Nicholas Kuszlyk is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 65 and Series 63 licenses with five years of industry experience. He previously worked at Prudential Advisors from 2020 to 2025 and attended the University of Tampa from 2016 to 2020. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a multi-advisor team and employs a combination of internally managed strategies, third-party managers, and model portfolios accessed through external platforms.

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.

Cole Wasson is a CFA® charterholder with three years of industry experience. He has worked at Suncoast Equity Management, LLC since 2021 and previously spent time at Henderson Brothers and the University of Tampa. Suncoast Equity Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses primarily on large-cap equities and employs both long- and short-term trading strategies grounded in fundamental analysis.

Brian Doherty is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential and having one year of industry experience. His prior work includes roles at J.P. Morgan & Chase, Pirum Systems, Mercantile Global Holdings, and Noble Bank International. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension services. The firm employs a multi-advisor team approach, managing over $614 million in discretionary assets across approximately 835 client relationships, offering customized investment strategies that incorporate fundamental, technical, and cyclical analysis.

Benjamin De Michael is a financial advisor at ARS Wealth Advisors in St. Petersburg, FL, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of South Florida and Highland High School. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individuals and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations across domestic and international equities, ETFs, mutual funds, and fixed income.

Michael Petagna is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of finance, he serves as an authorized representative for an aviation transportation company and is a managing member of a management company for a second home. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance and offers both discretionary and non-discretionary account management.

Joshua Elmore is a CFP®-certified financial advisor at Rise Financial Partners with 10 years of industry experience. His prior roles include positions at IHT Wealth Management LLC and Wells Fargo Clearing. Outside of advisory work, he works part-time as a server and bartender at a restaurant in Sarasota, FL, and is the founder and CEO of Plan Wealth Creative LLC, an entity that manages administrative payouts related to his investment advising activities. Rise Financial Partners is a small team-based advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core investments with tactical technical and cyclical analysis to create tailored investment plans and manages approximately $70 million in discretionary assets.

John Nole is a financial advisor at Orca Investment Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Paulson Investment Advisors, LLC and Paulson Investment Company, LLC. Orca Investment Management provides discretionary portfolio management services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a combination of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from capital preservation to equity growth.

David Novak is a financial advisor with Novak & Powell Financial Services, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Novak & Powell Financial Services since 2013. Novak & Powell Financial Services, Inc. provides 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 portfolio construction, focusing on diversification, fee minimization, and primarily using exchange-traded funds and open-end mutual funds.

Shawn Rae is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney for 12 years. Outside of his advisory role, Rae is involved in several other businesses, including a water and fire restoration company, a boutique wine store, and a private investigation firm where he serves as operations manager. Pinnacle Wealth Advisors is a team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, alternative investments, and option strategies.

Kyle Allen is a financial advisor with One Day In July LLC in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining One Day In July, he worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before his career in finance, he was employed at Maserati - Alfa Romeo of St Petersburg for six years. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans, employing an asset-allocation strategy focused on low-cost ETFs supplemented by active management elements. The firm also offers investment consulting for retirement plans and maintains a client education program through newsletters, webinars, and events.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Morgan Stanley and Franklin Templeton, as well as academic appointments at the University of South Florida and Lee University. He is also involved with Darwin Insurance Group, an affiliated company, where he consults on fixed insurance and annuity products. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-advisor team approach, offering customized investment strategies and maintaining over $614 million in discretionary assets under management.

Jack Crawford is a financial advisor at Amuni Financial, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Hope College for four years and Carmel Clay Public School for thirteen years. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and outside money managers, with a focus on non-discretionary asset management.

Shannon Littlejohn is a financial advisor with Valley Wealth Managers, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at several firms including LPL Financial, CUNA Brokerage Services, SunTrust Advisory Services, and TD Private Client Wealth LLC. Outside of her advisory role, she is also a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual, high-net-worth, and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven investment approach with portfolios typically holding individual stocks and bonds, supported by an investment committee and third-party services.

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 prior roles include positions at Northwestern Mutual Wealth Management Company and Continum Wealth Partners. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support its investment process.

Steven Eddy is a financial advisor at Craft Wealth Services in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Centurion Wealth Management, LLC, Pruco Securities LLC, and Strategic Media Services, Inc. He has also been involved with Resourceful Business Advisors LLC since 2014. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, employing a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis alongside tactical allocation and options strategies. The firm offers discretionary portfolio management with continuous monitoring and annual reviews tailored through client interviews and questionnaires.

Nathan Gaubatz is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company in Tampa, FL. His prior experience includes roles at Fidelity Investments, DWS Group, and Edward Jones. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for nearly 700 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, utilizing a diversified, low-cost investment approach with mutual funds and ETFs.

Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank, Merrill, SS&C Advent, and Florida Blue. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a multi-advisor team and combines internally managed strategies with third-party managers and specialized investment solutions.

Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. 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 equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.

Eric Gersch is a financial advisor at Econologics Financial Advisors in Largo, FL, holding a Series 65 designation with nine years of industry experience. He has been with Econologics Financial Advisors since 2016. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, ongoing advisory retainers, and discretionary investment management. The firm’s investment approach involves client-specific Investment Policy Statements, asset allocation studies using a mix of strategies, and proprietary analytics, complemented by client education events and resources.