Ruth Barrios is a financial advisor with Woodstock Wealth Management, Inc. in Sun City Center, FL, holding a Series 66 license and 19 years of industry experience. She has been with Woodstock Wealth Management since 2018 and worked previously at Woodstock Financial Group. Outside of her advisory role, Barrios is involved in selling non-securities insurance and works as a realtor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and offers a performance-fee program alongside standard arrangements.

Katie White is a CFP® with 26 years of industry experience, currently serving at Pgi Wealth Management. Her prior roles include positions at Sutton Wealth Advisors, Inc., Purshe Kaplan Sterling Investments, Truist Investment Services, and BB&T entities. She is also the owner of Tampa Divorce Planning Solutions LLC, providing divorce-specific planning services. Pgi Wealth Management is a team-based SEC-registered advisory managing approximately $930.6 million for around 497 clients. The firm offers portfolio management, financial planning, and pension consulting, emphasizing long-term strategies such as diversified asset allocation and dollar-cost averaging.

Robert Eckenroth is a financial advisor at CPS Investment Advisors in Lakeland, FL, holding a Series 65 designation with 10 years of industry experience. He has been with CPS Investment Advisors since 2015 and is also affiliated with Barom Advisors, LLC. Outside of his advisory role, he is a partner at Synthesis Consulting Group, where he consults on real estate development projects. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach based on fundamental analysis and integrates closely with CPA firms and other professional services through its alliance model.

Gary Clark is a Series 65-licensed financial advisor with CPS Investment Advisors in Lakeland, FL, where he has worked since 2007. He has 17 years of industry experience. Clark holds several leadership roles in community and veterans organizations, including chairman positions with the Polk County Veterans Council, Flight to Honor Polk, and the Service Academy Nomination Committee for Congressman Scott Franklin. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, and corporate clients by providing discretionary portfolio management, financial planning, and plan-level 401(k)/403(b) oversight. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, and is notable for its integration with affiliated accounting and insurance businesses.

Steven Eddy is a financial advisor at Craft Wealth Services in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Centurion Wealth Management, LLC, Pruco Securities LLC, and Strategic Media Services, Inc. He has also been involved with Resourceful Business Advisors LLC since 2014. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, employing a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis alongside tactical allocation and options strategies. The firm offers discretionary portfolio management with continuous monitoring and annual reviews tailored through client interviews and questionnaires.

Nathan Gaubatz is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company in Tampa, FL. His prior experience includes roles at Fidelity Investments, DWS Group, and Edward Jones. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for nearly 700 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost investment approach with mutual funds and ETFs.

Chad Simon is a financial advisor with Managed Asset Portfolios, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His work history includes roles at Alt Fund Distributors, Hehmeyer Trading & Investments, and @PROPERTIES. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles, including serving as sub-adviser to affiliated mutual funds.

Anthony Corrao is a CFP® with 14 years of experience in financial advising. He has been with CPS Investment Advisors since 2012. Outside of his advisory role, he serves as Board Chair of the Central Florida Speech & Hearing Center. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and integrates with CPA firms and other professional services through an alliance model.

Patrick Gauthier is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at CPS Investment Advisors since 2019 and previously spent eight years at USAA in various financial planning and advisory roles. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and maintains strategic alliances with CPA firms and other financial service providers.

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.

Nolen Bailey is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at CPS Investment Advisors since 2011, serving in roles over a span of more than a decade. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including individuals, trusts and estates, corporations, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and maintains an alliance model that integrates CPA firms and other professional services.

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.

Richard Bernard is a CFP® with nine years of experience and has been with CPS Investment Advisors since 2017. Prior to joining CPS, he was retired for one year. He holds a Series 65 license and is based in Lakeland, FL. CPS Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and integrates its services with CPA firms through a collaborative alliance model.

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.

Rachael Savinon Mota is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining CPS in 2022, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and maintains an alliance model that integrates services with CPA firms and other professional partners.

Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fisher Investments and Lincoln Financial Distributors. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $2.0 billion in client assets and employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and strategic asset allocation.