Harley Evans is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at Successful Portfolios LLC since 2010. Based in Clearwater, FL, he holds Series 63 and Series 65 licenses. Successful Portfolios LLC provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and quantitative analysis with core-satellite, tactical, and strategic asset allocation strategies, managing approximately $242.6 million in client assets.

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.

Michael Rees is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Arbor Point Advisors, The Sherwin Group, Securities America, and National Planning Corporation. Outside of his advisory work, he serves as president of Bay View Capital, Inc., a consulting firm, and is involved in managing a liquor license business. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering a range of managed account programs, financial planning, and retirement plan consulting through a representative-driven advisory model.

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.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including LPL Enterprise, Pruco Securities LLC, and GF Investment Services, LLC. Zanolli has been with Sandy Morris Financial in various capacities since 2010. Sandy Morris Financial & Estate Planning Services provides investment advisory services to individual and high-net-worth clients using model portfolio management, discretionary asset management, and personalized consulting. The firm offers estate-planning support through a third-party platform and engages clients with newsletters, seminars, and workshops, employing a mix of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with a Series 65 designation and three years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Senior Benefit Resources. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and the selection of third-party investment managers. The firm employs modern portfolio theory and a long-term trading approach, offering portfolios that include traditional and alternative investment products, and also hosts no-fee educational seminars for clients and the public.

Wendy Spencer is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Asset Management Financial Services, Inc. in Clearwater, FL. She holds leadership roles as Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services, Inc. and Merit Investment Solutions, Inc. In addition, she serves as Vice President of Advisor Administrative Services, LLC, a consulting firm supporting investment professionals. Asset Management Financial Services, Inc. provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs customized portfolios based on a combination of fundamental research and technical analysis, with investment decisions guided by human judgment.

Chad Peterson is a CFP® professional with 33 years of industry experience. He has worked at Columbia River Financial Group since 2016 and previously spent 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory solutions, typically discretionary, and constructs portfolios using a combination of quantitative and qualitative analysis across a wide range of instruments.

Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Pearl Wealth Group in 2024, he worked at Sandy Morris Financial Services and Sandy Morris Insurance Services for a combined eight years. Mckeown is also a licensed insurance agent in Florida, offering life insurance, Medicare, and annuity products. Pearl Wealth Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of investment methods and may delegate day-to-day management to sub-advisors, delivering tailored investment policies and periodic account reviews.

Daniel Spalding is a financial advisor at Chiron Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Prudential Investment Management Services. Outside his advisory role, he is involved with two non-investment-related businesses, It'll Fit Charters and Cutesy Fly. Chiron Capital Management provides discretionary investment and wealth management services to individuals, pension plans, trusts, and various business entities. The firm employs a diversified investment approach across equities, fixed income, mutual funds, ETFs, and selective alternative vehicles, managing client accounts on a discretionary basis through a wrap fee program.

Carl Von Dem Bussche Jr. is a CFP® and holds a Series 65 license with 24 years of industry experience. He has been with Financial Guidance Group, Inc. since 1994 and previously worked 12 years at Relevant Church. Financial Guidance Group, Inc. serves individual investors, including high-net-worth and non-HNW clients, and provides retirement plan consulting for plan fiduciaries. The firm focuses on creative professionals and offers discretionary investment management, wealth planning, and retirement advisory services using a tax-efficient, risk-managed approach grounded in modern portfolio theory.

Robert Howland is a CFP® and Series 65-certified advisor with 20 years at Howland and Associates, LLC and four years of industry experience. He serves as clerk on the finance committee of the St. Petersburg Religious Society of Friends. Howland and Associates provides discretionary portfolio management for primarily individual and family clients, including high-net-worth individuals and institutional accounts. The firm employs fundamental analysis and tailored strategies to manage equity and fixed-income portfolios in alignment with client objectives and risk considerations.

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.

Carl Von Dem Bussche (Sr) is a CFP® with 32 years of industry experience and has been with Financial Guidance Group, Inc. in Palm Harbor, FL since 1996. He holds a Series 63 designation and is one of three advisors at the firm. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, producers, and artist-company management executives. The firm offers discretionary investment management, integrated wealth planning and coaching through its Guide Map process, as well as retirement plan advisory and consulting services. Its investment approach is based on modern portfolio theory, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

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.

Robert Marsh is a financial advisor at Premier Private Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Realta Investment Advisors, Inc., Gulf Coast Advisors, and Realta Equities, Inc. Marsh is a board member of the Greater Palm Harbor Area Chamber of Commerce and serves on the Board of Education at Palm Harbor United Methodist Church. Premier Private Wealth Management serves individual and institutional clients, including high net worth individuals and plan sponsors, offering investment management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive approach that combines active and passive strategies with ongoing portfolio monitoring.

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.

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.

Brian Mahoney is a financial advisor at Camelot Wealth Management, LLC with 17 years of industry experience. He has been with Camelot Wealth Management since 2015 and is licensed as a Series 63 and Series 66 advisor. Outside of his advisory role, he serves as a board member of the Oldsmar Fire Fighter Pension Board. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm constructs customized portfolios using fundamental and cyclical analysis, employing both long- and short-term strategies with regular account monitoring and reviews.