Zachary Miller is a financial advisor at Arimathea with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial LLC, Golden State Wealth Management, and RBC Capital Markets, LLC. Outside of his advisory work, he has worked part-time as a ride-share driver for Uber. Arimathea serves individual and high-net-worth clients as well as institutional entities, offering asset management, financial planning, and retirement plan consulting. The firm incorporates elements of Catholic social teaching into its investment process and combines advisor-led services with a digital advice platform and a sponsored wrap-fee program.

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 with TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 designations and five years of industry experience. His background includes roles at Bank of America and Merrill from 2018 to 2020, as well as experience in sales and business ownership. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border financial needs. The firm combines portfolio management with financial planning, employing a mix of active and passive investment strategies and focusing on clients with international concerns.

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.

Jillian Sirianni is a CFP® professional based in St. Petersburg, FL, with one year of experience at Pink Streets Financial Planning, LLC. She has additional work history with Frugal Friends, LLC, Safe Place, Evans Counseling Services, and Truth for Women. Jillian is also involved in a personal-finance media business affiliated with her firm. Pink Streets Financial Planning, LLC provides financial planning and consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on written financial plans and ongoing engagements without managing client assets, offering a fiduciary framework with annual reviews and support through phone and email.

Eric Felty is a CFP® professional with nine years of industry experience. He has worked at Equity Advisors of Kentucky since 2018 and previously held roles at CPA Advisory Group, JP Morgan Securities LLC, and Morgan Stanley. Equity Advisors of Kentucky serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering financial planning, portfolio management, income tax planning, and business consulting. The firm’s investment approach includes strategic asset allocation, tax-focused investing, and quarterly reviews, integrating tax and accounting services with optional performance-based compensation arrangements.

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 at Infinity Tax & Financial Planning with 23 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, ProEquities, and QA3 Financial. In addition to his advisory role, he prepares taxes through a separate tax preparation business. Infinity Investment Advisors LLC offers portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates investment advisory with tax and insurance services, utilizing various analytical methods and a broad investment universe that includes mutual funds, fixed income, REITs, annuities, and alternative vehicles.

Steven Price is a financial advisor at San Blas Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial, CL Wealth Management LLC, and Cabot Lodge Securities LLC. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis in its investment approach and manages a range of investment vehicles including equities, mutual funds, ETFs, and options.

William Arnold is a financial advisor with Avid Planning in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Avid Advisory and Investment Group LLC since 2016. In addition to his advisory role, he is a commissioned Notary Public. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining passive and active funds tailored to clients’ risk tolerance and time horizon.

Michael Garberich is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Nestimate Investment Management LLC, where he has worked since 2026, following prior roles at LeafHouse Financial Advisors, Lowenberg Group, and Merrill. Nestimate Investment Management LLC provides portfolio management and pension consulting primarily for retirement plans, advisers, and insurance companies. The firm uses a fiduciary-focused investment process that combines proprietary quantitative scoring with qualitative due diligence and fintech tools to manage diversified model portfolios, 3(21) and 3(38) fiduciary services, and lifetime income product analysis.

Justin Wai is a CFA® charterholder with two years of industry experience. He has worked at Three Oaks Partners Investment Counsel LLC since 2026. His prior experience includes eight years at Sabal Trust Company and six years at Raymond James Financial. Outside of his advisory role, he took a year for extended travel in 2025. Three Oaks Partners Investment Counsel LLC is a small, state-registered investment adviser serving individuals, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program, using a broad range of investment tools tailored to client objectives and risk tolerance.

Stephen Bunch is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and bringing 11 years of industry experience. He has worked with Spoor Bunch Franz, Grand Central Investment Group, and currently serves as an accounting platform blocker. Outside of advisory work, he manages a full-service CPA firm as its manager. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning with an investment approach that incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, often using exchange-traded funds and option-writing strategies.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Jake Pendl is a financial advisor with Sagace Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at MassMutual Life Insurance Company and Park Avenue Securities. Prior to his advisory career, he worked at FedEx and studied at Eastern Connecticut State University. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning, utilizing exchange-traded funds and strategies informed by fundamental and cyclical analysis, modern portfolio theory, and option-writing techniques.

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.

Alan Goldfarb is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Novak & Powell Financial Services, Inc. and has previously worked at Apella Capital, XO Wealth Management, and Bacon Financial Management. Goldfarb has also provided financial advisory services for Financial Strategies Advisory Corporation since 1975. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to build diversified portfolios, primarily using exchange-traded funds and mutual funds, and provides financial, special-needs, and tax planning services.