Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.

Christiana Dirks is a CFP® professional affiliated with ProVise Management Group, LLC in Clearwater, FL. She has experience working at multiple financial firms including Morgan Stanley, Koss Olinger Financial Group, and Raymond James Financial. Her background also includes employment outside finance at Publix Supermarkets. ProVise Management Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting services. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and non-discretionary management options.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management with a Series 65 credential and three years of industry experience. His prior roles include positions at Morgan Stanley and Franklin Templeton, as well as academic work at the University of South Florida and Lee University. He is also involved with Darwin Insurance Group, an affiliated company where he offers fixed insurance and annuity products. Darwin Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and business entities. The firm employs a tailored investment approach combining various model portfolios and strategies, and also offers a web-based advisory option through the Betterment for Advisors platform.

Nathan Kriplin is a CFP® professional at Northbridge Financial Group, LLC with six years of industry experience. His prior roles include positions at LPL Financial, LLC and Goldman Sachs & Co. LLC. Outside of his advisory work, he has been involved with USA Hockey. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, trusts, businesses, and retirement plans. The firm follows a primarily long-term, goal-based investment approach utilizing fundamental and technical analysis and employs a variety of investment strategies, including ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

John Thiel is a financial advisor at Indivisible Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 1989 to 2018 before retiring and returning to advisory services. Outside of his advisory role, he serves as a senior advisor and partner at My Next Season, focusing on retirement consulting. Indivisible Partners is an SEC-registered firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers tailored investment approaches, including active, passive, direct indexing, and tax-aware strategies, integrating third-party credit and platform solutions within its operational model.

Matthew Michaels is a CFP® with 15 years of experience in the financial services industry. He currently serves at Fidelis Capital Partners, where he has worked since 2022. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank spanning over a decade. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment approach that integrates quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and business consulting services.

Harrison Moore is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes positions at Harwood Advisory Group, LLC and American Family Legacy Group, LLC. He currently serves as a financial planner at Rogan & Associates. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm employs a long-term, asset allocation and diversification-focused approach, tailoring portfolios to client objectives and risk tolerance.

Sandra Nesbit is a financial advisor at Noble Family Wealth with 27 years of industry experience. She holds a Series 66 designation and previously worked at Mainsail Capital Group, Mercer Advisors, National Advisors Trust Company, and GFS Private Wealth. Outside of her advisory role, she manages two boat holding companies. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, primarily serving higher-net-worth clients. The firm employs a tactical, multi-asset-class allocation approach tailored to clients’ objectives and risk profiles, utilizing ETFs and various strategies including options and short sales.

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. He briefly worked outside the financial industry at The Bungalow Restaurant & Bar. Northbridge Financial Group is a nine-advisor team managing approximately $413 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management and retirement plan advisory services using a primarily long-term, goal-based investment approach that incorporates a range of investment vehicles and tactical strategies tailored to client objectives.

Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank, Merrill, SS&C Advent, and Florida Blue. Unique Wealth, LLC serves individual investors, small businesses, retirement plans, and nonprofit organizations with discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $965.6 million in assets through a multi-advisor team and combines internally managed strategies with third-party managers and specialized investment solutions.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. 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 mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.

Michael Aloian is a financial advisor at Harmony Asset Management LLC in Tampa, FL, holding a Series 65 designation with four years of industry experience. He previously worked at Charlotte State Bank & Trust for 16 years before joining Harmony in 2022. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

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 an advisor at Darwin Wealth Management in Tampa, FL, holding Series 65 and Series 63 designations with five years of industry experience. His prior roles include positions at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Before entering the financial industry, he worked in various roles including at Shoreline Watersports and Oceans & Ale Restaurant. Darwin Wealth Management is a registered investment adviser serving individuals, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm uses a tailored investment approach combining proprietary and third-party models, long-term and tactical strategies, and offers a web-based advisory option through Betterment for Advisors.

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® with 25 years of industry experience and serves as President of ProVise Management Company, Inc. since 2002. He is affiliated with Provise Management Group, LLC in Clearwater, FL, where he has worked for over two decades. Outside of his advisory role, he serves as a trustee at the Forman School and as a member of the board of directors for the Homeless Empowerment Program. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs portfolios with a range of investments and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Jason White is a CFP® with 29 years of industry experience, currently serving as an advisor at Rogan & Associates where he has worked for 23 years. His prior experience includes a year at Invest Financial Corporation. He also serves as a non-public arbitrator for FINRA dispute resolution. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million in assets, using a long-term, asset-allocation and diversification-focused approach tailored to clients' objectives and risk tolerance.

Eric Miller is a financial advisor with Econologics Financial Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Econologics Financial Advisors since 2008 and previously worked for Meeder Advisory Services and Meeder Asset Management from 1999 to 2008. Econologics Financial Advisors primarily 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 process focuses on client-specific Investment Policy Statements and asset allocation studies, incorporating a mix of core, tactical, and diversifying strategies along with proprietary analytical tools.

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.