Robert Giles is a financial advisor at Wealth Advisors of Tampa Bay in Tampa, Florida, with 30 years of industry experience. He holds a Series 63 designation and has been with Wealth Advisors of Tampa Bay and LPL Financial LLC since 2012. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $400 million on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with regular account reviews.

Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.

Greg Newman is a CFA® charterholder with eight years of industry experience. He is currently with Three Oaks Partners Investment Counsel LLC and has previously worked at firms including PNC Institutional Asset Management, Sabal Trust, and Northern Trust Asset Management. Outside of his advisory role, Newman is a managing member of an equipment leasing company and a co-owner and general partner of a private investment fund. Three Oaks Partners Investment Counsel is a state-registered investment adviser serving individuals, charitable organizations, and corporate clients with discretionary and non-discretionary portfolio management, financial consulting, and a retirement-focused financial planning program. The firm offers tailored portfolios using a broad range of investment tools, including traditional and alternative assets, while incorporating a unique refund option in its retirement planning service.

Tina Tenret is a CFP® professional with 17 years of industry experience. She founded The Tenret Company, LLC in 2018 after 12 years at Provise Management Group, LLC. Tenret serves as a board member for several community organizations including the Tampa Bay Academy of Collaborative Professionals, Athena Society, Morton Plant Mease HealthCare, and BayCare Health System, where she participates on the Investment Committee. The Tenret Company provides investment advisory and financial planning services primarily to individual investors and trusts with portfolios generally exceeding $1 million. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, long-term strategies using no-load mutual funds and ETFs, and offers specialized divorce consulting services.

Helen Rimensnyder is a financial advisor at Asset Management Financial Services Inc. in Clearwater, FL, holding a Series 65 credential with 21 years of industry experience. She has worked at her current firm since 2013 and is also Vice President of Advisor Administrative Services, LLC, an administrative services company supporting investment professionals. Asset Management Financial Services Inc. provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a customized investment approach combining fundamental research and technical analysis, serving both high-net-worth and non-HNW clients.

Stephen Cooper is a financial advisor with Bay Capital in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Bay Capital since 1992 and Calton & Associates since 1996. Cooper serves as a director for the Diocese of St. Petersburg Pension Plan Board and holds volunteer leadership roles with the Tampa Interbay Rotary Club and Air Animal Pet Movers. Bay Capital provides portfolio and wealth management services mainly to individual and high-net-worth clients, employing an active, rules-based asset allocation strategy that includes tactical sector rotation and the use of mutual funds, ETFs, and outside money managers.

Richard Alley is a CFA® charterholder with 30 years of experience in the financial industry. He has been with Stronghold Wealth Management L.L.C. in Tampa, FL for 10 years. Outside of advising, he holds executive roles in holding companies and serves in fiduciary capacities. Stronghold Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis along with proprietary and third-party strategies to tailor investment solutions to clients’ objectives and risk profiles.

Michael Anderson is a financial advisor at Private Wealth Group, LLC in Tampa, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Private Wealth Group since 2007. Private Wealth Group provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, primarily through separately managed accounts. The firm develops individualized asset allocation strategies, often utilizing third-party managers, private investment vehicles, and public securities, and operates a joint-adviser arrangement with unaffiliated advisers.

James Clark is a financial advisor with Belleair Asset Management, LLC, holding the PFS™ designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked at Belleair Asset Management and affiliated firms since 2005 and also serves as president and owner of Belleair Tax Consultants. Clark is the treasurer of the Rotary Club of Clearwater Charities, a volunteer position he has held since 2019. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services for individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Markets approach, using diversified asset-class portfolios primarily through low-turnover mutual funds and ETFs.

Jordan Mavrakos is a financial advisor at MFP Financial Services, LLC with eight years of industry experience. He holds the ChFC® designation and has worked at firms including LPL Financial and Independent Advisor Alliance. Outside of advisory work, Mavrakos serves as a professor at the University of Tampa and is a board member of Camelot Community Care. MFP Financial Services works with individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, comprehensive portfolio management, financial planning, wealth coaching, and retirement plan consulting. The firm tailors portfolios to client objectives using a variety of securities and analytical methods, and it oversees third-party managers while maintaining a fiduciary standard.

Emily Kelly is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL, holding a Series 65 designation with six years of industry experience. She has been with SFG Wealth Advisors since 2020 and is also involved with Snyder Financial Group LLC as a Client Services Coordinator. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, as well as trusts, estates, and small-business retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory, utilizing a cash flow–based planning process and diversified investment strategies focused on downside risk and consistency.

James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.

Taylor Mavrakos is a financial advisor at MFP Financial Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial. Outside of advisory activities, he produces a podcast under the name Taylored Wealth. MFP Financial Services provides asset management and comprehensive financial planning services to individuals, trusts, pension plans, and corporate entities. The firm employs various analytical methods and offers tailored portfolios using a range of securities, while also providing wealth coaching, retirement plan consulting, and third-party money manager oversight.

David Zallo is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has been with the firm since 2024. He also serves in the US Army, where he has been active since 2004. SFG Wealth Advisors works with individuals, families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management, financial planning, retirement-plan advisory, and insurance product recommendations. The firm uses a cash flow–based financial planning approach and diversified investment strategies focused on managing downside risk and consistency over time.

Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.

Brady Wright is a financial advisor at Golden Road Advisors LLC with two years of industry experience. He holds a Series 65 designation and has professional experience that includes roles at Blueleaf Lending, Midwest Community Bank, and educational institutions such as the University of Florida, Boylan Catholic High School, and Holy Family Catholic School. Golden Road Advisors provides 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 emphasizes fundamental analysis and a long-term investment approach, utilizing diversified portfolios with low-cost mutual funds and ETFs while allowing flexibility for individual securities and independent managers.

Neil Scott is a financial advisor at American Family Legacy Group with five years of industry experience. He holds a Series 65 designation and has prior work experience at Verizon/GTE Data Services and Lions and Tigers Software, LLC. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis and tactical asset allocation across various investment vehicles and operates multiple offices while managing roughly $38 million in discretionary assets.

Keegan Erva is a financial advisor at Unify Financial Advisors with a Series 65 designation and two years of industry experience. Prior to joining Unify Financial Advisors, he worked at Severin Investments and Florida Financial Advisors, among other roles in banking and engineering. Unify Financial Advisors is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households. The firm manages diversified portfolios using equities, fixed income, ETFs, mutual funds, and cash, employing fundamental, quantitative, and cyclical analysis alongside asset-allocation frameworks such as modern portfolio theory and core-satellite strategies.

Kimberly Adams Dipiero is a financial advisor with Cassini Capital Management, LLC, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Cassini since 2021 and previously spent over two decades at Provise Management Group, LLC. Outside of her advisory role, she is the owner of Druid Road, LLC, a real estate business managing office building rentals. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage risk, and is noted for its role as a registered Commodity Pool Operator and its use of performance-based compensation in its funds.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. 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 informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.