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.

Michael Noce, ChFC®, is an Investment Adviser Representative with Olsen Family Financial, LLC. Mr. Noce graduated Magna Cum Laude from Tulane University in 2009 with a Bachelor of Science in Management, Majoring in Finance. He was commissioned through the Navy ROTC program at Tulane and was named the Chief of Naval Operations 2009 Distinguished Graduate. Mr. Noce was also a member of the Sigma Phi Epsilon Fraternity and the Beta Gamma Sigma Business Honor Society. He graduated with a Master of Liberal Arts, Finance degree from the Harvard Extension School in 2020 with the Dean’s List Academic Achievement Award and Graduate certificates in Real Estate Investing and Corporate Finance. In 2023, he completed the Chartered Financial Consultant program from The American College of Financial Services. In his military career, Mr. Noce served as a Surface Warfare Officer in the United States Navy, deploying on numerous ships throughout the Middle East and Pacific theaters. He held various leadership roles in Engineering, Combat Systems, and Operations departments, and was recognized by Accenture as part of their “Top 40 Under 40 Military” for 2012. He transitioned to the Navy Reserves in 2015 and became the Senior Manager for US Factory Service at Whirlpool Corporation. Mr. Noce returned to active duty in 2018, supporting cultural initiatives for the Secretary of the Navy and the Chief of Naval Operations. During this time in Washington DC, he was selected as a White House Social Aide, serving for both the Trump and Biden administrations. He recently completed two-year Mobilization orders working as a Strategic Operations Planner for US Central Command in Tampa, Florida and Saudi Arabia. He continues to serve as a Commander (Select) in the Navy Reserve. After 15 years in the military, the concept of Service has been a guiding principle in my life. Now as a fiduciary advisor, I am committed to serving others by helping them build a richer and more fulfilling life.

Zachary Miller is a financial advisor at Arimathea with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial LLC, Golden State Wealth Management, and RBC Capital Markets, LLC. Outside of his advisory work, he has worked part-time as a ride-share driver for Uber. Arimathea serves individual and high-net-worth clients as well as institutional entities, offering asset management, financial planning, and retirement plan consulting. The firm incorporates elements of Catholic social teaching into its investment process and combines advisor-led services with a digital advice platform and a sponsored wrap-fee program.

Ashton Rel is a financial advisor at Knight Family Wealth with nine years of industry experience. He holds a Series 65 designation and previously worked for Thomas Financial Group for ten years before joining Knight Family Wealth in 2020. Outside of his advisory role, he is an independent insurance broker. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers a digitized subscription platform for family office and wealth planning and frequently uses sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

David Harpool is a financial advisor at Avid Planning with 20 years of industry experience. He holds a Series 66 designation and has been with Avid Advisory and Investment Group LLC since 2016. Outside of advising, he is a commissioned notary in the state of Florida. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory, combining passive and active funds to align portfolios with clients’ risk tolerance and time horizon.

William Hammond Jr. is a financial advisor at TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 registrations with five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Elite Flooring. TechView Wealth Advisors serves technology employees and founders, private business owners, and individuals with cross-border or international financial concerns by providing integrated wealth management that combines portfolio management with financial planning. The firm employs a blend of top-down sector analysis, bottom-up fundamental research, and technical analysis using both active and passive strategies, with a particular focus on clients who have international financial needs.

Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Popular Securities, LLC. Since 2019, he has been with Corinthian Partners Asset Management LLC. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for around 226 clients. The firm uses a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory to implement fixed-income, balanced, and equity strategies, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.

Jamie Gerson is Vice President and Executive Planning Consultant at Fidelity Investments, a role held since 2017. In this capacity, Jamie collaborates with clients to develop tailored financial plans that reflect their unique experiences, values, and goals. Prior to this position, Jamie served as a Financial Consultant at Fidelity Investments from 2011 to 2017, and has experience as a Financial Advisor at Wells Fargo Advisors from 2009 to 2011 and Merrill Lynch from 2007 to 2009. Jamie holds a California Insurance License and brings extensive expertise in financial planning and client consultation. Jamie's approach emphasizes active listening and collaboration to establish clear, measurable objectives within flexible financial plans. Outside of work, Jamie enjoys beach activities, family time, fitness, food, outdoor adventures, and parenthood.

Jillian Sirianni is a CFP® professional based in St. Petersburg, FL, with one year of experience at Pink Streets Financial Planning, LLC. She has additional work history with Frugal Friends, LLC, Safe Place, Evans Counseling Services, and Truth for Women. Jillian is also involved in a personal-finance media business affiliated with her firm. Pink Streets Financial Planning, LLC provides financial planning and consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on written financial plans and ongoing engagements without managing client assets, offering a fiduciary framework with annual reviews and support through phone and email.

Daniel Walsh is a financial advisor at Successful Portfolios LLC in Clearwater, FL, with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for four years. Successful Portfolios provides personalized financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-faceted research process incorporating fundamental, technical, and quantitative analysis, and manages private pooled investment vehicles alongside customized portfolios using stocks, bonds, options, and ETFs.

Nicole Chamberlain is a financial advisor at Chronos Wealth Management, L.L.C. in Clearwater, FL, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 23 years. Chamberlain is also a licensed independent insurance agent. Chronos Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and business entities. The firm employs a variety of analytical methods and focuses on long-term trading strategies across multiple asset classes, including U.S. large-cap equities, mutual funds, fixed income, and alternative investments.