Matthew Barrovecchio is a CFP® professional with 21 years of industry experience. He has worked at The Vanguard Group Inc. for 20 years and has been with Christian Financial Advisors since 2024. His credentials include the Series 66 designation. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Joseph Dipaolo is a financial advisor with DiPaolo Financial Group, Inc. in Lutz, Florida, holding CFP® and ChFC® designations and the Series 65 license, with 14 years of industry experience. He has worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, and has been affiliated with DiPaolo Financial Group since 2007. Outside of advising, he serves as president of the North Tampa chapter of the Society for Financial Awareness and is CEO of Advisors Choice Lending, Inc., a mortgage lending company. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm offers coordinated estate planning, retirement and college planning, and tax consulting, and emphasizes ongoing client communication and regular portfolio reviews.

Harold Schwartz is a financial advisor with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has worked at DMK Advisor Group since 2020, and has prior experience with Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and has been president of Del Mar Group, Inc. since 1993. Outside of advisory work, he is a managing member and 50% owner of Coquina Key Publishing, LLC, a publishing company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts, with investment models built using mutual funds and ETFs informed by technical and fundamental analysis.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Brodie Downing is a financial advisor at Severin Investments LLC in Clearwater, FL, holding a Series 65 designation with several years of experience across diverse roles including financial planning and education. His background includes positions at Elevate Financial Planning and Wealth Management, Northern Arizona University, and various roles in education and hospitality. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, institutional retirement advisory, 401(k) consulting, and estate-planning support. The firm employs actively managed models tailored through Investment Policy Statements and utilizes a combination of fundamental and technical analysis with tactical strategies.

Daniel Huehn is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 66, Series 65, and Series 63 licenses and bringing 11 years of industry experience. He has been with Rogan & Associates since 2015 and previously worked at J.W. Cole Financial, Inc. Huehn also serves as a power of attorney, trustee, and executor for his father. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis, employing a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Matthew Szabad is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Noble Family Wealth. His prior roles include positions at Raymond James & Associates, USAA Investment Management Company, and USAA Financial Advisors. Noble Family Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, trusts, estates, and charitable organizations, focusing on relationships with aggregated minimum assets of $2 million. The firm employs a tactical allocation strategy across multiple asset classes, utilizing ETFs and active strategies to tailor portfolios to clients’ objectives and risk profiles.

Alexander Misarti is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account offerings.

Brian Glas is a CFA® charterholder with 15 years of industry experience. He is currently part of the team at Noble Family Wealth, where he has worked since 2021. Prior to joining Noble Family Wealth, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using multi-asset diversification and primarily implements portfolios with ETFs, tailoring strategies to clients’ specific financial goals and risk profiles.

Jorge Perez is a financial advisor at DMK Advisor Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and American National Insurance Co. Perez is also president of Soper, Perez and Associates Inc., a general line property and casualty agency. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm combines discretionary active management and non-discretionary consultative services, using mutual funds and ETFs guided by technical and fundamental analysis, and operates uniquely as both a registered broker-dealer and an investment adviser sponsoring wrap accounts.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. 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 utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.

David Stieh is an advisor at Client 1 St Advisory Group in Dunedin, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Client 1st Advisors since 2006. Client 1 St Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to a diverse range of clients, including individuals, trusts, pension plans, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach combining customized investment plans and quarterly reviews.

Michelle Mabry is a CFP® practitioner with 36 years of industry experience, currently serving at Client 1st Advisory Group since 2013. She holds Series 63 and Series 65 licenses and is based in Dunedin, FL. Mabry is also a board member of the Pinebelt Community Foundation. Client 1st Advisory Group is a SEC-registered firm with seven advisors and approximately $511 million in assets under management, offering personalized portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, and charitable organizations. The firm employs a consultative approach with customized investment plans across a variety of asset classes and notable use of alternative investments and third-party management strategies.

Aiden Brown is a financial advisor with Capital Analysts and holds a Series 66 designation. He has two years of industry experience and has worked at Capital Analysts, Lincoln Investment, Equitable Advisors, LLC, and Core Bridge. Outside of his advisory role, Brown is an agent involved in property and casualty and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through a combination of discretionary in-house investment management and non-discretionary advisor-managed solutions, supported by proprietary research and institutional relationships.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.