Edwin Treimanis is a financial advisor with Corinthian Partners Asset Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Corinthian Partners since 2019 and previously with International Assets Advisory, LLC from 2014 to 2019. Outside of his advisory role, he is involved with Advisor Excell, facilitating indexed universal life insurance proposals and implementation. Corinthian Partners Asset Management LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis within a modern portfolio theory framework, managing about $46 million in discretionary assets.

Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.

Todd Seymour is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at firms including Morgan Stanley and Steward Partners Investment Advisory, and currently serves as an advisor at Personalized Financial Solutions LLC. In addition to his advisory role, Seymour is an enrolled agent and tax preparer at Tax and Trust Management Services, LLC, an affiliated accounting and tax firm. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, and related services. The firm combines investment advice with integrated tax, trust, and estate planning support through its affiliated accounting practice and sponsors a wrap-fee program to bundle transaction costs.

Sandeva Morris is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with her current firm since 2015. Prior to that, she was associated with Global Financial Private Capital and Sandy Morris Financial LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individuals, including high-net-worth clients, through model portfolio management, ongoing asset management, and consulting. The firm also offers educational content such as newsletters and seminars, and facilitates estate-planning work via a third-party attorney platform.

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.

Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.

Justin Wai is a CFA® charterholder with two years of industry experience. He has worked at Three Oaks Partners Investment Counsel LLC since 2026. His prior experience includes eight years at Sabal Trust Company and six years at Raymond James Financial. Outside of his advisory role, he took a year for extended travel in 2025. Three Oaks Partners Investment Counsel LLC is a small, state-registered investment adviser serving individuals, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program, using a broad range of investment tools tailored to client objectives and risk tolerance.

Shawn Mahoney is a financial advisor at Camelot Wealth Management, LLC in Oldsmar, FL, with 12 years of industry experience. He holds a Series 65 license and has worked at Camelot Wealth Management since 2016. Outside of his advisory role, he has been an accountant with Miami-Dade Aviation since 2016. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using customized portfolios based on client objectives and employing fundamental and cyclical analysis alongside both long- and short-term investment strategies.

David Bennett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Unify Financial Advisors since 2023. Prior to this, he worked for seven years at Successful Portfolios, LLC. Unify Financial Advisors is a fee-only registered investment adviser that serves primarily individual clients, including high-net-worth households. The firm offers portfolio management and financial planning services, employing diversified investment strategies that include equities, fixed income, ETFs, mutual funds, and a limited options program focused on secured covered calls and puts.

Cathy Wagner is the sole advisor at Cathy A. Wagner, CFP, RIA, with 46 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for FSC Securities Corporation for 30 years before joining OSAIC in 2023. She serves as chairperson of the Palm Harbor Fire Department Pension Plan Board, a non-compensated position. Her firm provides individualized financial planning and ongoing advice to individuals, trusts, estates, corporations, and other entities across retirement, estate, income tax, risk management, and college planning. The firm produces written recommendations through a discovery and planning process and coordinates implementation with other professionals when appropriate.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services, Inc. and VALIC Financial Advisors, Inc. Her background also includes a role at The Local Draught House. 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 blended investment approach using strategic asset allocation, tactical tilts, and a combination of fundamental and technical analysis to manage diversified portfolios.

John Tunstall is a financial advisor at Florin Pensions LLC with 14 years of industry experience. He holds the Series 65 designation and has been with Florin Pensions since 2012. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations regarding UK personal pension transfers, operating as a pension consultancy without taking custody of client assets.

Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.

William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.

Josiah Sears is a CFP® with five years of industry experience, currently serving at MVRK Financial Consultants, LLC in Palm Harbor, FL. He has worked at Oxford Financial Group, Ltd. for four years and held positions at several firms, including 49 Financial and MVRK Financial Holdings, LLC. Sears is also the founder and CEO of MVRK Financial Consultants, a family office consulting practice serving ultra-high-net-worth families. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra-high-net-worth individuals, families, family offices, and related entities. The firm offers coordinated estate and tax oversight, philanthropic planning, trust administration support, and access to private and alternative investments through a non-discretionary, fee-only consulting model.

Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified, fundamental analysis-driven investment approach with both long-term and tactical strategies.

Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.

Colin Howard is a CFP® professional with 10 years of industry experience. He currently serves as an advisor at Noble Family Wealth, LLC and previously worked at Charles Schwab & Co., Inc. and USAA in various financial planning and investment management roles. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, typically serving clients with a minimum of $2 million in aggregated assets. The firm employs a tactical allocation approach using multi-asset diversification and incorporates market indicators and active strategies where appropriate.

Larry Weicht II is a financial advisor at Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Flaharty Asset Management since 2013 and previously worked at LPL Financial for 15 years. Outside of his advisory role, he is involved in the sale of fixed insurance products such as fixed annuities, long-term care, and whole life insurance. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million. The firm uses a top-down, strategic asset-allocation investment approach tailored to each client’s time horizon and risk tolerance, offering discretionary portfolio management, financial planning, and retirement plan consulting among other services.

Kenneth Ororke is a financial advisor at Suncoast Equity Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Bank of America from 2002 to 2017. Outside of his advisory role, he owns Delos Strategies, LLC, which provides strategic business advice related to banking and legal services. Suncoast Equity Management offers discretionary portfolio management and financial planning to individuals, pension plans, trusts, and corporations, with a focus on equity management primarily in large-cap stocks. The firm uses fundamental analysis combined with both long-term and short-term trading strategies and manages approximately $1.87 billion in discretionary assets across a multi-advisor team.