Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. 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. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.

Hilary Bergman is a financial advisor with Pelion Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as CEO of Pelion Financial Group since 2004 and is also CEO of both First Liberties Financial and Pelion Investment Advisors. Since 2017, he has acted as a consultant for Carver Edison, Inc., a firm involved in the employee stock purchase plan business. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, 401(k) plan trustees and participants, and institutional clients. The firm uses a blend of fundamental macro analysis and technical, trend-driven tactical overlays to manage multi-asset portfolios tailored to client risk profiles, with ongoing reviews and quarterly reporting.

Julie Carnevale is a financial advisor at EDMP, Inc. with 32 years of industry experience. She holds a Series 63 designation and has held senior vice president roles at EDMP, Inc., Fundamentals Investment Alliance Group, Inc., and FAST Graphs, Inc. since the early 1990s. FAST Graphs, Inc. is a research tool provider where she also serves as senior vice president. EDMP, Inc. provides separately managed equity portfolios to individual and institutional clients, focusing on fundamental and qualitative analysis with a long-term, buy-and-hold strategy. The firm offers distinct Total Return, SMID-cap growth, and Income/dividend-growth strategies, managing relatively concentrated portfolios on a primarily discretionary basis.

Steven Kohman is a financial advisor with Lange Financial Group, LLC in Tampa, FL, holding 24 years of industry experience. He has been with Lange Financial Group since 2002 and previously operated Kohman & Company for over 30 years. Kohman also maintains a CPA tax preparation business as a sole proprietor, working typically during evenings and weekends. Lange Financial Group provides comprehensive financial planning and consulting services to individuals, trusts, estates, and charitable organizations. The firm focuses on holistic planning and coordinates implementation through independent investment managers, relying on a team that includes multiple CPAs and a CFP® professional to integrate tax and planning guidance.

Michael Rosenbach is a financial advisor at Solist Financial in Tampa, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Merrill and UBS Financial Services. Outside of advising, he is involved in several business ventures, including ownership and leadership roles in insurance, mortgage, and capital investment companies. Solist Financial provides discretionary portfolio management, pension consulting, and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, and macroeconomic analysis to create tailored portfolios, often utilizing advanced strategies and instruments.

Daniel Bader is a CFA® charterholder with nine years of industry experience. He is currently affiliated with SFG Wealth Advisors, LLC, where he has worked from 2020 to 2026. His prior experience includes roles at Snyder Financial Group and The Strategic Financial Alliance, Inc. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, offering discretionary portfolio management, comprehensive financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach uses a cash-flow based planning process and diversified allocations of mutual funds, ETFs, and select alternative investments, often engaging third-party money managers through a platform provider.

Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.

Kevin Caldwell is a CFP® with 19 years of industry experience, currently serving at Golden Road Advisors LLC since 2021. Prior to this, he worked for nine years at Raymond James and Associates. He is involved in several nonprofit organizations in the Tampa area, including leadership roles at the Tampa Bay History Center, The First Tee of Tampa Bay, and the Gasparilla Music Festival. 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’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, primarily low-cost mutual funds and ETFs, with flexibility to include individual stocks, bonds, options, or independent managers as appropriate.

William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.

Pedro Do Nascimento Tonietto is a financial advisor at Wealth Warden Partners with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, and Ameriprise. Outside of advisory work, he is also engaged as an independent photographic and commercial model. Wealth Warden Partners provides ongoing portfolio management and prepares customized Investment Policy Statements for individual and high-net-worth clients. The firm employs a discretionary, long-term management approach combining fundamental analysis with modern portfolio theory, focusing on diversified investments in mutual funds, equities, fixed income, and ETFs.

Charles Carnevale is a financial advisor at EDMP, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple roles including CEO and President at affiliated entities such as Fundamentals Investment Alliance Group and FAST Graphs, Inc., a research tool company he founded. His career includes leadership positions in portfolio management and investment research. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual and institutional clients. The firm focuses on long-term equity ownership with valuation discipline, managing concentrated portfolios across Total Return, SMID-cap growth, and Income strategies.

Caroline Petty is a CFP® professional with seven years of industry experience. She is currently with Uprise Advisers LLC and serves as Head of Financial Planning Operations at Ontrail, Inc. Her prior experience includes roles at Raymond James Financial. Uprise Advisers primarily serves individual clients through an asynchronous financial planning platform, offering tailored plans that incorporate employer benefits and equity compensation, without managing client portfolios or exercising investment discretion.

Coty Brawdy is a financial advisor at FFO Investments LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Manning & Napier Investor Services, United Capital Financial Advisers, Goldman Sachs, Bank of America, Merrill, and Allstate Insurance. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs through integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Alexander Perez is a CFP® professional with eight years of experience in the financial services industry. He currently serves as an advisor at FFO Investments LLC and has held previous roles at Raymond James & Associates, Northwestern Mutual, Morgan Stanley, and Wells Fargo. Outside of his advisory work, he is listed as CEO of Mona Lisa Tile Inc., a family business, though he has no active role in its operations. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm provides integrated wealth management solutions including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Jason Hersch is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Blacktower Financial Management US LLC. Outside of his advisory role, he is an independent insurance agent and also works as an Uber driver in Tampa, FL. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers.

Joshua Markowski is a financial advisor at Markowski Investments with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His work history includes roles at Compass Financial Management LLC and Westminster Financial Securities, Inc. Outside of advising, he has worked as a bellman at Gasparilla Inn in Boca Grande, FL. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, and other entities. The firm manages approximately $474 million in assets across a multi-advisor platform and integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis.

Matthew Harbert is a financial advisor at Instrumental Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company from 2015 to 2020. Outside of his advisory work, he serves as a committee member for The State College of Florida Foundation. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance, time horizon, and liquidity needs, utilizing a range of investment vehicles and integrated planning services for business owners.

Xu Xu is a CFP® and CFA® affiliated with Aptus Financial, LLC, bringing four years of industry experience. Xu has held academic positions at the University of South Florida and Henderson State University and operated Data Science for Everyone, LLC. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary management, emphasizing passive, long-term indexing, simple asset allocation, and client education through structured programs and subscription support.

Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at LPL Financial and Princor Financial Services Corp, and he has operated Teague & Associates since 2015. 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 and consulting services. The firm uses a combination of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account strategies.

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with a Series 65 designation and two years of industry experience. She has worked at Darwin Wealth Management since 2021 and previously at Insurance Media Services from 2016 to 2021. Bartolotta is also licensed as an insurance agent and is involved in the sales of fixed insurance products. Darwin Wealth Management serves individuals, including high net worth clients, corporations, and business entities, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies through multiple model platforms and web-based advisory options via Betterment for Advisors.