Kendall Maccagnan is a CFP® certificant and managing member of Off the Bay Wealth LLC in Tampa, FL, with experience at firms including TD Synex and CliftonLarsonAllen. She also manages a real estate entity, KMLV Real Estate 1, dedicating a small portion of her time to this activity. Off the Bay Wealth provides asset management, financial planning, tax planning, and consulting services to individual and corporate clients. The firm employs a mix of tactical and strategic asset-allocation techniques tailored to client objectives and risk tolerance, offering fixed-fee and hourly engagement structures rather than percentage-based fees.

James Florio is a Series 65-licensed advisor with Florio Wealth Management, LLC in Seminole, FL, where he has worked since 2020. He has 5 years of industry experience and also maintains a 20-year involvement with Ensured Futures. Florio is a licensed life and health insurance agent. Florio Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on fixed-income securities and exchange-traded funds. The firm uses a modern portfolio theory approach and refers client assets to third-party money managers, monitoring their performance without exercising investment discretion.

John Reynolds is a financial advisor at Hyde Park Wealth LLC in Tampa, FL. He holds a Series 65 designation and has been in the industry since 2025. Prior to his current role, he worked at Brown Edwards & Company and several blockchain-related organizations, including Block.one and the EOS Network Foundation, where he serves as Vice President of Finance. Hyde Park Wealth LLC is an SEC-registered investment adviser providing discretionary portfolio management and written investment policy statements for individual and high-net-worth clients. The firm employs a broad investment approach that includes fundamental analysis and modern portfolio theory, covering a wide range of asset classes such as private placements, venture capital, and digital assets.

Robert Johnson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at TCP Investments LLC since 2011. Prior to founding the firm, he accumulated decades of personal market-timing experience outside the finance industry. TCP Investments LLC provides investment advice exclusively to individual clients, utilizing a market-timing strategy driven by technical analysis and charting tools. The firm focuses on discretionary management for ProFunds accounts and trade recommendations for clients’ retirement plans, maintaining a small client base and a modest asset size.

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.

Donna Morrall is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. Her background includes roles at Clear Waters Financial Planning LLC and Ramboll. She is a board member of the nonprofit Forever Our Rivers, where she provides financial and investment advice for educational purposes. Clear Waters Financial Network LLC is a fee-only investment adviser offering financial planning and portfolio management to individuals, small businesses, and nonprofits. The firm combines fundamental and technical analysis to create tailored portfolios that balance risk and objectives, employing both passive and active strategies.

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.

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.

Christian Baldino is the sole advisor at Florida Estate and Retirement Planning Advisors, LLC, with 14 years of industry experience. He holds a Series 65 designation and has worked in financial planning and insurance sales since 2009. Approximately 75% of his time is dedicated to his role as a licensed insurance agent at Florida Estate and Retirement Planning Center. Florida Estate and Retirement Planning Advisors, LLC provides fee-based financial planning and consulting services to individual clients, focusing on cash flow, college funding, retirement, tax planning, and estate conservation. The firm acts as a solicitor for third-party money managers and does not directly manage client assets or accept discretionary trading authority.

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.