William Arnold is a financial advisor with Avid Planning in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Avid Advisory and Investment Group LLC since 2016. In addition to his advisory role, he is a commissioned Notary Public. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining passive and active funds tailored to clients’ risk tolerance and time horizon.

Michael Rosenbach is a financial advisor at Solist Financial in Tampa, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Merrill and UBS Financial Services. Outside of advising, he is involved in several business ventures, including ownership and leadership roles in insurance, mortgage, and capital investment companies. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios, often utilizing advanced strategies and instruments.

Daniel Bader is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at SFG Wealth Advisors, LLC for six years and has held roles at Avior Wealth Management, Momentum Independent Network Inc., The Strategic Financial Alliance, Inc., and Snyder Financial Group. SFG Wealth Advisors, LLC serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven planning process, utilizing diversified mutual funds, ETFs, and selective alternative investments, often engaging third-party money managers through a platform provider.

Michael Garberich is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Nestimate Investment Management LLC, where he has worked since 2026, following prior roles at LeafHouse Financial Advisors, Lowenberg Group, and Merrill. Nestimate Investment Management LLC provides portfolio management and pension consulting primarily for retirement plans, advisers, and insurance companies. The firm uses a fiduciary-focused investment process that combines proprietary quantitative scoring with qualitative due diligence and fintech tools to manage diversified model portfolios, 3(21) and 3(38) fiduciary services, and lifetime income product analysis.

Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.

Justin Wai is a CFA® charterholder with two years of industry experience. He has worked at Three Oaks Partners Investment Counsel LLC since 2026. His prior experience includes eight years at Sabal Trust Company and six years at Raymond James Financial. Outside of his advisory role, he took a year for extended travel in 2025. Three Oaks Partners Investment Counsel LLC is a small, state-registered investment adviser serving individuals, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program, using a broad range of investment tools tailored to client objectives and risk tolerance.

Kevin Caldwell is a CFP® with 19 years of industry experience, currently serving at Golden Road Advisors LLC since 2021. Prior to this, he worked for nine years at Raymond James and Associates. He is involved in several nonprofit organizations in the Tampa area, including leadership roles at the Tampa Bay History Center, The First Tee of Tampa Bay, and the Gasparilla Music Festival. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, primarily low-cost mutual funds and ETFs, with flexibility to include individual stocks, bonds, options, or independent managers as appropriate.

David Bennett is a CFP®-certified financial advisor at Unify Financial Advisors with 21 years of industry experience. His prior roles include positions at FIFTH THIRD SECURITIES, Inc. and Successful Portfolios, LLC. He holds the Series 63 and Series 65 licenses and is based in Clearwater, FL. Unify Financial Advisors is a fee-only registered investment advisor serving individuals, families, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm emphasizes diversified portfolios with a range of strategies and uses fundamental, quantitative, and cyclical analysis to guide asset allocation.

William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.

Maxwell King is a financial advisor with Wealth Advisors of Tampa Bay, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial and Northwestern Mutual, as well as employment at the University of Tampa and Andrews Building Corp. He is based in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $456.8 million in discretionary assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, with a focus on individualized portfolio management and third-party manager oversight.

Kenneth Ororke is a financial advisor at Suncoast Equity Management, LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America for 15 years. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic advice on business services related to banking and legal matters. Suncoast Equity Management offers discretionary investment management and financial planning for individuals, high-net-worth clients, and institutional accounts, focusing primarily on large-cap equities and employing both long-term and short-term trading strategies.

Stephen Bunch is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding a Series 65 license and bringing 11 years of industry experience. He has worked with Spoor Bunch Franz, Grand Central Investment Group, and currently serves as an accounting platform blocker. Outside of advisory work, he manages a full-service CPA firm as its manager. Sagace Wealth Management is a seven-advisor team managing approximately $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning with an investment approach that incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, often using exchange-traded funds and option-writing strategies.

Charles Muzzo is a financial advisor at Thrive Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Walser Wealth Management, Steward Partners, Raymond James Financial Services, Wells Fargo, and New York Life. Outside of his advisory role, he is also an independent insurance agent focusing on life and annuity products. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, educational seminars, and access to private placements. The firm uses diversified model portfolios and fundamental analysis, engaging third-party sub-advisors to tailor investment strategies.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

Matthew Harbert is a financial advisor at Instrumental Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company from 2015 to 2020. Outside of his advisory work, he serves as a committee member for The State College of Florida Foundation. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance, time horizon, and liquidity needs, utilizing a range of investment vehicles and integrated planning services for business owners.

Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Liam Black is a financial advisor at Econologics Financial Advisors with a Series 65 designation and four years of industry experience. He has worked at Econologics since 2021 and has prior experience in title services, real estate, and insurance. Outside of advising, he is involved with Coast to Coast Title of Clearwater and Keller Williams Realty. Econologics Financial Advisors serves owners of private professional practices and their associates, offering financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment strategies and proprietary tools such as Econometry® Analytics to support ongoing client planning and portfolio management.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Jake Pendl is a financial advisor with Sagace Wealth Management in St. Petersburg, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, LLC, National Financial Network, and Guardian Life Insurance Company. Sagace Wealth Management operates as a seven-advisor team managing approximately $162.7 million for about 79 primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning with an investment approach incorporating fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies.