Jaran Day is a financial advisor at Opinicus with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Opinicus Financial Group in various capacities since 2015. In addition to his advisory role, he is a licensed independent insurance agent managing client insurance needs. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan services. The firm emphasizes comprehensive financial plans and employs a multi-disciplinary investment process that includes tax-aware strategies and collaboration with CPAs.

David Harpool is a financial advisor at Avid Planning with 20 years of industry experience. He holds a Series 66 designation and has been with Avid Advisory and Investment Group LLC since 2016. Outside of advising, he is a commissioned notary in the state of Florida. Avid Planning is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory, combining passive and active funds to align portfolios with clients’ risk tolerance and time horizon.

William Hammond Jr. is a financial advisor at TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 licenses with five years of industry experience. His background includes roles at Bank of America and Merrill, as well as work at Elite Flooring and Alpha Sales Solutions. TechView Wealth Advisors offers integrated financial planning and portfolio management services primarily for technology executives, entrepreneurs, and clients with cross-border assets. The firm employs a blend of macroeconomic, fundamental, and technical analysis across active and passive strategies, serving both U.S. and non-U.S. residents.

Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at International Assets Investment Management, LLC and Morgan Stanley. He is based in Tampa, FL. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm combines technical and charting methods with fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies.

Jamie Gerson is Vice President and Executive Planning Consultant at Fidelity Investments, a role held since 2017. In this capacity, Jamie collaborates with clients to develop tailored financial plans that reflect their unique experiences, values, and goals. Prior to this position, Jamie served as a Financial Consultant at Fidelity Investments from 2011 to 2017, and has experience as a Financial Advisor at Wells Fargo Advisors from 2009 to 2011 and Merrill Lynch from 2007 to 2009. Jamie holds a California Insurance License and brings extensive expertise in financial planning and client consultation. Jamie's approach emphasizes active listening and collaboration to establish clear, measurable objectives within flexible financial plans. Outside of work, Jamie enjoys beach activities, family time, fitness, food, outdoor adventures, and parenthood.

Daniel Walsh is a financial advisor at Successful Portfolios LLC in Clearwater, FL, with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for four years. Successful Portfolios provides personalized financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-faceted research process incorporating fundamental, technical, and quantitative analysis, and manages private pooled investment vehicles alongside customized portfolios using stocks, bonds, options, and ETFs.

Nicole Chamberlain is a financial advisor at Chronos Wealth Management, L.L.C. in Clearwater, FL, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 23 years. Chamberlain is also a licensed independent insurance agent. Chronos Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and business entities. The firm employs a variety of analytical methods and focuses on long-term trading strategies across multiple asset classes, including U.S. large-cap equities, mutual funds, fixed income, and alternative investments.

Eric Felty is a CFP® professional with eight years of industry experience, currently serving as an advisor at Equity Advisors of Kentucky Inc since 2018. His prior experience includes roles at CPA Advisory Group, JP Morgan Securities LLC, and Deloitte. Equity Advisors of Kentucky provides portfolio management and comprehensive financial planning to individuals, trusts, estates, and business entities, with an emphasis on strategic asset allocation, diversification, and tax-focused investing. The firm integrates investment oversight with in-house tax planning, preparation, and business consulting services, serving both individual and high-net-worth clients.

Robert Riley is a financial advisor with Mutual Trust Asset Management, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Mutual Trust Company of America Securities. He is also the owner of a financial planning and advisory business, Retirement Lock. 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 uses a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay and employs globally diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Jeffrey Mcavaddy is a financial advisor with Infinity Tax & Financial Planning, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Advisors and ProEquities, Inc. He also prepares taxes through Infinity Seminole, LLC. Infinity Investment Advisors LLC serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college, and insurance needs. The firm follows a client-driven investment process documented in an Investment Policy Statement and employs various analytical strategies across a spectrum from long-term investing to short-term trading.

Allen Claggett III is a CFP® professional with 14 years of industry experience, currently serving as a Retirement Wealth Advisor at The Holland Group, Retirement Wealth Advisors, LLC. He has been with The Holland Group since 2023 and also maintains a role at Mutual Trust Asset Management Inc. since 2015. Outside of his advisory work, he sells insurance and annuity products through Advisors Excel and The Holland Group. 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.

Edwin Treimanis is a financial advisor with Corinthian Partners Asset Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Corinthian Partners since 2019 and previously with International Assets Advisory, LLC from 2014 to 2019. Outside of his advisory role, he is involved with Advisor Excell, facilitating indexed universal life insurance proposals and implementation. Corinthian Partners Asset Management LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis within a modern portfolio theory framework, managing about $46 million in discretionary assets.

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.

Todd Seymour is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at firms including Morgan Stanley and Steward Partners Investment Advisory, and currently serves as an advisor at Personalized Financial Solutions LLC. In addition to his advisory role, Seymour is an enrolled agent and tax preparer at Tax and Trust Management Services, LLC, an affiliated accounting and tax firm. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, and related services. The firm combines investment advice with integrated tax, trust, and estate planning support through its affiliated accounting practice and sponsors a wrap-fee program to bundle transaction costs.

Michael Garberich is a CFA® charterholder with nine years of industry experience. He has worked at Nestimate Investment Management, LLC since 2026 and Nestimate, Inc. since 2025. His prior roles include positions at LeafHouse Financial Advisors, LLC, Lowenberg Group, LLC, and Merrill. Nestimate Investment Management, LLC is a small registered investment adviser specializing in discretionary portfolio management and pension consulting, including model portfolio construction for employer-sponsored retirement plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, often implementing allocations generated by a proprietary financial technology system.

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.

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.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services, Inc. and VALIC Financial Advisors, Inc. Her background also includes a role at The Local Draught House. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a blended investment approach using strategic asset allocation, tactical tilts, and a combination of fundamental and technical analysis to manage diversified portfolios.

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.