Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with four years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank and Merrill Lynch. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and offering access to model portfolios, sub-advisers, and independent managers.

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.

Ryan Creecy is a financial advisor at Darwin Wealth Management in Tampa, FL, with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Darwin Wealth Management, he worked at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Darwin Wealth Management serves individuals, high-net-worth clients, and corporations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension consulting services. The firm employs a multi-advisor team approach and uses customized portfolios, model strategies, third-party managers, and a web-based discretionary platform to deliver tailored investment advice.

Mark Donohue is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in regulatory assets across a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs that include mutual funds, ETFs, stocks, bonds, derivatives, and annuities.

Elliott Sharp is a financial advisor at Suncoast Equity Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Suncoast Equity Management since 2014. Suncoast Equity Management provides discretionary portfolio management and financial planning services to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm focuses primarily on equity management of large-cap stocks, supplemented by fixed income, mutual funds, and alternative investments when requested, using a fundamental analysis approach combined with both long-term and short-term trading strategies.

Thomas Hlohinec is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Rise Financial Partners since 2019 and also worked at CIG Asset Management and FS Investment Solutions. Outside of advising, he is CEO of Rise Financial Partners and holds ownership roles in real estate investment and holding companies based in Florida. Rise Financial Partners is a team-based, state-registered advisory firm serving individuals, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, retirement-plan services, and business consulting. The firm integrates modern portfolio theory with technical and cyclical analysis to create client-specific investment plans, including allocations to less-liquid and private funds.

Jessica Marshall is a Series 65-licensed financial advisor at ARS Wealth Advisors with five years of industry experience. She has worked with Holloway Wealth Management and ARS Wealth Advisors Group 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. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services with tailored investment programs that emphasize diversified allocations and a long-term investment horizon.

Eric Miller is a financial advisor at Econologics Financial Advisors in Largo, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Econologics Financial Advisors since 2008. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm uses customized Investment Policy Statements and third-party Portfolio Managers, along with proprietary tools such as Econometry® Analytics and an annual Roadmap Renovation to support ongoing client planning and portfolio management.

Christopher Harrell is a financial advisor with Capco Asset Management, LLC in Tampa, FL, holding 21 years of industry experience. He has been with Capco Asset Management since 2004. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach focused on business quality, management quality, and valuation, supported by primary research and direct engagement with company management.

Zachary Abbotoni is a financial advisor at Econologics Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Means Wealth Management and Gulf Drive Cafe. Outside of advising, he holds an accounting administrative role with H and D Enterprises, a McDonald's franchisee. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, practice exit and wealth management plans, and discretionary investment management. The firm’s investment process focuses on client-specific Investment Policy Statements, asset allocation studies, and ongoing portfolio monitoring using proprietary analytical tools.

Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 11 years of industry experience. He has been with TLW Wealth Management since 2016. He holds a Series 65 designation. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm focuses on discretionary investment management using a value-oriented, long-term approach centered on individual equities and exchange-traded funds.

Gabriel Jung is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at WaterStone Investment Counsel, Royal United Mortgage, and Keurig/Dr. Pepper. In addition to advising, he is an independent insurance agent specializing in life and annuities insurance. Walser Wealth Management Company is a team-based SEC-registered adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, and businesses, employing a diversified, low-cost investment approach with both proprietary models and delegated discretionary management.

Jonathan Bailey is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, currently working at American Municipal SEC since 2014. Amuni Financial, Inc. manages approximately $195 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 12 advisors. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and other securities, offering both discretionary and non-discretionary portfolio management alongside brokerage and insurance services.

Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

Amy Lord is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Suncoast Equity Management, LLC in Tampa, FL. She has been with Suncoast Equity Management since 2008. Suncoast Equity Management, LLC provides discretionary portfolio management and financial planning to individual clients, pension plans, trusts, estates, corporations, and other advisers. The firm primarily focuses on equity management with an emphasis on large-cap stocks, utilizing fundamental analysis and a mix of long-term and short-term trading strategies.

Yale Walker is a financial advisor at PSI Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Walker is also involved with Walker Wealth Management LLC, which provides fixed 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 employs a variety of analytical methods and investment strategies, providing both discretionary and non-discretionary management through multiple advisory platforms and wrap fee programs.

Gregory Holland is a financial advisor at O'Hagan Group, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Arbor Point Advisors and Kms Financial Services, Inc. In addition to his financial career, he has been a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, including retirement account decisions and management of assets outside primary custodians. The firm employs a growth-and-value investment approach with fundamental quarterly company analysis and manages portfolios on a discretionary basis.

Alan Marsh is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with American Municipal SEC since 2012. Marsh is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm's scope. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, including access to outside money managers and a range of investment products.

Joshua Abrahamson is a financial advisor at Econologics Financial Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was employed at FedEx. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm provides customized investment strategies and uses proprietary tools such as Econometry® Analytics and an annual Roadmap Renovation to support client plans and risk management.