Harry Orr is the sole advisor at Orr Financial, LLC, an independent registered investment adviser based in Tampa, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having founded Orr Financial in 2001. Outside of his advisory work, he serves as managing member of L&O Leasing, LLC, a residential rental property management business. Orr Financial primarily serves individual clients, offering portfolio management, monitoring of third-party money managers, and financial planning. The firm’s investment approach focuses on asset allocation and modern portfolio theory, utilizing equities, fixed income, mutual funds, and ETFs, with due diligence applied to outside managers when recommended.

Jonathan Henrich is an advisor at Mozella Asset Management with three years of industry experience. He holds the Series 63 and Series 65 licenses and has a background that includes roles at Quiet Mind Hotel, Best Rate Referrals, and Jinzi Tech. Outside of advising, he authors books on a generally not-for-profit basis and has involvement in business operations and technology consulting. Mozella Asset Management is a state-registered investment adviser that provides active investment management, financial planning, and consulting services to individuals, trusts, and corporations. The firm constructs customized portfolios using Modern Portfolio Theory combined with fundamental and technical analysis, and it focuses on selecting and overseeing third-party managers with a flexible fee structure.

Samuel Martinez is the principal of S.mart Advising Inc in Tampa, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His career includes roles at Crescendi Group, LLC, The Exit Strategy Co., and Blu Sky Coaching, Inc. Outside of advising, he serves as chairperson for Methodist United in Prayer, a nonprofit focused on fundraising and community outreach. S.mart Advising provides discretionary asset management, financial planning, and pension consulting services to individual investors and business entities, including qualified retirement plans. The firm utilizes platform- and model-based portfolio solutions, active co-advisory relationships, and a combination of analytical methods and trading strategies to manage client assets.

Christian Pearson is a financial advisor at 4 Vertical with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at firms including Treloar & Heisel, Inc., MassMutual, and LPL Financial. He is also CEO of Alafia Consulting LLC, a business development firm for startups. 4 Vertical is an independent, state-registered investment adviser serving individuals and qualified retirement plans. The firm uses a tactical allocation strategy with customized portfolio management and offers pension consulting, participant education, and ERISA 3(21) advisory services on a primarily non-discretionary basis.

Dianne Hively is a Series 65 licensed financial advisor with 8 years of industry experience, currently serving as the sole advisor at Hivest Financial LLC in Tampa, FL. She has worked with Hivest Advisors Inc. since 2017 and Hivest Financial LLC (formerly Hobson Advisors LLC) since 2009. In addition to her advisory role, she is a partner in Staples Enterprises, Inc. and owner of Hobson Travel Ltd., and holds a CPA designation through which she performs consulting services within Hobson Advisors LLC. Hivest Financial provides advisory and financial planning services to high-net-worth individuals and corporate clients, focusing on investment planning, retirement and college planning, and debt and insurance reviews. The firm emphasizes fundamental analysis and employs a range of strategies including long-term, short-term, and options approaches, often directing clients to third-party investment advisers and including allocations to private funds and alternatives in client portfolios.

Simon Rosenberg is a CFA® charterholder with 17 years of experience in the financial industry. He is the sole advisor at Homestead Financial Partners and has previously worked at Snow Capital Management, Sabal Trust, and HCI Group, Inc. Rosenberg is also an investor in Allegheny BC Two, a company that owns several apartment complexes. Homestead Financial Partners provides asset management and financial planning services to individual and high-net-worth clients, focusing on a value-oriented investment approach that emphasizes dividend yield and growth, combined with a mix of fixed income to meet client objectives. The firm integrates a tax-aware perspective, supported by its managing member’s CPA license, and offers portfolio management tailored to each client’s risk tolerance and circumstances.

Sam Blade is the principal advisor at Blade Financial in Tampa, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Advent Health, University of Michigan Health, and several ride-sharing platforms such as Lyft and Uber. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation supported by fundamental and technical analysis, offering both discretionary and non-discretionary management along with coordinated implementation through third-party professionals.

David Olsen is a financial advisor with Retirevest Financial, LLC in Tampa, FL, holding the ChFC® designation and Series 63 license. He has 13 years of industry experience, including nine years at Accelerate Financial Group, LLC, and over two decades as a sole proprietor. Outside of advisory services, he operates a licensed insurance agency offering fixed insurance products such as life insurance, annuities, and long-term care policies. Retirevest Financial, LLC provides investment management, customized financial planning, and insurance solutions to individuals, families, trusts, and high-net-worth investors, with a focus on pre-retirees and retirees. The firm employs a goals-based investment approach incorporating fundamental analysis, asset allocation, diversification, and risk management.

