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 is a financial advisor with Brightwater Advisory, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Brightwater Advisory since 2014, following a brief tenure at Tampa Asset Management, LLC. Outside of his advisory role, he is a managing member of a commercial real estate LLC that owns the office building leased to Brightwater Advisory. Brightwater Advisory provides investment management, wealth management, financial planning, and consulting services to individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a primarily fundamental investment process supplemented by technical analysis and offers both discretionary and non-discretionary portfolio management.

Cary Green is a financial advisor with Green Era Financial LLC based in Clearwater, FL. He holds Series 65 and Series 63 credentials and has six years of industry experience. His work history includes roles at Bettr, Transamerica Financial Advisors, and several business ventures including Cary Green INC. Outside of advisory work, he provides spiritual counseling and course guidance through a church-affiliated organization. Green Era Financial LLC offers discretionary asset management primarily to individual and high-net-worth clients, as well as retirement plan sponsors under limited-scope ERISA 3(21) fiduciary arrangements. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, and manages accounts on a discretionary basis with quarterly reviews.

Griffin Dalrymple is a financial advisor at Opinicus with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial and leadership positions within affiliated entities such as Opinicus Tax & Accounting and Opinicus Financial Group. Outside of advising, he serves as a director and shareholder of Ten-8 Fire Equipment, Inc., a distributor of fire and emergency apparatus, and is president of the 3014 Palmira Condominium Association. Opinicus serves entrepreneurs, high-net-worth families, and individual clients by providing financial planning, investment management, and retirement plan consulting. The firm employs a comprehensive financial planning process and a multi-faceted investment approach that includes tax-aware strategies and coordinated CPA collaboration.

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.

Richard Ryder is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently a principal at Bay Capital, where he has worked since 2020, and previously led Ryder Capital, Inc. He serves as an advisor to the Investment Committee for the Diocese of St. Petersburg Pension Board. Bay Capital provides portfolio and wealth management services primarily to individual and high-net-worth clients. The firm employs an active, rules-based asset allocation strategy focused on risk management and tactical sector rotation across multiple fund types.

Raymond Mcfolling is a financial advisor with Chesapeake Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guranteed Capital Strategies Inc. and Mcfolling Financial Group. He is also president of Guaranteed Capital Strategies Inc., an insurance sales business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary solutions, and emphasizes client communication and education through seminars and workshops.

Jeffrey Kikoler is a financial advisor at Golden Road Advisors LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked for Raymond James & Associates, Inc. for 20 years before joining his current firm. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Golden Road Advisors offers 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 employs a fundamental, long-term investment approach using diversified portfolios of primarily low-cost mutual funds and ETFs, with flexibility to include individual securities and independent managers.

Harley Evans is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at Successful Portfolios LLC since 2010. Based in Clearwater, FL, he holds Series 63 and Series 65 licenses. Successful Portfolios LLC provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and quantitative analysis with core-satellite, tactical, and strategic asset allocation strategies, managing approximately $242.6 million in client assets.

Eduardo De La Rosa is a financial advisor at Rauch Advisory LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and has been involved with BACASO Consulting LLC DBA Solid Ground Financial since 2013, where he provides insurance services, business consulting as a Certified Exit Planning Advisor, and Social Security timing advice. Outside of his advisory role, he also engages in strategic partnership consulting and online marketing activities. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships. The firm offers discretionary portfolio management through its Rauch Advisory Wrap Fee Program, as well as non-discretionary financial planning and retirement plan consulting, utilizing third-party model strategies implemented via a sub-advisory platform.

Michelle Halpin is a financial advisor at Grand Central Investment Group, LLC in Tampa, FL, with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Grand Central Investment Group since 2015. Grand Central Investment Group provides separate account portfolio management, financial planning, and consulting to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a top-down investment approach combined with a dividend-focused equity framework and incorporates fixed income, exchange-traded products, and alternative investments tailored to client objectives.

Michael Rees is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Arbor Point Advisors, The Sherwin Group, Securities America, and National Planning Corporation. Outside of his advisory work, he serves as president of Bay View Capital, Inc., a consulting firm, and is involved in managing a liquor license business. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering a range of managed account programs, financial planning, and retirement plan consulting through a representative-driven advisory model.

Nicholas Koen is a financial advisor at VectorWealth with 11 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services. Outside of his advisory role, he is the Manager and Principal Agent of Dough Agency, LLC, a licensed insurance agency. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diversified portfolios that include ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm combines quantitative analysis with passive buy-and-hold strategies and options trading, tailoring portfolios to each client’s income, tax situation, and risk tolerance.

Alex Tavares is a Series 65-licensed financial advisor at Howland and Associates, LLC with two years of industry experience. He has been with Howland and Associates since 2023 and concurrently serves as an Assistant Professor of English at Hillsborough Community College, where he has taught literature since 2007. Howland and Associates provides discretionary portfolio management for individual and family clients, including high-net-worth individuals, trusts, IRAs, and 529 plans. The firm employs fundamental analysis and tailored strategies to manage primarily equity and fixed-income portfolios, focusing on client-specific objectives and time horizons.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including LPL Enterprise, Pruco Securities LLC, and GF Investment Services, LLC. Zanolli has been with Sandy Morris Financial in various capacities since 2010. Sandy Morris Financial & Estate Planning Services provides investment advisory services to individual and high-net-worth clients using model portfolio management, discretionary asset management, and personalized consulting. The firm offers estate-planning support through a third-party platform and engages clients with newsletters, seminars, and workshops, employing a mix of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Wendy Spencer is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Asset Management Financial Services, Inc. in Clearwater, FL. She holds leadership roles as Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services, Inc. and Merit Investment Solutions, Inc. In addition, she serves as Vice President of Advisor Administrative Services, LLC, a consulting firm supporting investment professionals. Asset Management Financial Services, Inc. provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs customized portfolios based on a combination of fundamental research and technical analysis, with investment decisions guided by human judgment.

Brielle Vieira is a financial advisor at Golden Road Advisors LLC in Tampa, FL. She holds a Series 65 designation and has one year of industry experience, including prior work at Douglas C. Lane & Associates. Outside of finance, she has worked in the hospitality sector at establishments such as Channel Marker Cafe and Market Tavern. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentally driven, long-term investment approach with customized portfolios tailored to clients’ goals, risk tolerance, and tax considerations.

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.