Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.

Jacki Farrar is a CFP® with 13 years of experience in the financial services industry. She is currently with Integrity Financial Strategies and has previously worked at firms including Edward Jones, Facet Wealth, and InvestCloud. Farrar is also a Certified Divorce Financial Consultant and is involved with Integrity Divorce Solutions, providing divorce financial consulting and mediation. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory, blending passive and active investments, and offers both ongoing management and standalone planning services.

Michael Rees is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Arbor Point Advisors, The Sherwin Group, Securities America, and National Planning Corporation. Outside of his advisory work, he serves as president of Bay View Capital, Inc., a consulting firm, and is involved in managing a liquor license business. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering a range of managed account programs, financial planning, and retirement plan consulting through a representative-driven advisory model.

Alex Tavares is a Series 65-licensed financial advisor at Howland and Associates, LLC with two years of industry experience. He has been with Howland and Associates since 2023 and concurrently serves as an Assistant Professor of English at Hillsborough Community College, where he has taught literature since 2007. Howland and Associates provides discretionary portfolio management for individual and family clients, including high-net-worth individuals, trusts, IRAs, and 529 plans. The firm employs fundamental analysis and tailored strategies to manage primarily equity and fixed-income portfolios, focusing on client-specific objectives and time horizons.

Chad Peterson is a CFP® professional with 33 years of industry experience. He has worked at Columbia River Financial Group since 2016 and previously spent 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory solutions, typically discretionary, and constructs portfolios using a combination of quantitative and qualitative analysis across a wide range of instruments.

Daniel Spalding is a financial advisor at Chiron Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Prudential Investment Management Services. Outside of advising, he is involved in non-investment businesses including It’ll Fit Charters and Cutsey Fly, both based in St. Petersburg, FL. Chiron Capital Management, LLC provides discretionary investment and wealth management services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, offering tailored strategies across a range of asset classes and operating a wrap fee program with a high client-to-advisor ratio.

Robert Howland is a CFP® and Series 65-certified advisor with 20 years at Howland and Associates, LLC and four years of industry experience. He serves as clerk on the finance committee of the St. Petersburg Religious Society of Friends. Howland and Associates provides discretionary portfolio management for primarily individual and family clients, including high-net-worth individuals and institutional accounts. The firm employs fundamental analysis and tailored strategies to manage equity and fixed-income portfolios in alignment with client objectives and risk considerations.

Robert Johnston is a financial advisor at Antonetti Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Antonetti Capital Management since 2014. The firm provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities, serving both high-net-worth and non-HNW clients. Antonetti Capital Management employs a combination of fundamental, technical, cyclical, and charting analysis to tailor strategies and manages approximately $121 million across more than 300 client relationships.

John Palm is a financial advisor at CrossPlan Money Management with 25 years of industry experience. He holds a Series 65 designation and has operated Palm Investment Strategies, LLC since 2004. Based in Seminole, FL, he provides investment services primarily through discretionary portfolio management and portfolio monitoring. CrossPlan Money Management serves individual clients, including both high-net-worth and non-HNW households, managing approximately $49.6 million across about 296 clients. The firm employs a top-down asset allocation approach combining technical and fundamental analysis, utilizing strategies such as sector rotation, momentum indicators, and hedging when appropriate.

Aileen Logan is the sole advisor at Logan Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has led Logan Financial Planning since 2013. Logan is also a licensed insurance agent and occasionally offers commissionable insurance products as part of her services. Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build customized portfolios and offers a broad range of trading strategies alongside regular monitoring and reporting.

Richard Silver is a financial advisor at Mad River Investors in St. Petersburg, FL, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with MRM-Horizon Advisors, LLC d/b/a Mad River Investors since 1999. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, while also serving as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation and manages a private investment partnership offered to accredited and qualified investors.

Stephanie Farrar is a financial advisor at Integrity Financial Strategies with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ten Capital Investment Advisors and Russell Investments. In addition to her advisory role, Farrar is a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes a strategic and tactical asset allocation approach combining passive and active investments and provides both ongoing management and standalone planning services.

