William Kemp is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses with 42 years of industry experience. His career includes roles at Northeast Securities, Inc., Northeast Asset Management, Charles Rutenberg Realty, and Dalton Wade Real Estate Group, where he currently works as a licensed residential real estate sales agent. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for around 819 clients. The firm focuses on discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis, long-term allocations, and derivatives strategies.

John Tunstall is a financial advisor at Florin Pensions LLC with 14 years of industry experience. He holds the Series 65 designation and has been with Florin Pensions since 2012. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations regarding UK personal pension transfers, operating as a pension consultancy without taking custody of client assets.

Josiah Sears is a CFP® and holds a Series 65 license, with five years of industry experience. He is the founder and CEO of MVRK Financial Consultants, LLC, an independent advisory firm serving high-net-worth clients and family offices. Prior to establishing MVRK, he worked at Oxford Financial Group, Ltd. for four years and has experience in financial estate planning through his involvement with Altura Planning Group, LLC. MVRK Financial Consultants, LLC provides comprehensive, customized advisory and family office consulting services to high-net-worth individuals and entities. The firm offers strategic oversight without discretionary trading authority, focusing on financial and estate planning coordination, manager due diligence, tax and legal collaboration, and operational family office support.

Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified, fundamental analysis-driven investment approach with both long-term and tactical strategies.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.

Colin Howard is a CFP® professional with 10 years of industry experience. He currently serves as an advisor at Noble Family Wealth, LLC and previously worked at Charles Schwab & Co., Inc. and USAA in various financial planning and investment management roles. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, typically serving clients with a minimum of $2 million in aggregated assets. The firm employs a tactical allocation approach using multi-asset diversification and incorporates market indicators and active strategies where appropriate.

Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of advising, he is president of Self Storage Properties, Inc. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary services. The firm uses a variety of analytical methods and investment platforms, including discretionary and non-discretionary management, and operates wrap fee programs in partnership with a national broker-dealer platform.

Sharon Bastide is a financial advisor at Client 1st Advisory Group in Dunedin, FL, with 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Diversified Investment Advisors and Diversified Investors Securities Corp. prior to joining her current firm. Client 1st Advisory Group provides personalized financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm employs a consultative process to develop written investment plans and manages portfolios using a diversified range of securities and alternative investments, often with discretionary trading authority.

Jamie Mason is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Client 1st Advisory Group, where he has worked since 2025. His prior experience includes roles at ARS Wealth Advisors Group, Raymond James Financial Services, Waller & Wax Advisors, Snyder Financial Group, and Mercer Global Advisors. Client 1st Advisory Group is a SEC-registered firm providing personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets, employs a consultative client management approach, and offers customized portfolios that include traditional and alternative investments.

Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at PSI Advisors since 2017 and has prior experience with LPL Financial, Teague & Associates, Princor Financial Services Corp, and Principal Life Insurance Co. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and offers both discretionary and non-discretionary management, including strategies that may employ derivatives, options, margin, and borrowing.

Nicole Mitela is a financial advisor at DiPaolo Financial Group, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, and structured products. The firm also offers estate-planning coordination, retirement and college planning, and tax consulting services, with an investment approach that includes cyclical analysis and modern portfolio theory.

Joseph Borchers is a financial advisor with CPR Investments Inc. and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and also serves as Managing Partner at WealthCare Retirement Solutions, LLC, a wealth management and insurance firm. Borchers has been involved in insurance sales and service since 1992 and holds a leadership role in a family-run insurance consulting business. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk.

Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.

Joao Teixeira is a CFP® certificant with 20 years of industry experience, currently serving at PFG Private Wealth Management, LLC. He previously worked at Tampa Dental Advisory Group and Mutual Securities, Inc. Outside of his advisory role, he serves on the board of the 13 Ugly Men Foundation, Inc., where he contributes to charitable event planning and assists the investment committee. PFG Private Wealth Management provides investment management, financial planning, and pension consulting to individuals, corporations, and employee benefit plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to manage approximately $288 million in discretionary assets.

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Sandra Nesbit is a financial advisor at Noble Family Wealth with 27 years of industry experience. She holds a Series 66 designation and previously worked at Mainsail Capital Group, Mercer Advisors, National Advisors Trust Company, and GFS Private Wealth. Outside of her advisory role, she manages two boat holding companies. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, primarily serving higher-net-worth clients. The firm employs a tactical, multi-asset-class allocation approach tailored to clients’ objectives and risk profiles, utilizing ETFs and various strategies including options and short sales.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.

Christopher Kacena is a financial advisor at Severin Investments LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dynasty Financial Partners and PGIM, as well as positions outside the financial industry, including at Radiology Regional Center and Interlachen Country Club. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers. The firm offers discretionary portfolio management with proprietary model portfolios, estate-planning support, 401(k) consulting, and a wrap-fee program, using investment strategies that combine fundamental and technical analysis alongside tactical tilts and sector rotation.

Christopher Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial LLC and Principal Securities and is involved with Mark Scheidter & Associates, a DBA for his LPL business in Tampa, FL. Ferrell also acts as an agent for fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee programs.