Joseph Borchers is a financial advisor with CPR Investments Inc. and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and also serves as Managing Partner at WealthCare Retirement Solutions, LLC, a wealth management and insurance firm. Borchers has been involved in insurance sales and service since 1992 and holds a leadership role in a family-run insurance consulting business. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk.

Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.

Joao Teixeira is a CFP® certificant with 20 years of industry experience, currently serving at PFG Private Wealth Management, LLC. He previously worked at Tampa Dental Advisory Group and Mutual Securities, Inc. Outside of his advisory role, he serves on the board of the 13 Ugly Men Foundation, Inc., where he contributes to charitable event planning and assists the investment committee. PFG Private Wealth Management provides investment management, financial planning, and pension consulting to individuals, corporations, and employee benefit plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to manage approximately $288 million in discretionary assets.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.

Christopher Kacena is a financial advisor at Severin Investments LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dynasty Financial Partners and PGIM, as well as positions outside the financial industry, including at Radiology Regional Center and Interlachen Country Club. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers. The firm offers discretionary portfolio management with proprietary model portfolios, estate-planning support, 401(k) consulting, and a wrap-fee program, using investment strategies that combine fundamental and technical analysis alongside tactical tilts and sector rotation.

Christopher Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial LLC and Principal Securities and is involved with Mark Scheidter & Associates, a DBA for his LPL business in Tampa, FL. Ferrell also acts as an agent for fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee programs.

Andrew Whitten is a financial advisor with PFG Private Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with PFG Private Wealth Management since 2016 and previously worked at Perry Financial Group. Outside of his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory, emphasizing asset allocation and regular monitoring.

Juan Melendez Calero is a financial advisor with DMK Advisor Group, Inc., holding a Series 65 designation and 31 years of industry experience. He has been with DMK Advisor Group since 2022 and has spent 17 years at NFP Securities, Inc. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm emphasizes the use of mutual funds and exchange-traded funds in its investment models, combining technical and fundamental analysis with daily monitoring and periodic rebalancing.

Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with LPL Financial and Excalibur Financial Group prior to joining PSI Advisors. Outside of his advisory role, Zimmerman is involved in non-variable insurance and fixed group benefits activities. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a range of analytical methods and offers discretionary and non-discretionary management through various advisory platforms, including wrap fee programs and separately managed account strategies.

Amy Gates is a financial advisor with Trust Advisory Group Ltd in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at StoneX Securities Inc. since 2024 and was previously with AGES Financial Services, Ltd. for 16 years. Outside of her advisory work, Gates is a USCCA Certified instructor teaching women self-defense with small arms handguns. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment approaches including proprietary model solutions and manager-of-managers strategies and is affiliated with StoneX Advisors Inc. since 2024.

Trevor Richards is a financial advisor at Lord and Richards Wealth Management, LLC. He holds a Series 65 credential and has one year of industry experience. Prior to entering financial advising, he worked in law enforcement and community service roles, including positions with Pasco County Corrections and the Pasco County Sheriff. Richards is also a licensed insurance agent. Lord and Richards Wealth Management is a team of nine advisors managing approximately $128.8 million across more than 1,200 client relationships, providing portfolio management and wealth services primarily to individuals and high-net-worth clients. The firm employs a diverse investment approach that combines fundamental and technical analysis, quantitative models, and modern portfolio theory.

Morgan Mabry is a CFP® with nine years of industry experience currently serving at Client 1st Advisory Group, where he has worked since 2013. He holds a Series 65 license and is based in Dunedin, Florida. Morgan is part of a seven-advisor team at the firm. Client 1st Advisory Group is a SEC-registered advisory firm managing approximately $511 million in assets. The firm offers personalized portfolio management, financial planning, and retirement consulting to a diverse client base, using a consultative approach and customized investment plans that include a range of asset classes and alternative investments.

Jacob Stinson is a financial advisor with Thrive Capital Management, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Thrive in 2026, he worked at Oxford Wealth Group, Walser Wealth Management Company, Proxy Wealth Advisors, and Wells Fargo in various roles. Outside of his advisory work, Stinson has been involved in short-term and long-term real estate rental activities as a sole proprietor. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placements. The firm employs diversified model portfolios, fundamental analysis, and utilizes third-party sub-advisors to tailor investment strategies.

Craig Phillips is a CFP® with 25 years of experience in the financial industry. He is a managing partner at Client 1 St Advisory Group and has been involved with Client First Advisors, Inc. since 1997. Phillips also serves as a trustee of the Nucci Irrevocable Trust. Client 1 St Advisory Group is an SEC-registered firm that offers personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans and regular progress reviews.

Jessica Blake is a financial advisor at S.E.E.D. Planning Group, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at NBT Bank for thirteen years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation, a nonprofit position held without compensation. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy while allowing for shorter-term trading, integrating tax planning, values-based financial planning, and portfolio management through its investment arm, Sift Investment Management.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

Jenee Peters is a financial advisor with Naples Wealth Planning in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her prior roles include positions at Platinum Wealth Partners and several iterations of Naples Wealth Planning under different registered entities. Outside of advisory work, she serves as a consumer board member on the Florida Board of Nursing. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning to high-net-worth individuals, families, trusts, and institutions. The firm uses a primarily long-term, customized investment approach involving mutual funds, ETFs, equities, bonds, and occasionally options and private investments, with continuous client oversight and discretionary authority within agreed guidelines.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

Jacob Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mapleridge Ranch and Liberty University. Perry also works as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to implement trading strategies, emphasizing asset allocation, regular monitoring, and fair allocation of limited investment opportunities.