth Advisors, where he has worked since 2015, including at ARS Wealth Advisors Group, LLC since 2021. The firm provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. ARS Wealth Advisors manages approximately $1.64 billion in discretionary assets and uses a tailored, diversified investment approach with a long-term horizon.

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.

Daniel Wilson is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Charles Schwab, and USAA Financial Services. Outside of finance, he was involved with CleaNology for five years. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary strategies, third-party managers, and analytical methods including fundamental and technical analysis, with some strategies incorporating market-timing techniques.

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.

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.

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.

Sean Orick is a financial advisor at Strategic Wealth Partners, Ltd. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Resources Investment Advisors, Triad Advisors, Independent Financial Group, Adviseme National Advisors, and Pension Advisors. Outside of his advisory role, he is the managing member of Southern Tides Consulting, LLC, a holding company. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The multi-advisor firm manages approximately $1.3 billion and employs a diversified investment approach combining fundamental, technical, and charting analysis.

Eric Voegeli is a financial advisor with Diversify Advisory Services, LLC and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has worked with firms including DFPG Investments Inc and Discover Financial Services. He is currently based in Parrish, Florida. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and financial planning services tailored to client goals and risk tolerance.

Sharyn Hyla is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes roles at ADP Inc. from 2002 to 2020 and several positions at Voya and related firms before joining MissionSquare in 2022. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes model portfolios and personalized advice developed by Morningstar Investment Management.

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Mitchell Mulcahy is a financial advisor with RFG Advisory, LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at Florida Financial Advisors, Trinity Wealth Securities, and Contend Capital. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, offering portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, alternative investments, and annuity management.