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 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 previously worked at Howland Partners, LLC. Outside of her advisory role, she is the owner of two small business ventures, including a short-term rental property and a business rental property. Howland and Associates provides discretionary portfolio management primarily to individual and family clients, including high-net-worth individuals, trusts, IRAs, 529 plans, and certain institutions. The firm focuses on fundamental analysis and tailored strategies across equities and fixed income, maintaining ongoing advisory relationships and offering specialized approaches such as tax-efficient portfolio management and a lower-cost short-term cash program.

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.

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.

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 designation and one year of industry experience. Prior to joining Skyview Pinnacle and Impact Partnership in 2025, she worked at Mango Technologies International, Inc. for eight years. In addition to her advisory role, Miller is a licensed insurance agent authorized to sell life insurance and annuity products. Skyview Pinnacle is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, associations, and businesses. The firm employs a multi-faceted investment approach combining technical, quantitative, fundamental, cyclical, and economic analysis to pursue client objectives.

Thomas Collins is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Maiden Cove Capital, where he has worked since 2026. Prior to this, he spent six years at Raymond James Financial and four years at Capital Investment Advisors. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, asset-allocation driven portfolios and integrates business advisory services with wealth management for its clients.

Hagin Richeson is a CFP® with 18 years of industry experience, currently serving at Corinthian Partners Asset Management LLC since 2016. Prior to that, he worked at Ameriprise for six years. Outside of his advisory role, he is a managing partner at Jet Set 3 LLC, a jet brokering business. Corinthian Partners Asset Management LLC provides advisory services to individuals, trusts, estates, corporations, and pension plans, managing approximately $62.9 million for around 226 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a mix of fundamental, technical, and quantitative investment strategies.

Charles Sober is a financial advisor with Aft, Forsyth & Sober, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Aft, Forsyth & Sober, LLC since 2012 and also works with Aft, Forsyth And Company, Inc. Outside of his advisory role, he serves on the board and the enterprise risk management committee of U.S. Epperson Underwriting Company, an insurance underwriting firm. Aft, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets, focusing on long-term strategies including a disaster protection approach and flexible asset allocation, with a predominantly non-discretionary management style.

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. Outside of his advisory role, he is president and CEO of Drew Capital Group, where he sells life and annuity products. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, retirement-plan advisory, and financial planning. The firm emphasizes customized portfolios and ongoing personal contact, managing approximately $97.75 million in assets.

Yan Zhang is a financial advisor at RSA Capital with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining RSA Capital, Yan worked at RockyStream Advisor, LLC for 12 years. RSA Capital provides discretionary investment management and financial planning 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 asset allocation, and tactical micro allocation, offering core programs that include diversified mutual fund/ETF/stock allocations and a quantitative model focused on S&P 500 stocks.

Gregory Dooley is a financial advisor at VectorWealth with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms including GT Securities, LPL Financial, UBS Financial Services, VOYA Financial Advisors, and Ameriprise. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diverse asset classes such as ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm uses a blend of quantitative analysis, passive strategies, and options trading, acting as the sole portfolio manager for its wrap fee program and tailoring portfolios to clients’ income, tax situation, and risk tolerance.

Shannon Littlejohn is a financial advisor with Valley Financial Management, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, SunTrust Advisory Services, TD Private Client Wealth, Morgan Stanley, and T. Rowe Price Advisory Services. Outside of financial advising, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Financial Management, operating as Valley Digital Investor, provides discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm manages portfolios based on client profiles and market conditions, offering a range from conservative income to aggressive growth strategies.

Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and several other financial firms. Neptune Wealth provides investment advice, financial planning, and model portfolio construction to individual retail clients and business entities, including other advisers. The firm employs a top-down macro asset allocation combined with bottom-up fundamental analysis and utilizes AI tools alongside quantitative models for its actively managed separately managed accounts and advisory-to-advisor services.

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.

Matthew Moll is a Series 66-licensed financial advisor with TruAdvisors Financial, LLC, where he has worked since 2014. He has 19 years of industry experience. Outside of his advisory role, he is the managing member of Suncoast Developments, LLC, a commercial real estate development company in Tampa. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, corporations, pension plans, charitable institutions, and other entities. The firm applies fundamental, technical, and cyclical analysis in constructing client investment policies and actively employs derivatives strategies, including options, in client accounts.

David Kahn is a CFP® professional with 33 years of industry experience. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and has also been involved with St Petersburg College since 1994. Outside of his advisory work, he owns Auspicious Realty LLC, which focuses on purchasing and renovating single-family homes for resale. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, providing comprehensive financial planning with an emphasis on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while relying on third-party research and conducting regular account reviews.