John Donovan is a CFP® with 39 years of experience in the financial advisory industry. He has been the principal advisor at AdvisorPlanner, LLC since 2016. Outside of his advisory work, he offers automobile rental services through an organized platform from his home office. AdvisorPlanner, LLC is a fee-only independent registered investment adviser serving individual clients and employer-sponsored retirement plans. The firm uses a variety of analysis techniques to construct portfolios that include equities, mutual funds, ETFs, and fixed-income instruments, and it emphasizes both value-oriented and income-focused strategies with periodic tactical adjustments.

Kendall Maccagnan is a CFP® certificant and managing member of Off the Bay Wealth LLC in Tampa, FL, with experience at firms including TD Synex and CliftonLarsonAllen. She also manages a real estate entity, KMLV Real Estate 1, dedicating a small portion of her time to this activity. Off the Bay Wealth provides asset management, financial planning, tax planning, and consulting services to individual and corporate clients. The firm employs a mix of tactical and strategic asset-allocation techniques tailored to client objectives and risk tolerance, offering fixed-fee and hourly engagement structures rather than percentage-based fees.

John Reynolds is a financial advisor at Hyde Park Wealth LLC in Tampa, FL. He holds a Series 65 designation and has been in the industry since 2025. Prior to his current role, he worked at Brown Edwards & Company and several blockchain-related organizations, including Block.one and the EOS Network Foundation, where he serves as Vice President of Finance. Hyde Park Wealth LLC is an SEC-registered investment adviser providing discretionary portfolio management and written investment policy statements for individual and high-net-worth clients. The firm employs a broad investment approach that includes fundamental analysis and modern portfolio theory, covering a wide range of asset classes such as private placements, venture capital, and digital assets.

Robert Johnson is a financial advisor at TCP Investments LLC in Saint Petersburg, FL, holding a Series 65 designation with 21 years of industry experience. He has led TCP Investments since 2011. The firm provides investment advice exclusively to individual clients, employing a market-timing approach driven by technical analysis and charting tools. TCP Investments manages a small client base and focuses on short-term mutual fund trading strategies, including the use of leveraged ProFunds and discretionary group trades for certain accounts.

Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Gray Colt Financial Planning LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors LLC, Empower Financial Services, and Regions Bank/Cetera Investment Services. He holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent advisory firm that provides personalized asset management and financial planning services to individual and high-net-worth clients. The firm focuses on value-oriented, long-term investments combined with strategic asset allocation, offering discretionary management and regular portfolio reviews tailored to client objectives.

Daniel Westfall is a CFP® professional with 14 years of industry experience. He is the founder and sole advisor at Client Focused Financial, an independent firm based in Saint Petersburg, FL. His prior experience includes roles at Triad Advisors, Inc. and NEXT Financial Group. In addition to advisory services, he is involved in insurance planning through his firm. Client Focused Financial provides discretionary asset management and written financial planning for individual clients, managing approximately $69.5 million in assets. The firm tailors portfolios to client objectives using fundamental analysis and offers a variety of strategies, including options and frequent trading when appropriate.

Cedric Powell is a financial advisor at Powell Wealth in Tampa, FL, holding the ChFC® and Series 63 designations with 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and spent over 17 years at Northwestern Mutual across various affiliated companies. Outside of financial advising, Powell is an author of two books, "She Rich" and "Sell or Starve," and is involved in light construction and consulting through his business, Showtime Construction & Consultants. Powell Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, small businesses, unions, trusts, and corporate entities. The firm employs a model-driven investment process utilizing quantitative, fundamental, technical, and economic analysis across multiple asset classes, with portfolios primarily implemented through ETFs, mutual funds, unit investment trusts, fixed income, and equities.

Bradley Sorensen is a CFA® charterholder with 22 years of industry experience. He currently serves as the sole advisor at U.S. Cherry LLC in St. Petersburg, FL. His prior experience includes roles at Charles Schwab, IHL Investment Services, and investment research positions at Zacks Investment Research and Cornerstone Portfolio Research, where he works as a senior research analyst and portfolio manager respectively. U.S. Cherry is an SEC-registered, internet-based robo-advisor serving retail individuals, corporate clients, institutional investors, trusts, and endowments. The firm uses technology-driven, proprietary algorithms to deliver automated portfolio management and digital financial-planning tools across multiple account types, emphasizing ETF-based model portfolios with features such as ESG and factor exposures and crypto-ETF options.

David Carson is a financial advisor with DTCARSON Asset Management in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including prior work at Oak Grove, LLC. DTCARSON Asset Management provides discretionary portfolio management and standalone financial planning services to individual clients. The firm’s investment approach is primarily guided by technical analysis and employs strategies such as ETFs and options under limited discretionary authority, focusing on aligning with client objectives and restrictions.

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.