Yan Zhang is a financial advisor at RSA Capital with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining RSA Capital, Yan worked at RockyStream Advisor, LLC for 12 years. RSA Capital provides discretionary investment management and financial planning to individuals, family trusts, small businesses, and institutions, including some foreign clients primarily from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering core programs that include diversified mutual fund/ETF/stock allocations and a quantitative model focused on S&P 500 stocks.

Gregory Dooley is a financial advisor at VectorWealth with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms including GT Securities, LPL Financial, UBS Financial Services, VOYA Financial Advisors, and Ameriprise. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diverse asset classes such as ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm uses a blend of quantitative analysis, passive strategies, and options trading, acting as the sole portfolio manager for its wrap fee program and tailoring portfolios to clients’ income, tax situation, and risk tolerance.

Shannon Littlejohn is a financial advisor with Valley Financial Management, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, SunTrust Advisory Services, TD Private Client Wealth, Morgan Stanley, and T. Rowe Price Advisory Services. Outside of financial advising, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Financial Management, operating as Valley Digital Investor, provides discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm manages portfolios based on client profiles and market conditions, offering a range from conservative income to aggressive growth strategies.

Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and several other financial firms. Neptune Wealth provides investment advice, financial planning, and model portfolio construction to individual retail clients and business entities, including other advisers. The firm employs a top-down macro asset allocation combined with bottom-up fundamental analysis and utilizes AI tools alongside quantitative models for its actively managed separately managed accounts and advisory-to-advisor services.

Nam Nguyen is a financial advisor at Wealth Warden Partners in Tampa, FL, holding a Series 65 designation. He has been with Wealth Warden Partners since 2025 and has 11 years of overall industry experience. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients using a discretionary, long-term investment approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios of mutual funds, equities, fixed-income securities, and ETFs, and requires clients to use a specific broker-dealer/custodian.

Anthony Wall is a financial advisor at Upper Left Wealth Management, LLC in Tampa, FL, holding a Series 65 designation with 10 years of industry experience. He previously worked at Praetorian Guard from 2015 to 2022 before joining his current firm. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, as well as non-discretionary consulting for small employer 401(k) plans. The firm emphasizes low-cost, tax-efficient passive and index strategies using three model portfolios, combining technology-driven tools with a focused advisory team.

Matthew Moll is a Series 66-licensed financial advisor with TruAdvisors Financial, LLC, where he has worked since 2014. He has 19 years of industry experience. Outside of his advisory role, he is the managing member of Suncoast Developments, LLC, a commercial real estate development company in Tampa. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, corporations, pension plans, charitable institutions, and other entities. The firm applies fundamental, technical, and cyclical analysis in constructing client investment policies and actively employs derivatives strategies, including options, in client accounts.

David Kahn is a CFP® professional with 33 years of industry experience. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and has also been involved with St Petersburg College since 1994. Outside of his advisory work, he owns Auspicious Realty LLC, which focuses on purchasing and renovating single-family homes for resale. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, providing comprehensive financial planning with an emphasis on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while relying on third-party research and conducting regular account reviews.

Thomas Cassedy is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked with First Allied Advisory Services and its affiliates for over two decades and has been with Cassedy Financial Group for a combined total of 31 years. He serves on the board of the endowment for St. John's Episcopal Church and St. John's Episcopal Day School. Cassedy Financial Group, Inc. advises high-net-worth families, individual clients, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management along with financial and consulting services. The firm builds customized portfolios using fundamental analysis and provides pension-plan consulting, private offering due diligence, and participant education.

Sam Logan is a financial advisor with Logan Financial Planning LLC in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has led Logan Financial Planning LLC since 2013. Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and delivers written investment policy statements, implementation, and ongoing monitoring with quarterly reviews.

Christ Mavrakos is a CFP® professional with 36 years of industry experience. He is currently associated with MFP Financial Services, LLC and has previously worked with Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he serves as treasurer for his wife’s home décor business and is an accredited tax preparer. MFP Financial Services, LLC serves individual and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolio design and ongoing monitoring, employing a multi-disciplinary approach and utilizing both in-house management and third-party money managers.

Michael Kahn is a financial advisor with Kahn Financial Group in Clearwater, FL, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Kahn Financial Group since 2014 and is also associated with Raymond James Financial Services. In addition to his advisory role, he works as an administrative assistant and long-term care specialist within the firm. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, uses third-party and proprietary research, and provides comprehensive financial planning and ongoing account monitoring.

Gary Ross is a financial advisor with Premier Private Wealth Management, LLC in Palm Harbor, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Veterans AC & Heat Inc. and multiple investment-related firms. He has a background that includes ownership interests in real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach blending active and passive strategies and manages a high client load relative to its advisor count.

Jake Rubin is a financial advisor at Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation. He has one year of industry experience and prior work history at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm manages approximately $353 million on a discretionary basis and employs a blend of fundamental and technical analysis with diversified investment strategies, including the use of derivatives and margin when authorized.

Michael Gagne is a financial advisor at Mad River Investors with one year of industry experience. He holds a Series 65 designation and has previously worked at Egmont LLC, Axon, Allego, Kantar, and Comscore. Outside of his advisory role, he is the owner and CEO of Egmont LLC, a consulting business focused on sales and marketing strategy development. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation, managing portfolios typically holding 20–25 positions across multiple asset types.

Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.

David Maddux Jr. is a financial advisor at Brightwater Advisory, LLC in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Tampa Asset Management. Brightwater Advisory serves individual and high-net-worth clients, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $303.8 million across about 273 client relationships, offering discretionary and non-discretionary investment management, financial planning, and consulting with a primarily fundamental investment approach augmented by quantitative metrics and a risk-management overlay.

Griffin Dalrymple is a CFP® with 20 years of experience in financial services. He is currently with Opinicus in Tampa, FL, where he has worked since 2009 in various roles, including leadership positions at Opinicus Financial Group, Inc. and Opinicus Tax & Accounting. Outside of advisory work, he holds board roles with a fire equipment distributor and a condominium association. Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high-net-worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program that integrates comprehensive financial planning with discretionary portfolio management and tax collaboration, supported by affiliated accounting and insurance services.

Sean Louderback is a financial advisor at VectorWealth with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across a range of investment vehicles, including ETFs, mutual funds, stocks, bonds, options, and private investments. The firm sponsors a wrap-fee program and employs a quantitative investment process combining passive buy-and-hold strategies with options trading and regular portfolio monitoring.

Barry Brindise is a CFP® and Series 65-licensed advisor with five years of industry experience, currently with Brightwater Advisory, LLC in Tampa, FL. His prior work includes a consulting role and a 12-year tenure at Catalina Marketing. Outside of advisory work, he is the owner of Oakellar LLC, a real estate investment related to managing a single-family residence. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and manages a wrap fee program alongside standard advisory accounts.