Michael Noce, ChFC®, is an Investment Adviser Representative with Olsen Family Financial, LLC. Mr. Noce graduated Magna Cum Laude from Tulane University in 2009 with a Bachelor of Science in Management, Majoring in Finance. He was commissioned through the Navy ROTC program at Tulane and was named the Chief of Naval Operations 2009 Distinguished Graduate. Mr. Noce was also a member of the Sigma Phi Epsilon Fraternity and the Beta Gamma Sigma Business Honor Society. He graduated with a Master of Liberal Arts, Finance degree from the Harvard Extension School in 2020 with the Dean’s List Academic Achievement Award and Graduate certificates in Real Estate Investing and Corporate Finance. In 2023, he completed the Chartered Financial Consultant program from The American College of Financial Services. In his military career, Mr. Noce served as a Surface Warfare Officer in the United States Navy, deploying on numerous ships throughout the Middle East and Pacific theaters. He held various leadership roles in Engineering, Combat Systems, and Operations departments, and was recognized by Accenture as part of their “Top 40 Under 40 Military” for 2012. He transitioned to the Navy Reserves in 2015 and became the Senior Manager for US Factory Service at Whirlpool Corporation. Mr. Noce returned to active duty in 2018, supporting cultural initiatives for the Secretary of the Navy and the Chief of Naval Operations. During this time in Washington DC, he was selected as a White House Social Aide, serving for both the Trump and Biden administrations. He recently completed two-year Mobilization orders working as a Strategic Operations Planner for US Central Command in Tampa, Florida and Saudi Arabia. He continues to serve as a Commander (Select) in the Navy Reserve. After 15 years in the military, the concept of Service has been a guiding principle in my life. Now as a fiduciary advisor, I am committed to serving others by helping them build a richer and more fulfilling life.

Zachary Miller is a financial advisor at Arimathea with a Series 66 designation and two years of industry experience. His background includes roles at LPL Financial LLC, Golden State Wealth Management, Redwood Investment Group, and RBC Capital Markets. Outside of finance, he works part time as a ride share driver for Uber. Arimathea serves individual and high-net-worth clients, trusts, pension, and corporate clients by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers both traditional advisor-led engagements and a fully digital advisory platform, with an investment approach grounded in value-aligned screening based on Catholic social teaching.

David Harpool is a financial advisor at Avid Planning with 20 years of industry experience. He holds a Series 66 designation and has been with Avid Advisory and Investment Group LLC since 2016. Outside of advising, he is a commissioned notary in the state of Florida. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory, combining passive and active funds to align portfolios with clients’ risk tolerance and time horizon.

William Hammond Jr. is a financial advisor at TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 licenses with five years of industry experience. His background includes roles at Bank of America and Merrill, as well as work at Elite Flooring and Alpha Sales Solutions. TechView Wealth Advisors offers integrated financial planning and portfolio management services primarily for technology executives, entrepreneurs, and clients with cross-border assets. The firm employs a blend of macroeconomic, fundamental, and technical analysis across active and passive strategies, serving both U.S. and non-U.S. residents.

Jamie Gerson is Vice President and Executive Planning Consultant at Fidelity Investments, a role held since 2017. In this capacity, Jamie collaborates with clients to develop tailored financial plans that reflect their unique experiences, values, and goals. Prior to this position, Jamie served as a Financial Consultant at Fidelity Investments from 2011 to 2017, and has experience as a Financial Advisor at Wells Fargo Advisors from 2009 to 2011 and Merrill Lynch from 2007 to 2009. Jamie holds a California Insurance License and brings extensive expertise in financial planning and client consultation. Jamie's approach emphasizes active listening and collaboration to establish clear, measurable objectives within flexible financial plans. Outside of work, Jamie enjoys beach activities, family time, fitness, food, outdoor adventures, and parenthood.

Eric Felty is a CFP® professional with eight years of industry experience, currently serving as an advisor at Equity Advisors of Kentucky Inc since 2018. His prior experience includes roles at CPA Advisory Group, JP Morgan Securities LLC, and Deloitte. Equity Advisors of Kentucky provides portfolio management and comprehensive financial planning to individuals, trusts, estates, and business entities, with an emphasis on strategic asset allocation, diversification, and tax-focused investing. The firm integrates investment oversight with in-house tax planning, preparation, and business consulting services, serving both individual and high-net-worth clients.

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Jeffrey Mcavaddy is a financial advisor with Infinity Tax & Financial Planning, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Advisors and ProEquities, Inc. He also prepares taxes through Infinity Seminole, LLC. Infinity Investment Advisors LLC serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college, and insurance needs. The firm follows a client-driven investment process documented in an Investment Policy Statement and employs various analytical strategies across a spectrum from long-term investing to short-term trading.