Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Liam Black is a financial advisor at Econologics Financial Advisors with a Series 65 designation and four years of industry experience. He has worked at Econologics since 2021 and has prior experience in title services, real estate, and insurance. Outside of advising, he is involved with Coast to Coast Title of Clearwater and Keller Williams Realty. Econologics Financial Advisors serves owners of private professional practices and their associates, offering financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment strategies and proprietary tools such as Econometry® Analytics to support ongoing client planning and portfolio management.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Jake Pendl is a financial advisor with Sagace Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at MassMutual Life Insurance Company and Park Avenue Securities. Prior to his advisory career, he worked at FedEx and studied at Eastern Connecticut State University. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning, utilizing exchange-traded funds and strategies informed by fundamental and cyclical analysis, modern portfolio theory, and option-writing techniques.

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.

Alan Goldfarb is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Novak & Powell Financial Services, Inc. and has previously worked at Apella Capital, XO Wealth Management, and Bacon Financial Management. Goldfarb has also provided financial advisory services for Financial Strategies Advisory Corporation since 1975. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to build diversified portfolios, primarily using exchange-traded funds and mutual funds, and provides financial, special-needs, and tax planning services.

Todd Kirsch is a CFP® and ChFC® with 33 years of industry experience, currently serving as an advisor at Marshall Investment Management, LLC since 2020. He previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2020. Outside of his advisory role, Kirsch is also a musician who has performed since 2022. Marshall Investment Management, LLC is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform, along with financial planning and retirement plan advisory services.

Ziad Hassan Mohammed is a financial advisor at Sharp Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CapFinancial Securities, LLC and Raymond James Financial Services, Inc. since 2015. Sharp Financial is a seven-advisor team managing approximately $502 million for a diverse client base including individuals, high-net-worth clients, trusts, estates, and family offices. The firm employs a tactical, risk-based investment process utilizing internal research and third-party quantitative tools to make dynamic asset allocation decisions, maintaining a long-term orientation with the flexibility to respond quickly to market changes.

Benjamin De Michael is a financial advisor at ARS Wealth Advisors in St. Petersburg, FL, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of South Florida and Highland High School. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individuals and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations across domestic and international equities, ETFs, mutual funds, and fixed income.

Michael Petagna is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of finance, he serves as an authorized representative for an aviation transportation company and is a managing member of a management company for a second home. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance and offers both discretionary and non-discretionary account management.

Joshua Elmore is a CFP® professional with 10 years of industry experience. He is currently with Rise Financial Partners, a firm he joined in 2023 after roles at IHT Wealth Management and Wells Fargo Clearing. Outside of finance, he works part-time as a server and bartender at Classico Italian Chophouse in Sarasota, FL. Rise Financial Partners is a small advisory team managing approximately $70 million in discretionary assets for individuals, charitable organizations, and corporate plan sponsors. The firm employs a combination of modern portfolio theory and tactical analysis to create customized investment plans, including allocations to less-liquid and private pooled vehicles.

John Nole is a financial advisor at Orca Investment Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Paulson Investment Advisors, LLC and Paulson Investment Company, LLC. Orca Investment Management provides discretionary portfolio management services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a combination of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from capital preservation to equity growth.

David Novak is a financial advisor with Novak & Powell Financial Services, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Novak & Powell Financial Services since 2013. Novak & Powell Financial Services, Inc. provides investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to portfolio construction, focusing on diversification, fee minimization, and primarily using exchange-traded funds and open-end mutual funds.

Shawn Rae is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience and holds the Series 66 designation. Prior to joining Pinnacle Wealth Advisors in 2023, he worked for Morgan Stanley Smith Barney from 2011 to 2023. Outside of advising, Rae is involved in several business activities including ownership of a boutique wine store and a role as operations manager for a private investigator firm. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach tailored to client profiles and incorporating tax considerations.

Kyle Allen is a financial advisor with One Day In July LLC in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining One Day In July, he worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before his career in finance, he was employed at Maserati - Alfa Romeo of St Petersburg for six years. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans, employing an asset-allocation strategy focused on low-cost ETFs supplemented by active management elements. The firm also offers investment consulting for retirement plans and maintains a client education program through newsletters, webinars, and events.

Jack Crawford is a financial advisor at Amuni Financial, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Hope College for four years and Carmel Clay Public School for thirteen years. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and outside money managers, with a focus on non-discretionary asset management.

Shannon Littlejohn is a financial advisor at Valley Wealth Managers, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial, CUNA Brokerage Services, and Morgan Stanley. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Wealth Managers is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process and offers discretionary management, financial planning, and wrap fee programs, utilizing an investment committee and a mix of individual securities, mutual funds, and ETFs.

Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.

Eric Gersch is a financial advisor at Econologics Financial Advisors in Largo, FL, holding a Series 65 designation with nine years of industry experience. He has been with Econologics Financial Advisors since 2016. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, ongoing advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies using a mix of strategies, and proprietary analytics, complemented by client education events and resources.

Mark Donohue is a financial advisor at Amuni Financial, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. manages portfolios for individuals, high-net-worth clients, trusts, estates, and charitable organizations using a fundamental, long-term investment approach. The firm combines broker-dealer services, insurance sales, and advisory programs, often managing assets on a non-discretionary basis.