Jenee Peters is a financial advisor with Naples Wealth Planning in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her prior roles include positions at Platinum Wealth Partners and several iterations of Naples Wealth Planning under different registered entities. Outside of advisory work, she serves as a consumer board member on the Florida Board of Nursing. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning to high-net-worth individuals, families, trusts, and institutions. The firm uses a primarily long-term, customized investment approach involving mutual funds, ETFs, equities, bonds, and occasionally options and private investments, with continuous client oversight and discretionary authority within agreed guidelines.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with three years of industry experience. He previously worked at Mark Scheidter & Associates and has a background that includes roles at several universities and a restaurant chain. PSI Advisors serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and both discretionary and non-discretionary management approaches, incorporating algorithmic and manager-access strategies in its offerings.

Jacob Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mapleridge Ranch and Liberty University. Perry also works as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to implement trading strategies, emphasizing asset allocation, regular monitoring, and fair allocation of limited investment opportunities.

Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through multiple advisory platforms and managed account strategies.

Matthew Barrovecchio is a CFP® professional with 21 years of industry experience. He has worked at The Vanguard Group Inc. for 20 years and has been with Christian Financial Advisors since 2024. His credentials include the Series 66 designation. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Joseph Dipaolo is a financial advisor with DiPaolo Financial Group, Inc. in Lutz, Florida, holding CFP® and ChFC® designations and the Series 65 license, with 14 years of industry experience. He has worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, and has been affiliated with DiPaolo Financial Group since 2007. Outside of advising, he serves as president of the North Tampa chapter of the Society for Financial Awareness and is CEO of Advisors Choice Lending, Inc., a mortgage lending company. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm offers coordinated estate planning, retirement and college planning, and tax consulting, and emphasizes ongoing client communication and regular portfolio reviews.

Harold Schwartz is a financial advisor with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has worked at DMK Advisor Group since 2020, and has prior experience with Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and has been president of Del Mar Group, Inc. since 1993. Outside of advisory work, he is a managing member and 50% owner of Coquina Key Publishing, LLC, a publishing company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts, with investment models built using mutual funds and ETFs informed by technical and fundamental analysis.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Brodie Downing is a financial advisor with Severin Investments LLC in Clearwater, FL, holding a Series 65 designation. Brodie has held roles at Elevate Financial Planning and Wealth Management, Sprouts, and Northern Arizona University, with additional experience in educational and food service positions. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios and offers services including institutional retirement advisory, 401(k) consulting, comprehensive financial planning, and estate-planning support.

Alexander Misarti is a CFP® with 11 years of industry experience, currently serving as an advisor at PSI Advisors, LLC. Prior to joining PSI Advisors in 2018, he worked with Principal Life Insurance Company and Princor Financial Services. Misarti is also involved in insurance-related activities as an agent for fixed life insurance, annuities, and disability products. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a mix of analytical methods and offers discretionary and non-discretionary management through various advisory platforms and wrap fee programs.

Jorge Perez is a financial advisor at DMK Advisor Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and American National Insurance Co. Perez is also president of Soper, Perez and Associates Inc., a general line property and casualty agency. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm combines discretionary active management and non-discretionary consultative services, using mutual funds and ETFs guided by technical and fundamental analysis, and operates uniquely as both a registered broker-dealer and an investment adviser sponsoring wrap accounts.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.

David Stieh is an advisor at Client 1 St Advisory Group in Dunedin, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Client 1st Advisors since 2006. Client 1 St Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to a diverse range of clients, including individuals, trusts, pension plans, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach combining customized investment plans and quarterly reviews.

Michelle Mabry is a CFP® with 37 years of experience in the financial services industry. She has been with Client 1st Advisory Group since 2013 and previously worked at Commonwealth Financial Network and Ameriprise. Mabry serves on the board of the Pinebelt Community Foundation. Client 1st Advisory Group is an SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning using a consultative approach with customized investment plans and quarterly reviews.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Andrea Bernard is a Series 66 licensed advisor with one year of industry experience, currently associated with Structure Wealth Management, LLC. She previously spent seven years at OneSeven and has worked at Towne Wealth Management and in real estate with Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, using mutual funds, ETFs, individual securities, and access to alternatives and private placements.