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.

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.

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.

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.

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.

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 and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association. The firm provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, focusing on strategic asset allocation with a long-term buy-and-hold approach using predominantly no-load, lower-expense mutual funds. It offers pension consulting services and hourly engagement billing, with advice delivered on a non-discretionary, consultative basis.

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 experience in the financial services industry. He is the founder of InsuraWealth, LLC, an independent advisory firm based in Tampa, FL, where he has worked since 2016. Prior to that, he was employed at New England Securities and MSI Financial Services, Inc. Jouve is also the founder of Parkbo, a fintech company unrelated to his advisory work. InsuraWealth serves individual, charitable, corporate, pension, and profit-sharing plan clients, primarily constructing passively oriented portfolios supplemented by fundamental and technical analysis. The firm differentiates itself through pension and profit-sharing plan consulting and fiduciary advisory services under ERISA, while utilizing multiple institutional platforms for client account management.

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.

Brian Walker is a financial advisor with Mansion Wealth in Tampa, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Primerica Financial Services, Primerica Advisors, and Primerica Mortgage. Outside of his advisory work, he serves as president of Team Do It, Inc., an entity formed for Primerica business purposes. Mansion Wealth is a newly formed investment adviser that plans to offer fee-based comprehensive financial planning combined with discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, value-oriented long-term asset allocation with the flexibility for tactical shifts based on fundamental analysis.

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.