John Reynolds is a financial advisor at Hyde Park Wealth LLC in Tampa, FL. He holds a Series 65 designation and has been in the industry since 2025. Prior to his current role, he worked at Brown Edwards & Company and several blockchain-related organizations, including Block.one and the EOS Network Foundation, where he serves as Vice President of Finance. Hyde Park Wealth LLC is an SEC-registered investment adviser providing discretionary portfolio management and written investment policy statements for individual and high-net-worth clients. The firm employs a broad investment approach that includes fundamental analysis and modern portfolio theory, covering a wide range of asset classes such as private placements, venture capital, and digital assets.

Robert Johnson is a financial advisor at TCP Investments LLC in Saint Petersburg, FL, holding a Series 65 designation with 21 years of industry experience. He has led TCP Investments since 2011. The firm provides investment advice exclusively to individual clients, employing a market-timing approach driven by technical analysis and charting tools. TCP Investments manages a small client base and focuses on short-term mutual fund trading strategies, including the use of leveraged ProFunds and discretionary group trades for certain accounts.

Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the principal of Gray Colt Financial Planning LLC. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Empower Financial Services, and Regions Bank/Cetera Investment Services. Grelck holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent advisory firm providing personalized asset management and financial planning to individual and high-net-worth clients. The firm emphasizes value-oriented, long-term investments combined with strategic asset allocation, offering discretionary management and using the eMoney platform for comprehensive planning and account aggregation.

Donna Morrall is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. Her background includes roles at Clear Waters Financial Planning LLC and Ramboll. She is a board member of the nonprofit Forever Our Rivers, where she provides financial and investment advice for educational purposes. Clear Waters Financial Network LLC is a fee-only investment adviser offering financial planning and portfolio management to individuals, small businesses, and nonprofits. The firm combines fundamental and technical analysis to create tailored portfolios that balance risk and objectives, employing both passive and active strategies.

Daniel Westfall is a CFP® professional with 14 years of industry experience. He is the founder and sole advisor at Client Focused Financial, an independent firm based in Saint Petersburg, FL. His prior experience includes roles at Triad Advisors, Inc. and NEXT Financial Group. In addition to advisory services, he is involved in insurance planning through his firm. Client Focused Financial provides discretionary asset management and written financial planning for individual clients, managing approximately $69.5 million in assets. The firm tailors portfolios to client objectives using fundamental analysis and offers a variety of strategies, including options and frequent trading when appropriate.

Cedric Powell is a financial advisor at Powell Wealth in Tampa, FL, holding the ChFC® and Series 63 designations with 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and spent over 17 years at Northwestern Mutual across various affiliated companies. Outside of financial advising, Powell is an author of two books, "She Rich" and "Sell or Starve," and is involved in light construction and consulting through his business, Showtime Construction & Consultants. Powell Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, small businesses, unions, trusts, and corporate entities. The firm employs a model-driven investment process utilizing quantitative, fundamental, technical, and economic analysis across multiple asset classes, with portfolios primarily implemented through ETFs, mutual funds, unit investment trusts, fixed income, and equities.

Bradley Sorensen is a CFA® charterholder with 22 years of industry experience. He currently serves as the sole advisor at U.S. Cherry LLC in St. Petersburg, FL. His prior experience includes roles at Charles Schwab, IHL Investment Services, and investment research positions at Zacks Investment Research and Cornerstone Portfolio Research, where he works as a senior research analyst and portfolio manager respectively. U.S. Cherry is an SEC-registered, internet-based robo-advisor serving retail individuals, corporate clients, institutional investors, trusts, and endowments. The firm uses technology-driven, proprietary algorithms to deliver automated portfolio management and digital financial-planning tools across multiple account types, emphasizing ETF-based model portfolios with features such as ESG and factor exposures and crypto-ETF options.

Thomas Eddy is a financial advisor with T.L. Eddy Financial Services, Inc. in Clearwater, FL, holding 30 years of industry experience. He has been associated with Ogilvie Security Advisors Corporation for 28 years, beginning in 1998. T.L. Eddy Financial Services, Inc. provides investment consultation, financial planning, and account management to individuals, trusts, pension plans, and municipalities. The firm primarily uses a non-discretionary advisory model and integrates tax preparation and broader financial advice into its services.

David Carson is a financial advisor with DTCARSON Asset Management in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including prior work at Oak Grove, LLC. DTCARSON Asset Management provides discretionary portfolio management and standalone financial planning services to individual clients. The firm’s investment approach is primarily guided by technical analysis and employs strategies such as ETFs and options under limited discretionary authority, focusing on aligning with client objectives and restrictions.

Pamela Bergeson is a CFP® and holds a Series 65 license, with six years of experience in financial advising. She has operated Tailwind Financial Planning LLC since 2020 and spent four years as an extended traveler and part-time student prior to founding the firm. Tailwind Financial Planning LLC serves individuals and high-net-worth clients through comprehensive financial life planning, project-based and hourly planning, and investment management. The firm focuses on one-on-one engagements with a very low client-to-adviser ratio, combining a primarily passive investment approach with individualized asset allocation and ongoing access to financial planning software.

John Sellas is a financial advisor at National Retirement Plan Services, Inc. in Tampa, FL, with 17 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. Beyond his advisory role, he operates John A. Sellas, CPA, providing tax advisory, trust management, and estate planning services. National Retirement Plan Services, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm provides tailored discretionary asset management and consulting, using fundamental, technical, and cyclical analysis, and facilitates third-party money manager relationships.

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.

Raymond Virgilio is a financial advisor with Integrity Advisors in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has served as a supervisory auditor for the U.S. Department of Defense Contract Audit Agency since 2010 and has provided tax advice through his CPA practice since 1994. Integrity Advisors is an independent, state-registered firm that primarily serves individual and high-net-worth clients with portfolio management and financial planning. The firm employs a combination of fundamental, technical, and asset-allocation analysis, offering discretionary and non-discretionary management alongside tax and insurance services.

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 and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association. The firm provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients, focusing on strategic asset allocation with a long-term buy-and-hold approach using predominantly no-load, lower-expense mutual funds. It offers pension consulting services and hourly engagement billing, with advice delivered on a non-discretionary, consultative basis.

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 experience in the financial services industry. He is the founder of InsuraWealth, LLC, an independent advisory firm based in Tampa, FL, where he has worked since 2016. Prior to that, he was employed at New England Securities and MSI Financial Services, Inc. Jouve is also the founder of Parkbo, a fintech company unrelated to his advisory work. InsuraWealth serves individual, charitable, corporate, pension, and profit-sharing plan clients, primarily constructing passively oriented portfolios supplemented by fundamental and technical analysis. The firm differentiates itself through pension and profit-sharing plan consulting and fiduciary advisory services under ERISA, while utilizing multiple institutional platforms for client account management.

Sanjay Dasani is a financial advisor at Omkara Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Anglo-American Investments/Products Advisors Inc for five years. Omkara Capital LLC provides portfolio management, financial planning, and optional 529 account consulting for individual and high-net-worth clients. The firm combines fundamental and technical analysis, blending long-term investing with tactical asset allocation across a range of investment vehicles, including equities, mutual funds, ETFs, options, cryptocurrency, and non-U.S. securities.

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.

Jorge Soriano is a CFP® professional with 15 years of experience in the financial services industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. His prior experience includes roles at Intuit, GTE Financial, and JP Morgan Chase Bank. In addition to his advisory work, he serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC offers comprehensive financial planning, investment consultation, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project-based model and emphasizes a planning-centric approach without managing client assets or accepting custody of funds.