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.

Kaleb Prince is a financial advisor with Wealth Warden Partners in Tampa, FL, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he worked at BMW of Tampa, Spirit Airlines, and CVS. Wealth Warden Partners provides ongoing portfolio management primarily to individual and high-net-worth clients, using a discretionary, long-term approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios with investments in mutual funds, equities, fixed-income securities, and ETFs.

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 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.

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.