Kimberly Burdette Hord is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Opinicus. She has held various roles within Opinicus and its affiliated entities since 2011. In addition to her advisory work, she manages client insurance needs as a licensed independent insurance agent and oversees non-investment activities at Opinicus Tax & Accounting. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan consulting. The firm requires a comprehensive financial plan for access to its Wealth Advancement Consulting program and employs a multifaceted investment approach that includes tax-aware rebalancing, options strategies, and coordinated CPA collaboration.

Jill Gibb is a financial advisor with Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation and 12 years of industry experience. She has worked at Triad Advisors, Inc. from 2013 to 2024 and has been with Targeted Financial Services since 2013. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis with asset-allocation models and is notable for its use of derivatives and authorized borrowing in managed accounts.

Adam Hruby is a financial advisor at InTrust Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James & Associates and currently serves as a Commander in the U.S. Navy Reserve. Outside of advising, he maintains his military role while managing a small rental property. InTrust Advisors provides wealth management and family office–style services to affluent individuals, families, and trusts. The firm employs a combination of traditional equity and balanced portfolios with active tactical strategies, offering personalized investment solutions alongside comprehensive financial planning and coordination with outside professionals.

Doris Howland is a CFA® charterholder with 33 years of industry experience. She has been with Howland and Associates, LLC since 2004 and also operates Howland Partners, LLC. Outside of her advisory work, she owns a business involved in short-term rental properties. Howland and Associates provides discretionary portfolio management primarily for individual and family clients, including high-net-worth individuals, trusts, IRAs, and certain institutional accounts. The firm emphasizes fundamental analysis and customized investment strategies tailored to client objectives, managing portfolios across a range of public equities and fixed-income instruments.

Ross Thomas is a Series 65-credentialed financial advisor with six years at Howland and Associates, LLC and a total of five years in the industry. His prior experience includes roles at Rapid Web Services, LLC and AccentHealth. Howland and Associates provides discretionary portfolio management for individual and family accounts, including high-net-worth clients, trusts, IRAs, and certain institutional clients. The firm employs fundamental analysis and tailored strategies across various objectives, managing portfolios based on client time horizons, tax considerations, and risk profiles.

Daniel Garwood is a financial advisor at CBG & Company, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with CBG & Company since 2008. CBG & Company advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. Outside of her advisory role, she is a licensed insurance agent authorized to sell life insurance and annuity products through various carriers. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis with model-driven approaches and professional judgment to manage portfolios on a discretionary basis.

Thomas Collins is a CFP® professional with eight years of industry experience. He is currently the sole advisor at Maiden Cove Capital, where he has worked since 2026. His prior experience includes roles at Capital Investment Advisors and Raymond James Financial, as well as a position at Rayonier Inc. Maiden Cove Capital is a boutique, fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a tactical allocation framework with a primarily buy-and-hold approach, managing a broad investment universe that includes listed equities, ETFs, private equity, and other alternative vehicles.

Gregory Dooley is a financial advisor at VectorWealth with 21 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and LPL Financial LLC. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across various asset classes, including ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm operates a wrap-fee program, combining quantitative analysis with passive buy-and-hold strategies and options trading, and reviews client accounts at least monthly.

Shannon Littlejohn is a financial advisor at Valley Financial Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and SunTrust Advisory Services. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF-based investment solutions to individual and high-net-worth clients through an online platform, requiring accounts at Valley National Bank for funding and distributions.

Nam Nguyen is a financial advisor at Wealth Warden Partners in Tampa, FL, holding a Series 65 designation. He has been with Wealth Warden Partners since 2025 and has 11 years of overall industry experience. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients using a discretionary, long-term investment approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios of mutual funds, equities, fixed-income securities, and ETFs, and requires clients to use a specific broker-dealer/custodian.

Anthony Wall is a financial advisor at Upper Left Wealth Management, LLC in Tampa, FL, holding a Series 65 designation with 10 years of industry experience. He previously worked at Praetorian Guard from 2015 to 2022 before joining his current firm. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, as well as non-discretionary consulting for small employer 401(k) plans. The firm emphasizes low-cost, tax-efficient passive and index strategies using three model portfolios, combining technology-driven tools with a focused advisory team.

Matthew Moll is a Series 66-licensed financial advisor with TruAdvisors Financial, LLC, where he has worked since 2014. He has 19 years of industry experience. Outside of his advisory role, he is the managing member of Suncoast Developments, LLC, a commercial real estate development company in Tampa. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, corporations, pension plans, charitable institutions, and other entities. The firm applies fundamental, technical, and cyclical analysis in constructing client investment policies and actively employs derivatives strategies, including options, in client accounts.

Thomas Cassedy is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked with First Allied Advisory Services and its affiliates for over two decades and has been with Cassedy Financial Group for a combined total of 31 years. He serves on the board of the endowment for St. John's Episcopal Church and St. John's Episcopal Day School. Cassedy Financial Group, Inc. advises high-net-worth families, individual clients, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management along with financial and consulting services. The firm builds customized portfolios using fundamental analysis and provides pension-plan consulting, private offering due diligence, and participant education.

Sam Logan is a financial advisor with Logan Financial Planning LLC in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has led Logan Financial Planning LLC since 2013. 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 create tailored portfolios and delivers written investment policy statements, implementation, and ongoing monitoring with quarterly reviews.

Sean Blanding is a financial advisor at Belleair Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of financial advising, he is associated with Vantage Cleans. Belleair Asset Management provides investment management, financial planning, and employee benefit plan services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, utilizing diversified portfolios primarily composed of low-turnover mutual funds and ETFs.

Jake Rubin is a financial advisor at Targeted Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Targeted Financial Services, he worked at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis and offers services including ERISA fiduciary consulting and portfolio management that incorporates mutual funds, ETFs, individual securities, options, and other strategies.

Michael Gagne is a financial advisor at Mad River Investors with one year of industry experience. He holds a Series 65 designation and has previously worked at Egmont LLC, Axon, Allego, Kantar, and Comscore. Outside of his advisory role, he is the owner and CEO of Egmont LLC, a consulting business focused on sales and marketing strategy development. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation, managing portfolios typically holding 20–25 positions across multiple asset types.

Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.

David Maddux is a financial advisor with Brightwater Advisory, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Brightwater Advisory since 2014, following a brief tenure at Tampa Asset Management, LLC. Outside of his advisory role, he is a managing member of a commercial real estate LLC that owns the office building leased to Brightwater Advisory. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and offers both discretionary and non-discretionary portfolio management.