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.

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.

Daniel Barram is a financial advisor at Prosperity Advisers, LLC with 10 years of industry experience. He holds a Series 65 designation and is based in Clearwater, FL. Barram is co-owner and insurance agent at Retirement Prosperity Group and serves as a general partner and minority shareholder in Nivora Capital, LLC, a commercial real estate investment and operating company. Prosperity Advisers, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, and other entities, with approximately $376 million in discretionary assets under management. The firm offers discretionary asset management, financial planning, annuity management, and ERISA plan services, employing tailored portfolios based on client goals and risk tolerance while also utilizing third-party managers for legacy accounts.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Valic Financial Advisors. Theresa is currently affiliated with Calton & Associates, Inc. Mutual Trust Asset Management provides investment management and financial planning services to a variety of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm integrates strategic asset allocation based on Modern Portfolio Theory with tactical adjustments, utilizing 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.

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® with five years of industry experience, currently serving at MVRK Financial Consultants, LLC in Palm Harbor, FL. He has worked at Oxford Financial Group, Ltd. for four years and held positions at several firms, including 49 Financial and MVRK Financial Holdings, LLC. Sears is also the founder and CEO of MVRK Financial Consultants, a family office consulting practice serving ultra-high-net-worth families. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra-high-net-worth individuals, families, family offices, and related entities. The firm offers coordinated estate and tax oversight, philanthropic planning, trust administration support, and access to private and alternative investments through a non-discretionary, fee-only consulting model.

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.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.

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 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.

Jonathan Richmond is a CFP® professional with five years of industry experience, currently serving as a Retirement Plan Advisor at ProVise Management Group, LLC. He has held roles at Kestra Investment Services, LLC and Tax Favored Benefits, Inc., among others. Richmond supports ERISA Qualified Plan clients with service, employee enrollment and education, and investment oversight at the plan level. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, and fixed income, and is affiliated with Kestra Financial and related entities.

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.

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 an advisor at Client 1st Advisory Group in Dunedin, FL, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Client 1st Advisory Group since 2018. Her prior experience includes roles at Diversified Investment Advisors and Diversified Investors Securities Corp. Client 1st Advisory Group is a SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning, using a consultative approach with customized investment plans and quarterly reviews.

Jamie Mason is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Client 1st Advisory Group. Prior to joining Client 1st Advisory Group in 2025, Mason worked at ARS Wealth Advisors Group, Raymond James Financial Services Advisors, and Mercer Global Advisors, among others. Client 1st Advisory Group is a SEC-registered firm offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans across multiple asset classes and periodic account reviews.

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.