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.

Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.

Yan Zhang is a financial advisor at RSA Capital with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining RSA Capital, Yan worked at RockyStream Advisor, LLC for 12 years. RSA Capital provides discretionary investment management and financial planning to individuals, family trusts, small businesses, and institutions, including some foreign clients primarily from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering core programs that include diversified mutual fund/ETF/stock allocations and a quantitative model focused on S&P 500 stocks.

David Kahn is a CFP® professional with 33 years of industry experience. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and has also been involved with St Petersburg College since 1994. Outside of his advisory work, he owns Auspicious Realty LLC, which focuses on purchasing and renovating single-family homes for resale. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, providing comprehensive financial planning with an emphasis 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 relying on third-party research and conducting regular account reviews.

Christ Mavrakos is a CFP® professional with 36 years of industry experience. He is currently associated with MFP Financial Services, LLC and has previously worked with Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he serves as treasurer for his wife’s home décor business and is an accredited tax preparer. MFP Financial Services, LLC serves individual and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolio design and ongoing monitoring, employing a multi-disciplinary approach and utilizing both in-house management and third-party money managers.

Michael Kahn is a financial advisor with Kahn Financial Group in Clearwater, FL, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Kahn Financial Group since 2014 and is also associated with Raymond James Financial Services. In addition to his advisory role, he works as an administrative assistant and long-term care specialist within the firm. 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, uses third-party and proprietary research, and provides comprehensive financial planning and ongoing account monitoring.

Gary Ross is a financial advisor with Premier Private Wealth Management, LLC in Palm Harbor, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Veterans AC & Heat Inc. and multiple investment-related firms. He has a background that includes ownership interests in real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach blending active and passive strategies and manages a high client load relative to its advisor count.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and Morgan Stanley DW Inc., among others. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm emphasizes client education through newsletters, seminars, and workshops, using a blend of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Cheryl Mccarthy is a financial advisor at Commoncents Wealth Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Gradient Investments, LLC and 40 Day Wealth, LLC. Outside of advisory work, she operates Common Cents Tax and Accounting Services, Inc., providing accounting and tax services, and is involved in physical precious metals sales and legal services through subcontracting. Commoncents Wealth Advisors, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and provides access to third-party money managers and model portfolios.

Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with a Series 65 designation and three years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Senior Benefit Resources. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and the selection of third-party investment managers. The firm employs modern portfolio theory and a long-term trading approach, offering portfolios that include traditional and alternative investment products, and also hosts no-fee educational seminars for clients and the public.

Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Sandy Morris Financial Services and Sandy Morris Insurance Services. In addition to advisory work, he is a licensed insurance agent in Florida, offering life insurance, Medicare, and annuity products. Pearl Wealth Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of quantitative and qualitative investment methods. The firm offers discretionary management, financial planning, and access to third-party money managers, with a notable inclusion of insurance and annuity products as part of its comprehensive service offering.

Carl Von Dem Bussche Jr. is a CFP® and holds a Series 65 license with 24 years of industry experience. He has been with Financial Guidance Group, Inc. since 1994 and previously worked 12 years at Relevant Church. Financial Guidance Group, Inc. serves individual investors, including high-net-worth and non-HNW clients, and provides retirement plan consulting for plan fiduciaries. The firm focuses on creative professionals and offers discretionary investment management, wealth planning, and retirement advisory services using a tax-efficient, risk-managed approach grounded in modern portfolio theory.

Carl Von Dem Bussche Sr. is a CFP® with 33 years of industry experience. He has been with Financial Guidance Group, Inc. since 1996. Financial Guidance Group serves individual investors across various age groups, including both high-net-worth and non-high-net-worth clients, with a particular focus on creative professionals. The firm offers discretionary investment management and wealth planning services, emphasizing tax efficiency and risk management through model portfolios primarily composed of ETFs, mutual funds, and bonds.

Robert Marsh is a financial advisor with Premier Private Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Gulf Coast Advisors, Realta Equities, Realta Investment Advisors, and Waddell & Reed. Marsh serves as a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor United Methodist Church Board of Education. Premier Private Wealth Management serves individual and institutional clients, including high net worth and non-HNW individuals, as well as plan sponsors and government clients. The firm employs a tax-aware, cost-sensitive investment approach using a blend of active and passive strategies, discretionary portfolio management, and ongoing rebalancing aligned with client objectives.

Peter Falker is a financial advisor at Falker Investments Inc. in Safety Harbor, FL, holding a Series 65 credential and bringing 26 years of industry experience. He has been with Falker Investments since 1998. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, with additional clients including 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 portfolio decisions.

Brian Mahoney is a financial advisor at Camelot Wealth Management, LLC with 17 years of industry experience. He has been with Camelot Wealth Management since 2015 and is licensed as a Series 63 and Series 66 advisor. Outside of his advisory role, he serves as a board member of the Oldsmar Fire Fighter Pension Board. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm constructs customized portfolios using fundamental and cyclical analysis, employing both long- and short-term strategies with regular account monitoring and reviews.

Michael Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at T. Rowe Price Advisory Services, Inc. and Morgan Stanley. Outside of advising, he is involved in digital marketing as owner and president of Fernluci Digital Marketing and has a role in new home construction through Jamap Home Builders. Commoncents Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party money managers and model portfolios.

Michael Anderson is a financial advisor at Private Wealth Group, LLC in Tampa, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Private Wealth Group since 2007. Private Wealth Group provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, primarily through separately managed accounts. The firm develops individualized asset allocation strategies, often utilizing third-party managers, private investment vehicles, and public securities, and operates a joint-adviser arrangement with unaffiliated advisers.

Jordan Mavrakos is a financial advisor with MFP Financial Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has nine years of industry experience, with prior roles at LPL Financial and Independent Advisor Alliance. In addition to his advisory work, Mavrakos serves as a professor at the University of Tampa and holds board positions with Once in a Lifetime Home Décor and Camelot Community Care. MFP Financial Services works with individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment approaches, including fundamental and quantitative analysis, tailored to clients’ objectives, and maintains discretionary assets totaling $361 million across three advisors.

Chad Clark is a CFP® professional with 24 years of experience in financial advising. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners, LPL Financial, and Edward Jones. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and business entities with portfolio management and financial planning services. The firm emphasizes individualized investment strategies using mutual funds, fixed income, ETFs, and incorporates fundamental analysis and modern portfolio theory with a long-term horizon.