Brandon Grundy is a CFP® with 19 years of experience in financial advising. He has been with Ridgeview Financial Planning since 2014. Ridgeview Financial Planning provides comprehensive financial planning and investment advisory services to individuals, small businesses, and foundations or charitable organizations. The firm uses a Core + Satellite investment approach and is noted for its work with foundations and charitable organizations, as well as its coordination with outside attorneys and accountants.

Donna Morrall is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. Her background includes roles at Clear Waters Financial Planning LLC and Ramboll. She is a board member of the nonprofit Forever Our Rivers, where she provides financial and investment advice for educational purposes. Clear Waters Financial Network LLC is a fee-only investment adviser offering financial planning and portfolio management to individuals, small businesses, and nonprofits. The firm combines fundamental and technical analysis to create tailored portfolios that balance risk and objectives, employing both passive and active strategies.

Cedric Powell is a financial advisor at Powell Wealth in Tampa, FL, holding the ChFC® and Series 63 designations with 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and spent over 17 years at Northwestern Mutual across various affiliated companies. Outside of financial advising, Powell is an author of two books, "She Rich" and "Sell or Starve," and is involved in light construction and consulting through his business, Showtime Construction & Consultants. Powell Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, small businesses, unions, trusts, and corporate entities. The firm employs a model-driven investment process utilizing quantitative, fundamental, technical, and economic analysis across multiple asset classes, with portfolios primarily implemented through ETFs, mutual funds, unit investment trusts, fixed income, and equities.

Steven Bove is a CFP® and CFA® with 22 years of experience in financial advising. He is the sole advisor at LeBrigh Life Planners, an independent firm he has been with since 2004. The firm provides fee-only financial planning and portfolio management services primarily to individuals and high-net-worth households. LeBrigh Life Planners focuses on comprehensive planning covering retirement, tax, estate, insurance, and education matters. Investment management is conducted on a non-discretionary basis, emphasizing customized plans diversified across equities, fixed income, and alternative assets, with client portfolios reviewed quarterly.

Bradley Sorensen is a CFA® charterholder with 22 years of industry experience. He currently serves as the sole advisor at U.S. Cherry LLC in St. Petersburg, FL. His prior experience includes roles at Charles Schwab, IHL Investment Services, and investment research positions at Zacks Investment Research and Cornerstone Portfolio Research, where he works as a senior research analyst and portfolio manager respectively. U.S. Cherry is an SEC-registered, internet-based robo-advisor serving retail individuals, corporate clients, institutional investors, trusts, and endowments. The firm uses technology-driven, proprietary algorithms to deliver automated portfolio management and digital financial-planning tools across multiple account types, emphasizing ETF-based model portfolios with features such as ESG and factor exposures and crypto-ETF options.

Daniel Wendol is a CFP® with 12 years of industry experience, operating as the sole advisor at Dolphin Financial Group in Clearwater, FL. He is also the owner and a licensed insurance agent of Dolphin Insurance, Inc., a related financial services business. Wendol’s prior experience includes work with Dolphin Wealth Management, Inc. and Dolphin Insurance, Inc. Dolphin Financial Group provides discretionary asset management, fixed-fee financial planning, and referrals to third-party money managers for individual clients and other entities. The firm constructs portfolios using fundamental, technical, and cyclical analysis, often delegating to independent managers and utilizing technology platforms such as Betterment Institutional.

Thomas Eddy is a financial advisor with T.L. Eddy Financial Services, Inc. in Clearwater, FL, holding 30 years of industry experience. He has been associated with Ogilvie Security Advisors Corporation for 28 years, beginning in 1998. T.L. Eddy Financial Services, Inc. provides investment consultation, financial planning, and account management to individuals, trusts, pension plans, and municipalities. The firm primarily uses a non-discretionary advisory model and integrates tax preparation and broader financial advice into its services.

David Carson is a financial advisor with DTCARSON Asset Management in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including prior work at Oak Grove, LLC. DTCARSON Asset Management provides discretionary portfolio management and standalone financial planning services to individual clients. The firm’s investment approach is primarily guided by technical analysis and employs strategies such as ETFs and options under limited discretionary authority, focusing on aligning with client objectives and restrictions.

Keith Dunn is the sole advisor at Johnson Dunn Capital Advisors, Inc., an independent firm based in Palm Harbor, FL. He holds Series 63 and Series 65 licenses and has 47 years of industry experience, including 12 years with Wells Fargo Advisors Financial Network LLC before founding his current firm in 2022. Johnson Dunn Capital Advisors provides fee-based, custom investment management services to individuals, trusts, estates, corporations, charitable organizations, and other registered investment advisers. The firm employs a tactical allocation strategy that incorporates fundamental and technical analysis across various time horizons, regularly reviewing portfolios to adjust for market conditions and client needs.

John Sellas is a financial advisor at National Retirement Plan Services, Inc. in Tampa, FL, with 17 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. Beyond his advisory role, he operates John A. Sellas, CPA, providing tax advisory, trust management, and estate planning services. National Retirement Plan Services, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm provides tailored discretionary asset management and consulting, using fundamental, technical, and cyclical analysis, and facilitates third-party money manager relationships.

Benjamin Trigsted is a financial advisor at Trigsted Wealth Advisory in Tampa, FL. He holds a Series 65 designation and has been working in the industry since 2022. Prior to founding his independent firm, he worked at TRC Advisory and Keyrus, and has academic experience from the University of North Carolina, Chapel Hill, and the University of California, Los Angeles. Trigsted Wealth Advisory provides financial planning and investment advisory services to individuals, families, and high-net-worth clients. The firm offers a range of fee structures, including fixed fees for comprehensive plans, subscription billing, and hourly consultations, and customizes investment recommendations based on client objectives, risk tolerance, and other factors.

