Travis Mueller is a financial advisor at Union Grove Capital, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. He previously worked for Fieldcore, a GE Company, from 2000 to 2020 and is co-owner and insurance agent of Union Grove Legacy, LLC, an affiliated insurance business. Union Grove Capital, LLC provides discretionary asset management and financial planning services primarily for individuals and high-net-worth clients. The firm uses third-party model portfolios and may delegate management authority to other advisers, employing a variety of analytical methods and investment strategies, including options trading.

Laura Johnson is a financial advisor at Bayshore Financial Solutions, LLC, holding a Series 65 credential with 10 years of industry experience. She has worked at several firms, including Gradient Advisors, LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. In addition to her advisory work, she owns and operates Bayshore Retirement Solutions, an insurance-related business. Bayshore Financial Solutions provides discretionary asset management and financial planning services primarily for individual clients. The firm manages a range of accounts including taxable, retirement, annuities, and life-product investments, tailoring strategies to clients’ goals using fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops.

Steven Cohen is a CFA® charterholder based in St. Petersburg, FL, with 10 years of industry experience. He has been operating under Steven J Cohen CFA since 2011 and is currently affiliated with SJC Capital LLC, where he has worked since 2023. SJC Capital LLC is a multi-family office that provides wealth management, portfolio management, financial planning, pension consulting, and selection of specialist external advisers. The firm serves high-net-worth individuals, families, trusts, investment companies, and pension plans, utilizing a mix of fundamental analysis and proprietary AI and machine-learning models alongside quantitative portfolio management and active trading strategies.

Jesse Anastase is a financial advisor at Mavs Wealth Management Group, LLC in St. Petersburg, FL. He holds a Series 65 designation and has experience in insurance sales through his ownership of Mavs Wealth Group, LLC. His prior roles include positions at Anatase Services, Greenhouse Church, Get Right Training, and Santa Fe College. Mavs Wealth Management Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, IRAs, and business owners. The firm offers customized portfolio management and financial planning services, utilizing a mix of fundamental, technical, and tactical analysis, and provides both discretionary and non-discretionary implementation through third-party platforms and custodians.

Daniel Daley is a financial advisor at Your Financial Advocate, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ideas in Finance, Inc., Lockwood Advisors Inc, and Pershing LLC. Your Financial Advocate, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charities, with a focus on retirement-account guidance. The firm employs a long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside stocks, bonds, and options when appropriate.

Cedrick West is the sole advisor at Blue Compass Wealth Management, LLC in Brandon, Florida, with three years of experience in the financial industry. He holds the Series 65 designation and co-owns a certified public accounting firm, C. S. West & Associates, PA, which is unrelated to his advisory work. Blue Compass Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer retirement plans by providing discretionary investment management and financial planning. The firm employs a value-driven, fundamental investment approach with a long-term focus, working in partnership with an external money manager and utilizing Fidelity’s institutional platform for operational services.

Kyle Schlossman is a CFA® charterholder and financial advisor at Zeniki Wealth with two years of industry experience. He previously worked at a private family office and Bank of America. Zeniki Wealth provides portfolio management and comprehensive financial planning to individual clients, including retirees, high-net-worth individuals, business owners, and medical professionals. The firm employs a long-term buy-and-hold investment approach combining fundamental, quantitative, and qualitative analysis within a framework based on Modern Portfolio Theory.

Dennis Karjala is a financial advisor at TKG Financial LLC in Tampa, FL, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, and InstaCart. He maintains an insurance license but does not actively sell insurance. TKG Financial LLC provides discretionary and non-discretionary asset management primarily to individual and high-net-worth clients, focusing on tailored investment strategies that include portfolio construction, monitoring, and trade execution across various securities. The firm emphasizes client-specific objectives and conducts regular account reviews to adjust strategies as needed.

Kevin Burkart is the principal of Burkart Financial Group, Inc. in St. Petersburg, FL, with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to founding Burkart Financial Group in 2017, he worked at Signator Investors, Inc. and has been president of Burkart Company, P.A., a CPA firm, since 1997. Burkart Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory approaches, generally favoring passive investing with a long-term horizon and tailored risk management documented in each client’s Investment Policy Statement.

Kirk Kinder is the sole advisor at Picket Fence Financial, LLC in Palm Harbor, FL, holding CFP® and Series 65 credentials with 23 years of industry experience. He has operated Picket Fence Financial since 2005 and previously managed Picket Fence Tax Service for nine years. Picket Fence Financial is a fee-only registered investment adviser serving individual clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $50.5 million on a discretionary basis and employs a modern-portfolio-theory approach using model portfolios primarily composed of ETFs, index funds, and no-load mutual funds, tailored to each client’s goals.

Ronald Harvey is a financial advisor at Harvey & Companies, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avant Garde Advisors LLC, Fortress Investment Advisors, and Walnut Street Securities, Inc. He is also involved in third-party administration of qualified retirement plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients and supports ERISA-qualified retirement plans. The firm employs a passive, asset-allocation approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, utilizing index funds, ETFs, and mutual funds with a typical allocation of 60% equities and 40% fixed income.

Nicole Savage is a CFP® professional with 14 years of industry experience. She currently leads Wild Iris Financial, an independent advisory firm she founded in 2026. Her prior experience includes roles at Sequoia Financial Group, Fisher Investments, and Redwood Financial. Wild Iris Financial provides portfolio management and financial planning services to individuals and high-net-worth clients, using a tailored approach that incorporates both cyclical and fundamental analysis alongside modern portfolio theory. The firm offers discretionary and non-discretionary management and applies tax-sensitive strategies such as asset location and tax-loss harvesting.

Stephen Earner is a financial advisor at Earner Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC, Raymond James & Associates Inc, and Louis Dreyfus Company. Earner Wealth LLC provides portfolio management, financial planning, and educational seminars to individuals, trusts, and estates. The firm uses a variety of analytical methods and implements both long-term and active trading strategies, including alternative investments, serving a small client base with bespoke, discretionary management.

Joshua Ballard is a financial advisor with Blue Ocean Wealth Management, LLC in Clearwater, FL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Blue Ocean Wealth Management since 2016. Blue Ocean Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and subscription-style services. The firm sponsors a wrap-fee program and employs a combination of analytical methods and investment strategies tailored to each client’s needs, with a notable focus on managing primarily non-discretionary assets.

David Bertoncini is a financial advisor at Bitcoin Standard with a Series 65 designation and two years of industry experience. He has worked at Bitcoin Standard since 2023 and has also been involved with Blockchain Experts since 2018 and Ghost Armor Automotive from 2016 to 2022. Outside of advisory work, he 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 employs a long-term trading approach based on charting, cyclical, fundamental, and technical analysis, and maintains client holdings in hardware wallets with third-party seed recovery. It offers both performance-based and non-performance fee accounts and requires clients to use a designated broker-custodian, with clients retaining approval over transactions.

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.

Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.

Meghan Dodge is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Opinicus in Tampa, FL. Her prior work includes roles at Regions Bank, Nordstrom, and Whittier Farms Inc. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, providing financial planning, investment management, and retirement plan consulting. The firm combines multiple analytical approaches in its investment process and integrates tax planning with CPA collaboration, managing approximately $256 million for about 136 clients.

Troy Tonn is a financial advisor at Cirrus Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cirrus Capital since 2009. In addition to his advisory role, Mr. Tonn maintains a Florida license to sell life insurance and annuities, which he occasionally offers when suitable for clients. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities. The firm employs a multi-strategy, top-down investment approach aimed at positive absolute returns with managed volatility and offers regular performance reporting to clients.