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 has held leadership roles including Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services and Merit Investment Solutions, Inc. Additionally, she serves as Vice President of Advisor Administrative Services, LLC, a consulting firm supporting investment professionals. Asset Management Financial Services provides discretionary portfolio management to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm uses a combination of fundamental research and technical analysis to create customized portfolios, offering additional services such as financial and estate planning, due-diligence, and consulting on an hourly basis.

Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Sandy Morris Financial Services and Sandy Morris Insurance Services. In addition to advisory work, he is 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, using a combination of quantitative and qualitative investment methods. The firm offers discretionary management, financial planning, and access to third-party money managers, with a notable inclusion of insurance and annuity products as part of its comprehensive service offering.

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.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 32 years of industry experience. He has held positions at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. for over 20 years, where he serves as CEO and Certified Public Accountant providing tax planning and accounting services. Belleair Wealth Management, LLC is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and wealth management services. The firm uses diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, and offers additional consulting on retirement plan benchmarking, real estate, private placements, and insurance/annuity analysis.

Carl Von Dem Bussche Sr. is a CFP® with 33 years of industry experience. He has been with Financial Guidance Group, Inc. since 1996. Financial Guidance Group serves individual investors across various age groups, including both high-net-worth and non-high-net-worth clients, with a particular focus on creative professionals. The firm offers discretionary investment management and wealth planning services, emphasizing tax efficiency and risk management through model portfolios primarily composed of ETFs, mutual funds, and bonds.

Robert Marsh is a financial advisor with Premier Private Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Gulf Coast Advisors, Realta Equities, Realta Investment Advisors, and Waddell & Reed. Marsh serves as a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor United Methodist Church Board of Education. Premier Private Wealth Management serves individual and institutional clients, including high net worth and non-HNW individuals, as well as plan sponsors and government clients. The firm employs a tax-aware, cost-sensitive investment approach using a blend of active and passive strategies, discretionary portfolio management, and ongoing rebalancing aligned with client objectives.

Peter Falker is a financial advisor at Falker Investments Inc. in Safety Harbor, FL, holding a Series 65 credential and bringing 26 years of industry experience. He has been with Falker Investments since 1998. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, with additional clients including charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide portfolio decisions.

Brian Mahoney is a financial advisor at Camelot Wealth Management, LLC with 17 years of industry experience. He has been with Camelot Wealth Management since 2015 and is licensed as a Series 63 and Series 66 advisor. Outside of his advisory role, he serves as a board member of the Oldsmar Fire Fighter Pension Board. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm constructs customized portfolios using fundamental and cyclical analysis, employing both long- and short-term strategies with regular account monitoring and reviews.

David Kruis is a financial advisor at Belleair Wealth Management, LLC with 25 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Calton & Associates, Inc. and Crossplan Money Management. Kruis is also an officer at David J Kruis, LLC, where he is involved in the sales of life insurance products. Belleair Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients, offering discretionary portfolio management and consulting services. The firm employs diversified, multi-disciplinary investment strategies and integrates affiliated insurance and accounting services in its client offerings.

Helen Rimensnyder is a financial advisor at Asset Management Financial Services Inc. in Clearwater, FL, holding a Series 65 credential with 21 years of industry experience. She has worked at her current firm since 2013 and is also Vice President of Advisor Administrative Services, LLC, an administrative services company supporting investment professionals. Asset Management Financial Services Inc. provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a customized investment approach combining fundamental research and technical analysis, serving both high-net-worth and non-HNW clients.

Stephen Cooper is a financial advisor with Bay Capital in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been affiliated with Bay Capital since 1992 and Calton & Associates since 1996. Cooper serves on the board of the Diocese of St. Petersburg Pension Plan and holds leadership roles with the Tampa Interbay Rotary Club and Air Animal Pet Movers. Bay Capital provides portfolio and wealth management services primarily to individual and high-net-worth clients, managing approximately $56 million across 165 client relationships. The firm employs an active, rules-based asset allocation process focused on technical analysis and risk management, utilizing mutual funds, ETFs, and third-party quantitative managers through distinct strategies customized to client goals and risk tolerance.

Michael Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at T. Rowe Price Advisory Services, Inc. and Morgan Stanley. Outside of advising, he is involved in digital marketing as owner and president of Fernluci Digital Marketing and has a role in new home construction through Jamap Home Builders. Commoncents Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party money managers and model portfolios.

Michael Anderson is a financial advisor at Private Wealth Group, LLC in Tampa, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Private Wealth Group since 2007. Private Wealth Group provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, primarily through separately managed accounts. The firm develops individualized asset allocation strategies, often utilizing third-party managers, private investment vehicles, and public securities, and operates a joint-adviser arrangement with unaffiliated advisers.

James Clark is a financial advisor with Belleair Asset Management, LLC, holding the PFS™ designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked at Belleair Asset Management and affiliated firms since 2005 and also serves as president and owner of Belleair Tax Consultants. Clark is the treasurer of the Rotary Club of Clearwater Charities, a volunteer position he has held since 2019. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services for individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Markets approach, using diversified asset-class portfolios primarily through low-turnover mutual funds and ETFs.

Jordan Mavrakos is a financial advisor with MFP Financial Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has nine years of industry experience, with prior roles at LPL Financial and Independent Advisor Alliance. In addition to his advisory work, Mavrakos serves as a professor at the University of Tampa and holds board positions with Once in a Lifetime Home Décor and Camelot Community Care. MFP Financial Services works with individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment approaches, including fundamental and quantitative analysis, tailored to clients’ objectives, and maintains discretionary assets totaling $361 million across three advisors.

Chad Clark is a CFP® professional with 24 years of experience in financial advising. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners, LPL Financial, and Edward Jones. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and business entities with portfolio management and financial planning services. The firm emphasizes individualized investment strategies using mutual funds, fixed income, ETFs, and incorporates fundamental analysis and modern portfolio theory with a long-term horizon.

Zachary Hobby is a financial advisor with Unified Wealth Management LLC in Oldsmar, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including Waddell & Reed and Mutual Trust Company of America Securities, and has been with Unified Wealth Management since 2016. In addition to his advisory role, he is a Director of Operations at a local CPA firm where he explores additional revenue opportunities, and he owns a consulting LLC with his spouse. Unified Wealth Management provides comprehensive financial planning and portfolio management services to individuals, businesses, trusts, and nonprofit organizations. The firm manages approximately $151 million in client assets, employing a fiduciary approach with personalized investment strategies that incorporate fundamental analysis, modern portfolio theory, and technical tools.

Taylor Mavrakos is a financial advisor at MFP Financial Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial. Outside of advisory activities, he produces a podcast under the name Taylored Wealth. MFP Financial Services provides asset management and comprehensive financial planning services to individuals, trusts, pension plans, and corporate entities. The firm employs various analytical methods and offers tailored portfolios using a range of securities, while also providing wealth coaching, retirement plan consulting, and third-party money manager oversight.

Joseph Penhallow is a financial advisor at The Holland Group, Retirement Wealth Advisors, LLC, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. The Holland Group, Retirement Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning focused on individual clients and retirement planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, tailoring portfolios to client goals, time horizons, and risk tolerance.

Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.