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.

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.

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.

Dustin Jooste is a financial advisor at Toring Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg L.P. for ten years. Outside of advisory services, he is president and sole shareholder of Toring Consulting Services Inc., where he provides accounting and tax preparation services to individuals and small businesses. Toring Financial Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial and retirement planning, and educational seminars. The firm serves individuals, high net worth clients, trusts, estates, corporations, and charitable organizations, employing a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

You don't have a money problem. You have a too-many-decisions problem. You're successful. You're responsible. You're the person everyone depends on. You manage the bills, remember the passwords, coordinate the moving pieces, and somehow became the unofficial CFO of the household without ever applying for the job. From the outside, it looks like you've got it all figured out. Meanwhile, you're trying to make smart decisions about taxes, investments, retirement, stock compensation, college planning, aging parents, business ownership, and approximately 47 open browser tabs running in your brain at all times. And despite doing a lot of things right, you still find yourself wondering: "Am I saving enough?" "Am I paying too much in taxes?" "Can I afford this?" "What am I missing?" That's where I come in. I'm Robin Snell, CFP®, EA, founder of Nested Financial. I work with women who carry the financial mental load, professionals with equity compensation, business owners, progressive families, and LGBTQIA+ individuals and couples who are tired of trying to figure everything out alone. Through my Financial Happiness Method, I help clients organize the chaos, simplify complex decisions, and create a plan that supports the life they're actually trying to build. Together, we: ✓ Get organized without shame ✓ Create a clear plan for taxes, investments, and major financial decisions ✓ Build systems that support your real life, not financial perfection ✓ Reduce financial stress and increase confidence ✓ Make room for both future security and present-day happiness My clients don't come to me because they need another spreadsheet. They come to me because they want clarity. They want confidence. They want someone they trust to help them make smart decisions and tell them what actually matters. Financial planning isn't about becoming the richest person in the cemetery. It's about building a life you genuinely enjoy living. If you're tired of carrying the weight of every financial decision by yourself, I've got you.

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.

Angelo Angelou is the managing member of Atrium Financial Advisors LLC in Tarpon Springs, FL, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including BluBuzzard Advisors, LLC and Albert Douglas, LLC. He serves as a board member for the Tarpon Springs Florida Municipal Firefighters Trust Fund, overseeing pension investment and administrative activities. Atrium Financial Advisors provides tailored investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s approach emphasizes fundamental analysis, long-term positions, integrated risk management, and selective use of covered options for hedging.

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.

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.

As Founder & CEO of BayView Financial Planning, Stacy Miller leads an independent fee-only fiduciary firm serving clients nationwide from Tampa Bay. She holds the Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and Certified Financial Transitionist (CeFT®) certifications, a distinctive combination that reflects her specialized expertise in navigating financial decisions during life’s transitions. Inspired by her experience as a military spouse and her passion for women’s financial independence, Stacy founded BayView Financial Planning to help women, widows, and military-connected families invest in their own future financial security through the tides of life. A nationally recognized financial planner and speaker, Stacy blends technical expertise with empathy, helping clients navigate life changes such as career transitions, loss, military moves, and new financial responsibility with clarity and confidence. Her insights have been featured in The Wall Street Journal, The New York Times, and numerous other media outlets.

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.

Kirk Kinder is the sole advisor at Picket Fence Financial, LLC in Palm Harbor, FL, holding CFP® and Series 65 credentials with 23 years of industry experience. He has operated Picket Fence Financial since 2005 and previously managed Picket Fence Tax Service for nine years. Picket Fence Financial is a fee-only registered investment adviser serving individual clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $50.5 million on a discretionary basis and employs a modern-portfolio-theory approach using model portfolios primarily composed of ETFs, index funds, and no-load mutual funds, tailored to each client’s goals.

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.

Stephen Earner is a financial advisor at Earner Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC, Raymond James & Associates Inc, and Louis Dreyfus Company. Earner Wealth LLC provides portfolio management, financial planning, and educational seminars to individuals, trusts, and estates. The firm uses a variety of analytical methods and implements both long-term and active trading strategies, including alternative investments, serving a small client base with bespoke, discretionary management.

Joshua Ballard is a financial advisor with Blue Ocean Wealth Management, LLC in Clearwater, FL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Blue Ocean Wealth Management since 2016. Blue Ocean Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and subscription-style services. The firm sponsors a wrap-fee program and employs a combination of analytical methods and investment strategies tailored to each client’s needs, with a notable focus on managing primarily non-discretionary assets.

Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high net worth clients, as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while avoiding frequent trading.