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.

Nolan Hudi is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Advisory Services Network, LLC and Drew Capital Management, as well as academic experience at the University of South Florida and Texas Christian University. Outside of advisory work, he is also licensed as an insurance agent, engaging in insurance transactions related to fixed annuities and life insurance. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and provides customized portfolios using a range of investment vehicles with a long-term focus emphasizing downside protection.

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.

John Saunders is the principal of SCS Asset Management, Inc. and holds Series 63 and Series 65 licenses with 24 years of industry experience. He has worked with Saunders Financial Securities Group, LLC, Saunders Asset Management, Inc., and Securities Research, Inc. He is also involved in insurance products and pension plan consulting. SCS Asset Management is an independent SEC-registered advisory firm managing approximately $30 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, modular financial consulting, and pension consulting, tailoring portfolios using fundamental, technical, and charting analysis to meet client objectives.

Colton Carnevale is a Series 65-licensed advisor at EDMP, Inc. with eight years of industry experience. He has worked at EDMP since 2018 and is also involved with FAST Graphs, Inc., a subscription service for equity research. Carnevale previously worked at Valu-U, LLC starting in 2025. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individuals and institutional clients. The firm focuses on long-term ownership with disciplined valuation criteria and manages portfolios that typically hold 25–30 equities, emphasizing fundamental factors in rebalancing decisions.

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.

Chad Mullen is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at The Vanguard Group, Lincoln Investment, and Advisory Services Network, among others. He is also a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and emphasizes customized portfolios with a long-term focus on downside protection.

Giovannie Topazio is a financial advisor at BRIA Capital Group, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at OneAmerica Securities and American United Life. Outside of advising, he is involved in non-variable insurance sales and works as a driver for a ride-share service. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm emphasizes documented investment objectives, diversified portfolios, and can incorporate a faith-based investment overlay upon request.

Peter Falker is a financial advisor at Falker Investments Inc. in Safety Harbor, FL, holding a Series 65 credential and bringing 26 years of industry experience. He has been with Falker Investments since 1998. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, with additional clients including charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide portfolio decisions.

Brian Mahoney is a financial advisor at Camelot Wealth Management, LLC with 17 years of industry experience. He has been with Camelot Wealth Management since 2015 and is licensed as a Series 63 and Series 66 advisor. Outside of his advisory role, he serves as a board member of the Oldsmar Fire Fighter Pension Board. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm constructs customized portfolios using fundamental and cyclical analysis, employing both long- and short-term strategies with regular account monitoring and reviews.

Greg Newman is a CFA® charterholder with eight years of industry experience. He is currently a principal at Three Oaks Partners Investment Counsel LLC, where he has worked since 2024. Prior to this, he held roles at PNC Institutional Asset Management and Sabal Trust. Outside of advising, he co-owns MCFIRE Capital, LLC, a holding company for a private investment fund, and manages an equipment leasing business through Three Oaks Partners LLC. Three Oaks Partners Investment Counsel is a small, state-registered firm offering discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program. The firm serves individuals, charitable organizations, and corporate clients, employing a broad investment approach that includes traditional securities, structured products, and private placements, tailored to client objectives and risk tolerance.

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.

Michael Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at T. Rowe Price Advisory Services, Inc. and Morgan Stanley. Outside of advising, he is involved in digital marketing as owner and president of Fernluci Digital Marketing and has a role in new home construction through Jamap Home Builders. Commoncents Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party money managers and model portfolios.

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.

Jordan Mavrakos is a financial advisor with MFP Financial Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has nine years of industry experience, with prior roles at LPL Financial and Independent Advisor Alliance. In addition to his advisory work, Mavrakos serves as a professor at the University of Tampa and holds board positions with Once in a Lifetime Home Décor and Camelot Community Care. MFP Financial Services works with individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment approaches, including fundamental and quantitative analysis, tailored to clients’ objectives, and maintains discretionary assets totaling $361 million across three advisors.

Zachary Hobby is a financial advisor with Unified Wealth Management LLC in Oldsmar, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including Waddell & Reed and Mutual Trust Company of America Securities, and has been with Unified Wealth Management since 2016. In addition to his advisory role, he is a Director of Operations at a local CPA firm where he explores additional revenue opportunities, and he owns a consulting LLC with his spouse. Unified Wealth Management provides comprehensive financial planning and portfolio management services to individuals, businesses, trusts, and nonprofit organizations. The firm manages approximately $151 million in client assets, employing a fiduciary approach with personalized investment strategies that incorporate fundamental analysis, modern portfolio theory, and technical tools.

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.