Christ Mavrakos is a CFP® professional with 36 years of industry experience. He is currently associated with MFP Financial Services, LLC and has previously worked with Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he serves as treasurer for his wife’s home décor business and is an accredited tax preparer. MFP Financial Services, LLC serves individual and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolio design and ongoing monitoring, employing a multi-disciplinary approach and utilizing both in-house management and third-party money managers.

Michael Kahn is a financial advisor with Kahn Financial Group in Clearwater, FL, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Kahn Financial Group since 2014 and is also associated with Raymond James Financial Services. In addition to his advisory role, he works as an administrative assistant and long-term care specialist within the firm. 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, uses third-party and proprietary research, and provides comprehensive financial planning and ongoing account monitoring.

Gary Ross is a financial advisor with Premier Private Wealth Management, LLC in Palm Harbor, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Veterans AC & Heat Inc. and multiple investment-related firms. He has a background that includes ownership interests in real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach blending active and passive strategies and manages a high client load relative to its advisor count.

Sean Blanding is a financial advisor at Belleair Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of financial advising, he is associated with Vantage Cleans. Belleair Asset Management provides investment management, financial planning, and employee benefit plan services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, utilizing diversified portfolios primarily composed of low-turnover mutual funds and ETFs.

David Maddux Jr. is a financial advisor at Brightwater Advisory, LLC in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Tampa Asset Management. Brightwater Advisory serves individual and high-net-worth clients, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $303.8 million across about 273 client relationships, offering discretionary and non-discretionary investment management, financial planning, and consulting with a primarily fundamental investment approach augmented by quantitative metrics and a risk-management overlay.

Cary Green is a financial advisor with Green Era Financial LLC in Clearwater, FL, holding Series 63 and Series 65 credentials and with six years of industry experience. He has previously worked at Bettr and Transamerica Financial Advisors, Inc., and operates Cary Green INC, providing marketing and HR services related to life and health insurance. In addition, he is involved with a church where he guides individuals through courses and spiritual counseling. Green Era Financial LLC offers discretionary asset management to individual and high-net-worth clients, as well as limited-scope ERISA 3(21) fiduciary services to retirement plan sponsors. The firm applies a combination of fundamental, technical, and quantitative methods to portfolio management and requires clients to maintain custody with Altruist.

Barry Brindise is a CFP® and Series 65-licensed advisor with five years of industry experience, currently with Brightwater Advisory, LLC in Tampa, FL. His prior work includes a consulting role and a 12-year tenure at Catalina Marketing. Outside of advisory work, he is the owner of Oakellar LLC, a real estate investment related to managing a single-family residence. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and manages a wrap fee program alongside standard advisory accounts.

Harley Evans is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at Successful Portfolios LLC since 2010. Based in Clearwater, FL, he holds Series 63 and Series 65 licenses. Successful Portfolios LLC provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and quantitative analysis with core-satellite, tactical, and strategic asset allocation strategies, managing approximately $242.6 million in client assets.

Eduardo De La Rosa is a financial advisor at Rauch Advisory LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and has been involved with BACASO Consulting LLC DBA Solid Ground Financial since 2013, where he provides insurance services, business consulting as a Certified Exit Planning Advisor, and Social Security timing advice. Outside of his advisory role, he also engages in strategic partnership consulting and online marketing activities. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships. The firm offers discretionary portfolio management through its Rauch Advisory Wrap Fee Program, as well as non-discretionary financial planning and retirement plan consulting, utilizing third-party model strategies implemented via a sub-advisory platform.

Alex Tavares is a Series 65-licensed financial advisor at Howland and Associates, LLC with two years of industry experience. He has been with Howland and Associates since 2023 and concurrently serves as an Assistant Professor of English at Hillsborough Community College, where he has taught literature since 2007. Howland and Associates provides discretionary portfolio management for individual and family clients, including high-net-worth individuals, trusts, IRAs, and 529 plans. The firm employs fundamental analysis and tailored strategies to manage primarily equity and fixed-income portfolios, focusing on client-specific objectives and time horizons.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and Morgan Stanley DW Inc., among others. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm emphasizes client education through newsletters, seminars, and workshops, using a blend of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Cheryl Mccarthy is a financial advisor at Commoncents Wealth Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Gradient Investments, LLC and 40 Day Wealth, LLC. Outside of advisory work, she operates Common Cents Tax and Accounting Services, Inc., providing accounting and tax services, and is involved in physical precious metals sales and legal services through subcontracting. Commoncents Wealth Advisors, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and provides access to third-party money managers and model portfolios.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with a Series 65 designation and three years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Senior Benefit Resources. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and the selection of third-party investment managers. The firm employs modern portfolio theory and a long-term trading approach, offering portfolios that include traditional and alternative investment products, and also hosts no-fee educational seminars for clients and the public.

Wendy Spencer is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Asset Management Financial Services Inc. in Clearwater, FL. She has held leadership roles including Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services and Merit Investment Solutions, Inc. Additionally, she serves as Vice President of Advisor Administrative Services, LLC, a consulting firm supporting investment professionals. Asset Management Financial Services provides discretionary portfolio management to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm uses a combination of fundamental research and technical analysis to create customized portfolios, offering additional services such as financial and estate planning, due-diligence, and consulting on an hourly basis.

Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Sandy Morris Financial Services and Sandy Morris Insurance Services. In addition to advisory work, he is a licensed insurance agent in Florida, offering life insurance, Medicare, and annuity products. Pearl Wealth Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of quantitative and qualitative investment methods. The firm offers discretionary management, financial planning, and access to third-party money managers, with a notable inclusion of insurance and annuity products as part of its comprehensive service offering.

Carl Von Dem Bussche Jr. is a CFP® and holds a Series 65 license with 24 years of industry experience. He has been with Financial Guidance Group, Inc. since 1994 and previously worked 12 years at Relevant Church. Financial Guidance Group, Inc. serves individual investors, including high-net-worth and non-HNW clients, and provides retirement plan consulting for plan fiduciaries. The firm focuses on creative professionals and offers discretionary investment management, wealth planning, and retirement advisory services using a tax-efficient, risk-managed approach grounded in modern portfolio theory.

Robert Howland is a CFP® and Series 65-certified advisor with 20 years at Howland and Associates, LLC and four years of industry experience. He serves as clerk on the finance committee of the St. Petersburg Religious Society of Friends. Howland and Associates provides discretionary portfolio management for primarily individual and family clients, including high-net-worth individuals and institutional accounts. The firm employs fundamental analysis and tailored strategies to manage equity and fixed-income portfolios in alignment with client objectives and risk considerations.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 32 years of industry experience. He has held positions at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. for over 20 years, where he serves as CEO and Certified Public Accountant providing tax planning and accounting services. Belleair Wealth Management, LLC is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and wealth management services. The firm uses diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, and offers additional consulting on retirement plan benchmarking, real estate, private placements, and insurance/annuity analysis.

Carl Von Dem Bussche Sr. is a CFP® with 33 years of industry experience. He has been with Financial Guidance Group, Inc. since 1996. Financial Guidance Group serves individual investors across various age groups, including both high-net-worth and non-high-net-worth clients, with a particular focus on creative professionals. The firm offers discretionary investment management and wealth planning services, emphasizing tax efficiency and risk management through model portfolios primarily composed of ETFs, mutual funds, and bonds.