Christian Baldino is the sole advisor at Florida Estate and Retirement Planning Advisors, LLC, with 14 years of industry experience. He holds a Series 65 designation and has worked in financial planning and insurance sales since 2009. Approximately 75% of his time is dedicated to his role as a licensed insurance agent at Florida Estate and Retirement Planning Center. Florida Estate and Retirement Planning Advisors, LLC provides fee-based financial planning and consulting services to individual clients, focusing on cash flow, college funding, retirement, tax planning, and estate conservation. The firm acts as a solicitor for third-party money managers and does not directly manage client assets or accept discretionary trading authority.

James Waters is the sole advisor at Waters, James J., an independent firm. He holds Series 65 and Series 66 licenses and has 25 years of industry experience, including roles at Wells Fargo Advisors Financial Network and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association. The firm provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, focusing on strategic asset allocation with a long-term buy-and-hold approach using predominantly no-load, lower-expense mutual funds. It offers pension consulting services and hourly engagement billing, with advice delivered on a non-discretionary, consultative basis.

Raymond Ifert is a financial advisor at REI Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with REI Wealth Management since 2014. Outside of his advisory role, he serves on the audit and capital campaign committees of the Tampa Museum of Art and participates in the Community Foundation of Tampa Bay’s Council of Professional Advisors. He also works as an independent insurance agent and occasionally serves as an expert witness in arbitration. REI Wealth Management serves a diverse client base including individuals, high-net-worth clients, family entities, foundations, trusts, businesses, and institutional clients such as insurance companies. The firm employs an open-architecture investment approach, combining active and passive strategies across multiple asset classes, and offers family office services along with customized retirement plan analyses.

Pierre Emmanuel Jouve is a CFP® professional with 14 years of experience in the financial services industry. He is the founder of InsuraWealth, LLC, an independent advisory firm based in Tampa, FL, where he has worked since 2016. Prior to that, he was employed at New England Securities and MSI Financial Services, Inc. Jouve is also the founder of Parkbo, a fintech company unrelated to his advisory work. InsuraWealth serves individual, charitable, corporate, pension, and profit-sharing plan clients, primarily constructing passively oriented portfolios supplemented by fundamental and technical analysis. The firm differentiates itself through pension and profit-sharing plan consulting and fiduciary advisory services under ERISA, while utilizing multiple institutional platforms for client account management.

Dustin Jooste is a financial advisor at Toring Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg L.P. for ten years. Outside of advisory services, he is president and sole shareholder of Toring Consulting Services Inc., where he provides accounting and tax preparation services to individuals and small businesses. Toring Financial Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial and retirement planning, and educational seminars. The firm serves individuals, high net worth clients, trusts, estates, corporations, and charitable organizations, employing a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

You don't have a money problem. You have a too-many-decisions problem. You're successful. You're responsible. You're the person everyone depends on. You manage the bills, remember the passwords, coordinate the moving pieces, and somehow became the unofficial CFO of the household without ever applying for the job. From the outside, it looks like you've got it all figured out. Meanwhile, you're trying to make smart decisions about taxes, investments, retirement, stock compensation, college planning, aging parents, business ownership, and approximately 47 open browser tabs running in your brain at all times. And despite doing a lot of things right, you still find yourself wondering: "Am I saving enough?" "Am I paying too much in taxes?" "Can I afford this?" "What am I missing?" That's where I come in. I'm Robin Snell, CFP®, EA, founder of Nested Financial. I work with women who carry the financial mental load, professionals with equity compensation, business owners, progressive families, and LGBTQIA+ individuals and couples who are tired of trying to figure everything out alone. Through my Financial Happiness Method, I help clients organize the chaos, simplify complex decisions, and create a plan that supports the life they're actually trying to build. Together, we: ✓ Get organized without shame ✓ Create a clear plan for taxes, investments, and major financial decisions ✓ Build systems that support your real life, not financial perfection ✓ Reduce financial stress and increase confidence ✓ Make room for both future security and present-day happiness My clients don't come to me because they need another spreadsheet. They come to me because they want clarity. They want confidence. They want someone they trust to help them make smart decisions and tell them what actually matters. Financial planning isn't about becoming the richest person in the cemetery. It's about building a life you genuinely enjoy living. If you're tired of carrying the weight of every financial decision by yourself, I've got you.

Sanjay Dasani is a financial advisor at Omkara Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Anglo-American Investments/Products Advisors Inc for five years. Omkara Capital LLC provides portfolio management, financial planning, and optional 529 account consulting for individual and high-net-worth clients. The firm combines fundamental and technical analysis, blending long-term investing with tactical asset allocation across a range of investment vehicles, including equities, mutual funds, ETFs, options, cryptocurrency, and non-U.S. securities.

Rene Neyrey is the sole advisor at Neyrey, Rene' J., an independent firm based in Clearwater, FL. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 1 year of industry experience. Rene has been associated with his own entities since 1978 and is involved in pension plan administration and insurance product sales through his business activities. The firm provides fee-based portfolio management and qualified retirement-plan services to individuals, trusts, business entities, and pension plans. It emphasizes discretionary asset-allocation strategies using no-load mutual funds and ETFs, with a particular focus on pension and profit-sharing plan clients and plan consulting services.

Angelo Angelou is the managing member of Atrium Financial Advisors LLC in Tarpon Springs, FL, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including BluBuzzard Advisors, LLC and Albert Douglas, LLC. He serves as a board member for the Tarpon Springs Florida Municipal Firefighters Trust Fund, overseeing pension investment and administrative activities. Atrium Financial Advisors provides tailored investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s approach emphasizes fundamental analysis, long-term positions, integrated risk management, and selective use of covered options for hedging.