Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.

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.

Shawn Mahoney is a financial advisor at Camelot Wealth Management, LLC in Oldsmar, FL, with 12 years of industry experience. He holds a Series 65 license and has worked at Camelot Wealth Management since 2016. Outside of his advisory role, he has been an accountant with Miami-Dade Aviation since 2016. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using customized portfolios based on client objectives and employing fundamental and cyclical analysis alongside both long- and short-term investment strategies.

David Bennett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Unify Financial Advisors since 2023. Prior to this, he worked for seven years at Successful Portfolios, LLC. Unify Financial Advisors is a fee-only registered investment adviser that serves primarily individual clients, including high-net-worth households. The firm offers portfolio management and financial planning services, employing diversified investment strategies that include equities, fixed income, ETFs, mutual funds, and a limited options program focused on secured covered calls and puts.

Cathy Wagner is the sole advisor at Cathy A. Wagner, CFP, RIA, with 46 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for FSC Securities Corporation for 30 years before joining OSAIC in 2023. She serves as chairperson of the Palm Harbor Fire Department Pension Plan Board, a non-compensated position. Her firm provides individualized financial planning and ongoing advice to individuals, trusts, estates, corporations, and other entities across retirement, estate, income tax, risk management, and college planning. The firm produces written recommendations through a discovery and planning process and coordinates implementation with other professionals when appropriate.

John Tunstall is a financial advisor at Florin Pensions LLC with 14 years of industry experience. He holds the Series 65 designation and has been with Florin Pensions since 2012. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations regarding UK personal pension transfers, operating as a pension consultancy without taking custody of client assets.

Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.

Josiah Sears is a CFP® and holds a Series 65 license, with five years of industry experience. He is the founder and CEO of MVRK Financial Consultants, LLC, an independent advisory firm serving high-net-worth clients and family offices. Prior to establishing MVRK, he worked at Oxford Financial Group, Ltd. for four years and has experience in financial estate planning through his involvement with Altura Planning Group, LLC. MVRK Financial Consultants, LLC provides comprehensive, customized advisory and family office consulting services to high-net-worth individuals and entities. The firm offers strategic oversight without discretionary trading authority, focusing on financial and estate planning coordination, manager due diligence, tax and legal collaboration, and operational family office support.

Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified, fundamental analysis-driven investment approach with both long-term and tactical strategies.

Colin Howard is a CFP® professional with 10 years of industry experience. He currently serves as an advisor at Noble Family Wealth, LLC and previously worked at Charles Schwab & Co., Inc. and USAA in various financial planning and investment management roles. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, typically serving clients with a minimum of $2 million in aggregated assets. The firm employs a tactical allocation approach using multi-asset diversification and incorporates market indicators and active strategies where appropriate.

Larry Weicht II is a financial advisor at Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Flaharty Asset Management since 2013 and previously worked at LPL Financial for 15 years. Outside of his advisory role, he is involved in the sale of fixed insurance products such as fixed annuities, long-term care, and whole life insurance. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million. The firm uses a top-down, strategic asset-allocation investment approach tailored to each client’s time horizon and risk tolerance, offering discretionary portfolio management, financial planning, and retirement plan consulting among other services.

Kenneth Ororke is a financial advisor at Suncoast Equity Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Bank of America from 2002 to 2017. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic business advice related to banking and legal services. Suncoast Equity Management offers discretionary portfolio management and financial planning to individuals, pension plans, trusts, and corporations, with a focus on equity management primarily in large-cap stocks. The firm uses fundamental analysis combined with both long-term and short-term trading strategies and manages approximately $1.87 billion in discretionary assets across a multi-advisor team.

Jonathan Richmond is a CFP® with four years of industry experience and is currently associated with ProVise Management Group, LLC in Clearwater, FL. He previously worked with several firms including Kestra Investment Services, Tax Favored Benefits, Inc., and Ameritas Advisory Services. His role involves supporting ERISA Qualified Plan clients with service, employee enrollment, education, and investment oversight at the plan level. ProVise Management Group serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and comprehensive reporting, utilizing mutual funds, ETFs, equities, fixed income, and various investment strategies.

Stephen Bunch is a financial advisor at Sagace Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Sagace Wealth Management since 2020. Prior to that, he was with Spoor Bunch Franz for eight years and has been associated with Grand Central Investment Group since 2014. Outside of his advisory role, he manages SBF, LLC, a full-service CPA firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs an ETF-based investment approach combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of advising, he is president of Self Storage Properties, Inc. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary services. The firm uses a variety of analytical methods and investment platforms, including discretionary and non-discretionary management, and operates wrap fee programs in partnership with a national broker-dealer platform.

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.

Sharon Bastide is a financial advisor at Client 1st Advisory Group in Dunedin, FL, with 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Diversified Investment Advisors and Diversified Investors Securities Corp. prior to joining her current firm. Client 1st Advisory Group provides personalized financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm employs a consultative process to develop written investment plans and manages portfolios using a diversified range of securities and alternative investments, often with discretionary trading authority.

Jamie Mason is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Client 1st Advisory Group, where he has worked since 2025. His prior experience includes roles at ARS Wealth Advisors Group, Raymond James Financial Services, Waller & Wax Advisors, Snyder Financial Group, and Mercer Global Advisors. Client 1st Advisory Group is a SEC-registered firm providing personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets, employs a consultative client management approach, and offers customized portfolios that include traditional and alternative investments.

Oscar Skjaerpe is a CFP® professional with four years of industry experience, currently serving at ProVise Management Group, LLC. He has worked at ProVise in two periods, totaling seven years, and held a role at AquaFence USA Inc. for one year. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment vehicles and strategies and maintains corporate affiliations with Kestra Financial and related entities.

Jake Pendl is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with three years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, National Financial Network, and Guardian Life Insurance Company. Sagace Wealth Management is a registered investment adviser team of seven advisors managing approximately $162.7 million for primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, utilizing exchange-traded funds and incorporating fundamental and cyclical analysis as well as option-writing strategies within its investment process.