Robert Johnston is a financial advisor at Antonetti Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Antonetti Capital Management since 2014. The firm provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities, serving both high-net-worth and non-HNW clients. Antonetti Capital Management employs a combination of fundamental, technical, cyclical, and charting analysis to tailor strategies and manages approximately $121 million across more than 300 client relationships.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 31 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and operates Bankes Planning Associates, Inc., where he serves as CEO and CPA specializing in tax planning and accounting services. Bankes also holds a role as an independent insurance agent. Belleair Wealth Management provides fee-based discretionary portfolio management and wealth-management services to individual and high-net-worth clients. The firm employs a diversified investment approach combining multiple analytical methods and portfolio construction tools while offering additional consulting services including retirement plan benchmarking and insurance contract analysis.

John Palm is a financial advisor at CrossPlan Money Management with 25 years of industry experience. He holds a Series 65 designation and has operated Palm Investment Strategies, LLC since 2004. Based in Seminole, FL, he provides investment services primarily through discretionary portfolio management and portfolio monitoring. CrossPlan Money Management serves individual clients, including both high-net-worth and non-HNW households, managing approximately $49.6 million across about 296 clients. The firm employs a top-down asset allocation approach combining technical and fundamental analysis, utilizing strategies such as sector rotation, momentum indicators, and hedging when appropriate.

Aileen Logan is the sole advisor at Logan Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has led Logan Financial Planning since 2013. Logan is also a licensed insurance agent and occasionally offers commissionable insurance products as part of her services. Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build customized portfolios and offers a broad range of trading strategies alongside regular monitoring and reporting.

Richard Silver is a financial advisor at Mad River Investors in St. Petersburg, FL, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with MRM-Horizon Advisors, LLC d/b/a Mad River Investors since 1999. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, while also serving as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation and manages a private investment partnership offered to accredited and qualified investors.

Joseph Milici is a financial advisor with Lumiere Financial and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, having previously worked at Equitable Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a fitness enthusiast and motivator who consults with clients on lifestyle and exercise routines, and also provides social media marketing consulting. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm customizes portfolios using model allocations, third-party managers, and both discretionary and non-discretionary strategies, and provides participant education and tailored financial planning engagements.

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.

Greg Newman is a CFA® charterholder with eight years of industry experience. He is currently with Three Oaks Partners Investment Counsel LLC and has previously worked at firms including PNC Institutional Asset Management, Sabal Trust, and Northern Trust Asset Management. Outside of his advisory role, Newman is a managing member of an equipment leasing company and a co-owner and general partner of a private investment fund. Three Oaks Partners Investment Counsel is a state-registered investment adviser serving individuals, charitable organizations, and corporate clients with discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program. The firm offers tailored portfolios using a broad range of investment tools, including traditional and alternative assets, while incorporating a unique refund option in its retirement planning service.

David Kruis is a financial advisor with Belleair Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Crossplan Money Management, Raymond James Financial Services, and Calton & Associates. He also serves as an officer of David J Kruis, LLC, where he is involved in the sale of life insurance products and acts as a sales solicitor for Belleair Wealth Management. Belleair Wealth Management, LLC is a fee-based registered investment adviser managing approximately $111 million in discretionary assets for individual and high-net-worth clients. The firm offers diversified portfolio management and specialized consulting services, employing a multifaceted investment approach that integrates various analytical methods and portfolio construction tools.

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.

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.

Jennifer Smith is a CFP® professional based in St. Petersburg, FL, with one year of experience at Pink Streets Financial Planning, LLC. Prior to her current role, she worked for eight years at Frugal Friends, LLC and spent five years at St. Pete Community Acupuncture. Pink Streets Financial Planning, LLC provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers written plans and ongoing planning engagements without managing client assets, primarily using fundamental analysis to recommend asset allocations while clients execute transactions independently.

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.

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.

Keegan Erva is a financial advisor at Unify Financial Advisors with a Series 65 credential and three years of industry experience. His prior work includes roles at Severin Investments, Florida Financial Advisors, and Superior National Bank and Trust. Unify Financial Advisors is a fee-only registered investment advisor serving individuals, families, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios across various asset classes using fundamental, quantitative, and cyclical analysis and employs flexible investment strategies that include derivatives and below-investment-grade securities within defined risk parameters.

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.

Joseph Baer is a financial advisor with Successful Portfolios LLC in Clearwater, FL, holding a Series 65 designation and bringing 14 years of industry experience. He has been with Successful Portfolios since 2010. Successful Portfolios LLC provides personalized financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $242.6 million in client assets using a combination of fundamental, technical, and quantitative analysis, employing core-satellite, tactical, and strategic asset allocation strategies.