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.

Matthew Moll is a Series 66-licensed financial advisor with TruAdvisors Financial, LLC, where he has worked since 2014. He has 19 years of industry experience. Outside of his advisory role, he is the managing member of Suncoast Developments, LLC, a commercial real estate development company in Tampa. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, corporations, pension plans, charitable institutions, and other entities. The firm applies fundamental, technical, and cyclical analysis in constructing client investment policies and actively employs derivatives strategies, including options, in client accounts.

David Kahn is a CFP® professional with 33 years of industry experience. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and has also been involved with St Petersburg College since 1994. Outside of his advisory work, he owns Auspicious Realty LLC, which focuses on purchasing and renovating single-family homes for resale. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, providing comprehensive financial planning with an emphasis 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 relying on third-party research and conducting regular account reviews.

Sam Logan is a financial advisor with Logan Financial Planning LLC in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has led Logan Financial Planning LLC since 2013. Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and delivers written investment policy statements, implementation, and ongoing monitoring with quarterly reviews.

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.

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.

Jake Rubin is a financial advisor at Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation. He has one year of industry experience and prior work history at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm manages approximately $353 million on a discretionary basis and employs a blend of fundamental and technical analysis with diversified investment strategies, including the use of derivatives and margin when authorized.

Michael Gagne is a financial advisor at Mad River Investors with one year of industry experience. He holds a Series 65 designation and has previously worked at Egmont LLC, Axon, Allego, Kantar, and Comscore. Outside of his advisory role, he is the owner and CEO of Egmont LLC, a consulting business focused on sales and marketing strategy development. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation, managing portfolios typically holding 20–25 positions across multiple asset types.

Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.

Cary Green is a financial advisor at Green Era Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bettr and Transamerica Financial Advisors, Inc. Outside of his advisory role, Green is involved with a church where he helps guide individuals in selecting courses and spiritual counseling. Green Era Financial LLC provides 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 uses a variety of analytical methods and modern portfolio theory to manage portfolios on a discretionary basis, requiring a $500,000 account minimum and custody through Altruist.

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.

Michael Rees is a financial advisor at The Sherwin Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and National Planning Corporation. Outside of advisory work, he is involved in consulting and managing Bay View Capital, Inc., including its insurance agency operations and liquor license transactions. The Sherwin Group provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and offers services on a discretionary or non-discretionary basis, with custodial execution through Charles Schwab & Co., Inc.

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.

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.

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.

Chad Peterson is a CFP® professional with 33 years of industry experience. He has worked at Columbia River Financial Group since 2016 and previously spent 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory solutions, typically discretionary, and constructs portfolios using a combination of quantitative and qualitative analysis across a wide range of instruments.

Daniel Spalding is a financial advisor at Chiron Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Prudential Investment Management Services. Outside of advising, he is involved in non-investment businesses including It’ll Fit Charters and Cutsey Fly, both based in St. Petersburg, FL. Chiron Capital Management, LLC provides discretionary investment and wealth management services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, offering tailored strategies across a range of asset classes and operating a wrap fee program with a high client-to-advisor ratio.

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.