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.

Matthew Grelck is a CFP® professional with six years of industry experience. He is the principal of Gray Colt Financial Planning LLC, an independent advisory firm he founded in 2024. His prior work includes roles at Fidelity Personal and Workplace Advisors, Empower Financial Services, Regions Bank/Cetera Investment Services, and TD Ameritrade. He holds an active insurance license but does not sell insurance products to advisory clients. Gray Colt Financial Planning serves individual and high-net-worth clients with personalized asset management and financial planning. The firm emphasizes value-oriented, long-term investments combined with strategic asset allocation and occasional options and special-situation trades, offering discretionary management and quarterly portfolio reviews.

Daniel Westfall is a CFP® professional with 14 years of industry experience. He is the founder and sole advisor at Client Focused Financial, an independent firm based in Saint Petersburg, FL. His prior experience includes roles at Triad Advisors, Inc. and NEXT Financial Group. In addition to advisory services, he is involved in insurance planning through his firm. Client Focused Financial provides discretionary asset management and written financial planning for individual clients, managing approximately $69.5 million in assets. The firm tailors portfolios to client objectives using fundamental analysis and offers a variety of strategies, including options and frequent trading when appropriate.

Cedric Powell is the sole advisor at Powell Wealth in Tampa, FL, with 21 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to founding Powell Wealth, he worked at Ameriprise and spent over 17 years with Northwestern Mutual in various capacities. Outside of financial advising, Powell is an author of two books, "She Rich" and "Sell or Starve," and is involved in multiple business ventures including construction services and marketing. 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’s investment approach incorporates quantitative, fundamental, technical, and economic analysis to guide strategic asset allocation across multiple asset classes, with portfolio implementations primarily using ETFs, mutual funds, fixed income, and equities.

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® professional with 12 years of industry experience, currently serving as the sole advisor at Dolphin Financial Group in Clearwater, FL. He has been with Dolphin Wealth Management, Inc. since 2014 and owns Dolphin Insurance, Inc., where he is a licensed insurance agent. Dolphin Financial Group provides discretionary asset management, negotiable fixed-fee financial planning, and referrals to third-party money managers for individual clients and other entities. The firm constructs portfolios based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis, and often incorporates technology platforms and independent managers in its approach.

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.

Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

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.

Raymond Virgilio is a financial advisor with Integrity Advisors in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has served as a supervisory auditor for the U.S. Department of Defense Contract Audit Agency since 2010 and has provided tax advice through his CPA practice since 1994. Integrity Advisors is an independent, state-registered firm that primarily serves individual and high-net-worth clients with portfolio management and financial planning. The firm employs a combination of fundamental, technical, and asset-allocation analysis, offering discretionary and non-discretionary management alongside tax and insurance services.

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 LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer for the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, including 401(k) plans, pension and profit-sharing plans, IRAs, trusts, corporations, and not-for-profits. The firm’s investment approach emphasizes strategic asset allocation across broad asset classes using predominantly no-load, lower-expense mutual funds, with periodic rebalancing and a long-term, buy-and-hold strategy. Advice is delivered on a non-discretionary, consultative basis with a focus on retirement distribution planning.

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 industry experience, currently serving as the sole advisor at InsuraWealth, LLC in Tampa, FL. He founded InsuraWealth in 2016 after a brief tenure at Mass Mutual and also serves as the founder of Parkbo, LLC, a fintech company unrelated to his advisory services. InsuraWealth is an independent, state-registered investment advisor serving individual, charitable, corporate, and pension clients. The firm primarily constructs passively oriented portfolios and offers pension and profit-sharing plan consulting with a focus on fiduciary obligations under ERISA.

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.

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.

Susan Adam is the principal of SA Investment Advisory in Brandon, FL, holding a Series 65 license with one year of industry experience. Before founding her advisory firm, she worked at ONE Medical and NOAH. In addition to her financial advisory work, she practices as a nurse practitioner for an internet-based telehealth company. SA Investment Advisory provides non-discretionary investment advice and consulting to individual and high-net-worth clients, focusing on tactical allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm does not manage client assets or provide discretionary portfolio management, instead offering tailored recommendations across a broad range of securities and charging hourly fees.

Jorge Soriano is a CFP® professional with 14 years of experience in the financial industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. Prior to this, he held roles at Intuit, GTE Financial, and JP Morgan Chase Bank. Soriano also serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC provides comprehensive financial planning, investment consultation, and tax return preparation to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project and hourly basis without managing client assets or accepting custody of funds, using a planning-centric approach rather than asset-based fees.

Rustin Jordan is the sole advisor at Jordan Financial LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Jordan Financial since 2010. Outside of financial advising, he is a part-owner of Tampa Tap Room, a restaurant and bar where he contributes to social media, record keeping, and general maintenance. Jordan Financial LLC provides fee-based portfolio management and personalized securities recommendations to private clients. The firm applies a combination of technical and fundamental analysis and manages approximately $44.6 million on a discretionary basis for a select client base.