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.

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®-certified financial advisor with 23 years of industry experience. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Pelorus Financial is a small, two-advisor registered investment adviser serving individuals, charitable organizations, and business entities. The firm offers portfolio management and financial planning services, utilizing a combination of fundamental analysis and modern portfolio theory to implement diversified investment strategies with an emphasis on mutual funds, fixed income, ETFs, and specialized instruments such as Treasury inflation-protected bonds and precious metal ETFs.

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 firms including Waddell & Reed, Inc., Mutual Trust Company of America Securities, and currently serves as Director of Operations at DiMarco & Associates CPAs. Hobby also owns several related businesses, including an insurance firm and a consulting LLC. Unified Wealth Management provides comprehensive financial planning and portfolio management services to individuals, businesses, trusts, and nonprofit organizations. The firm emphasizes a client-specific investment process using diversified portfolios and discretionary trading, managing approximately $151 million in assets.

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.

Elaine Hanna is a financial advisor with Personalized Financial Solutions LLC in Clearwater, FL. She holds a Series 65 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services, Hoffman Private Wealth Group, Steward Partners Investment Advisory, and Morgan Stanley. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, insurance, and integrated tax, trust, and estate planning services through an affiliated tax and accounting practice. The firm employs a long-term investment strategy with customized portfolios and sponsors a wrap-fee program.

Neil Scott is a financial advisor at American Family Legacy Group with five years of industry experience. He holds a Series 65 designation and has prior work experience at Verizon/GTE Data Services and Lions and Tigers Software, LLC. 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 uses a combination of fundamental analysis and tactical asset allocation across various investment vehicles and operates multiple offices while managing roughly $38 million in discretionary assets.

Kimberly Adams Dipiero is a financial advisor with Cassini Capital Management, LLC, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Cassini since 2021 and previously spent over two decades at Provise Management Group, LLC. Outside of her advisory role, she is the owner of Druid Road, LLC, a real estate business managing office building rentals. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage risk, and is noted for its role as a registered Commodity Pool Operator and its use of performance-based compensation in its funds.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. 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 informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.

Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.

Celine Pastore is a financial advisor at SimplePath Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has held roles at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory work, she is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, dedicating a portion of her time to those services. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a variety of analysis methods and manages client assets through selected third-party managers and platforms.

Ashton Rel is a financial advisor at Knight Family Wealth with nine years of industry experience. He holds a Series 65 designation and previously worked for Thomas Financial Group for ten years before joining Knight Family Wealth in 2020. Outside of his advisory role, he is an independent insurance broker. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers a digitized subscription platform for family office and wealth planning and frequently uses sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

Anthony Di Meglio is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. and MML Investors Services, LLC. 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 combines fundamental, technical, and cyclical analysis and offers estate-planning facilitation, participant account management for held-away retirement plans, and educational seminars and newsletters.

Evelyn Brizendine is a Series 65-credentialed advisor at Premier Private Wealth Management, LLC with one year of industry experience. She served in the U.S. Navy and Navy Reserves for a total of 20 years, including a leadership role in the Tampa administrative department. Outside of her advisory work, she owns and manages a competitive cheerleading business. Premier Private Wealth Management serves a diverse client base that includes high net worth individuals, non-HNW clients, and plan sponsors. The firm employs a tax-aware, cost-sensitive investment approach combining active and passive strategies, with discretionary portfolio management and additional services such as retirement plan consulting and professional tax preparation.

Maxime Choiniere is a CFP® professional with 10 years of experience in financial advising. He currently serves at SimplePath Wealth Management, LLC and SimplePath Insurance & Tax Planning, LLC, where he divides his time between investment advisory and licensed insurance activities. His prior experience includes roles at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a combination of fundamental, technical, charting, and cyclical analysis methods and monitors third-party managers to manage client portfolios.

Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Popular Securities, LLC. Since 2019, he has been with Corinthian Partners Asset Management LLC. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for around 226 clients. The firm uses a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory to implement fixed-income, balanced, and equity strategies, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.

Feraud Calixte is a CFP® and holds a Series 66 license, currently serving at Fortitude Financial Planning LLC with 12 years of industry experience. His prior roles include positions at Modera Wealth Management, District No. 3, and Vantage Pointe Planning. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual, high-net-worth clients, and small businesses. The firm integrates Modern Portfolio Theory with fundamental analysis and offers personalized plans along with in-house tax preparation and educational seminars.

Christoph Von Dem Bussche is a CFP® professional with 20 years of industry experience. He has been with Financial Guidance Group, Inc. since 2005. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, and producers. The firm provides discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.