James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 32 years of industry experience. He has held positions at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. for over 20 years, where he serves as CEO and Certified Public Accountant providing tax planning and accounting services. Belleair Wealth Management, LLC is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and wealth management services. The firm uses diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, and offers additional consulting on retirement plan benchmarking, real estate, private placements, and insurance/annuity analysis.

John Palm is a financial advisor at CrossPlan Money Management with 25 years of industry experience. He holds a Series 65 designation and has operated Palm Investment Strategies, LLC since 2004. Based in Seminole, FL, he provides investment services primarily through discretionary portfolio management and portfolio monitoring. CrossPlan Money Management serves individual clients, including both high-net-worth and non-HNW households, managing approximately $49.6 million across about 296 clients. The firm employs a top-down asset allocation approach combining technical and fundamental analysis, utilizing strategies such as sector rotation, momentum indicators, and hedging when appropriate.

Aileen Logan is the sole advisor at Logan Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has led Logan Financial Planning since 2013. Logan is also a licensed insurance agent and occasionally offers commissionable insurance products as part of her services. 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 build customized portfolios and offers a broad range of trading strategies alongside regular monitoring and reporting.

Richard Silver is a financial advisor at Mad River Investors in St. Petersburg, FL, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with MRM-Horizon Advisors, LLC d/b/a Mad River Investors since 1999. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, while also serving as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented approach with a long-term, contrarian orientation and manages a private investment partnership offered to accredited and qualified investors.

Joseph Milici is a financial advisor with Lumiere Financial and holds Series 65 and Series 63 licenses. He has 13 years of industry experience, including prior roles at Equitable Advisors and Axa Advisors. Outside of his advisory work, Mr. Milici is a fitness enthusiast and motivator who consults clients on lifestyle and gym routines, and he also provides social media marketing consulting. Lumiere Financial offers investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, employing a range of strategies including discretionary and non-discretionary approaches, and manages private investment vehicles.

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.

David Kruis is a financial advisor at Belleair Wealth Management, LLC with 25 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Calton & Associates, Inc. and Crossplan Money Management. Kruis is also an officer at David J Kruis, LLC, where he is involved in the sales of life insurance products. Belleair Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients, offering discretionary portfolio management and consulting services. The firm employs diversified, multi-disciplinary investment strategies and integrates affiliated insurance and accounting services in its client offerings.

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.

Helen Rimensnyder is a financial advisor at Asset Management Financial Services Inc. in Clearwater, FL, holding a Series 65 credential with 21 years of industry experience. She has worked at her current firm since 2013 and is also Vice President of Advisor Administrative Services, LLC, an administrative services company supporting investment professionals. Asset Management Financial Services Inc. provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a customized investment approach combining fundamental research and technical analysis, serving both high-net-worth and non-HNW clients.

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.

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.

James Clark is a financial advisor with Belleair Asset Management, LLC, holding the PFS™ designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked at Belleair Asset Management and affiliated firms since 2005 and also serves as president and owner of Belleair Tax Consultants. Clark is the treasurer of the Rotary Club of Clearwater Charities, a volunteer position he has held since 2019. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services for individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Markets approach, using diversified asset-class portfolios primarily through low-turnover mutual funds and ETFs.

Jennifer Smith is a CFP® professional based in St. Petersburg, FL, with one year of experience at Pink Streets Financial Planning, LLC. Prior to her current role, she worked for eight years at Frugal Friends, LLC and spent five years at St. Pete Community Acupuncture. Pink Streets Financial Planning, LLC provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers written plans and ongoing planning engagements without managing client assets, primarily using fundamental analysis to recommend asset allocations while clients execute transactions independently.

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.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the U.S. Army for 21 years. His prior advisory experience includes roles at Avior Wealth Management, LLC and SFG Wealth Advisors, LLC. SFG Wealth Advisors serves individuals and families including active retirees, business owners, and young professionals, providing discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven financial planning process and employs diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate.

Brady Wright is a financial advisor at Golden Road Advisors LLC with two years of industry experience. He holds a Series 65 designation and has professional experience that includes roles at Blueleaf Lending, Midwest Community Bank, and educational institutions such as the University of Florida, Boylan Catholic High School, and Holy Family Catholic School. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, utilizing diversified portfolios with low-cost mutual funds and ETFs while allowing flexibility for individual securities and independent managers.

Keegan Erva is a financial advisor at Unify Financial Advisors with a Series 65 credential and three years of industry experience. His prior work includes roles at Severin Investments, Florida Financial Advisors, and Superior National Bank and Trust. Unify Financial Advisors is a fee-only registered investment advisor serving individuals, families, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios across various asset classes using fundamental, quantitative, and cyclical analysis and employs flexible investment strategies that include derivatives and below-investment-grade securities within defined risk parameters.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.

Joseph Baer is a financial advisor with Successful Portfolios LLC in Clearwater, FL, holding a Series 65 designation and bringing 14 years of industry experience. He has been with Successful Portfolios since 2010. Successful Portfolios LLC provides personalized financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $242.6 million in client assets using a combination of fundamental, technical, and quantitative analysis, employing core-satellite, tactical, and strategic asset allocation strategies.

Michael Noce, ChFC®, is an Investment Adviser Representative with Olsen Family Financial, LLC. Mr. Noce graduated Magna Cum Laude from Tulane University in 2009 with a Bachelor of Science in Management, Majoring in Finance. He was commissioned through the Navy ROTC program at Tulane and was named the Chief of Naval Operations 2009 Distinguished Graduate. Mr. Noce was also a member of the Sigma Phi Epsilon Fraternity and the Beta Gamma Sigma Business Honor Society. He graduated with a Master of Liberal Arts, Finance degree from the Harvard Extension School in 2020 with the Dean’s List Academic Achievement Award and Graduate certificates in Real Estate Investing and Corporate Finance. In 2023, he completed the Chartered Financial Consultant program from The American College of Financial Services. In his military career, Mr. Noce served as a Surface Warfare Officer in the United States Navy, deploying on numerous ships throughout the Middle East and Pacific theaters. He held various leadership roles in Engineering, Combat Systems, and Operations departments, and was recognized by Accenture as part of their “Top 40 Under 40 Military” for 2012. He transitioned to the Navy Reserves in 2015 and became the Senior Manager for US Factory Service at Whirlpool Corporation. Mr. Noce returned to active duty in 2018, supporting cultural initiatives for the Secretary of the Navy and the Chief of Naval Operations. During this time in Washington DC, he was selected as a White House Social Aide, serving for both the Trump and Biden administrations. He recently completed two-year Mobilization orders working as a Strategic Operations Planner for US Central Command in Tampa, Florida and Saudi Arabia. He continues to serve as a Commander (Select) in the Navy Reserve. After 15 years in the military, the concept of Service has been a guiding principle in my life. Now as a fiduciary advisor, I am committed to serving others by helping them build a richer and more fulfilling life.