Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and New York Life. 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 also supports estate planning via a third-party platform and offers educational seminars and newsletters, using a client-focused approach that includes the use of client testimonials and regular portfolio reviews.

Wayne Fernow is a financial advisor with American Family Legacy Group in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at American Private Equity, LLC and Aflg Insurance prior to his current role, which he has held since 2012. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services for individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serves fewer than 100 clients, and operates five offices with three advisors.

Charles Poe is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014. Outside of his advisory role, he serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm uses a top-down approach to asset allocation, emphasizing dividend-oriented equities identified through quantitative, fundamental, and technical analysis, and employs a diverse range of investment instruments to manage risk and volatility.

Evan Batoff is the principal of E. Batoff & Co., Inc. in Tampa, FL, where he has 23 years of industry experience. He holds a Series 65 designation and has worked exclusively with his firm since 2003. Outside of financial advising, he serves as Vice President and Treasurer and performs part-time legal work at the Law Offices of Dana A. Friedlander, P.A. E. Batoff & Co., Inc. provides long-term portfolio management for individuals, trusts, and various entities, using a combination of index and passive mutual funds, ETFs, and selectively active investments. The firm emphasizes diversified, tailored asset allocations aligned with client risk tolerance and objectives and maintains daily portfolio oversight by its principal.

Eric Lam is a Series 66 licensed advisor at Cassedy Financial Group, Inc. in Tampa, FL, with five years of industry experience. His career includes a decade at Cassedy Financial Group and six years at First Allied Securities. Outside of advising, he performs notary public services and holds a fiduciary power of attorney role. Cassedy Financial Group, Inc. serves high-net-worth families, individuals, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management alongside consulting services. The firm emphasizes fundamental analysis, asset allocation, diversification, and systematic rebalancing, and provides pension-plan consulting and private offering due diligence.

Cameron Cassedy is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group and First Allied Advisory Services. Outside of his advisory work, Cassedy serves as a board member of the Davis Island Civic Association, a trustee of the Tampa Bay History Center Foundation, and treasurer on the executive board of the Club of Tampa. Cassedy Financial Group, Inc. advises high-net-worth individuals, families, corporations, trusts, and pension plans, providing discretionary and non-discretionary asset management along with financial and consulting services. The firm constructs customized portfolios using fundamental and occasional technical analysis and manages held-away defined-contribution accounts through a third-party platform.

Joshua Joiner is a financial advisor at Anchor & Oak Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Global Investment Advisory LLC and Vere Asset Management. Outside of finance, he owns and operates Ax House, LLC, an entertainment company. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management and advisory services to individual clients and employee benefit plans. The firm offers various financial planning options and uses a combination of firm model portfolios and third-party managers to implement client strategies.

Bruce Snyder is a CFP®-certified financial advisor with 25 years of industry experience. He is the president and managing member of SFG Wealth Advisors, LLC, where he has worked since 2020. Prior to that, he has been involved with Snyder Financial Group, LLC since 2001 and The Strategic Financial Alliance, Inc. since 2012. Outside of investment advisory, he is also engaged in fixed insurance and annuity sales. SFG Wealth Advisors serves individuals, families, trusts, estates, and small-business retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes cash flow–based financial planning and diversified strategies using mutual funds, ETFs, model portfolios, and third-party managers, with a focus on downside risk and consistent performance.

Jon Pellecchia is a CFP® with 26 years of industry experience, currently serving at PFS Signature Wealth LLC. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He is a board member and chair of the finance committee for the Salvation Army Tampa and serves on the board of First Priority of Tampa Bay. PFS Signature Wealth LLC provides asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach that incorporates Monte Carlo and cash-flow planning along with fundamental, technical, and quantitative analysis, using tailored portfolios and third-party money managers.

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.

Timothy Tonn is a financial advisor at Cirrus Capital Management, LLC in Tampa, FL, holding a Series 65 designation with 20 years of industry experience. He has been with Cirrus Capital Management since 2003. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities, managing approximately $22 million across about 41 accounts. The firm employs a multi-strategy, top-down investment process focused on positive absolute returns with controlled volatility, and it offers regular performance reporting to clients.

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.

Tye Pellecchia is a financial advisor at PFS Signature Wealth in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PFS Signature Wealth and IFP Securities, he worked in various roles including positions at Universal Volcano Bay and educational institutions such as Valencia College and H.B. Plant High School. PFS Signature Wealth LLC is a registered investment adviser offering asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning alongside asset allocation and a combination of fundamental, technical, and quantitative analysis.

Kimberly Burdette Hord is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Opinicus. She has held various roles within Opinicus and its affiliated entities since 2011. In addition to her advisory work, she manages client insurance needs as a licensed independent insurance agent and oversees non-investment activities at Opinicus Tax & Accounting. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan consulting. The firm requires a comprehensive financial plan for access to its Wealth Advancement Consulting program and employs a multifaceted investment approach that includes tax-aware rebalancing, options strategies, and coordinated CPA collaboration.

Adam Hruby is a financial advisor at InTrust Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James & Associates and currently serves as a Commander in the U.S. Navy Reserve. Outside of advising, he maintains his military role while managing a small rental property. InTrust Advisors provides wealth management and family office–style services to affluent individuals, families, and trusts. The firm employs a combination of traditional equity and balanced portfolios with active tactical strategies, offering personalized investment solutions alongside comprehensive financial planning and coordination with outside professionals.

James Koford is a CFP® with five years of industry experience and currently serves at Hammerhead Financial Strategies, LLC. He has previously worked with Kitces.com and operates Shark Investing, Inc., a subscription-based market commentary website where he contributes content and marketing efforts. Hammerhead Financial Strategies provides discretionary portfolio management and financial planning primarily for high-net-worth clients, employing an active, opportunistic investment approach that integrates technical momentum, asset allocation, and behavioral analysis.

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

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.

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.

Thomas Collins is a CFP® professional with eight years of industry experience. He is currently the sole advisor at Maiden Cove Capital, where he has worked since 2026. His prior experience includes roles at Capital Investment Advisors and Raymond James Financial, as well as a position at Rayonier Inc. Maiden Cove Capital is a boutique, fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a tactical allocation framework with a primarily buy-and-hold approach, managing a broad investment universe that includes listed equities, ETFs, private equity, and other alternative vehicles.