Tyler Pullen is a CFA® charterholder with 13 years of experience in the financial industry. He is currently a principal at Pullen Investment Management, where he has worked since 2020. Prior to that, he was with National Investment Services of America, LLC and its predecessor entities from 2014 to 2020. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach across actively managed equity and fixed-income strategies, tailoring portfolios to clients’ objectives and risk tolerances.

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Jeffrey Mcavaddy is a financial advisor with Infinity Tax & Financial Planning, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Advisors and ProEquities, Inc. He also prepares taxes through Infinity Seminole, LLC. Infinity Investment Advisors LLC serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college, and insurance needs. The firm follows a client-driven investment process documented in an Investment Policy Statement and employs various analytical strategies across a spectrum from long-term investing to short-term trading.

William Arnold is a financial advisor with Avid Planning in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Avid Advisory and Investment Group LLC since 2016. In addition to his advisory role, he is a commissioned Notary Public. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining passive and active funds tailored to clients’ risk tolerance and time horizon.

Michael Garberich is a CFA® charterholder with nine years of industry experience. He has worked at Nestimate Investment Management, LLC since 2026 and Nestimate, Inc. since 2025. His prior roles include positions at LeafHouse Financial Advisors, LLC, Lowenberg Group, LLC, and Merrill. Nestimate Investment Management, LLC is a small registered investment adviser specializing in discretionary portfolio management and pension consulting, including model portfolio construction for employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, often implementing allocations generated by a proprietary financial technology system.

Glen Fuller is a financial advisor at United Advisors America with 12 years of industry experience. He holds a Series 65 designation and has been with United Advisors America since 2013. In addition to his advisory role, Fuller works full-time supporting life insurance agents at Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering customized portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and selected exchange-traded products.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC 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, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. 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 investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Jay Lake is a financial advisor at Amuni Financial, Inc. with 38 years of industry experience. He has been associated with American Municipal Securities, Inc. since 1990. Jay holds Series 63 and Series 65 designations. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary account management through a team of 11 advisors.

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. 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 assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.

Alan Goldfarb is a CFP® with 25 years of experience in the financial industry. He is currently with Novak & Powell Financial Services, Inc., where he has worked since 2022. His prior experience includes roles at XO Wealth Management, Apella Capital, LLC, Bacon Financial Management, Inc., and the Amer Arb Association. He also provides financial advisory services for Financial Strategies Advisory Corporation. Novak & Powell Financial Services, Inc. offers 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 build diversified portfolios primarily with exchange-traded funds and mutual funds, managing accounts on a discretionary basis.

Ziad Hassan Mohammed is a financial advisor at Sharp Financial in St. Petersburg, FL, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at CapFinancial Securities, LLC and Raymond James Financial Services, Inc. He is part of a six-advisor team at Sharp Financial. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million across eight offices, employing a tactical, risk-based investment approach that combines internal research with third-party quantitative analysis to guide dynamic asset allocation and rebalancing.

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®-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.

Donald Blowers is a Series 66 licensed advisor with nine years of industry experience. He joined Blue Jean Financial LLC in 2024 after seven years at Thrivent Investment Management Inc. Outside of his advisory role, Blowers works as an independent Uber Eats driver and holds a licensed insurance agent position. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm employs a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, with portfolios managed on an institutional platform.

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.