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.

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.

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.

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.

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

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.

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.

Nathan Kriplin is a CFP® professional at Northbridge Financial Group, LLC with six years of industry experience. His prior roles include positions at LPL Financial, LLC and Goldman Sachs & Co. LLC. Outside of his advisory work, he has been involved with USA Hockey. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, trusts, businesses, and retirement plans. The firm follows a primarily long-term, goal-based investment approach utilizing fundamental and technical analysis and employs a variety of investment strategies, including ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

John Thiel is a financial advisor with Indivisible Partners in Clearwater, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He spent nearly three decades at Merrill Lynch before retiring in 2018 and returning to advisory work in 2024. Outside of his advisory role, Thiel is a senior advisor and partner at My Next Season, a retirement consulting business. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

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.