Joshua Elmore is a CFP®-certified financial advisor at Rise Financial Partners with 10 years of industry experience. His prior roles include positions at IHT Wealth Management LLC and Wells Fargo Clearing. Outside of advisory work, he works part-time as a server and bartender at a restaurant in Sarasota, FL, and is the founder and CEO of Plan Wealth Creative LLC, an entity that manages administrative payouts related to his investment advising activities. Rise Financial Partners is a small team-based advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core investments with tactical technical and cyclical analysis to create tailored investment plans and manages approximately $70 million in discretionary assets.

John Nole is a financial advisor at Orca Investment Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Paulson Investment Advisors, LLC and Paulson Investment Company, LLC. Orca Investment Management provides discretionary portfolio management services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a combination of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from capital preservation to equity growth.

David Novak is a financial advisor with Novak & Powell Financial Services, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Novak & Powell Financial Services since 2013. Novak & Powell Financial Services, Inc. provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to portfolio construction, focusing on diversification, fee minimization, and primarily using exchange-traded funds and open-end mutual funds.

Shawn Rae is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney for 12 years. Outside of his advisory role, Rae is involved in several other businesses, including a water and fire restoration company, a boutique wine store, and a private investigation firm where he serves as operations manager. Pinnacle Wealth Advisors is a team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, alternative investments, and option strategies.

Kyle Allen is a financial advisor at One Day In July LLC in St. Petersburg, FL, with three years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before entering financial services, he spent six years with Maserati - Alfa Romeo of St. Petersburg. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm emphasizes an asset-allocation approach favoring low-cost ETFs, incorporates client education through newsletters and webinars, and offers an optional environmental investing strategy.

Jack Crawford is a financial advisor at Amuni Financial, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Hope College for four years and Carmel Clay Public School for thirteen years. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and outside money managers, with a focus on non-discretionary asset management.

Shannon Littlejohn is a financial advisor with Valley Wealth Managers, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked at LPL Financial, CUNA Brokerage Services, SunTrust Advisory Services, and related firms. In addition to her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018, dedicating limited time to this activity. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm provides discretionary investment management, financial planning, and wrap fee programs, using a client-driven process to allocate among equities, fixed income, and cash, supported by an investment committee and third-party services.

Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Continum Wealth Partners. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support its investment process.

Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.

Mark Donohue is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in regulatory assets across a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs that include mutual funds, ETFs, stocks, bonds, derivatives, and annuities.

Thomas Hlohinec is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Rise Financial Partners since 2019 and also worked at CIG Asset Management and FS Investment Solutions. Outside of advising, he is CEO of Rise Financial Partners and holds ownership roles in real estate investment and holding companies based in Florida. Rise Financial Partners is a team-based, state-registered advisory firm serving individuals, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, retirement-plan services, and business consulting. The firm integrates modern portfolio theory with technical and cyclical analysis to create client-specific investment plans, including allocations to less-liquid and private funds.

Jessica Marshall is a Series 65-licensed financial advisor at ARS Wealth Advisors with five years of industry experience. She has worked with Holloway Wealth Management and ARS Wealth Advisors Group since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services with tailored investment programs that emphasize diversified allocations and a long-term investment horizon.

Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 11 years of industry experience. He has been with TLW Wealth Management since 2016. He holds a Series 65 designation. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm focuses on discretionary investment management using a value-oriented, long-term approach centered on individual equities and exchange-traded funds.

Jonathan Bailey is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, currently working at American Municipal SEC since 2014. Amuni Financial, Inc. manages approximately $195 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 12 advisors. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and other securities, offering both discretionary and non-discretionary portfolio management alongside brokerage and insurance services.

Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Yale Walker is a financial advisor at PSI Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Walker is also involved with Walker Wealth Management LLC, which provides fixed insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a variety of analytical methods and investment strategies, providing both discretionary and non-discretionary management through multiple advisory platforms and wrap fee programs.

Gregory Holland is a financial advisor at O'Hagan Group, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Arbor Point Advisors and Kms Financial Services, Inc. In addition to his financial career, he has been a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, including retirement account decisions and management of assets outside primary custodians. The firm employs a growth-and-value investment approach with fundamental quarterly company analysis and manages portfolios on a discretionary basis.

Alan Marsh is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with American Municipal SEC since 2012. Marsh is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm's scope. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, including access to outside money managers and a range of investment products.

David Vervelde is a financial advisor at TLW Wealth Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has been with TLW Wealth Management since 2016. Outside of his advisory role, he is a partner at Teal Wing LLC, a real estate business based in Hayward, Wisconsin. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, tailoring portfolios to accommodate multi-decade time horizons and ongoing monthly cash withdrawals.

Dodd Disler is a financial advisor at Sagace Wealth Management with eight years of industry experience. He holds a Series 65 designation and has previously worked at CS Planning Corp and MicroMo Electronics Inc. Disler is also the owner and officer of DMD Capital LLC, a holding company with an interest in Sagace Wealth Management. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning services. The firm manages approximately $156.5 million in client assets and employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.