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.

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.

Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 15 years of industry experience. He holds a Series 65 designation and serves as Vice President of College Funding of Tampa Bay, providing college and financial aid education. In addition, he is Vice President at Maggi Tax Advisory Group, Inc., where he is involved in insurance sales and tax preparation. Maggi Investment Services, LLC offers personalized financial planning and asset management services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, provides both discretionary and non-discretionary management, and frequently utilizes third-party money managers.

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.

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 with InTrust Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked previously at Raymond James & Associates and currently serves as a Commander in the U.S. Navy Reserve. InTrust Advisors provides wealth management, financial planning, and family office–style services to affluent individuals, families, and trusts. The firm employs a mix of traditional and tactical investment strategies and offers comprehensive personal-CFO services including ongoing planning, family entity accounting, and coordination with outside professionals.

James Koford is a CFP® with five years of industry experience and currently serves at Hammerhead Financial Strategies, LLC. He has previously worked with Kitces.com and operates Shark Investing, Inc., a subscription-based market commentary website where he contributes content and marketing efforts. Hammerhead Financial Strategies provides discretionary portfolio management and financial planning primarily for high-net-worth clients, employing an active, opportunistic investment approach that integrates technical momentum, asset allocation, and behavioral analysis.

Haralambos Kitsos is a CFP®-certified financial advisor with 34 years of industry experience, currently serving at Bradford Financial Services Corp in Tarpon Springs, FL. His career includes long-term roles at Bradford Financial Services, Securities America, Inc., and Securities Service Network, Inc. He is also licensed as a registered insurance agent. Bradford Financial Services Corp provides financial planning, portfolio management, and consulting services to individuals, corporations, and trusts. The firm employs a mix of discretionary and non-discretionary strategies using multiple investment tools and combines fee-based advisory services with brokerage and insurance product offerings.

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.

Anthony Landi is a financial advisor with Sterling Bridge Financial Group LLC in Palm Harbor, FL, holding a Series 65 credential and six years of industry experience. He has been with Sterling Bridge since 2019 and is also involved in non-investment-related businesses, including serving as a manager at Diana Landi Holdings Company and as an officer/director at Anthony Landi Inc. Additionally, he owns Senior Benefit Resources, PLLC, an investment-related business selling insurance products. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and integrated financial planning. The firm follows a long-term investment approach based on modern portfolio theory and provides no-cost public seminars alongside its advisory services.

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.

Hagin Richeson is a CFP® with 17 years of industry experience and has been with Corinthian Partners Asset Management LLC since 2016. He is a managing partner at Jet Set 3 LLC, a jet brokerage business. 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 about 226 clients. The firm employs a variety of analytical methods and portfolio strategies, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.

Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. In addition to his advisory roles, he is president and CEO of Drew Capital Group, where he is involved in selling life and annuity products. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, as well as financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and offers a mix of investment options including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.

Yan Zhang is a financial advisor at RSA Capital with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RSA Capital, Zhang was with RockyStream Advisor, LLC for 12 years. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, including some foreign clients primarily from China. The firm employs a combination of Modern Portfolio Theory, strategic macro allocation, and tactical micro allocation, utilizing quantitative screening alongside qualitative investment reviews.

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.

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.