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 with InTrust Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked previously at Raymond James & Associates and currently serves as a Commander in the U.S. Navy Reserve. InTrust Advisors provides wealth management, financial planning, and family office–style services to affluent individuals, families, and trusts. The firm employs a mix of traditional and tactical investment strategies and offers comprehensive personal-CFO services including ongoing planning, family entity accounting, 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.

Doris Howland is a CFA® charterholder with 33 years of industry experience. She has been with Howland and Associates, LLC since 2004 and also operates Howland Partners, LLC. Outside of her advisory work, she owns a business involved in short-term rental properties. Howland and Associates provides discretionary portfolio management primarily for individual and family clients, including high-net-worth individuals, trusts, IRAs, and certain institutional accounts. The firm emphasizes fundamental analysis and customized investment strategies tailored to client objectives, managing portfolios across a range of public equities and fixed-income instruments.

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.

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.

Charles Sober is a financial advisor with Aft, Forsyth & Sober, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Aft, Forsyth & Sober, LLC since 2012 and also works with Aft, Forsyth And Company, Inc. Outside of his advisory role, he serves on the board and the enterprise risk management committee of U.S. Epperson Underwriting Company, an insurance underwriting firm. Aft, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets, focusing on long-term strategies including a disaster protection approach and flexible asset allocation, with a predominantly non-discretionary management style.

Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. In addition to his advisory roles, he is president and CEO of Drew Capital Group, where he is involved in selling life and annuity products. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, as well as financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and offers a mix of investment options including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.

Yan Zhang is a financial advisor at RSA Capital with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RSA Capital, Zhang was with RockyStream Advisor, LLC for 12 years. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, including some foreign clients primarily from China. The firm employs a combination of Modern Portfolio Theory, strategic macro allocation, and tactical micro allocation, utilizing quantitative screening alongside qualitative investment reviews.

Gregory Dooley is a financial advisor at VectorWealth with 21 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and LPL Financial LLC. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across various asset classes, including ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm operates a wrap-fee program, combining quantitative analysis with passive buy-and-hold strategies and options trading, and reviews client accounts at least monthly.

Nam Nguyen is a financial advisor at Wealth Warden Partners in Tampa, FL, holding a Series 65 designation. He has been with Wealth Warden Partners since 2025 and has 11 years of overall industry experience. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients using a discretionary, long-term investment approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios of mutual funds, equities, fixed-income securities, and ETFs, and requires clients to use a specific broker-dealer/custodian.

Anthony Wall is a financial advisor at Upper Left Wealth Management, LLC in Tampa, FL, holding a Series 65 designation with 10 years of industry experience. He previously worked at Praetorian Guard from 2015 to 2022 before joining his current firm. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, as well as non-discretionary consulting for small employer 401(k) plans. The firm emphasizes low-cost, tax-efficient passive and index strategies using three model portfolios, combining technology-driven tools with a focused advisory team.

Matthew Moll is a Series 66-licensed financial advisor with TruAdvisors Financial, LLC, where he has worked since 2014. He has 19 years of industry experience. Outside of his advisory role, he is the managing member of Suncoast Developments, LLC, a commercial real estate development company in Tampa. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, corporations, pension plans, charitable institutions, and other entities. The firm applies fundamental, technical, and cyclical analysis in constructing client investment policies and actively employs derivatives strategies, including options, in client accounts.

Thomas Cassedy is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked with First Allied Advisory Services and its affiliates for over two decades and has been with Cassedy Financial Group for a combined total of 31 years. He serves on the board of the endowment for St. John's Episcopal Church and St. John's Episcopal Day School. Cassedy Financial Group, Inc. advises high-net-worth families, individual clients, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management along with financial and consulting services. The firm builds customized portfolios using fundamental analysis and provides pension-plan consulting, private offering due diligence, and participant education.

Christopher Cook is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential and Bright Futures Wealth Management. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group, LLC is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm combines fundamental and technical analysis to build diversified portfolios and offers ongoing financial planning through a subscription-based “Personal CFO” platform.

David Maddux is a financial advisor with Brightwater Advisory, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Brightwater Advisory since 2014, following a brief tenure at Tampa Asset Management, LLC. Outside of his advisory role, he is a managing member of a commercial real estate LLC that owns the office building leased to Brightwater Advisory. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and offers both discretionary and non-discretionary portfolio management.

Griffin Dalrymple is a financial advisor at Opinicus with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial and leadership positions within affiliated entities such as Opinicus Tax & Accounting and Opinicus Financial Group. Outside of advising, he serves as a director and shareholder of Ten-8 Fire Equipment, Inc., a distributor of fire and emergency apparatus, and is president of the 3014 Palmira Condominium Association. Opinicus serves entrepreneurs, high-net-worth families, and individual clients by providing financial planning, investment management, and retirement plan consulting. The firm employs a comprehensive financial planning process and a multi-faceted investment approach that includes tax-aware strategies and coordinated CPA collaboration.

Sean Louderback is a financial advisor at VectorWealth with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across a range of investment vehicles, including ETFs, mutual funds, stocks, bonds, options, and private investments. The firm sponsors a wrap-fee program and employs a quantitative investment process combining passive buy-and-hold strategies with options trading and regular portfolio monitoring.

Barry Brindise is a CFP® and Series 65-licensed advisor with five years of industry experience, currently with Brightwater Advisory, LLC in Tampa, FL. His prior work includes a consulting role and a 12-year tenure at Catalina Marketing. Outside of advisory work, he is the owner of Oakellar LLC, a real estate investment related to managing a single-family residence. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and manages a wrap fee program alongside standard advisory accounts.