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.

Greg Newman is a CFA® charterholder with eight years of industry experience. He is currently with Three Oaks Partners Investment Counsel LLC and has previously worked at firms including PNC Institutional Asset Management, Sabal Trust, and Northern Trust Asset Management. Outside of his advisory role, Newman is a managing member of an equipment leasing company and a co-owner and general partner of a private investment fund. Three Oaks Partners Investment Counsel is a state-registered investment adviser serving individuals, charitable organizations, and corporate clients with discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program. The firm offers tailored portfolios using a broad range of investment tools, including traditional and alternative assets, while incorporating a unique refund option in its retirement planning service.

Helen Rimensnyder is a financial advisor at Asset Management Financial Services Inc. in Clearwater, FL, holding a Series 65 credential with 21 years of industry experience. She has worked at her current firm since 2013 and is also Vice President of Advisor Administrative Services, LLC, an administrative services company supporting investment professionals. Asset Management Financial Services Inc. provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a customized investment approach combining fundamental research and technical analysis, serving both high-net-worth and non-HNW clients.

Michael Anderson is a financial advisor at Private Wealth Group, LLC in Tampa, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Private Wealth Group since 2007. Private Wealth Group provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, primarily through separately managed accounts. The firm develops individualized asset allocation strategies, often utilizing third-party managers, private investment vehicles, and public securities, and operates a joint-adviser arrangement with unaffiliated advisers.

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 at MFP Financial Services, LLC with eight years of industry experience. He holds the ChFC® designation and has worked at firms including LPL Financial and Independent Advisor Alliance. Outside of advisory work, Mavrakos serves as a professor at the University of Tampa and is a board member of Camelot Community Care. MFP Financial Services works with individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, comprehensive portfolio management, financial planning, wealth coaching, and retirement plan consulting. The firm tailors portfolios to client objectives using a variety of securities and analytical methods, and it oversees third-party managers while maintaining a fiduciary standard.

Zachary Hobby is a financial advisor with Unified Wealth Management LLC in Oldsmar, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Waddell & Reed, Inc., Mutual Trust Company of America Securities, and currently serves as Director of Operations at DiMarco & Associates CPAs. Hobby also owns several related businesses, including an insurance firm and a consulting LLC. Unified Wealth Management provides comprehensive financial planning and portfolio management services to individuals, businesses, trusts, and nonprofit organizations. The firm emphasizes a client-specific investment process using diversified portfolios and discretionary trading, managing approximately $151 million in assets.

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.