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.

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.

Shannon Littlejohn is a financial advisor at Valley Financial Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and SunTrust Advisory Services. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF-based investment solutions to individual and high-net-worth clients through an online platform, requiring accounts at Valley National Bank for funding and distributions.

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.

Thomas Cassedy is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked with First Allied Advisory Services and its affiliates for over two decades and has been with Cassedy Financial Group for a combined total of 31 years. He serves on the board of the endowment for St. John's Episcopal Church and St. John's Episcopal Day School. Cassedy Financial Group, Inc. advises high-net-worth families, individual clients, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management along with financial and consulting services. The firm builds customized portfolios using fundamental analysis and provides pension-plan consulting, private offering due diligence, and participant education.

Sam Logan is a financial advisor with Logan Financial Planning LLC in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has led Logan Financial Planning LLC since 2013. 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 create tailored portfolios and delivers written investment policy statements, implementation, and ongoing monitoring with quarterly reviews.

Christ Mavrakos is a CFP® professional with 36 years of industry experience. He is currently associated with MFP Financial Services, LLC and has previously worked with Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he serves as treasurer for his wife’s home décor business and is an accredited tax preparer. MFP Financial Services, LLC serves individual and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolio design and ongoing monitoring, employing a multi-disciplinary approach and utilizing both in-house management and third-party money managers.

Michael Kahn is a financial advisor with Kahn Financial Group in Clearwater, FL, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Kahn Financial Group since 2014 and is also associated with Raymond James Financial Services. In addition to his advisory role, he works as an administrative assistant and long-term care specialist within the firm. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, uses third-party and proprietary research, and provides comprehensive financial planning and ongoing account monitoring.

Sean Blanding is a financial advisor at Belleair Asset Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services to individuals, qualified retirement plans, trusts, not-for-profit organizations, and small businesses. The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and the Efficient Markets view, implementing diversified portfolios primarily through low-turnover mutual funds and ETFs.

Jake Rubin is a financial advisor at Targeted Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Targeted Financial Services, he worked at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis and offers services including ERISA fiduciary consulting and portfolio management that incorporates mutual funds, ETFs, individual securities, options, and other strategies.

Michael Gagne is a financial advisor at Mad River Investors with one year of industry experience. He holds a Series 65 designation and has previously worked at Egmont LLC, Axon, Allego, Kantar, and Comscore. Outside of his advisory role, he is the owner and CEO of Egmont LLC, a consulting business focused on sales and marketing strategy development. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation, managing portfolios typically holding 20–25 positions across multiple asset types.

Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.

David Maddux is a financial advisor with Brightwater Advisory, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Brightwater Advisory since 2014, following a brief tenure at Tampa Asset Management, LLC. Outside of his advisory role, he is a managing member of a commercial real estate LLC that owns the office building leased to Brightwater Advisory. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and offers both discretionary and non-discretionary portfolio management.

Cary Green is a financial advisor with Green Era Financial LLC based in Clearwater, FL. He holds Series 65 and Series 63 credentials and has six years of industry experience. His work history includes roles at Bettr, Transamerica Financial Advisors, and several business ventures including Cary Green INC. Outside of advisory work, he provides spiritual counseling and course guidance through a church-affiliated organization. Green Era Financial LLC offers discretionary asset management primarily to individual and high-net-worth clients, as well as retirement plan sponsors under limited-scope ERISA 3(21) fiduciary arrangements. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, and manages accounts on a discretionary basis with quarterly reviews.

Griffin Dalrymple is a financial advisor at Opinicus with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial and leadership positions within affiliated entities such as Opinicus Tax & Accounting and Opinicus Financial Group. Outside of advising, he serves as a director and shareholder of Ten-8 Fire Equipment, Inc., a distributor of fire and emergency apparatus, and is president of the 3014 Palmira Condominium Association. Opinicus serves entrepreneurs, high-net-worth families, and individual clients by providing financial planning, investment management, and retirement plan consulting. The firm employs a comprehensive financial planning process and a multi-faceted investment approach that includes tax-aware strategies and coordinated CPA collaboration.

Sean Louderback is a financial advisor at VectorWealth with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across a range of investment vehicles, including ETFs, mutual funds, stocks, bonds, options, and private investments. The firm sponsors a wrap-fee program and employs a quantitative investment process combining passive buy-and-hold strategies with options trading and regular portfolio monitoring.

Barry Brindise is a CFP® and Series 65-licensed advisor with five years of industry experience, currently with Brightwater Advisory, LLC in Tampa, FL. His prior work includes a consulting role and a 12-year tenure at Catalina Marketing. Outside of advisory work, he is the owner of Oakellar LLC, a real estate investment related to managing a single-family residence. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and manages a wrap fee program alongside standard advisory accounts.