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 29 years of industry experience. He has worked at Ogilvie Security Advisors Corporation since 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 combines securities-related services with tax preparation and broader financial advice.

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 financial advisor at Tailwind Financial Planning LLC in Madeira Beach, FL, holding CFP® and Series 65 credentials with six years of industry experience. She founded Tailwind Financial Planning in 2020 after a period of extended travel and part-time study from 2016 to 2020. Tailwind Financial Planning LLC is an independent, fee-only firm that provides comprehensive financial life planning and investment management to individuals and high-net-worth clients. The firm emphasizes a client-specific approach using primarily passive investment strategies with index mutual funds and ETFs, managing approximately $3.95 million in discretionary assets.

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.

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.