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.

Sanjay Dasani is a financial advisor at Omkara Capital LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Anglo-American Investments/Products Advisors Inc prior to founding Omkara Capital in 2014. Omkara Capital provides discretionary portfolio management and financial planning to individual and high-net-worth clients, focusing on long-term investment strategies combined with tactical asset allocation. The firm offers both pro bono financial planning and a low-cost service for 529 account setup, advising across a range of asset classes including mutual funds, equities, fixed income, ETFs, options, cryptocurrency, and international 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.

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.

Travis Mueller is a financial advisor at Union Grove Capital, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. He previously worked for Fieldcore, a GE Company, from 2000 to 2020 and is co-owner and insurance agent of Union Grove Legacy, LLC, an affiliated insurance business. Union Grove Capital, LLC provides discretionary asset management and financial planning services primarily for individuals and high-net-worth clients. The firm uses third-party model portfolios and may delegate management authority to other advisers, employing a variety of analytical methods and investment strategies, including options trading.

Laura Johnson is a financial advisor at Bayshore Financial Solutions, LLC, holding a Series 65 credential with 10 years of industry experience. She has worked at several firms, including Gradient Advisors, LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. In addition to her advisory work, she owns and operates Bayshore Retirement Solutions, an insurance-related business. Bayshore Financial Solutions provides discretionary asset management and financial planning services primarily for individual clients. The firm manages a range of accounts including taxable, retirement, annuities, and life-product investments, tailoring strategies to clients’ goals using fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops.

Steven Cohen is a CFA® charterholder based in St. Petersburg, FL, with 10 years of industry experience. He has been operating under Steven J Cohen CFA since 2011 and is currently affiliated with SJC Capital LLC, where he has worked since 2023. SJC Capital LLC is a multi-family office that provides wealth management, portfolio management, financial planning, pension consulting, and selection of specialist external advisers. The firm serves high-net-worth individuals, families, trusts, investment companies, and pension plans, utilizing a mix of fundamental analysis and proprietary AI and machine-learning models alongside quantitative portfolio management and active trading strategies.

Jesse Anastase is a financial advisor at Mavs Wealth Management Group, LLC in St. Petersburg, FL. He holds a Series 65 designation and has experience in insurance sales through his ownership of Mavs Wealth Group, LLC. His prior roles include positions at Anatase Services, Greenhouse Church, Get Right Training, and Santa Fe College. Mavs Wealth Management Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, IRAs, and business owners. The firm offers customized portfolio management and financial planning services, utilizing a mix of fundamental, technical, and tactical analysis, and provides both discretionary and non-discretionary implementation through third-party platforms and custodians.

Daniel Daley is a financial advisor at Your Financial Advocate, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ideas in Finance, Inc., Lockwood Advisors Inc, and Pershing LLC. Your Financial Advocate, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charities, with a focus on retirement-account guidance. The firm employs a long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside stocks, bonds, and options when appropriate.

Kyle Schlossman is a CFA® charterholder and financial advisor at Zeniki Wealth with two years of industry experience. He previously worked at a private family office and Bank of America. Zeniki Wealth provides portfolio management and comprehensive financial planning to individual clients, including retirees, high-net-worth individuals, business owners, and medical professionals. The firm employs a long-term buy-and-hold investment approach combining fundamental, quantitative, and qualitative analysis within a framework based on Modern Portfolio Theory.

Dennis Karjala is a financial advisor at TKG Financial LLC in Tampa, FL, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, and InstaCart. He maintains an insurance license but does not actively sell insurance. TKG Financial LLC provides discretionary and non-discretionary asset management primarily to individual and high-net-worth clients, focusing on tailored investment strategies that include portfolio construction, monitoring, and trade execution across various securities. The firm emphasizes client-specific objectives and conducts regular account reviews to adjust strategies as needed.

Kevin Burkart is the principal of Burkart Financial Group, Inc. in St. Petersburg, FL, with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to founding Burkart Financial Group in 2017, he worked at Signator Investors, Inc. and has been president of Burkart Company, P.A., a CPA firm, since 1997. Burkart Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory approaches, generally favoring passive investing with a long-term horizon and tailored risk management documented in each client’s Investment Policy Statement.

Ronald Harvey is a financial advisor at Harvey & Companies, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avant Garde Advisors LLC, Fortress Investment Advisors, and Walnut Street Securities, Inc. He is also involved in third-party administration of qualified retirement plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients and supports ERISA-qualified retirement plans. The firm employs a passive, asset-allocation approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, utilizing index funds, ETFs, and mutual funds with a typical allocation of 60% equities and 40% fixed income.

Danny Thornsberry is a financial advisor at Dan Thornsberry Capital Advisors, LLC with 20 years of industry experience. He previously worked at LPL Financial for 13 years before founding his current firm in 2025. Dan Thornsberry Capital Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, offering customized account management and a range of strategies across multiple asset classes.

Nicole Savage is a CFP® professional with 14 years of industry experience. She currently leads Wild Iris Financial, an independent advisory firm she founded in 2026. Her prior experience includes roles at Sequoia Financial Group, Fisher Investments, and Redwood Financial. Wild Iris Financial provides portfolio management and financial planning services to individuals and high-net-worth clients, using a tailored approach that incorporates both cyclical and fundamental analysis alongside modern portfolio theory. The firm offers discretionary and non-discretionary management and applies tax-sensitive strategies such as asset location and tax-loss harvesting.