John Boyer is a CFP® professional with 36 years of experience in the financial services industry. He is the owner of John Boyer, Inc. and has held roles at Purshe Kaplan Sterling Investments, Inc. and Securities Service Network, Inc. He is also licensed as an insurance agent, providing life, disability, long-term care, and fixed annuity products. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, and business owners. The firm employs a mix of fundamental and limited technical analysis with a long-term investment focus, incorporating tactical adjustments to manage downside risk.

Robert Howland is a CFP® and Series 65-certified advisor with 20 years at Howland and Associates, LLC and four years of industry experience. He serves as clerk on the finance committee of the St. Petersburg Religious Society of Friends. Howland and Associates provides discretionary portfolio management for primarily individual and family clients, including high-net-worth individuals and institutional accounts. The firm employs fundamental analysis and tailored strategies to manage equity and fixed-income portfolios in alignment with client objectives and risk considerations.

John Saunders is the principal of SCS Asset Management, Inc. and holds Series 63 and Series 65 licenses with 24 years of industry experience. He has worked with Saunders Financial Securities Group, LLC, Saunders Asset Management, Inc., and Securities Research, Inc. He is also involved in insurance products and pension plan consulting. SCS Asset Management is an independent SEC-registered advisory firm managing approximately $30 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, modular financial consulting, and pension consulting, tailoring portfolios using fundamental, technical, and charting analysis to meet client objectives.

Carl Von Dem Bussche (Sr) is a CFP® with 32 years of industry experience and has been with Financial Guidance Group, Inc. in Palm Harbor, FL since 1996. He holds a Series 63 designation and is one of three advisors at the firm. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, producers, and artist-company management executives. The firm offers discretionary investment management, integrated wealth planning and coaching through its Guide Map process, as well as retirement plan advisory and consulting services. Its investment approach is based on modern portfolio theory, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

Colton Carnevale is a financial advisor with EDMP, Inc. in Lutz, Florida, holding a Series 65 license and seven years of industry experience. He has worked with EDMP since 2018 and is also involved with FAST Graphs, Inc., a subscription service for equity research. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual and institutional clients. The firm emphasizes long-term ownership, valuation discipline, and growth targets in its relatively concentrated portfolios, managing approximately $147 million in client assets.

John Palm is a financial advisor at CrossPlan Money Management with 25 years of industry experience. He holds a Series 65 designation and has operated Palm Investment Strategies, LLC since 2004. Based in Seminole, FL, he provides investment services primarily through discretionary portfolio management and portfolio monitoring. CrossPlan Money Management serves individual clients, including both high-net-worth and non-HNW households, managing approximately $49.6 million across about 296 clients. The firm employs a top-down asset allocation approach combining technical and fundamental analysis, utilizing strategies such as sector rotation, momentum indicators, and hedging when appropriate.

Chad Mullen is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at The Vanguard Group, Lincoln Investment, and Advisory Services Network, among others. He is also a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and emphasizes customized portfolios with a long-term focus on downside protection.

Robert Marsh is a financial advisor at Premier Private Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Realta Investment Advisors, Inc., Gulf Coast Advisors, and Realta Equities, Inc. Marsh is a board member of the Greater Palm Harbor Area Chamber of Commerce and serves on the Board of Education at Palm Harbor United Methodist Church. Premier Private Wealth Management serves individual and institutional clients, including high net worth individuals and plan sponsors, offering investment management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive approach that combines active and passive strategies with ongoing portfolio monitoring.

Peter Falker is a financial advisor at Falker Investments Inc. in Safety Harbor, FL, holding a Series 65 credential and bringing 26 years of industry experience. He has been with Falker Investments since 1998. Falker Investments provides discretionary investment management primarily for individuals, families, and trusts, with additional clients including charitable nonprofits and a corporate account. The firm employs a conservative, value-oriented approach focused on capital preservation, using Economic Profit and intrinsic-value modeling to guide portfolio decisions.

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.

Brian Mahoney is a financial advisor at Camelot Wealth Management, LLC with 17 years of industry experience. He has been with Camelot Wealth Management since 2015 and is licensed as a Series 63 and Series 66 advisor. Outside of his advisory role, he serves as a board member of the Oldsmar Fire Fighter Pension Board. Camelot Wealth Management serves individual investors, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm constructs customized portfolios using fundamental and cyclical analysis, employing both long- and short-term strategies with regular account monitoring and 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.