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.

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.

Jonathan Bailey is a financial advisor at Amuni Financial, Inc. in St. Petersburg, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has worked at American Municipal SEC since 2014. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management and wrap-fee advisory programs. The firm employs a fundamental, long-term investment approach using a range of securities and offers both discretionary and non-discretionary account options.

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.

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.

Yale Walker is a financial advisor at PSI Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. from 2016 to 2022. He is also involved with Walker Wealth Management LLC, focusing on fixed 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 utilizes a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee program offerings.

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.

Gregory Holland is a Series 65 registered advisor with 13 years of experience in financial services. He has been with O'Hagan Group, Inc. since 2021 and previously worked at Arbor Point Advisors and Kms Financial Services. Outside of advising, he has maintained a long career as a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning, employing a fundamental, bottom-up investment approach focused on resilient large-cap companies. The firm manages over $1.2 billion on a fully discretionary basis and integrates growth and value strategies primarily through individual equities and ETFs.

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.

David Vervelde is a financial advisor at TLW Wealth Management, LLC with 42 years of industry experience. He has worked at TLW Wealth Management since 2016, following previous roles at VSR Financial Services, Inc. and Robert Baird & Co. Outside of advisory work, he is a partner in Teal Wing LLC, a real estate business based in Hayward, Wisconsin. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, typically structuring portfolios for multi-decade time horizons and accommodating ongoing monthly withdrawals.

Dodd Disler is a financial advisor at Sagace Wealth Management with eight years of industry experience. He holds a Series 65 designation and has previously worked at CS Planning Corp and MicroMo Electronics Inc. Disler is also the owner and officer of DMD Capital LLC, a holding company with an interest in Sagace Wealth Management. Sagace Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning services. The firm manages approximately $156.5 million in client assets and employs ETF-based portfolios alongside fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies.

Edwin Foss is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Rogan & Associates since 2004. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses by managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailoring allocations to client goals and time horizons.

Shane O'Hara is a CFP® with 11 years of industry experience, currently serving as Executive Vice President and Partner at ProVise Management Group, LLC. He has worked with Kestra Investment Services, LLC and ProVise Management Company, Inc. during his career. Outside of his advisory roles, he is President of Creative Pinellas, a nonprofit organization supporting and promoting local artists. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and offers discretionary and non-discretionary management tailored to client needs.

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

Susan Washburn is a CFP® with 19 years of industry experience, currently serving as a principal at ProVise Management Group, LLC since 2017. Prior to joining ProVise, she operated Washburn Capital Management for ten years. She is a member of the Pinellas County Estate Planning Council board of directors, contributing to programming that fosters understanding of estate planning. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and comprehensive reporting services. The firm uses a range of investment vehicles and custodial platforms, employs pre-approved AI tools reviewed by humans, and is affiliated with Kestra Financial and related entities.

Shon Flaharty is a CERTIFIED FINANCIAL PLANNER™ with 30 years of industry experience. He is currently with Flaharty Asset Management, LLC, where he has worked since 2013, following a 19-year tenure at LPL Financial. He also has experience at Mutual Securities, Inc and Modern Wealth Management, LLC. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and other institutions through a 10-advisor team managing approximately $901.6 million across about 1,100 client relationships. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, investing across a broad range of asset classes and instruments, including equities, ETFs, mutual funds, and alternatives.

Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.