Caroline Cziesla is a CFP® professional with 12 years of experience in financial planning and investment management. She is the owner of American Dream, an independent advisory firm based in St. Petersburg, FL, and has prior experience at Ernst & Young and Intuit Inc. In addition to her advisory work, she owns and operates Esla & Co., a tax preparation and accounting practice. American Dream is a registered investment adviser providing financial planning and investment management services.

Paul Herzfeld is the sole advisor at The Herzfeld Group, an independent firm based in Largo, FL. He holds a Series 63 designation and has 38 years of industry experience. In addition to his advisory role, he practices as an estate and tax planning attorney and is a member of the Florida Bar. The Herzfeld Group provides personalized financial advisory services through a single-advisor model, focusing on individual client needs.

Michael Mckee is a CFA® charterholder with 27 years of industry experience. He is the sole advisor at MAC Investment Management, an independent firm based in Saint Petersburg, FL. His work history includes roles at MAC Investment Management since 2009 and MAC Energy Investments since 2011. MAC Investment Management serves clients through personalized investment strategies tailored to individual needs.

Dan Edwards is a financial advisor at Prism Fund Solutions, Inc. in St. Petersburg, FL, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prism Fund Solutions since 2002. Prism Fund Solutions is an independent firm.

Maria Erickson is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with Freedom Financial & Business Planning, LLC since 2009. Freedom Financial & Business Planning, LLC is an independent firm focused on providing personalized financial and business planning services.

Belinda Sheffield is a financial advisor at Asset Advisory Group, Inc. in St. Petersburg, FL, with 28 years of industry experience. She holds the Series 63 designation and has been with Asset Advisory Group since 1990. Asset Advisory Group, Inc. is an independent firm serving clients with personalized financial advisory services.