Jake Rubin is a financial advisor at Targeted Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Targeted Financial Services, he worked at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis and offers services including ERISA fiduciary consulting and portfolio management that incorporates mutual funds, ETFs, individual securities, options, and other strategies.

Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.

David Maddux is a financial advisor with Brightwater Advisory, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Brightwater Advisory since 2014, following a brief tenure at Tampa Asset Management, LLC. Outside of his advisory role, he is a managing member of a commercial real estate LLC that owns the office building leased to Brightwater Advisory. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and offers both discretionary and non-discretionary portfolio management.

Cary Green is a financial advisor with Green Era Financial LLC based in Clearwater, FL. He holds Series 65 and Series 63 credentials and has six years of industry experience. His work history includes roles at Bettr, Transamerica Financial Advisors, and several business ventures including Cary Green INC. Outside of advisory work, he provides spiritual counseling and course guidance through a church-affiliated organization. Green Era Financial LLC offers discretionary asset management primarily to individual and high-net-worth clients, as well as retirement plan sponsors under limited-scope ERISA 3(21) fiduciary arrangements. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, and manages accounts on a discretionary basis with quarterly reviews.

Griffin Dalrymple is a financial advisor at Opinicus with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial and leadership positions within affiliated entities such as Opinicus Tax & Accounting and Opinicus Financial Group. Outside of advising, he serves as a director and shareholder of Ten-8 Fire Equipment, Inc., a distributor of fire and emergency apparatus, and is president of the 3014 Palmira Condominium Association. Opinicus serves entrepreneurs, high-net-worth families, and individual clients by providing financial planning, investment management, and retirement plan consulting. The firm employs a comprehensive financial planning process and a multi-faceted investment approach that includes tax-aware strategies and coordinated CPA collaboration.

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.

Harley Evans is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at Successful Portfolios LLC since 2010. Based in Clearwater, FL, he holds Series 63 and Series 65 licenses. Successful Portfolios LLC provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and quantitative analysis with core-satellite, tactical, and strategic asset allocation strategies, managing approximately $242.6 million in client assets.

Eduardo De La Rosa is a financial advisor at Rauch Advisory LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and has been involved with BACASO Consulting LLC DBA Solid Ground Financial since 2013, where he provides insurance services, business consulting as a Certified Exit Planning Advisor, and Social Security timing advice. Outside of his advisory role, he also engages in strategic partnership consulting and online marketing activities. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships. The firm offers discretionary portfolio management through its Rauch Advisory Wrap Fee Program, as well as non-discretionary financial planning and retirement plan consulting, utilizing third-party model strategies implemented via a sub-advisory platform.

Alex Tavares is a Series 65-licensed financial advisor at Howland and Associates, LLC with two years of industry experience. He has been with Howland and Associates since 2023 and concurrently serves as an Assistant Professor of English at Hillsborough Community College, where he has taught literature since 2007. Howland and Associates provides discretionary portfolio management for individual and family clients, including high-net-worth individuals, trusts, IRAs, and 529 plans. The firm employs fundamental analysis and tailored strategies to manage primarily equity and fixed-income portfolios, focusing on client-specific objectives and time horizons.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including LPL Enterprise, Pruco Securities LLC, and GF Investment Services, LLC. Zanolli has been with Sandy Morris Financial in various capacities since 2010. Sandy Morris Financial & Estate Planning Services provides investment advisory services to individual and high-net-worth clients using model portfolio management, discretionary asset management, and personalized consulting. The firm offers estate-planning support through a third-party platform and engages clients with newsletters, seminars, and workshops, employing a mix of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with a Series 65 designation and three years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Senior Benefit Resources. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and the selection of third-party investment managers. The firm employs modern portfolio theory and a long-term trading approach, offering portfolios that include traditional and alternative investment products, and also hosts no-fee educational seminars for clients and the public.

Wendy Spencer is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Asset Management Financial Services, Inc. in Clearwater, FL. She holds leadership roles as Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services, Inc. and Merit Investment Solutions, Inc. In addition, she serves as Vice President of Advisor Administrative Services, LLC, a consulting firm supporting investment professionals. Asset Management Financial Services, Inc. provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs customized portfolios based on a combination of fundamental research and technical analysis, with investment decisions guided by human judgment.

Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Pearl Wealth Group in 2024, he worked at Sandy Morris Financial Services and Sandy Morris Insurance Services for a combined eight years. Mckeown is also a licensed insurance agent in Florida, offering life insurance, Medicare, and annuity products. Pearl Wealth Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of investment methods and may delegate day-to-day management to sub-advisors, delivering tailored investment policies and periodic account reviews.

Carl Von Dem Bussche Jr. is a CFP® and holds a Series 65 license with 24 years of industry experience. He has been with Financial Guidance Group, Inc. since 1994 and previously worked 12 years at Relevant Church. Financial Guidance Group, Inc. serves individual investors, including high-net-worth and non-HNW clients, and provides retirement plan consulting for plan fiduciaries. The firm focuses on creative professionals and offers discretionary investment management, wealth planning, and retirement advisory services using a tax-efficient, risk-managed approach grounded in modern portfolio theory.

John Boyer is a CFP® with 37 years of experience in the financial services industry. He is currently with Wisdom Financial Planning and has previously worked at Securities Service Network, Inc. for 25 years. Outside of advising, he is a licensed insurance professional involved in insurance planning, including life, disability, and long-term care products. Wisdom Financial Planning serves individuals, families, business owners, and retirement plans with financial planning and investment advisory services. The firm employs a fundamentally driven, long-term investment approach using diversified, low-cost ETFs and mutual funds, and manages accounts with ongoing monitoring and rebalancing as needed.

Robert Howland is a CFP® and Series 65-certified advisor with 20 years at Howland and Associates, LLC and four years of industry experience. He serves as clerk on the finance committee of the St. Petersburg Religious Society of Friends. Howland and Associates provides discretionary portfolio management for primarily individual and family clients, including high-net-worth individuals and institutional accounts. The firm employs fundamental analysis and tailored strategies to manage equity and fixed-income portfolios in alignment with client objectives and risk considerations.

Carl Von Dem Bussche (Sr) is a CFP® with 32 years of industry experience and has been with Financial Guidance Group, Inc. in Palm Harbor, FL since 1996. He holds a Series 63 designation and is one of three advisors at the firm. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, producers, and artist-company management executives. The firm offers discretionary investment management, integrated wealth planning and coaching through its Guide Map process, as well as retirement plan advisory and consulting services. Its investment approach is based on modern portfolio theory, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

John Palm is a financial advisor at CrossPlan Money Management with 25 years of industry experience. He holds a Series 65 designation and has operated Palm Investment Strategies, LLC since 2004. Based in Seminole, FL, he provides investment services primarily through discretionary portfolio management and portfolio monitoring. CrossPlan Money Management serves individual clients, including both high-net-worth and non-HNW households, managing approximately $49.6 million across about 296 clients. The firm employs a top-down asset allocation approach combining technical and fundamental analysis, utilizing strategies such as sector rotation, momentum indicators, and hedging when appropriate.