David Maddux Jr. is a financial advisor at Brightwater Advisory, LLC in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Tampa Asset Management. Brightwater Advisory serves individual and high-net-worth clients, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $303.8 million across about 273 client relationships, offering discretionary and non-discretionary investment management, financial planning, and consulting with a primarily fundamental investment approach augmented by quantitative metrics and a risk-management overlay.

Cary Green is a financial advisor at Green Era Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bettr and Transamerica Financial Advisors, Inc. Outside of his advisory role, Green is involved with a church where he helps guide individuals in selecting courses and spiritual counseling. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as limited-scope ERISA 3(21) fiduciary services to retirement plan sponsors. The firm uses a variety of analytical methods and modern portfolio theory to manage portfolios on a discretionary basis, requiring a $500,000 account minimum and custody through Altruist.

Griffin Dalrymple is a CFP® with 20 years of experience in financial services. He is currently with Opinicus in Tampa, FL, where he has worked since 2009 in various roles, including leadership positions at Opinicus Financial Group, Inc. and Opinicus Tax & Accounting. Outside of advisory work, he holds board roles with a fire equipment distributor and a condominium association. Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high-net-worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program that integrates comprehensive financial planning with discretionary portfolio management and tax collaboration, supported by affiliated accounting and insurance services.

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.

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 with Grand Central Investment Group, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Grand Central Investment Group since 2014 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm uses a top-down approach to asset allocation and emphasizes dividend-oriented equity exposure through quantitative, fundamental, and technical analysis, employing a diversified mix of investment instruments.

Michael Rees is a financial advisor at The Sherwin Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and National Planning Corporation. Outside of advisory work, he is involved in consulting and managing Bay View Capital, Inc., including its insurance agency operations and liquor license transactions. The Sherwin Group provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and offers services on a discretionary or non-discretionary basis, with custodial execution through Charles Schwab & Co., Inc.

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.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. 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 strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

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 has held leadership roles including Director, Chairwoman, President, and Chief Compliance Officer at both Asset Management Financial Services and Merit Investment Solutions, Inc. Additionally, she serves as Vice President of Advisor Administrative Services, LLC, a consulting firm supporting investment professionals. Asset Management Financial Services provides discretionary portfolio management to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm uses a combination of fundamental research and technical analysis to create customized portfolios, offering additional services such as financial and estate planning, due-diligence, and consulting on an hourly basis.

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.

Chad Peterson is a CFP® professional with 33 years of industry experience. He has worked at Columbia River Financial Group since 2016 and previously spent 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory solutions, typically discretionary, and constructs portfolios using a combination of quantitative and qualitative analysis across a wide range of instruments.

Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.

Daniel Spalding is a financial advisor at Chiron Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Prudential Investment Management Services. Outside of advising, he is involved in non-investment businesses including It’ll Fit Charters and Cutsey Fly, both based in St. Petersburg, FL. Chiron Capital Management, LLC provides discretionary investment and wealth management services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, offering tailored strategies across a range of asset classes and operating a wrap fee program with a high client-to-advisor ratio.