Michelle Halpin is a financial advisor at Grand Central Investment Group, LLC in Tampa, FL, with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Grand Central Investment Group since 2015. Grand Central Investment Group provides separate account portfolio management, financial planning, and consulting to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a top-down investment approach combined with a dividend-focused equity framework and incorporates fixed income, exchange-traded products, and alternative investments tailored to client objectives.

Nicholas Koen is a financial advisor at VectorWealth with 11 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services. Outside of his advisory role, he is the Manager and Principal Agent of Dough Agency, LLC, a licensed insurance agency. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diversified portfolios that include ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm combines quantitative analysis with passive buy-and-hold strategies and options trading, tailoring portfolios to each client’s income, tax situation, and risk tolerance.

Gary Reese is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked at Wealthbuilders Investments since 2024 and previously spent over two decades at Faith Investment Services of Ohio, LLC and Creative Financial Designs Inc. Reese holds insurance licenses in life and health. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and investors in pooled vehicles. The firm offers customized, long-term portfolio management grounded in fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles.

Brielle Vieira is a financial advisor at Golden Road Advisors LLC in Tampa, FL. She holds a Series 65 designation and has one year of industry experience, including prior work at Douglas C. Lane & Associates. Outside of finance, she has worked in the hospitality sector at establishments such as Channel Marker Cafe and Market Tavern. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentally driven, long-term investment approach with customized portfolios tailored to clients’ goals, risk tolerance, and tax considerations.

Anthony Visintin is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc. in Tampa, FL, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Greggs Landscaping, Synergy Storage Group, and Saint Leo University. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of investment strategies across bonds, mutual funds, and ETFs, and offers additional services including in-house tax preparation and consolidated reporting through the eMoney platform.

Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.

Mitchell Bruner is a Series 65-credentialed financial advisor at Hurlburt Financial with one year of industry experience. Prior to joining Hurlburt Financial, he worked in engineering and other fields. Hurlburt Financial serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans by providing discretionary investment supervisory services, financial planning, and consulting. The firm uses a value-driven, fundamental analysis approach with a long-term focus and typically delegates tactical portfolio management to sub-advisors while maintaining oversight.

Lawrence Milford is a financial advisor at Holistic Finance LLC in Lakeland, FL, with 13 years of industry experience. He holds the CFP® and CFA® designations along with Series 65 and Series 66 licenses. Prior to joining Holistic Finance, he worked at Ernst & Young LLP for 12 years and had a brief tenure at Workplace Options. Holistic Finance serves individual clients, including high-net-worth households, providing asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm employs fundamental analysis tailored to client objectives and offers a range of investment strategies, including private placements and alternative investments, combined with regular financial-planning reviews.

John Boyer is a CFP® with 37 years of experience in the financial services industry. He is currently with Wisdom Financial Planning and has previously worked at Securities Service Network, Inc. for 25 years. Outside of advising, he is a licensed insurance professional involved in insurance planning, including life, disability, and long-term care products. Wisdom Financial Planning serves individuals, families, business owners, and retirement plans with financial planning and investment advisory services. The firm employs a fundamentally driven, long-term investment approach using diversified, low-cost ETFs and mutual funds, and manages accounts with ongoing monitoring and rebalancing as needed.

Andrea Dockery is a financial advisor with Alpha Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Alpha Advisors since 2006 and is also involved in real estate as a Broker Owner at RE/MAX Experts, LLC and related entities, a role she has held since 2012. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and manages affiliated private limited partnerships available to qualified clients.

Nickole Garrison is a CFP® with 13 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to that, she worked with M&T Securities Inc. and M&T Bank from 2012 to 2018. She holds board and committee roles with several nonprofit organizations, including positions with the Buffalo Center for Arts and Technology, WNY Women's Foundation, Buffalo Philharmonic Orchestra Board, and the Community Foundation for Greater Buffalo, where she contributes to audit and investment oversight. Garrison Murphy Wealth Management provides integrated wealth advisory services to individual and high-net-worth clients as well as pooled investment vehicles. The firm offers tailored financial planning, discretionary and non-discretionary portfolio management, and private fund advisory, emphasizing strategic asset allocation and comprehensive due diligence across a variety of investment types.

Robert Giles is a financial advisor at Wealth Advisors of Tampa Bay in Tampa, Florida, with 30 years of industry experience. He holds a Series 63 designation and has been with Wealth Advisors of Tampa Bay and LPL Financial LLC since 2012. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $400 million on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with regular account reviews.

Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.

Tina Tenret is a CFP® professional with 17 years of industry experience. She founded The Tenret Company, LLC in 2018 after 12 years at Provise Management Group, LLC. Tenret serves as a board member for several community organizations including the Tampa Bay Academy of Collaborative Professionals, Athena Society, Morton Plant Mease HealthCare, and BayCare Health System, where she participates on the Investment Committee. The Tenret Company provides investment advisory and financial planning services primarily to individual investors and trusts with portfolios generally exceeding $1 million. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, long-term strategies using no-load mutual funds and ETFs, and offers specialized divorce consulting services.

Richard Alley is a CFA® charterholder with 30 years of experience in the financial industry. He has been with Stronghold Wealth Management L.L.C. in Tampa, FL for 10 years. Outside of advising, he holds executive roles in holding companies and serves in fiduciary capacities. Stronghold Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis along with proprietary and third-party strategies to tailor investment solutions to clients’ objectives and risk profiles.

Emily Kelly is a Series 65 licensed advisor with SFG Wealth Advisors, LLC, based in Tampa, FL, and has one year of industry experience. Prior to joining SFG Wealth Advisors, she worked at Avior Wealth Management, LLC and Snyder Financial Group LLC. She also holds a role as Client Services Coordinator at Snyder Financial Group, spending part of her time there during trading hours. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on cash-flow driven planning, using diversified mutual funds, ETFs, and select alternative investments, with an emphasis on downside risk management and long-term returns.

James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.

Noah Gayhart is a financial advisor at Bannerman Wealth in Brandon, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Bannerman Wealth, he worked at OSAIC and Cambridge Investment Research Advisors. He serves on the board of Snappy Tomato Pizza. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive, asset-allocation-driven investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary investment management and comprehensive financial planning through ongoing client relationships.

Carl Dockery is a financial advisor with Alpha Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has served as a director of Aytu BioScience, Inc., a biotech company focused on treatments for complex central nervous system diseases, since 2016. Dockery is also involved in managing several private investment and holding companies. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and sponsors affiliated private limited partnerships for qualified clients.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the U.S. Army for 21 years. His prior advisory experience includes roles at Avior Wealth Management, LLC and SFG Wealth Advisors, LLC. SFG Wealth Advisors serves individuals and families including active retirees, business owners, and young professionals, providing discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven financial planning process and employs diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate.