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® professional with 16 years of industry experience. He is currently associated with BRIA Capital Group, LLC and Tampa Wealth Partners Corp., having previously worked at Prudential Insurance Company of America and Pruco Securities LLC for ten years. Outside of his financial advisory roles, he is the managing member and owner of a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using a combination of fundamental and technical analysis and offers a faith-based investment overlay upon request.

Thomas Collins is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Maiden Cove Capital, where he has worked since 2026. Prior to this, he spent six years at Raymond James Financial and four years at Capital Investment Advisors. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, asset-allocation driven portfolios and integrates business advisory services with wealth management for its clients.

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.

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. Outside of his advisory role, he is president and CEO of Drew Capital Group, where he sells life and annuity products. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, retirement-plan advisory, and financial planning. The firm emphasizes customized portfolios and ongoing personal contact, managing approximately $97.75 million in assets.

Gregory Dooley is a financial advisor at VectorWealth with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms including GT Securities, LPL Financial, UBS Financial Services, VOYA Financial Advisors, and Ameriprise. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diverse asset classes such as ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm uses a blend of quantitative analysis, passive strategies, and options trading, acting as the sole portfolio manager for its wrap fee program and tailoring portfolios to clients’ income, tax situation, and risk tolerance.

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 Bright Futures Wealth Management, Cetera Advisors, and Prudential. Outside of his advisory role, Cook is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using fundamental and technical analysis and can incorporate a faith-based investment overlay upon request.

David Maddux Jr. is a financial advisor at Brightwater Advisory, LLC in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Tampa Asset Management. Brightwater Advisory serves individual and high-net-worth clients, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $303.8 million across about 273 client relationships, offering discretionary and non-discretionary investment management, financial planning, and consulting with a primarily fundamental investment approach augmented by quantitative metrics and a risk-management overlay.

Griffin Dalrymple is a CFP® with 20 years of experience in financial services. He is currently with Opinicus in Tampa, FL, where he has worked since 2009 in various roles, including leadership positions at Opinicus Financial Group, Inc. and Opinicus Tax & Accounting. Outside of advisory work, he holds board roles with a fire equipment distributor and a condominium association. Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high-net-worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program that integrates comprehensive financial planning with discretionary portfolio management and tax collaboration, supported by affiliated accounting and insurance services.

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.

Richard Ryder is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently a principal at Bay Capital, where he has worked since 2020, and previously led Ryder Capital, Inc. He serves as an advisor to the Investment Committee for the Diocese of St. Petersburg Pension Board. Bay Capital provides portfolio and wealth management services primarily to individual and high-net-worth clients. The firm employs an active, rules-based asset allocation strategy focused on risk management and tactical sector rotation across multiple fund types.

George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.