Adam Gruber is a CFP®-designated financial advisor with nine years of industry experience, currently with AMG Wealth Management LLC since 2020. He previously worked at CPS Investment Advisors and also has a long-term role as a high school math teacher in the Hillsborough County School System. Outside of advising, he teaches multiple secondary math classes at Brandon High School. AMG Wealth Management LLC is a small firm based in Land O Lakes, FL, serving clients with personalized financial planning and investment management.

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.

Ryan McCarty is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds a Series 65 designation. He has 13 years of industry experience and serves as Vice President and Managing Partner at Megastar Advisors, LLC, where he oversees operations and trains independent insurance planners. In addition to his advisory role, McCarty is President of the Federation of Federal Employee Benefit Advocates, LLC, leading marketing and educational initiatives. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, coordinates insurance products as part of holistic client services, and sponsors a wrap fee program that bundles advisory services and trading under a single fee.

Terrence O'Reilly is a CFP® with 13 years of industry experience, currently serving at Barlas O'Reilly Wealth Management, LLC since 2018. His prior roles include positions at EQIS Capital Management and Brokers International Financial Services, LLC. Outside of his advisory work, he is president and CEO of O'Reilly Capital Management and serves as a non-paid board member for Ride and Run with Stars, a nonprofit supporting underprivileged children in Pinellas County, FL. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm manages approximately $20.5 million and offers discretionary portfolio management combined with financial planning, including a wrap fee program that bundles advisory services and trading under a single fee.