Chad Simon is a financial advisor with Managed Asset Portfolios, LLC in Tampa, FL, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Alt Fund Distributors, Hehmeyer Trading & Investments, @PROPERTIES, and HC Tech. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, employing a bottom-up, fundamental value research approach focused on high-quality companies and risk management through diversified strategies and active management of pooled investment vehicles.

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. He briefly worked outside the financial industry at The Bungalow Restaurant & Bar. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and retirement plan advisory services using a primarily long-term, goal-based investment approach that incorporates a range of investment vehicles and tactical strategies tailored to client objectives.

Eileen Proud is a financial advisor at WT Wealth Management, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at True Financial Wealth Management Firm, LLC since 2006. She is also a member, owner, and president of True Financial Wealth Management Firm, LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and low volatility, and offers affiliated professional services including tax, legal, and insurance solutions.

Patrick Dinuzzo is a financial advisor at DiNuzzo Private Wealth, Inc. with 28 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Dinuzzo has operated Dinuzzo Index Advisors, Inc. since 1989. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms, including Wealth Management, Family Office services, and an automated emerging wealth option, utilizing globally diversified, index-oriented portfolios based on Modern Portfolio Theory principles.

Joseph Scarborough is a financial advisor at Retirement Management Systems in Tampa, FL, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oak Wealth Partners Inc, Brookstone Capital Management, and SII Investments Inc. Outside of finance, he owns and operates Running Hare Vineyard and The Hungry Hare food trailer in Maryland. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients, including high-net-worth individuals, and retirement plans. The firm uses risk-based model portfolios and offers fiduciary services, serving a large client base with a distinctive operational scale.

Dell Spiva is a financial advisor with O'Hagan Group, Inc. in Tampa, FL, holding a Series 65 designation and six years of industry experience. Prior to joining O'Hagan Group in 2021, he worked at Arbor Point Advisors and KMS Financial Services. Outside of financial advising, Spiva is a pilot for United Airlines and an insurance agent offering supplemental pilot disability and life insurance products through Inertia Insurance Services, LLC. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates. The firm combines fundamental company analysis with a growth-and-value investment approach and manages portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Christopher Harrell is a financial advisor with Capco Asset Management, LLC in Tampa, FL, holding 21 years of industry experience. He has been with Capco Asset Management since 2004. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach focused on business quality, management quality, and valuation, supported by primary research and direct engagement with company management.

Matthew Markowski is a CFP® with 27 years of industry experience, currently serving at Westminster Financial Securities, Inc. since 1999. He is based in Tampa, FL, and holds a Series 63 license. Markowski also holds a license to sell insurance and dedicates limited time to insurance sales outside of trading hours. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $410 million in assets and employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with adjustments made through cyclical and tactical overlays.

Gabriel Jung is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at WaterStone Investment Counsel, Royal United Mortgage, and Keurig/Dr. Pepper. In addition to advising, he is an independent insurance agent specializing in life and annuities insurance. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, and businesses, employing a diversified, low-cost investment approach with both proprietary models and delegated discretionary management.

Kate Brunori is a financial advisor with PCM Encore, LLC in Tampa, FL, holding Series 65 and Series 63 designations and eight years of industry experience. She worked at Lincoln Financial Distributors for seven years before joining Fisher Investments in 2025. PCM Encore serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on diversified, long-term portfolio construction using a blend of passive and active management, integrating tax-aware strategies and offering family office services, comprehensive wealth management, and outsourced CIO engagements.

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC since 2014. Outside of his advisory role, he serves as a soccer referee in Florida. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, goal-based investment approach, utilizing fundamental and technical analysis to create diversified portfolios and offers wealth management, financial planning, and retirement plan advisory services.

Antonio Vaglica Jr. is a financial advisor with FFO Investments LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at MassMutual, New York Life Insurance Company, and GFG Solutions. He is also a partner at LABC Cost Seg, LLC, where he manages operations and consults on real estate tax strategies. FFO Investments LLC provides discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, investment management, tax planning, and alternative investment analysis under unified agreements, often collaborating with clients’ external professionals.

Vincent Amalfitano is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at New York Life Insurance Company, MML Investors Services, and GFG Solutions. FFO Investments LLC offers a fractional family office model providing both discretionary and non-discretionary services to individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified agreement and collaborates with clients’ external professionals to deliver customized wealth management and financial planning solutions.

William Hennum is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at Craft Asset Management and Maxim Healthcare, and he also serves as operations manager for Dr. Cannabus/KEB Enterprises, LLC, overseeing event operations. Additionally, he is a licensed insurance agent involved in insurance sales concurrent with his advisory duties. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial plans, emphasizing tailored advisory relationships and tactical strategies including options.

Grant Shelnut is a financial advisor at Walser Wealth Management Company with one year of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., G&G Electric, Grasslands Country Club, and Scott Lake Baptist Church. Walser Wealth Management Company is a team-based, SEC-registered firm with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management to individuals, high-net-worth clients, trusts, estates, and various business entities, using a diversified, low-cost investment approach focused on mutual funds and ETFs with tactical adjustments and periodic rebalancing.

Evan Chiarenzelli is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Purshe Kaplan Sterling Investments, Inc., as well as concurrent work as an insurance agent. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Lori Watt is a CFP® with 40 years of industry experience, currently serving at IAG Wealth Partners, LLC since 2009. She has maintained concurrent affiliation with LPL Financial, LLC over the same period. Lori also holds licenses to offer fixed life insurance, disability, and long-term care insurance products. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, providing financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach and utilizes both model-based and custom strategies, often incorporating third-party managers and LPL-sponsored advisory programs.

Landon Archangelo is a CFP® with six years of industry experience, currently serving at FFO Investments LLC. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is a partner at GFG Solutions, where he provides consulting services to business owners on entity and organizational matters. 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 integrates multiple advisory disciplines under a unified agreement and frequently collaborates with clients' external professionals to provide comprehensive wealth and financial planning.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

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.