William Hammond Jr. is a financial advisor at TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 licenses with five years of industry experience. His prior work experience includes roles at Bank of America and Merrill. TechView Wealth Advisors serves technology employees, founders, private business owners, and clients with international financial concerns, offering integrated wealth management that combines portfolio management with financial planning. The firm employs a blend of top-down sector analysis, bottom-up fundamental research, and technical analysis, using both active and passive strategies as well as selective options for hedging or income generation.

Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, and business entities. The firm uses proprietary quantitative EVO strategies combined with tactical asset allocation and offers market-timing signals and sub-advisory services to other advisers in addition to managing retail client portfolios.

Durraj Tase is the CEO of DT Investments I LLC and holds the Series 65 and Series 66 designations with 14 years of industry experience. He has been with DT Investments I LLC since 2013 and advises an individual client on market strategies, equities, and fixed income portfolios without discretion. DT Investments I LLC provides ongoing portfolio management and investment supervisory services to a small, concentrated client base, including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm employs a variety of analytical methods and complex trading strategies, including options and OTC currency instruments, and offers both discretionary and non-discretionary management tailored to client objectives.

Tyler Pullen is a CFA® charterholder with 13 years of experience in the financial industry. He is currently a principal at Pullen Investment Management, where he has worked since 2020. Prior to that, he was with National Investment Services of America, LLC and its predecessor entities from 2014 to 2020. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach across actively managed equity and fixed-income strategies, tailoring portfolios to clients’ objectives and risk tolerances.

Steven Price is a financial advisor at San Blas Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial and CL Wealth Management LLC. San Blas Advisory serves individual, high-net-worth clients, and businesses, managing approximately $219 million across about 664 accounts. The firm offers discretionary and non-discretionary portfolio management and various financial planning services, employing a blend of fundamental, technical, and qualitative analysis in its investment approach.

Gregory Bangma is a financial advisor at Silver Lake Advisory Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 2013. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth and tailors portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Nicholas Drizos is a financial advisor at Horizon Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. Outside of his advisory role, he is independently licensed to sell insurance products. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, and trusts or estates. The firm provides financial planning, discretionary asset management, and pension consulting, managing approximately $217 million in assets using a diversified investment approach that incorporates both fundamental and technical analysis.

Glen Fuller is a financial advisor at United Advisors America with 12 years of industry experience. He holds a Series 65 designation and has been with United Advisors America since 2013. In addition to his advisory role, Fuller works full-time supporting life insurance agents at Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering customized portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and selected exchange-traded products.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Richard Oberuc is a financial advisor at Empirical Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management, LLC and First National Advisors, LLC. Oberuc is also the CEO of Burlington Hall Asset Management, Inc., a company focused on developing software products for asset allocation models. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm uses a rules-based, long-term investment approach leveraging proprietary methodologies and a range of diversified portfolios constructed from ETFs, mutual funds, and select securities.

Robert Levin is a financial advisor at SlateStone Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SlateStone Wealth since 2020, following five years at Emerald Asset Advisors and a prior role at SlateStone Private Client. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Ruth Barrios is a financial advisor with Woodstock Wealth Management, Inc. in Sun City Center, FL, holding a Series 66 license and 19 years of industry experience. She has been with Woodstock Wealth Management since 2018 and worked previously at Woodstock Financial Group. Outside of her advisory role, Barrios is involved in selling non-securities insurance and works as a realtor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and offers a performance-fee program alongside standard arrangements.

Joshua Elmore is a CFP®-certified financial advisor at Rise Financial Partners with 10 years of industry experience. His prior roles include positions at IHT Wealth Management LLC and Wells Fargo Clearing. Outside of advisory work, he works part-time as a server and bartender at a restaurant in Sarasota, FL, and is the founder and CEO of Plan Wealth Creative LLC, an entity that manages administrative payouts related to his investment advising activities. Rise Financial Partners is a small team-based advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core investments with tactical technical and cyclical analysis to create tailored investment plans and manages approximately $70 million in discretionary assets.

Donald Blowers is a Series 66 licensed advisor with nine years of industry experience. He joined Blue Jean Financial LLC in 2024 after seven years at Thrivent Investment Management Inc. Outside of his advisory role, Blowers works as an independent Uber Eats driver and holds a licensed insurance agent position. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm employs a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, with portfolios managed on an institutional platform.

Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Continum Wealth Partners. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support its investment process.

Thomas Hlohinec is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Rise Financial Partners since 2019 and also worked at CIG Asset Management and FS Investment Solutions. Outside of advising, he is CEO of Rise Financial Partners and holds ownership roles in real estate investment and holding companies based in Florida. Rise Financial Partners is a team-based, state-registered advisory firm serving individuals, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, retirement-plan services, and business consulting. The firm integrates modern portfolio theory with technical and cyclical analysis to create client-specific investment plans, including allocations to less-liquid and private funds.

Richard Carr is a CFP® and ChFC® with 35 years of industry experience. He is currently with Carr Financial Group, where he has worked since 2022, following prior roles at Lucey Advisory Group and Private Advisor Group, LLC. In addition to his advisory work, Carr serves as an adjunct instructor teaching basic financial concepts and holds board positions with several nonprofit and social organizations. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with selective use of individual securities and alternative investments, and offers specialized family office services under separate arrangements.

John Gustafsson is a financial advisor at CS Planning Corp with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company. Gustafsson is also associated with Master Planners & Associates, where he provides financial advisory and insurance services. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, and financial planning services to individuals, businesses, and various entities. The firm uses a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts through systematic strategies and ongoing monitoring.

Keith Chatel is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and USA Financial Securities Corporation. Outside of his advisory work, he operates an insurance agency under the name My Benefits Solution. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning without additional charge, utilizing model-based strategies managed by its affiliated sub-adviser.