Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Yale Walker is a financial advisor at PSI Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Walker is also involved with Walker Wealth Management LLC, which provides fixed insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a variety of analytical methods and investment strategies, providing both discretionary and non-discretionary management through multiple advisory platforms and wrap fee programs.

Gregory Holland is a financial advisor at O'Hagan Group, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Arbor Point Advisors and Kms Financial Services, Inc. In addition to his financial career, he has been a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, including retirement account decisions and management of assets outside primary custodians. The firm employs a growth-and-value investment approach with fundamental quarterly company analysis and manages portfolios on a discretionary basis.

Alan Marsh is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with American Municipal SEC since 2012. Marsh is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm's scope. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, including access to outside money managers and a range of investment products.

Joshua Abrahamson is a financial advisor at Econologics Financial Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was employed at FedEx. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm provides customized investment strategies and uses proprietary tools such as Econometry® Analytics and an annual Roadmap Renovation to support client plans and risk management.

David Vervelde is a financial advisor at TLW Wealth Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has been with TLW Wealth Management since 2016. Outside of his advisory role, he is a partner at Teal Wing LLC, a real estate business based in Hayward, Wisconsin. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, tailoring portfolios to accommodate multi-decade time horizons and ongoing monthly cash withdrawals.

Dodd Disler is a financial advisor at Sagace Wealth Management with eight years of industry experience. He holds a Series 65 designation and has previously worked at CS Planning Corp and MicroMo Electronics Inc. Disler is also the owner and officer of DMD Capital LLC, a holding company with an interest in Sagace Wealth Management. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning services. The firm manages approximately $156.5 million in client assets and employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Lucas Nisly is a financial advisor at Clarity Financial Advisors LLC in St. Petersburg, FL, holding a Series 65 designation. He has been with Clarity Financial Advisors since 2026 and has prior work experience at Sweet Source Solutions LLC and Sutters' Quality Foods. Outside of his advisory role, he is involved with Sweet Source Solutions LLC, an entrepreneurial venture he has been part of since 2020. Clarity Financial Advisors LLC is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with a team of five advisers managing approximately $149.5 million. The firm offers discretionary portfolio management, financial planning, and coordinated estate and tax planning, employing investment strategies tailored to clients' goals with a primarily long-term focus.

Richard Franz is a financial advisor at Sagace Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Sorren, Inc. and Sagace Wealth Management, as well as in the insurance sector with Bayview Insurance. Outside of advisory work, he serves as president of a full-service CPA firm, SBF, LLC. Sagace Wealth Management serves individual clients, including high-net-worth individuals, with discretionary portfolio management and financial planning. The firm employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and a mix of long- and short-term trading strategies.

Michael Samulski is a financial advisor with Econologics Financial Advisors in Largo, FL, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Guide to Insure, Total Quality Logistics, and Financial Services of America. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies, and monitoring using proprietary analytical tools, with additional services including client education and practice exit planning.

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ credential and Series 63 and 66 licenses, with 31 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. since 2002, where he serves as CEO and Certified Public Accountant, offering tax planning and accounting services. He also acts as an independent insurance agent. Belleair Wealth Management, LLC is a fee-based fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs a multi-method investment approach, including core-satellite and tactical strategies, and integrates accounting and insurance services through formal affiliations.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Alpine Asset Management, LLC since 2008. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified portfolios primarily using ETFs and mutual funds, integrates tax planning and preparation services internally, and maintains a multi-office presence with a senior team holding professional credentials.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Joseph Milici is a financial advisor at Lumiere Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he consults clients on fitness and social media marketing. Lumiere Financial provides investment advisory and planning services to individuals, plan sponsors, charitable organizations, and businesses, offering customized portfolio management and financial planning. The firm employs various investment strategies, including discretionary and non-discretionary management, and integrates insurance and brokerage services alongside advisory fees.

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

Kevin Mccutcheon is a CFA® charterholder with 13 years of industry experience. He currently serves as an advisor at BlueDoor Private Wealth, LLC and has prior experience with Live Oak Family Offices LLC and G & O Financial Services, Inc. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm combines fundamental and technical analysis to create tailored asset allocations and investment policy statements, offering both discretionary and non-discretionary management alongside additional services such as estate planning and tax services through affiliated practices.

David Kruis is an advisor at Belleair Wealth Management, LLC with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calton & Associates, Inc. for 10 years alongside his role at Belleair Wealth Management. He is also an officer of David J Kruis, LLC, where he is involved in the sales of life insurance products. Belleair Wealth Management is a fee-based registered investment adviser serving individuals, including high-net-worth clients, with discretionary wealth management and consulting services. The firm employs multiple analytical methods and diversified portfolio strategies, managing approximately $111 million for around 150 clients.