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.

Christopher Kacena is a financial advisor at Severin Investments LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dynasty Financial Partners and PGIM, as well as positions outside the financial industry, including at Radiology Regional Center and Interlachen Country Club. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers. The firm offers discretionary portfolio management with proprietary model portfolios, estate-planning support, 401(k) consulting, and a wrap-fee program, using investment strategies that combine fundamental and technical analysis alongside tactical tilts and sector rotation.

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.

Eric Ebbert is a CFP® professional with 24 years of experience in the financial advisory industry. He is president of ProVise Management Company Inc. and has been with Provise Management Group, LLC since 2002. Outside of his advisory role, he serves as a trustee for the Forman School and is a member of the board of directors for the Homeless Empowerment Program in Clearwater, FL. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm utilizes a range of investment vehicles and custodial platforms, and it is affiliated with several financial service companies under Kestra Financial.

Jason White is a CFP® with 28 years of industry experience, currently serving at Rogan & Associates since 2003 and also affiliated with J.W. Cole Financial, Inc. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he acts as a non-public arbitrator for FINRA dispute resolutions. Rogan & Associates advises individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm follows a generally conservative, long-term investment approach focused on diversification and tailors allocations to client goals, employing both discretionary and non-discretionary management alongside unaffiliated third-party managers when appropriate.

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 Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial LLC and Principal Securities and is involved with Mark Scheidter & Associates, a DBA for his LPL business in Tampa, FL. Ferrell also acts as an agent for fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee programs.

Adam Lucke is a financial advisor at Rogan & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Rogan & Associates since 2012, also working at J.W. Cole Financial, Inc. since 2025. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management and third-party managed accounts. The firm employs a conservative, long-term investment approach focused on diversification and tailored allocations, using both discretionary and non-discretionary management as well as third-party managers when appropriate.

Andrew Oswald is a CFP® with 20 years of industry experience. He has been with Flaharty Asset Management, LLC since 2014 and also maintains roles at Mutual Securities, Inc. and Modern Wealth Management, LLC. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of 10 advisors managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach across broad asset classes, tailoring portfolios to client time horizons and risk tolerance, and offers discretionary management, financial planning, and retirement plan consulting.

Greg Willsey is a CFP® professional with 34 years of experience in the financial services industry. He currently serves at Noble Family Wealth, LLC and has previously worked with Mercer Global Advisors Inc. and GFS Private Wealth LLC. Outside of advisory work, he is involved in managing several non-investment LLCs, including those owning boats and an office building, as well as a business management consulting firm. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical, multi-asset-class investment approach tailored to client objectives and risk profiles, utilizing ETFs and various hedging strategies.

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.

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.

Brian Inman is a financial advisor with Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and 65 licenses and 28 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a 10-advisor team managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances, offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Di Legge is a financial advisor at Hemsley Advisors, Ltd. in Clearwater, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Hemsley Advisors in 2023, he worked at Twilio, FullStory, Adobe, and Atlantix Global Systems. Hemsley Advisors, Ltd. is an SEC-registered advisory firm managing approximately $541 million across a client base that includes individuals, charitable organizations, and corporations. The firm offers portfolio management, integrated financial planning, and consulting services, emphasizing individualized investment policies, fundamental analysis, and a buy-and-hold strategy.

Ronald Paprocki is a CFP® with 44 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also associated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Clearwater Beach, FL. Outside his advisory role, he is involved in insurance sales, assisting clients with life, disability, and long-term care insurance products. MEDIQUS Asset Advisors serves individuals, retirement plans, and not-for-profit medical organizations, with a notable concentration of physicians and medical groups. The firm provides investment advisory, financial planning, and educational services, managing discretionary Wealth Builder accounts through the Betterment platform with an emphasis on long-term asset allocation and regular account reviews.

Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with LPL Financial and Excalibur Financial Group prior to joining PSI Advisors. Outside of his advisory role, Zimmerman is involved in non-variable insurance and fixed group benefits activities. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a range of analytical methods and offers discretionary and non-discretionary management through various advisory platforms, including wrap fee programs and separately managed account strategies.

Amy Gates is a financial advisor with Trust Advisory Group Ltd in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at StoneX Securities Inc. since 2024 and was previously with AGES Financial Services, Ltd. for 16 years. Outside of her advisory work, Gates is a USCCA Certified instructor teaching women self-defense with small arms handguns. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment approaches including proprietary model solutions and manager-of-managers strategies and is affiliated with StoneX Advisors Inc. since 2024.

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.

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.