Jonathan Richmond is a CFP® with four years of industry experience and is currently associated with ProVise Management Group, LLC in Clearwater, FL. He previously worked with several firms including Kestra Investment Services, Tax Favored Benefits, Inc., and Ameritas Advisory Services. His role involves supporting ERISA Qualified Plan clients with service, employee enrollment, education, and investment oversight at the plan level. ProVise Management Group serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and comprehensive reporting, utilizing mutual funds, ETFs, equities, fixed income, and various investment strategies.

Stephen Bunch is a financial advisor at Sagace Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Sagace Wealth Management since 2020. Prior to that, he was with Spoor Bunch Franz for eight years and has been associated with Grand Central Investment Group since 2014. Outside of his advisory role, he manages SBF, LLC, a full-service CPA firm. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs an ETF-based investment approach combined with fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

Josiah Robison is a financial advisor at Rise Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Rise Financial Partners since 2019. Outside of his advisory role, Robison serves as Chief Financial Officer of Cassell Counseling LLC, a small mental health clinic. Rise Financial Partners serves individual clients, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, and retirement-plan investment services. The firm uses a combination of modern portfolio theory, passive core exposures, and tactical analysis to create client-specific investment plans, managing approximately $70 million in discretionary assets.

Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of advising, he is president of Self Storage Properties, Inc. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary services. The firm uses a variety of analytical methods and investment platforms, including discretionary and non-discretionary management, and operates wrap fee programs in partnership with a national broker-dealer platform.

Liam Black is a financial advisor at Econologics Financial Advisors with a Series 65 designation and four years of industry experience. He has worked at Econologics since 2021 and has prior experience in title services, real estate, and insurance. Outside of advising, he is involved with Coast to Coast Title of Clearwater and Keller Williams Realty. Econologics Financial Advisors serves owners of private professional practices and their associates, offering financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment strategies and proprietary tools such as Econometry® Analytics to support ongoing client planning and portfolio management.

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

Sharon Bastide is an advisor at Client 1st Advisory Group in Dunedin, FL, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Client 1st Advisory Group since 2018. Her prior experience includes roles at Diversified Investment Advisors and Diversified Investors Securities Corp. Client 1st Advisory Group is a SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning, using a consultative approach with customized investment plans and quarterly reviews.

Jamie Mason is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Client 1st Advisory Group. Prior to joining his current firm in 2025, he worked at ARS Wealth Advisors Group, Raymond James Financial Services, Waller & Wax Advisors, Snyder Financial Group, and Mercer Global Advisors. Client 1st Advisory Group is a SEC-registered firm managing approximately $511 million in assets with a team of seven advisors. The firm provides personalized portfolio management, financial planning, and retirement plan consulting using a consultative approach and a range of investment strategies that include ETFs, mutual funds, stocks, bonds, and alternative investments.

Oscar Skjaerpe is a CFP® professional with four years of industry experience, currently serving at ProVise Management Group, LLC. He has worked at ProVise in two periods, totaling seven years, and held a role at AquaFence USA Inc. for one year. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment vehicles and strategies and maintains corporate affiliations with Kestra Financial and related entities.

Jake Pendl is a financial advisor at Sagace Wealth Management in St. Petersburg, FL, with three years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, National Financial Network, and Guardian Life Insurance Company. Sagace Wealth Management is a registered investment adviser team of seven advisors managing approximately $162.7 million for primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, utilizing exchange-traded funds and incorporating fundamental and cyclical analysis as well as option-writing strategies within its investment process.

Jay Lake is a financial advisor at Amuni Financial, Inc. with 38 years of industry experience. He has been associated with American Municipal Securities, Inc. since 1990. Jay holds Series 63 and Series 65 designations. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary account management through a team of 11 advisors.

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.

Alan Goldfarb is a CFP® with 25 years of experience in the financial industry. He is currently with Novak & Powell Financial Services, Inc., where he has worked since 2022. His prior experience includes roles at XO Wealth Management, Apella Capital, LLC, Bacon Financial Management, Inc., and the Amer Arb Association. He also provides financial advisory services for Financial Strategies Advisory Corporation. Novak & Powell Financial Services, Inc. offers investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a customized, interview-based approach to build diversified portfolios primarily with exchange-traded funds and mutual funds, managing accounts on a discretionary basis.

Todd Kirsch is a CFP® and ChFC® with 33 years of industry experience, currently serving as an advisor at Marshall Investment Management, LLC since 2020. He previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2020. Outside of his advisory role, Kirsch is also a musician who has performed since 2022. Marshall Investment Management, LLC is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform, along with financial planning and retirement plan advisory services.

Michael Demski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Flaharty Asset Management, LLC since 2021 and has previously worked at LPL Financial LLC, Old Second National Bank, River Street Advisors, LLC, Modern Wealth Management, LLC, and Mutual Securities, Inc. 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 employs a top-down, strategic asset-allocation process tailored to clients’ time horizons and risk tolerance, offering discretionary portfolio management, financial planning, retirement plan consulting, and a wrap-fee program.

Sandra Bolton is a financial advisor with Indivisible Partners in Clearwater, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Ameriprise, FS Investment Solutions, Merrill, and SanWealth Partners. Bolton is currently part of a team-based firm model. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, pension and profit-sharing plans, charities, and businesses. The firm uses a strategic asset allocation framework delivered through active, passive, or blended investment approaches and serves clients with roughly $2.08 billion in regulatory assets under management.

Ziad Hassan Mohammed is a financial advisor at Sharp Financial in St. Petersburg, FL, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at CapFinancial Securities, LLC and Raymond James Financial Services, Inc. He is part of a six-advisor team at Sharp Financial. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million across eight offices, employing a tactical, risk-based investment approach that combines internal research with third-party quantitative analysis to guide dynamic asset allocation and rebalancing.

Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.