Kevin Burkart is the principal of Burkart Financial Group, Inc. in St. Petersburg, FL, with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to founding Burkart Financial Group in 2017, he worked at Signator Investors, Inc. and has been president of Burkart Company, P.A., a CPA firm, since 1997. Burkart Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory approaches, generally favoring passive investing with a long-term horizon and tailored risk management documented in each client’s Investment Policy Statement.

Ronald Harvey is a financial advisor at Harvey & Companies, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avant Garde Advisors LLC, Fortress Investment Advisors, and Walnut Street Securities, Inc. He is also involved in third-party administration of qualified retirement plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients and supports ERISA-qualified retirement plans. The firm employs a passive, asset-allocation approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, utilizing index funds, ETFs, and mutual funds with a typical allocation of 60% equities and 40% fixed income.

Danny Thornsberry is a financial advisor at Dan Thornsberry Capital Advisors, LLC with 20 years of industry experience. He previously worked at LPL Financial for 13 years before founding his current firm in 2025. Dan Thornsberry Capital Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, offering customized account management and a range of strategies across multiple asset classes.

Nicole Savage is a CFP® professional with 14 years of industry experience. She currently leads Wild Iris Financial, an independent advisory firm she founded in 2026. Her prior experience includes roles at Sequoia Financial Group, Fisher Investments, and Redwood Financial. Wild Iris Financial provides portfolio management and financial planning services to individuals and high-net-worth clients, using a tailored approach that incorporates both cyclical and fundamental analysis alongside modern portfolio theory. The firm offers discretionary and non-discretionary management and applies tax-sensitive strategies such as asset location and tax-loss harvesting.

David Bertoncini is a financial advisor at Bitcoin Standard with a Series 65 designation and two years of industry experience. He has worked at Bitcoin Standard since 2023 and has also been involved with Blockchain Experts since 2018 and Ghost Armor Automotive from 2016 to 2022. Outside of advisory work, he is an independent sales agent for Intice, Inc., an automotive digital retail software company. Bitcoin Standard provides advisory services to individual and high-net-worth clients seeking exposure to bitcoin and related commodities. The firm employs a long-term trading approach based on charting, cyclical, fundamental, and technical analysis, and maintains client holdings in hardware wallets with third-party seed recovery. It offers both performance-based and non-performance fee accounts and requires clients to use a designated broker-custodian, with clients retaining approval over transactions.

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.

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.

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.

Joshua Anderson is a CFA® charterholder with 14 years of industry experience. He is currently Chief Investment Officer at Nestimate, Inc. and serves as an advisor at Nestimate Investment Management, LLC. Prior to this, he held positions at Franklin Distributors, LLC, Raymond James & Associates, Inc., and Fidelity Investments Institutional Services. He is also the founder of The Retirement Innov8ion Lab, which focuses on leadership and innovation in the retirement plan industry. Nestimate Investment Management, LLC is a small registered investment adviser specializing in discretionary portfolio management and pension consulting for employer-sponsored retirement plans. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and offers a subscription securities-rating service through its fintech affiliate to complement its advisory services.

Eric Lam is a Series 66 licensed advisor at Cassedy Financial Group, Inc. in Tampa, FL, with five years of industry experience. His career includes a decade at Cassedy Financial Group and six years at First Allied Securities. Outside of advising, he performs notary public services and holds a fiduciary power of attorney role. Cassedy Financial Group, Inc. serves high-net-worth families, individuals, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management alongside consulting services. The firm emphasizes fundamental analysis, asset allocation, diversification, and systematic rebalancing, and provides pension-plan consulting and private offering due diligence.

Cameron Cassedy is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group and First Allied Advisory Services. Outside of his advisory work, Cassedy serves as a board member of the Davis Island Civic Association, a trustee of the Tampa Bay History Center Foundation, and treasurer on the executive board of the Club of Tampa. Cassedy Financial Group, Inc. advises high-net-worth individuals, families, corporations, trusts, and pension plans, providing discretionary and non-discretionary asset management along with financial and consulting services. The firm constructs customized portfolios using fundamental and occasional technical analysis and manages held-away defined-contribution accounts through a third-party platform.

Bruce Snyder is a CFP®-certified financial advisor with 25 years of industry experience. He is the president and managing member of SFG Wealth Advisors, LLC, where he has worked since 2020. Prior to that, he has been involved with Snyder Financial Group, LLC since 2001 and The Strategic Financial Alliance, Inc. since 2012. Outside of investment advisory, he is also engaged in fixed insurance and annuity sales. SFG Wealth Advisors serves individuals, families, trusts, estates, and small-business retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes cash flow–based financial planning and diversified strategies using mutual funds, ETFs, model portfolios, and third-party managers, with a focus on downside risk and consistent performance.

Jon Pellecchia is a CFP® with 26 years of industry experience, currently serving at PFS Signature Wealth LLC. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He is a board member and chair of the finance committee for the Salvation Army Tampa and serves on the board of First Priority of Tampa Bay. PFS Signature Wealth LLC provides asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach that incorporates Monte Carlo and cash-flow planning along with fundamental, technical, and quantitative analysis, using tailored portfolios and third-party money managers.

Tye Pellecchia is a financial advisor at PFS Signature Wealth in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PFS Signature Wealth and IFP Securities, he worked in various roles including positions at Universal Volcano Bay and educational institutions such as Valencia College and H.B. Plant High School. PFS Signature Wealth LLC is a registered investment adviser offering asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning alongside asset allocation and a combination of fundamental, technical, and quantitative analysis.

Kimberly Burdette Hord is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Opinicus. She has held various roles within Opinicus and its affiliated entities since 2011. In addition to her advisory work, she manages client insurance needs as a licensed independent insurance agent and oversees non-investment activities at Opinicus Tax & Accounting. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan consulting. The firm requires a comprehensive financial plan for access to its Wealth Advancement Consulting program and employs a multifaceted investment approach that includes tax-aware rebalancing, options strategies, and coordinated CPA collaboration.

Jill Gibb is a financial advisor with Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation and 12 years of industry experience. She has worked at Triad Advisors, Inc. from 2013 to 2024 and has been with Targeted Financial Services since 2013. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis with asset-allocation models and is notable for its use of derivatives and authorized borrowing in managed accounts.

Doris Howland is a CFA® charterholder with 33 years of industry experience. She has been with Howland and Associates, LLC since 2004 and also operates Howland Partners, LLC. Outside of her advisory work, she owns a business involved in short-term rental properties. Howland and Associates provides discretionary portfolio management primarily for individual and family clients, including high-net-worth individuals, trusts, IRAs, and certain institutional accounts. The firm emphasizes fundamental analysis and customized investment strategies tailored to client objectives, managing portfolios across a range of public equities and fixed-income instruments.

Ross Thomas is a Series 65-credentialed financial advisor with six years at Howland and Associates, LLC and a total of five years in the industry. His prior experience includes roles at Rapid Web Services, LLC and AccentHealth. Howland and Associates provides discretionary portfolio management for individual and family accounts, including high-net-worth clients, trusts, IRAs, and certain institutional clients. The firm employs fundamental analysis and tailored strategies across various objectives, managing portfolios based on client time horizons, tax considerations, and risk profiles.

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. Outside of her advisory role, she is a licensed insurance agent authorized to sell life insurance and annuity products through various carriers. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis with model-driven approaches and professional judgment to manage portfolios on a discretionary basis.

Gregory Dooley is a financial advisor at VectorWealth with 21 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and LPL Financial LLC. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across various asset classes, including ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm operates a wrap-fee program, combining quantitative analysis with passive buy-and-hold strategies and options trading, and reviews client accounts at least monthly.