Anthony Visintin is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc. in Tampa, FL, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Greggs Landscaping, Synergy Storage Group, and Saint Leo University. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of investment strategies across bonds, mutual funds, and ETFs, and offers additional services including in-house tax preparation and consolidated reporting through the eMoney platform.

Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.

Daniel Spalding is a financial advisor at Chiron Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Prudential Investment Management Services. Outside his advisory role, he is involved with two non-investment-related businesses, It'll Fit Charters and Cutesy Fly. Chiron Capital Management provides discretionary investment and wealth management services to individuals, pension plans, trusts, and various business entities. The firm employs a diversified investment approach across equities, fixed income, mutual funds, ETFs, and selective alternative vehicles, managing client accounts on a discretionary basis through a wrap fee program.

John Boyer is a CFP® with 37 years of experience in the financial services industry. He is currently with Wisdom Financial Planning and has previously worked at Securities Service Network, Inc. for 25 years. Outside of advising, he is a licensed insurance professional involved in insurance planning, including life, disability, and long-term care products. Wisdom Financial Planning serves individuals, families, business owners, and retirement plans with financial planning and investment advisory services. The firm employs a fundamentally driven, long-term investment approach using diversified, low-cost ETFs and mutual funds, and manages accounts with ongoing monitoring and rebalancing as needed.

Robert Howland is a CFP® and Series 65-certified advisor with 20 years at Howland and Associates, LLC and four years of industry experience. He serves as clerk on the finance committee of the St. Petersburg Religious Society of Friends. Howland and Associates provides discretionary portfolio management for primarily individual and family clients, including high-net-worth individuals and institutional accounts. The firm employs fundamental analysis and tailored strategies to manage equity and fixed-income portfolios in alignment with client objectives and risk considerations.

Robert Johnston is a financial advisor at Antonetti Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Antonetti Capital Management since 2014. The firm provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities, serving both high-net-worth and non-HNW clients. Antonetti Capital Management employs a combination of fundamental, technical, cyclical, and charting analysis to tailor strategies and manages approximately $121 million across more than 300 client relationships.

Nickole Garrison is a CFP® with 13 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to that, she worked with M&T Securities Inc. and M&T Bank from 2012 to 2018. She holds board and committee roles with several nonprofit organizations, including positions with the Buffalo Center for Arts and Technology, WNY Women's Foundation, Buffalo Philharmonic Orchestra Board, and the Community Foundation for Greater Buffalo, where she contributes to audit and investment oversight. Garrison Murphy Wealth Management provides integrated wealth advisory services to individual and high-net-worth clients as well as pooled investment vehicles. The firm offers tailored financial planning, discretionary and non-discretionary portfolio management, and private fund advisory, emphasizing strategic asset allocation and comprehensive due diligence across a variety of investment types.

Richard Silver is a financial advisor at Mad River Investors in St. Petersburg, FL, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with MRM-Horizon Advisors, LLC d/b/a Mad River Investors since 1999. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, while also serving as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation and manages a private investment partnership offered to accredited and qualified investors.

Robert Giles is a financial advisor at Wealth Advisors of Tampa Bay in Tampa, Florida, with 30 years of industry experience. He holds a Series 63 designation and has been with Wealth Advisors of Tampa Bay and LPL Financial LLC since 2012. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $400 million on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with regular account reviews.

Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.

Tina Tenret is a CFP® professional with 17 years of industry experience. She founded The Tenret Company, LLC in 2018 after 12 years at Provise Management Group, LLC. Tenret serves as a board member for several community organizations including the Tampa Bay Academy of Collaborative Professionals, Athena Society, Morton Plant Mease HealthCare, and BayCare Health System, where she participates on the Investment Committee. The Tenret Company provides investment advisory and financial planning services primarily to individual investors and trusts with portfolios generally exceeding $1 million. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, long-term strategies using no-load mutual funds and ETFs, and offers specialized divorce consulting services.

Stephen Cooper is a financial advisor with Bay Capital in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Bay Capital since 1992 and Calton & Associates since 1996. Cooper serves as a director for the Diocese of St. Petersburg Pension Plan Board and holds volunteer leadership roles with the Tampa Interbay Rotary Club and Air Animal Pet Movers. Bay Capital provides portfolio and wealth management services mainly to individual and high-net-worth clients, employing an active, rules-based asset allocation strategy that includes tactical sector rotation and the use of mutual funds, ETFs, and outside money managers.

Richard Alley is a CFA® charterholder with 30 years of experience in the financial industry. He has been with Stronghold Wealth Management L.L.C. in Tampa, FL for 10 years. Outside of advising, he holds executive roles in holding companies and serves in fiduciary capacities. Stronghold Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis along with proprietary and third-party strategies to tailor investment solutions to clients’ objectives and risk profiles.

Michael Anderson is a financial advisor at Private Wealth Group, LLC in Tampa, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Private Wealth Group since 2007. Private Wealth Group provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, primarily through separately managed accounts. The firm develops individualized asset allocation strategies, often utilizing third-party managers, private investment vehicles, and public securities, and operates a joint-adviser arrangement with unaffiliated advisers.

Emily Kelly is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL, holding a Series 65 designation with six years of industry experience. She has been with SFG Wealth Advisors since 2020 and is also involved with Snyder Financial Group LLC as a Client Services Coordinator. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, as well as trusts, estates, and small-business retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory, utilizing a cash flow–based planning process and diversified investment strategies focused on downside risk and consistency.

James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.

Noah Gayhart is a financial advisor at Bannerman Wealth in Brandon, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Bannerman Wealth, he worked at OSAIC and Cambridge Investment Research Advisors. He serves on the board of Snappy Tomato Pizza. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive, asset-allocation-driven investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary investment management and comprehensive financial planning through ongoing client relationships.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has been with the firm since 2024. He also serves in the US Army, where he has been active since 2004. SFG Wealth Advisors works with individuals, families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management, financial planning, retirement-plan advisory, and insurance product recommendations. The firm uses a cash flow–based financial planning approach and diversified investment strategies focused on managing downside risk and consistency over time.

Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.

Brady Wright is a financial advisor at Golden Road Advisors LLC with two years of industry experience. He holds a Series 65 designation and has professional experience that includes roles at Blueleaf Lending, Midwest Community Bank, and educational institutions such as the University of Florida, Boylan Catholic High School, and Holy Family Catholic School. 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 emphasizes fundamental analysis and a long-term investment approach, utilizing diversified portfolios with low-cost mutual funds and ETFs while allowing flexibility for individual securities and independent managers.