Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Gray Colt Financial Planning LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors LLC, Empower Financial Services, and Regions Bank/Cetera Investment Services. He holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent advisory firm that provides personalized asset management and financial planning services to individual and high-net-worth clients. The firm focuses on value-oriented, long-term investments combined with strategic asset allocation, offering discretionary management and regular portfolio reviews tailored to client objectives.

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 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.

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.

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.

Pamela Bergeson is a CFP® and holds a Series 65 license, with six years of experience in financial advising. She has operated Tailwind Financial Planning LLC since 2020 and spent four years as an extended traveler and part-time student prior to founding the firm. Tailwind Financial Planning LLC serves individuals and high-net-worth clients through comprehensive financial life planning, project-based and hourly planning, and investment management. The firm focuses on one-on-one engagements with a very low client-to-adviser ratio, combining a primarily passive investment approach with individualized asset allocation and ongoing access to financial planning software.

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 an independent financial advisor at Waters, James J. with 25 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients. The firm’s approach emphasizes strategic asset allocation through predominantly no-load, lower-expense mutual funds, with a long-term buy-and-hold orientation tailored to each client’s needs.

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.

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.

Jorge Soriano is a CFP® professional with 15 years of experience in the financial services industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. His prior experience includes roles at Intuit, GTE Financial, and JP Morgan Chase Bank. In addition to his advisory work, he serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC offers comprehensive financial planning, investment consultation, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project-based model and emphasizes a planning-centric approach without managing client assets or accepting custody of funds.

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.