Ronald Harvey is a financial advisor with Harvey & Companies, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His work history includes roles at Avant Garde Advisors LLC, Fortress Investment Advisors, Fortress Financial Securities, Walnut Street Securities, Inc., and H.C.H. Companies, Inc. Outside of advising, he is involved in third-party administration for qualified plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as support for ERISA-qualified retirement plans. The firm employs a passive, asset-allocation strategy using index funds, ETFs, and mutual funds, with a focus on diversified equity and fixed income allocations.

Danny Thornsberry is a financial advisor at Dan Thornsberry Capital Advisors, LLC with 20 years of industry experience. He previously worked at LPL Financial for 13 years before founding his current firm in 2025. Dan Thornsberry Capital Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, offering customized account management and a range of strategies across multiple asset classes.

Nicole Savage is a financial advisor at Wild Iris Financial LLC in St. Petersburg, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience, having previously worked at Sequoia Financial Group, Fisher Investments, and GWN Securities. Wild Iris Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a discovery and investment policy statement-driven process that incorporates tax-aware strategies and both fundamental and cyclical analysis. The firm employs a combination of long- and short-term trading strategies and requires clients to custody assets with specified custodians.

David Bertoncini is a financial advisor at Bitcoin Standard with a Series 65 license and three years of industry experience. He has previously worked with Blockchain Experts and Ghost Armor Automotive. Outside of advisory work, Bertoncini 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 follows a structured investment process based on bitcoin market cycles and employs various forms of analysis with a long-term trading orientation, while maintaining client holdings in designated hardware wallets for security.

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.

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.

Charles Stewart is a financial advisor with Black Elm Advisers, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has previously worked at Water Tower Wealth Management and World Financial Group and runs The Stewart Insurance and Financial Services Agency LLC. Stewart is also an instructor at Heartland Financial Institute, where he teaches financial education classes. Black Elm Advisors provides discretionary investment management to individual and high-net-worth clients, utilizing a blend of fundamental and quantitative analysis and employing a range of strategies including long and short positions, margin trading, and options. The firm emphasizes portfolio construction, asset allocation, and ongoing monitoring tailored to client objectives and risk tolerance.

Lawrence Ford is a financial advisor at Conscious Capital Wealth Management, LLC in Tampa, FL, with 34 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Financial. Outside of advising, he is involved in speaking, writing, and private counseling on personal empowerment and values alignment, and serves as CEO of Conscious Alternative Asset Management, a company focused on alternative investment opportunities. Conscious Capital Wealth Management provides financial planning, portfolio management, and consulting services to individuals, trusts, charitable organizations, retirement accounts, and small businesses. The firm combines a Living Plan workflow with macro and fundamental analysis to guide asset allocation and model portfolio selection, managing approximately $131 million for around 200 clients.

Charles Poe is a CFA® charterholder with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014, following brief tenures at Vicus Capital, Inc. and Merrill. He serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment process emphasizing asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management through a bundled wrap-fee program and separate consulting services.

Leslie Mallman is a CFP® with 10 years of industry experience, currently serving as an advisor at Five Oceans Advisors since 2024. Her prior roles include positions at Montcalm TCR, Grove Advisors LLC, and Skyline Financial Advisors, among others. She is also the owner of Leslie Mallman Money Coaching, where she teaches classes focused on managing emotions around money. Five Oceans Advisors manages approximately $456 million for a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs an evidence-based investment approach emphasizing low-cost, tax-efficient strategies combined with customized portfolio management and integrated wealth advisory services.

Joshua Anderson is a CFA® charterholder with 15 years of industry experience. He is the Chief Investment Officer for Nestimate, Inc., a fintech firm providing analytical tools for financial advisors to assess in-plan annuities, and also the Founder of The Retirement Innov8ion Lab, which develops thought leadership and innovative ideas in the retirement plan sector. Anderson currently serves as an advisor at Nestimate Investment Management LLC. Nestimate Investment Management, LLC offers portfolio management and pension consulting services primarily to retirement plans, other advisers, and insurance companies. The firm employs a fiduciary investment approach that integrates quantitative scoring with qualitative due diligence, leveraging proprietary analytics and fintech tools to support diversified, cost-aware, and customized plan solutions, including lifetime income product analysis and 3(21)/3(38) fiduciary services.

Eric Lam is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with six years of industry experience. He holds a Series 66 designation and has previous experience at First Allied Securities, Inc. Outside of his advisory role, he provides notary services on a limited basis. Cassedy Financial Group, Inc. advises high-net-worth families, individuals, corporations, trusts, pension plans, and plan fiduciaries. The firm offers discretionary and non-discretionary asset management along with consulting services, employing fundamental analysis and systematic rebalancing to build customized portfolios.

Cameron Cassedy is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group and First Allied Advisory Services. Outside of his advisory work, Cassedy serves as a board member of the Davis Island Civic Association, a trustee of the Tampa Bay History Center Foundation, and treasurer on the executive board of the Club of Tampa. Cassedy Financial Group, Inc. advises high-net-worth individuals, families, corporations, trusts, and pension plans, providing discretionary and non-discretionary asset management along with financial and consulting services. The firm constructs customized portfolios using fundamental and occasional technical analysis and manages held-away defined-contribution accounts through a third-party platform.

Joshua Joiner is a financial advisor with Anchor & Oak Wealth Advisors in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Vere Asset Management and Global Investment Advisory. Outside of finance, he owns and operates Ax House, LLC, an entertainment company. Anchor & Oak offers discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves a broad range of clients and utilizes firm-developed model portfolios combined with third-party managers, employing both technical and fundamental analysis alongside various trading strategies.

Bruce Snyder Jr. is a CFP® with 25 years of industry experience, currently serving as President and Managing Member of SFG Wealth Advisors, LLC. He has worked with multiple firms throughout his career, including The Strategic Financial Alliance, Inc. and Snyder Financial Group, LLC. In addition to his advisory role, he has been involved in fixed insurance and fixed annuity sales. SFG Wealth Advisors serves individuals and families such as active retirees, business owners, and young professionals, offering discretionary portfolio management, comprehensive financial planning, insurance solutions, and retirement-plan advisory services. The firm utilizes a cash-flow based financial planning approach and implements diversified allocations primarily through mutual funds, ETFs, and selectively, alternative investments, often engaging third-party money managers through the Frontier platform.

Jon Pellecchia is a CFP® with 26 years of industry experience, currently serving at PFS Signature Wealth LLC. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He is a board member and chair of the finance committee for the Salvation Army Tampa and serves on the board of First Priority of Tampa Bay. PFS Signature Wealth LLC provides asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach that incorporates Monte Carlo and cash-flow planning along with fundamental, technical, and quantitative analysis, using tailored portfolios and third-party money managers.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Timothy Tonn is a financial advisor at Cirrus Capital Management, LLC in Tampa, FL, holding a Series 65 designation with 20 years of industry experience. He has been with Cirrus Capital Management since 2003. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities, managing approximately $22 million across about 41 accounts. The firm employs a multi-strategy, top-down investment process focused on positive absolute returns with controlled volatility, and it offers regular performance reporting to clients.

Kaleb Prince is a financial advisor with Wealth Warden Partners in Tampa, FL, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he worked at BMW of Tampa, Spirit Airlines, and CVS. Wealth Warden Partners provides ongoing portfolio management primarily to individual and high-net-worth clients, using a discretionary, long-term approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios with investments in mutual funds, equities, fixed-income securities, and ETFs.