Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Continum Wealth Partners. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support its investment process.

Harrison Moore is a financial advisor at Rogan & Associates with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Harwood Advisory Group, American Family Legacy Group, and Axa Advisors. Rogan & Associates advises individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses, managing discretionary portfolios and offering third-party managed accounts. The firm uses a generally conservative, long-term investment approach emphasizing diversification and tailors allocations to client goals and time horizons.

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 four years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank and Merrill Lynch. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and offering access to model portfolios, sub-advisers, and independent managers.

Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.

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 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.

Mark Donohue is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in regulatory assets across a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs that include mutual funds, ETFs, stocks, bonds, derivatives, and annuities.

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.

Thomas Hlohinec is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Rise Financial Partners since 2019 and also worked at CIG Asset Management and FS Investment Solutions. Outside of advising, he is CEO of Rise Financial Partners and holds ownership roles in real estate investment and holding companies based in Florida. Rise Financial Partners is a team-based, state-registered advisory firm serving individuals, charitable organizations, and corporate plan sponsors with financial planning, portfolio management, retirement-plan services, and business consulting. The firm integrates modern portfolio theory with technical and cyclical analysis to create client-specific investment plans, including allocations to less-liquid and private funds.

Jessica Marshall is a Series 65-licensed financial advisor at ARS Wealth Advisors with five years of industry experience. She has worked with Holloway Wealth Management and ARS Wealth Advisors Group since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services with tailored investment programs that emphasize diversified allocations and a long-term investment horizon.

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.

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.