David Bertoncini is a financial advisor at Bitcoin Standard with a Series 65 license and three years of industry experience. He has previously worked with Blockchain Experts and Ghost Armor Automotive. Outside of advisory work, Bertoncini is an independent sales agent for Intice, Inc., an automotive digital retail software company. Bitcoin Standard provides advisory services to individual and high-net-worth clients seeking exposure to bitcoin and related commodities. The firm follows a structured investment process based on bitcoin market cycles and employs various forms of analysis with a long-term trading orientation, while maintaining client holdings in designated hardware wallets for security.

Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. 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, aligning investments with client risk tolerance and goals while avoiding frequent trading.

William Chamberlain is a financial advisor at Chronos Wealth Management, L.L.C. in Clearwater, FL, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at RBC Wealth Management and Niagara International Capital Limited. Outside of his advisory work, he serves on the board of a family oil and gas company, Energy Investments Inc. Chronos Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and business entities. The firm uses a combination of analytical methods and generally favors long-term trading with a focus on U.S. large-cap equities along with a range of other investment vehicles.

Frank Diana is a financial advisor with Sterling Bridge Financial Group LLC, holding a Series 65 credential and six years of industry experience. He is co-owner of Senior Benefit Resources, an insurance agency specializing in life insurance and fixed indexed annuities. Diana also holds roles with Diana Landi Holdings Company and Frank Diana Inc. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, by providing discretionary portfolio management and integrated financial planning. The firm emphasizes a long-term investment approach based on modern portfolio theory, often recommending indexed mutual funds, ETFs, and iShares, and offers no-cost educational seminars to clients and the public.

Xuelong Zhou is a CFA® charterholder affiliated with RSA Capital and has recently begun his career in the financial advisory industry. Prior to joining RSA Capital, he worked at RockyStream Global Wealth Management LLC and Wells Fargo & Company. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, with a notable presence of foreign clients mainly from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering diversified allocation programs and a quantitative stock selection strategy focused on the S&P 500.

Nermine Bolos is a financial advisor with Unified Wealth Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Western Southern Life, W&S Brokerage Services, and Trinity Angels, LLC. She is active in the community as an ambassador for the Greater Pasco Chamber of Commerce and co-leads the Westshore Chapter of the Power Gals Networking Group, a professional women's networking organization. Unified Wealth Management provides comprehensive financial planning and portfolio management to individuals, businesses, trusts, and nonprofit organizations. The firm manages approximately $151 million in client assets using a fiduciary approach that combines fundamental analysis, modern portfolio theory, and technical tools to develop diversified, client-specific investment strategies.

Samuel Kust is a Series 65-licensed financial advisor at Maggi Investment Services, LLC with three years of industry experience. His prior roles include positions at Fidelis Wealth Management, Munson Financial, and International Assets Investment Management. Kust is also a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services, LLC provides personalized financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often managing assets through third-party managers with regular account reviews.

Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and New York Life Insurance Company. 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 one-on-one consulting. The firm incorporates fundamental, technical, and cyclical analysis in tailoring investment strategies and is notable for its client education efforts, including seminars, newsletters, and the use of client testimonials.

Wayne Fernow is a financial advisor with American Family Legacy Group in Tampa, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has worked at firms including Aflg Insurance, American Private Equity, Equitable Advisors, and Chase Investment Services Corp. since 2001. American Family Legacy Group serves individual clients, high-net-worth households, corporations, trusts, estates, and pension/profit-sharing plans, managing approximately $44 million across 112 client relationships. The firm uses a fundamentals-based investment process with a tactical asset allocation overlay, employing a range of investment vehicles and offering discretionary management alongside financial planning and consulting services.

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

Joshua Anderson is a CFA® charterholder with 15 years of industry experience. He is the Chief Investment Officer for Nestimate, Inc., a fintech firm providing analytical tools for financial advisors to assess in-plan annuities, and also the Founder of The Retirement Innov8ion Lab, which develops thought leadership and innovative ideas in the retirement plan sector. Anderson currently serves as an advisor at Nestimate Investment Management LLC. Nestimate Investment Management, LLC offers portfolio management and pension consulting services primarily to retirement plans, other advisers, and insurance companies. The firm employs a fiduciary investment approach that integrates quantitative scoring with qualitative due diligence, leveraging proprietary analytics and fintech tools to support diversified, cost-aware, and customized plan solutions, including lifetime income product analysis and 3(21)/3(38) fiduciary services.

Robert Basile is a financial advisor at Basile Financial Group, Inc. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his advisory role, Basile operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities, offering discretionary asset management, financial planning, and public educational seminars. The firm typically employs a buy-and-hold, passive investment approach using mutual funds and ETFs, with tailored portfolio management under discretionary authority.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 15 years of industry experience. He holds a Series 65 designation and serves as Vice President of College Funding of Tampa Bay, providing college and financial aid education. In addition, he is Vice President at Maggi Tax Advisory Group, Inc., where he is involved in insurance sales and tax preparation. Maggi Investment Services, LLC offers personalized financial planning and asset management services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, provides both discretionary and non-discretionary management, and frequently utilizes third-party money managers.

Jill Gibb is a financial advisor with Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation and 12 years of industry experience. She has worked at Triad Advisors, Inc. from 2013 to 2024 and has been with Targeted Financial Services since 2013. 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 employs a blend of fundamental and technical analysis with asset-allocation models and is notable for its use of derivatives and authorized borrowing in managed accounts.

Steven Holland is a financial advisor with The Holland Group, Retirement Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and 32 years of industry experience. He is also president of The Holland Group Income Tax and Financial Strategies Inc., an affiliated insurance agency and accounting practice he founded in 1994. Holland has worked with Mutual Trust Asset Management, Inc. since 2007 as an investment adviser representative. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring asset allocation to client goals and risk tolerance.

Doris Howland is a CFA® charterholder with 33 years of industry experience. She has been with Howland and Associates, LLC since 2004 and previously worked at Howland Partners, LLC. Outside of her advisory role, she is the owner of two small business ventures, including a short-term rental property and a business rental property. Howland and Associates provides discretionary portfolio management primarily to individual and family clients, including high-net-worth individuals, trusts, IRAs, 529 plans, and certain institutions. The firm focuses on fundamental analysis and tailored strategies across equities and fixed income, maintaining ongoing advisory relationships and offering specialized approaches such as tax-efficient portfolio management and a lower-cost short-term cash program.

John Falker is a financial advisor with Falker Investments Inc. in Edina, MN, holding a Series 65 designation and 27 years of industry experience. He has been with Falker Investments since 1996. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, as well as a small number of charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide investment decisions.

Ross Thomas is a Series 65-credentialed financial advisor with six years at Howland and Associates, LLC and a total of five years in the industry. His prior experience includes roles at Rapid Web Services, LLC and AccentHealth. Howland and Associates provides discretionary portfolio management for individual and family accounts, including high-net-worth clients, trusts, IRAs, and certain institutional clients. The firm employs fundamental analysis and tailored strategies across various objectives, managing portfolios based on client time horizons, tax considerations, and risk profiles.

Anthony Landi is a financial advisor with Sterling Bridge Financial Group LLC in Palm Harbor, FL, holding a Series 65 credential and six years of industry experience. He has been with Sterling Bridge since 2019 and is also involved in non-investment-related businesses, including serving as a manager at Diana Landi Holdings Company and as an officer/director at Anthony Landi Inc. Additionally, he owns Senior Benefit Resources, PLLC, an investment-related business selling insurance products. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and integrated financial planning. The firm follows a long-term investment approach based on modern portfolio theory and provides no-cost public seminars alongside its advisory services.