Steven Cohen is a CFA® charterholder based in St. Petersburg, FL, with 10 years of industry experience. He has been operating under Steven J Cohen CFA since 2011 and is currently affiliated with SJC Capital LLC, where he has worked since 2023. SJC Capital LLC is a multi-family office that provides wealth management, portfolio management, financial planning, pension consulting, and selection of specialist external advisers. The firm serves high-net-worth individuals, families, trusts, investment companies, and pension plans, utilizing a mix of fundamental analysis and proprietary AI and machine-learning models alongside quantitative portfolio management and active trading strategies.

Jesse Anastase is a financial advisor at Mavs Wealth Management Group, LLC in St. Petersburg, FL. He holds a Series 65 designation and has experience in insurance sales through his ownership of Mavs Wealth Group, LLC. His prior roles include positions at Anatase Services, Greenhouse Church, Get Right Training, and Santa Fe College. Mavs Wealth Management Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, IRAs, and business owners. The firm offers customized portfolio management and financial planning services, utilizing a mix of fundamental, technical, and tactical analysis, and provides both discretionary and non-discretionary implementation through third-party platforms and custodians.

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 with Harvey & Companies, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His work history includes roles at Avant Garde Advisors LLC, Fortress Investment Advisors, Fortress Financial Securities, Walnut Street Securities, Inc., and H.C.H. Companies, Inc. Outside of advising, he is involved in third-party administration for qualified plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as support for ERISA-qualified retirement plans. The firm employs a passive, asset-allocation strategy using index funds, ETFs, and mutual funds, with a focus on diversified equity and fixed income allocations.

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 financial advisor at Wild Iris Financial LLC in St. Petersburg, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience, having previously worked at Sequoia Financial Group, Fisher Investments, and GWN Securities. Wild Iris Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a discovery and investment policy statement-driven process that incorporates tax-aware strategies and both fundamental and cyclical analysis. The firm employs a combination of long- and short-term trading strategies and requires clients to custody assets with specified custodians.

Stephen Earner is a financial advisor at Earner Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC, Raymond James & Associates Inc, and Louis Dreyfus Company. Earner Wealth LLC provides portfolio management, financial planning, and educational seminars to individuals, trusts, and estates. The firm uses a variety of analytical methods and implements both long-term and active trading strategies, including alternative investments, serving a small client base with bespoke, discretionary management.

David Bertoncini is a financial advisor at Bitcoin Standard with a Series 65 license and three years of industry experience. He has previously worked with Blockchain Experts and Ghost Armor Automotive. Outside of advisory work, Bertoncini 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 follows a structured investment process based on bitcoin market cycles and employs various forms of analysis with a long-term trading orientation, while maintaining client holdings in designated hardware wallets for security.

Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high net worth clients, as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while avoiding frequent trading.

William Chamberlain is a financial advisor at Chronos Wealth Management, L.L.C. in Clearwater, FL, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at RBC Wealth Management and Niagara International Capital Limited. Outside of his advisory work, he serves on the board of a family oil and gas company, Energy Investments Inc. Chronos Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and business entities. The firm uses a combination of analytical methods and generally favors long-term trading with a focus on U.S. large-cap equities along with a range of other investment vehicles.

Wayne Fernow is a financial advisor with American Family Legacy Group in Tampa, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has worked at firms including Aflg Insurance, American Private Equity, Equitable Advisors, and Chase Investment Services Corp. since 2001. American Family Legacy Group serves individual clients, high-net-worth households, corporations, trusts, estates, and pension/profit-sharing plans, managing approximately $44 million across 112 client relationships. The firm uses a fundamentals-based investment process with a tactical asset allocation overlay, employing a range of investment vehicles and offering discretionary management alongside financial planning and consulting services.

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

Joshua Anderson is a CFA® charterholder with 15 years of industry experience. He is the Chief Investment Officer for Nestimate, Inc., a fintech firm providing analytical tools for financial advisors to assess in-plan annuities, and also the Founder of The Retirement Innov8ion Lab, which develops thought leadership and innovative ideas in the retirement plan sector. Anderson currently serves as an advisor at Nestimate Investment Management LLC. Nestimate Investment Management, LLC offers portfolio management and pension consulting services primarily to retirement plans, other advisers, and insurance companies. The firm employs a fiduciary investment approach that integrates quantitative scoring with qualitative due diligence, leveraging proprietary analytics and fintech tools to support diversified, cost-aware, and customized plan solutions, including lifetime income product analysis and 3(21)/3(38) fiduciary services.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

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 previously worked at Howland Partners, LLC. Outside of her advisory role, she is the owner of two small business ventures, including a short-term rental property and a business rental property. Howland and Associates provides discretionary portfolio management primarily to individual and family clients, including high-net-worth individuals, trusts, IRAs, 529 plans, and certain institutions. The firm focuses on fundamental analysis and tailored strategies across equities and fixed income, maintaining ongoing advisory relationships and offering specialized approaches such as tax-efficient portfolio management and a lower-cost short-term cash program.

John Falker is a financial advisor with Falker Investments Inc. in Edina, MN, holding a Series 65 designation and 27 years of industry experience. He has been with Falker Investments since 1996. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, as well as a small number of charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide investment decisions.

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.

Daniel Garwood is a financial advisor at CBG & Company, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with CBG & Company since 2008. CBG & Company advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Hagin Richeson is a CFP® with 18 years of industry experience, currently serving at Corinthian Partners Asset Management LLC since 2016. Prior to that, he worked at Ameriprise for six years. Outside of his advisory role, he is a managing partner at Jet Set 3 LLC, a jet brokering business. Corinthian Partners Asset Management LLC provides advisory services to individuals, trusts, estates, corporations, and pension plans, managing approximately $62.9 million for around 226 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental, technical, and quantitative investment strategies.