Ziad Hassan Mohammed is a financial advisor at Sharp Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CapFinancial Securities, LLC and Raymond James Financial Services, Inc. since 2015. Sharp Financial is a seven-advisor team managing approximately $502 million for a diverse client base including individuals, high-net-worth clients, trusts, estates, and family offices. The firm employs a tactical, risk-based investment process utilizing internal research and third-party quantitative tools to make dynamic asset allocation decisions, maintaining a long-term orientation with the flexibility to respond quickly to market changes.

Benjamin De Michael is a financial advisor at ARS Wealth Advisors in St. Petersburg, FL, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of South Florida and Highland High School. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individuals and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations across domestic and international equities, ETFs, mutual funds, and fixed income.

Michael Petagna is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of finance, he serves as an authorized representative for an aviation transportation company and is a managing member of a management company for a second home. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance and offers both discretionary and non-discretionary account management.

Joshua Elmore is a CFP® professional with 10 years of industry experience. He is currently with Rise Financial Partners, a firm he joined in 2023 after roles at IHT Wealth Management and Wells Fargo Clearing. Outside of finance, he works part-time as a server and bartender at Classico Italian Chophouse in Sarasota, FL. Rise Financial Partners is a small advisory team managing approximately $70 million in discretionary assets for individuals, charitable organizations, and corporate plan sponsors. The firm employs a combination of modern portfolio theory and tactical analysis to create customized investment plans, including allocations to less-liquid and private pooled vehicles.

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 15 years of industry experience and holds the Series 66 designation. Prior to joining Pinnacle Wealth Advisors in 2023, he worked for Morgan Stanley Smith Barney from 2011 to 2023. Outside of advising, Rae is involved in several business activities including ownership of a boutique wine store and a role as operations manager for a private investigator firm. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach tailored to client profiles and incorporating tax considerations.

Kyle Allen is a financial advisor with One Day In July LLC in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining One Day In July, he worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before his career in finance, he was employed at Maserati - Alfa Romeo of St Petersburg for six years. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans, employing an asset-allocation strategy focused on low-cost ETFs supplemented by active management elements. The firm also offers investment consulting for retirement plans and maintains a client education program through newsletters, webinars, and events.

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 at Valley Wealth Managers, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial, CUNA Brokerage Services, and Morgan Stanley. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Wealth Managers is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process and offers discretionary management, financial planning, and wrap fee programs, utilizing an investment committee and a mix of individual securities, mutual funds, and ETFs.

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 at Amuni Financial, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with 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. manages portfolios for individuals, high-net-worth clients, trusts, estates, and charitable organizations using a fundamental, long-term investment approach. The firm combines broker-dealer services, insurance sales, and advisory programs, often managing assets on a non-discretionary basis.

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 with six years of industry experience. She is currently with ARS Wealth Advisors Group, LLC, where she has worked since 2022, following prior roles at Holloway Wealth Management. 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, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs that emphasize diversified allocations to domestic and international equities, ETFs, mutual funds, and fixed income.

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 at Amuni Financial, Inc. in St. Petersburg, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has worked at American Municipal SEC since 2014. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management and wrap-fee advisory programs. The firm employs a fundamental, long-term investment approach using a range of securities and offers both discretionary and non-discretionary account options.

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 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. from 2016 to 2022. He is also involved with Walker Wealth Management LLC, focusing on fixed insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm utilizes a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee program offerings.

Gregory Holland is a Series 65 registered advisor with 13 years of experience in financial services. He has been with O'Hagan Group, Inc. since 2021 and previously worked at Arbor Point Advisors and Kms Financial Services. Outside of advising, he has maintained a long career as a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning, employing a fundamental, bottom-up investment approach focused on resilient large-cap companies. The firm manages over $1.2 billion on a fully discretionary basis and integrates growth and value strategies primarily through individual equities and ETFs.

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.