Joseph Mcelwee is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Legacy Wealth Planning Group since 2023. Prior to founding his firm, he worked for 17 years at T. Rowe Price Investment Services, Inc. in Tampa, FL. Legacy Wealth Planning Group is an independent advisory firm offering fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and active management techniques.

Paige Gunn is the principal of Gunn Financial Advisors, LLC in Safety Harbor, FL, holding a Series 66 license with 11 years of industry experience. Her prior experience includes roles at The Harwood Insurance Group, Harwood Financial Group, and Palm Harbor Group, LLC. Outside of advisory services, she is a licensed insurance agent and involved in managing a non-investment-related real estate holding company. Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth clients, trusts, and qualified retirement plans. The firm also offers ERISA-plan services to plan sponsors, employing tailored investment programs that incorporate fundamental and technical analysis along with modern portfolio theory.

David Robbins is a financial advisor at Varney Wealth Management in Tampa, FL, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked for twenty years at the Florida Health Sciences Center, dba Tampa General Hospital. Varney Wealth Management is a solo advisory firm focusing on personalized financial planning for individual and high-net-worth clients, primarily with retirement-focused plans. The firm emphasizes low client costs, client education, and tailored planning without ongoing portfolio management or discretionary authority.

William Hussey is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Cleartree Asset Management, Inc. Located in Tampa, FL, he has previously worked at Sutton Wealth Advisors, Inc. and Securities Service Network, Inc. Hussey holds a Series 66 license and has been with Cleartree since 2018. Cleartree Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, managing accounts with strategies that include long-term trading and more active techniques such as options and short sales, tailored to client objectives and risk tolerances.

Carlos Cortez is the founder and sole advisor of Cortez Wealth Advisors LLC, based in Oldsmar, Florida, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at World Equity Group and Retirement Wealth Advisors, Inc. Outside of his advisory work, Cortez hosts the "Scriptures & Wallstreet" podcast, which he started in 2024. Cortez Wealth Advisors LLC provides financial planning and facilitates relationships with third‑party investment advisers for individual and high-net-worth clients. The firm focuses on asset-allocation strategies and client interviews to tailor plans and monitors recommended advisers while not directly managing client assets.

Jamie Chatman is the principal of JC Venture Capital Investments LLC and holds a Series 65 designation. He has 10 years of experience serving with the Fort Lauderdale Police Department. JC Venture Capital Investments provides non-discretionary portfolio advisory services and financial planning to individuals, families, trusts, and closely held entities. The firm combines fundamental and macroeconomic analysis with strategic and tactical asset allocation, offering tailored advice across a range of investment options while maintaining client approval on all transactions.

Jeffrey Merkow is a financial advisor at JSM Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fortis Capital Advisors, Elevate Financial Planning & Wealth Management, and Financial Engines Advisors. JSM Investment Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, private equity funds, corporations, and retirement-plan fiduciaries. The firm employs a predominantly passive global asset allocation using exchange-traded vehicles while incorporating active management, alternative investments, and options strategies as market conditions warrant.

Eric Odum is a financial advisor with Navigar Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Navigar Advisors since 2009. Outside of his advisory role, he is involved in commercial real estate brokerage and property management through Florida ROI Commercial Properties Brokerage, Inc. and Florida Investment Real Estate, LLC. Navigar Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, implementing investment supervisory services across various securities with a client-specific Investment Policy Statement. The firm’s investment approach combines multiple analytical methods and trading strategies, conducting account reviews for policy and risk alignment.

Todd Tindall is the sole advisor at Guardian Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Guardian Advisors since 2003 and previously worked at CEA Atlantic Advisors, LLC and the Law Office of Robert Lott. Outside of his advisory role, he is a partner at Frontier Gateway Partners, a venture capital co-investment fund focused on early and later-stage private companies. Guardian Advisors, LLC is an independent advisory firm providing personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, combining passive index funds and ETFs with selective active management, and emphasizes documented client objectives through Investment Policy Statements.

Elizabeth Mc Mullen is a financial advisor at Star Harbor Investments Inc in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at Morgan Stanley and E*TRADE Securities. In addition to her advisory work, she is also an independent insurance agent selling life and health insurance products. Star Harbor Investments Inc is an SEC-registered adviser providing customized investment management and portfolio analysis primarily for pooled vehicles and institutional-type clients. The firm employs a multi-disciplinary investment process and sponsors a wrap fee program that combines transaction, custodial, and administrative costs into a single asset-based fee.

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.

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.

Michael Klimis is a CFP® professional with 47 years of experience in the financial advisory industry. He has been the principal of Klimis & Associates Advisory, Inc. since 1983 and previously worked at FSC Securities Corporation for 30 years. Klimis serves on the board of directors for the Clearwater Free Clinic, a nonprofit providing medical services to uninsured individuals, where he is involved in property development and facility expansion. Klimis & Associates Advisory, Inc. offers customized financial planning services primarily for individuals, including high-net-worth clients, focusing on comprehensive written plans covering investments, insurance, and retirement. The firm emphasizes planning and broad diversification without discretionary management, often coordinating implementation through affiliated broker-dealer services.

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 of Blade Financial, an independent financial advisory firm based in Tampa, FL. He holds a Series 65 credential and has no prior industry experience. His work history includes positions at Advent Health, University of Michigan Health, Lyft, Uber, and GrubHub. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a client-focused investment process that includes asset allocation, fundamental and technical analysis, and market-timing, offering both discretionary and non-discretionary management as well as standalone planning and consultation.

David Olsen is a financial advisor with RetireVest Financial, LLC in Tampa, FL, holding the ChFC® designation and a Series 63 license, with 12 years of industry experience. He has worked at Accelerate Financial Group, LLC since 2015 and has operated as a sole proprietor since 2003. In addition to his advisory work, Olsen manages a licensed insurance agency that provides fixed insurance products such as life insurance, annuities, and long-term care policies. RetireVest Financial, LLC is a state-registered investment adviser serving individuals, families, trusts, and high-net-worth clients, with a focus on pre-retirees and retirees. The firm uses a goals-based investment approach, employing fundamental analysis and diversified asset allocation strategies to align portfolios with clients’ objectives and time horizons.

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.

James Florio is a Series 65-licensed advisor with Florio Wealth Management, LLC in Seminole, FL, where he has worked since 2020. He has 5 years of industry experience and also maintains a 20-year involvement with Ensured Futures. Florio is a licensed life and health insurance agent. Florio Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on fixed-income securities and exchange-traded funds. The firm uses a modern portfolio theory approach and refers client assets to third-party money managers, monitoring their performance without exercising investment discretion.