Charles Poe is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014. Outside of his advisory role, he serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm uses a top-down approach to asset allocation, emphasizing dividend-oriented equities identified through quantitative, fundamental, and technical analysis, and employs a diverse range of investment instruments to manage risk and volatility.

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

Joshua Anderson is a CFA® charterholder with 14 years of industry experience. He is currently Chief Investment Officer at Nestimate, Inc. and serves as an advisor at Nestimate Investment Management, LLC. Prior to this, he held positions at Franklin Distributors, LLC, Raymond James & Associates, Inc., and Fidelity Investments Institutional Services. He is also the founder of The Retirement Innov8ion Lab, which focuses on leadership and innovation in the retirement plan industry. Nestimate Investment Management, LLC is a small registered investment adviser specializing in discretionary portfolio management and pension consulting for employer-sponsored retirement plans. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and offers a subscription securities-rating service through its fintech affiliate to complement its advisory services.

Eric Lam is a Series 66 licensed advisor at Cassedy Financial Group, Inc. in Tampa, FL, with five years of industry experience. His career includes a decade at Cassedy Financial Group and six years at First Allied Securities. Outside of advising, he performs notary public services and holds a fiduciary power of attorney role. Cassedy Financial Group, Inc. serves high-net-worth families, individuals, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management alongside consulting services. The firm emphasizes fundamental analysis, asset allocation, diversification, and systematic rebalancing, and provides pension-plan consulting and private offering due diligence.

Cameron Cassedy is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group and First Allied Advisory Services. Outside of his advisory work, Cassedy serves as a board member of the Davis Island Civic Association, a trustee of the Tampa Bay History Center Foundation, and treasurer on the executive board of the Club of Tampa. Cassedy Financial Group, Inc. advises high-net-worth individuals, families, corporations, trusts, and pension plans, providing discretionary and non-discretionary asset management along with financial and consulting services. The firm constructs customized portfolios using fundamental and occasional technical analysis and manages held-away defined-contribution accounts through a third-party platform.

Joshua Joiner is a financial advisor at Anchor & Oak Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Global Investment Advisory LLC and Vere Asset Management. Outside of finance, he owns and operates Ax House, LLC, an entertainment company. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management and advisory services to individual clients and employee benefit plans. The firm offers various financial planning options and uses a combination of firm model portfolios and third-party managers to implement client strategies.

Bruce Snyder is a CFP®-certified financial advisor with 25 years of industry experience. He is the president and managing member of SFG Wealth Advisors, LLC, where he has worked since 2020. Prior to that, he has been involved with Snyder Financial Group, LLC since 2001 and The Strategic Financial Alliance, Inc. since 2012. Outside of investment advisory, he is also engaged in fixed insurance and annuity sales. SFG Wealth Advisors serves individuals, families, trusts, estates, and small-business retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes cash flow–based financial planning and diversified strategies using mutual funds, ETFs, model portfolios, and third-party managers, with a focus on downside risk and consistent performance.

Jon Pellecchia is a CFP® with 26 years of industry experience, currently serving at PFS Signature Wealth LLC. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He is a board member and chair of the finance committee for the Salvation Army Tampa and serves on the board of First Priority of Tampa Bay. PFS Signature Wealth LLC provides asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach that incorporates Monte Carlo and cash-flow planning along with fundamental, technical, and quantitative analysis, using tailored portfolios and third-party money managers.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Timothy Tonn is a financial advisor at Cirrus Capital Management, LLC in Tampa, FL, holding a Series 65 designation with 20 years of industry experience. He has been with Cirrus Capital Management since 2003. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities, managing approximately $22 million across about 41 accounts. The firm employs a multi-strategy, top-down investment process focused on positive absolute returns with controlled volatility, and it offers regular performance reporting to clients.

Tye Pellecchia is a financial advisor at PFS Signature Wealth in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PFS Signature Wealth and IFP Securities, he worked in various roles including positions at Universal Volcano Bay and educational institutions such as Valencia College and H.B. Plant High School. PFS Signature Wealth LLC is a registered investment adviser offering asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning alongside asset allocation and a combination of fundamental, technical, and quantitative analysis.

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.

Steven Holland is a financial advisor with The Holland Group, Retirement Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and 32 years of industry experience. He is also president of The Holland Group Income Tax and Financial Strategies Inc., an affiliated insurance agency and accounting practice he founded in 1994. Holland has worked with Mutual Trust Asset Management, Inc. since 2007 as an investment adviser representative. 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 asset allocation to client goals and risk tolerance.

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.

John Falker is a financial advisor with Falker Investments Inc. in Edina, MN, holding a Series 65 designation and 27 years of industry experience. He has been with Falker Investments since 1996. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, as well as a small number of 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 investment decisions.

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.

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.