Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high net worth clients, as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while avoiding frequent trading.

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.

Frank Diana is a financial advisor with Sterling Bridge Financial Group LLC, holding a Series 65 credential and six years of industry experience. He is co-owner of Senior Benefit Resources, an insurance agency specializing in life insurance and fixed indexed annuities. Diana also holds roles with Diana Landi Holdings Company and Frank Diana Inc. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, by providing discretionary portfolio management and integrated financial planning. The firm emphasizes a long-term investment approach based on modern portfolio theory, often recommending indexed mutual funds, ETFs, and iShares, and offers no-cost educational seminars to clients and the public.

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.

Xuelong Zhou is a CFA® charterholder affiliated with RSA Capital and has recently begun his career in the financial advisory industry. Prior to joining RSA Capital, he worked at RockyStream Global Wealth Management LLC and Wells Fargo & Company. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, with a notable presence of foreign clients mainly from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering diversified allocation programs and a quantitative stock selection strategy focused on the S&P 500.

Nermine Bolos is a financial advisor with Unified Wealth Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Western Southern Life, W&S Brokerage Services, and Trinity Angels, LLC. She is active in the community as an ambassador for the Greater Pasco Chamber of Commerce and co-leads the Westshore Chapter of the Power Gals Networking Group, a professional women's networking organization. Unified Wealth Management provides comprehensive financial planning and portfolio management to individuals, businesses, trusts, and nonprofit organizations. The firm manages approximately $151 million in client assets using a fiduciary approach that combines fundamental analysis, modern portfolio theory, and technical tools to develop diversified, client-specific investment strategies.

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.

Samuel Kust is a Series 65-licensed financial advisor at Maggi Investment Services, LLC with three years of industry experience. His prior roles include positions at Fidelis Wealth Management, Munson Financial, and International Assets Investment Management. Kust is also a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services, LLC provides personalized financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often managing assets through third-party managers with regular account reviews.

Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and New York Life. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm also supports estate planning via a third-party platform and offers educational seminars and newsletters, using a client-focused approach that includes the use of client testimonials and regular portfolio reviews.

Wayne Fernow is a financial advisor with American Family Legacy Group in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at American Private Equity, LLC and Aflg Insurance prior to his current role, which he has held since 2012. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services for individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serves fewer than 100 clients, and operates five offices with three advisors.

Charles Poe is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014. Outside of his advisory role, he serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm uses a top-down approach to asset allocation, emphasizing dividend-oriented equities identified through quantitative, fundamental, and technical analysis, and employs a diverse range of investment instruments to manage risk and volatility.

Evan Batoff is the principal of E. Batoff & Co., Inc. in Tampa, FL, where he has 23 years of industry experience. He holds a Series 65 designation and has worked exclusively with his firm since 2003. Outside of financial advising, he serves as Vice President and Treasurer and performs part-time legal work at the Law Offices of Dana A. Friedlander, P.A. E. Batoff & Co., Inc. provides long-term portfolio management for individuals, trusts, and various entities, using a combination of index and passive mutual funds, ETFs, and selectively active investments. The firm emphasizes diversified, tailored asset allocations aligned with client risk tolerance and objectives and maintains daily portfolio oversight by its principal.

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

Robert Basile is a financial advisor with Basile Financial Group, Inc. in Palm Harbor, FL, holding Series 63, 65, and 66 licenses and 20 years of industry experience. He also operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. His career includes experience as an independent insurance agent and with LPL Financial, LLC. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities by providing discretionary asset management, financial planning, and educational seminars. The firm employs a buy-and-hold, passive investment approach using mutual funds and ETFs, tailored to each client’s objectives and risk tolerance.

Eric Lam is a Series 66 licensed advisor at Cassedy Financial Group, Inc. in Tampa, FL, with five years of industry experience. His career includes a decade at Cassedy Financial Group and six years at First Allied Securities. Outside of advising, he performs notary public services and holds a fiduciary power of attorney role. Cassedy Financial Group, Inc. serves high-net-worth families, individuals, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management alongside consulting services. The firm emphasizes fundamental analysis, asset allocation, diversification, and systematic rebalancing, and provides pension-plan consulting and private offering due diligence.

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 at Anchor & Oak Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Global Investment Advisory LLC and Vere Asset Management. Outside of finance, he owns and operates Ax House, LLC, an entertainment company. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management and advisory services to individual clients and employee benefit plans. The firm offers various financial planning options and uses a combination of firm model portfolios and third-party managers to implement client strategies.

Bruce Snyder is a CFP®-certified financial advisor with 25 years of industry experience. He is the president and managing member of SFG Wealth Advisors, LLC, where he has worked since 2020. Prior to that, he has been involved with Snyder Financial Group, LLC since 2001 and The Strategic Financial Alliance, Inc. since 2012. Outside of investment advisory, he is also engaged in fixed insurance and annuity sales. SFG Wealth Advisors serves individuals, families, trusts, estates, and small-business retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes cash flow–based financial planning and diversified strategies using mutual funds, ETFs, model portfolios, and third-party managers, with a focus on downside risk and consistent performance.