Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and several other financial firms. Neptune Wealth provides investment advice, financial planning, and model portfolio construction to individual retail clients and business entities, including other advisers. The firm employs a top-down macro asset allocation combined with bottom-up fundamental analysis and utilizes AI tools alongside quantitative models for its actively managed separately managed accounts and advisory-to-advisor services.

Sam Logan is a financial advisor with Logan Financial Planning LLC in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has led Logan Financial Planning LLC since 2013. 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 create tailored portfolios and delivers written investment policy statements, implementation, and ongoing monitoring with quarterly reviews.

Sean Blanding is a financial advisor at Belleair Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of financial advising, he is associated with Vantage Cleans. Belleair Asset Management provides investment management, financial planning, and employee benefit plan services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, utilizing diversified portfolios primarily composed of low-turnover mutual funds and ETFs.

Jake Rubin is a financial advisor at Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation. He has one year of industry experience and prior work history at KnowBe4, Connectwise, and Ford Motor Company. 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 manages approximately $353 million on a discretionary basis and employs a blend of fundamental and technical analysis with diversified investment strategies, including the use of derivatives and margin when authorized.

Michael Gagne is a financial advisor at Mad River Investors with one year of industry experience. He holds a Series 65 designation and has previously worked at Egmont LLC, Axon, Allego, Kantar, and Comscore. Outside of his advisory role, he is the owner and CEO of Egmont LLC, a consulting business focused on sales and marketing strategy development. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation, managing portfolios typically holding 20–25 positions across multiple asset types.

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.

Griffin Dalrymple is a CFP® with 20 years of experience in financial services. He is currently with Opinicus in Tampa, FL, where he has worked since 2009 in various roles, including leadership positions at Opinicus Financial Group, Inc. and Opinicus Tax & Accounting. Outside of advisory work, he holds board roles with a fire equipment distributor and a condominium association. Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high-net-worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program that integrates comprehensive financial planning with discretionary portfolio management and tax collaboration, supported by affiliated accounting and insurance services.

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 2017 and previously spent 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services focused on client objectives and uses a combination of quantitative and qualitative analysis to construct and manage portfolios across a broad 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.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 32 years of industry experience. He has held positions at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. for over 20 years, where he serves as CEO and Certified Public Accountant providing tax planning and accounting services. Belleair Wealth Management, LLC is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and wealth management services. The firm uses diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, and offers additional consulting on retirement plan benchmarking, real estate, private placements, and insurance/annuity analysis.

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.

Joseph Milici is a financial advisor with Lumiere Financial and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, having previously worked at Equitable Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a fitness enthusiast and motivator who consults with clients on lifestyle and exercise routines, and also provides social media marketing consulting. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm customizes portfolios using model allocations, third-party managers, and both discretionary and non-discretionary strategies, and provides participant education and tailored financial planning engagements.

Greg Newman is a CFA® charterholder with eight years of industry experience. He is currently a principal at Three Oaks Partners Investment Counsel LLC, where he has worked since 2024. Prior to this, he held roles at PNC Institutional Asset Management and Sabal Trust. Outside of advising, he co-owns MCFIRE Capital, LLC, a holding company for a private investment fund, and manages an equipment leasing business through Three Oaks Partners LLC. Three Oaks Partners Investment Counsel is a small, state-registered firm offering discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program. The firm serves individuals, charitable organizations, and corporate clients, employing a broad investment approach that includes traditional securities, structured products, and private placements, tailored to client objectives and risk tolerance.

David Kruis is a financial advisor with Belleair Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Crossplan Money Management, Raymond James Financial Services, and Calton & Associates. He also serves as an officer of David J Kruis, LLC, where he is involved in the sale of life insurance products and acts as a sales solicitor for Belleair Wealth Management. Belleair Wealth Management, LLC is a fee-based registered investment adviser managing approximately $111 million in discretionary assets for individual and high-net-worth clients. The firm offers diversified portfolio management and specialized consulting services, employing a multifaceted investment approach that integrates various analytical methods and portfolio construction tools.

James Clark is a financial advisor with Belleair Asset Management, LLC, holding the PFS™ designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked at Belleair Asset Management and affiliated firms since 2005 and also serves as president and owner of Belleair Tax Consultants. Clark is the treasurer of the Rotary Club of Clearwater Charities, a volunteer position he has held since 2019. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services for individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Markets approach, using diversified asset-class portfolios primarily through low-turnover mutual funds and ETFs.