David Maddux Jr. is a financial advisor at Brightwater Advisory, LLC in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Tampa Asset Management. Brightwater Advisory serves individual and high-net-worth clients, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $303.8 million across about 273 client relationships, offering discretionary and non-discretionary investment management, financial planning, and consulting with a primarily fundamental investment approach augmented by quantitative metrics and a risk-management overlay.

Griffin Dalrymple is a CFP® with 20 years of experience in financial services. He is currently with Opinicus in Tampa, FL, where he has worked since 2009 in various roles, including leadership positions at Opinicus Financial Group, Inc. and Opinicus Tax & Accounting. Outside of advisory work, he holds board roles with a fire equipment distributor and a condominium association. Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high-net-worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program that integrates comprehensive financial planning with discretionary portfolio management and tax collaboration, supported by affiliated accounting and insurance services.

Sean Louderback is a financial advisor at VectorWealth with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across a range of investment vehicles, including ETFs, mutual funds, stocks, bonds, options, and private investments. The firm sponsors a wrap-fee program and employs a quantitative investment process combining passive buy-and-hold strategies with options trading and regular portfolio monitoring.

Barry Brindise is a CFP® and Series 65-licensed advisor with five years of industry experience, currently with Brightwater Advisory, LLC in Tampa, FL. His prior work includes a consulting role and a 12-year tenure at Catalina Marketing. Outside of advisory work, he is the owner of Oakellar LLC, a real estate investment related to managing a single-family residence. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and manages a wrap fee program alongside standard advisory accounts.

Richard Ryder is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently a principal at Bay Capital, where he has worked since 2020, and previously led Ryder Capital, Inc. He serves as an advisor to the Investment Committee for the Diocese of St. Petersburg Pension Board. Bay Capital provides portfolio and wealth management services primarily to individual and high-net-worth clients. The firm employs an active, rules-based asset allocation strategy focused on risk management and tactical sector rotation across multiple fund types.

George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.

Michael Garcia is a financial advisor at BRIA Capital Group, LLC with six years of industry experience and holds the Series 66 designation. He has worked at several firms including Raymond James Financial Services and New York Life Insurance. In addition to his advisory role, he is involved in non-variable insurance sales. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using both fundamental and technical analysis and provides estate-planning resources, including a faith-based investment option upon client request.

Jonathan Higgins is a Series 65-licensed financial advisor with Sterling Advisory Services, LLC, based in Brandon, FL. His prior work experience includes roles at The University of Florida, Orlando Health, Florida Heart and Vascular, and Vascular and Endovascular Consultants of Orlando. Sterling Advisory Services, LLC is a solo registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to construct and monitor client portfolios and prepares customized Investment Policy Statements.

Jeffrey Kikoler is a financial advisor at Golden Road Advisors LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked for Raymond James & Associates, Inc. for 20 years before joining his current firm. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Golden Road Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of primarily low-cost mutual funds and ETFs, with flexibility to include individual securities and independent managers.

Eduardo De La Rosa is a financial advisor at Rauch Advisory LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and has been involved with BACASO Consulting LLC DBA Solid Ground Financial since 2013, where he provides insurance services, business consulting as a Certified Exit Planning Advisor, and Social Security timing advice. Outside of his advisory role, he also engages in strategic partnership consulting and online marketing activities. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships. The firm offers discretionary portfolio management through its Rauch Advisory Wrap Fee Program, as well as non-discretionary financial planning and retirement plan consulting, utilizing third-party model strategies implemented via a sub-advisory platform.

Michelle Halpin is a financial advisor with Grand Central Investment Group, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Grand Central Investment Group since 2014, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing spanning 16 years. Grand Central Investment Group, LLC provides portfolio management, financial planning, and consulting services to a range of clients, including individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a top-down investment approach focused on asset allocation and dividend-paying equities and offers both a proprietary wrap-fee program and consulting services with transaction-based fees.

Nicholas Koen is a financial advisor at VectorWealth with 11 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services. Outside of his advisory role, he is the Manager and Principal Agent of Dough Agency, LLC, a licensed insurance agency. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diversified portfolios that include ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm combines quantitative analysis with passive buy-and-hold strategies and options trading, tailoring portfolios to each client’s income, tax situation, and risk tolerance.

Alex Tavares is a Series 65-licensed financial advisor at Howland and Associates, LLC with two years of industry experience. He has been with Howland and Associates since 2023 and concurrently serves as an Assistant Professor of English at Hillsborough Community College, where he has taught literature since 2007. Howland and Associates provides discretionary portfolio management for individual and family clients, including high-net-worth individuals, trusts, IRAs, and 529 plans. The firm employs fundamental analysis and tailored strategies to manage primarily equity and fixed-income portfolios, focusing on client-specific objectives and time horizons.

Brent Williams is a financial advisor with Taylor & Williams, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with Taylor & Williams since 2001. Outside of advising, Mr. Williams manages a property through a private LLC during non-business hours. Taylor & Williams serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management and financial planning. The firm employs a values-based mission and an investment approach centered on asset allocation across model portfolios, incorporating mutual funds, ETFs, equities, and fixed-income securities, with the potential use of more complex investment vehicles depending on client risk tolerance.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and Morgan Stanley DW Inc., among others. 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 consulting. The firm emphasizes client education through newsletters, seminars, and workshops, using a blend of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. 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 based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Ibrahim Mahmoud is an advisor at Eclat Wealth Advisors with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at firms including Raymond James & Associates and Morgan Stanley. Mahmoud is the founder of Catalyst Consultants Group, LLC, a business consulting firm focused on sales strategies. Eclat Wealth Advisors is a fee-only investment adviser serving individuals and high-net-worth clients through wealth management and financial planning. The firm employs a combination of modern portfolio theory and fundamental analysis, using both passive and active investment vehicles to meet client asset-allocation targets and offers services such as discretionary portfolio management, held-away account advisory, and fixed-fee financial planning.

Richard Morsch is a financial advisor with SCS Asset Management, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at SCS Asset Management since 2016 and previously spent 14 years with Securities Research, Inc. Morsch is also the owner of SRM Services LLC, a non-investment-related business. SCS Asset Management is a small SEC-registered firm managing approximately $30 million for about 67 clients. The firm provides discretionary and non-discretionary portfolio management, modular financial and pension consulting for individual and high-net-worth clients, and employee benefit plan services, using a tailored investment approach that incorporates fundamental, technical, and charting analysis.

Brielle Vieira is a financial advisor at Golden Road Advisors LLC in Tampa, FL. She holds a Series 65 designation and has one year of industry experience, including prior work at Douglas C. Lane & Associates. Outside of finance, she has worked in the hospitality sector at establishments such as Channel Marker Cafe and Market Tavern. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentally driven, long-term investment approach with customized portfolios tailored to clients’ goals, risk tolerance, and tax considerations.

Anthony Visintin is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc. in Tampa, FL, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Greggs Landscaping, Synergy Storage Group, and Saint Leo University. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of investment strategies across bonds, mutual funds, and ETFs, and offers additional services including in-house tax preparation and consolidated reporting through the eMoney platform.