Nicholas Koen is a financial advisor at VectorWealth with 11 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services. Outside of his advisory role, he is the Manager and Principal Agent of Dough Agency, LLC, a licensed insurance agency. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diversified portfolios that include ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm combines quantitative analysis with passive buy-and-hold strategies and options trading, tailoring portfolios to each client’s income, tax situation, and risk tolerance.

Alex Tavares is a Series 65-licensed financial advisor at Howland and Associates, LLC with two years of industry experience. He has been with Howland and Associates since 2023 and concurrently serves as an Assistant Professor of English at Hillsborough Community College, where he has taught literature since 2007. Howland and Associates provides discretionary portfolio management for individual and family clients, including high-net-worth individuals, trusts, IRAs, and 529 plans. The firm employs fundamental analysis and tailored strategies to manage primarily equity and fixed-income portfolios, focusing on client-specific objectives and time horizons.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. 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 strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Brielle Vieira is a financial advisor at Golden Road Advisors LLC in Tampa, FL. She holds a Series 65 designation and has one year of industry experience, including prior work at Douglas C. Lane & Associates. Outside of finance, she has worked in the hospitality sector at establishments such as Channel Marker Cafe and Market Tavern. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentally driven, long-term investment approach with customized portfolios tailored to clients’ goals, risk tolerance, and tax considerations.

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.

Daniel Spalding is a financial advisor at Chiron Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Prudential Investment Management Services. Outside of advising, he is involved in non-investment businesses including It’ll Fit Charters and Cutsey Fly, both based in St. Petersburg, FL. Chiron Capital Management, LLC provides discretionary investment and wealth management services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, offering tailored strategies across a range of asset classes and operating a wrap fee program with a high client-to-advisor ratio.

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.

Martin Gale is a financial advisor at Valley Financial Management, Inc. in Tampa, FL, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. His work history includes roles at Hallmark Capital Management, Merrill, and USAA Financial Planning Services. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that implements and periodically rebalances model ETF portfolios based on client profiles.

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.

Joseph Milici is a financial advisor with Lumiere Financial and holds Series 65 and Series 63 licenses. He has 13 years of industry experience, including prior roles at Equitable Advisors and Axa Advisors. Outside of his advisory work, Mr. Milici is a fitness enthusiast and motivator who consults clients on lifestyle and gym routines, and he also provides social media marketing consulting. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, employing a range of strategies including discretionary and non-discretionary approaches, and manages private investment vehicles.

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 credentials and bringing 42 years of industry experience. He has been affiliated with Bay Capital since 1992 and Calton & Associates since 1996. Cooper serves on the board of the Diocese of St. Petersburg Pension Plan and holds leadership roles with the Tampa Interbay Rotary Club and Air Animal Pet Movers. Bay Capital provides portfolio and wealth management services primarily to individual and high-net-worth clients, managing approximately $56 million across 165 client relationships. The firm employs an active, rules-based asset allocation process focused on technical analysis and risk management, utilizing mutual funds, ETFs, and third-party quantitative managers through distinct strategies customized to client goals and risk tolerance.

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.

Jennifer Smith is a CFP® professional based in St. Petersburg, FL, with one year of experience at Pink Streets Financial Planning, LLC. Prior to her current role, she worked for eight years at Frugal Friends, LLC and spent five years at St. Pete Community Acupuncture. Pink Streets Financial Planning, LLC provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers written plans and ongoing planning engagements without managing client assets, primarily using fundamental analysis to recommend asset allocations while clients execute transactions independently.

Emily Kelly is a Series 65 licensed advisor with SFG Wealth Advisors, LLC, based in Tampa, FL, and has one year of industry experience. Prior to joining SFG Wealth Advisors, she worked at Avior Wealth Management, LLC and Snyder Financial Group LLC. She also holds a role as Client Services Coordinator at Snyder Financial Group, spending part of her time there during trading hours. SFG Wealth Advisors 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 cash-flow driven planning, using diversified mutual funds, ETFs, and select alternative investments, with an emphasis on downside risk management and long-term returns.

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.