Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.

Sterling Jasper Jr. is the sole advisor at Sterling Advisory Services, LLC, holding a Series 66 credential with 17 years at the firm and a total of 7 years in the industry. He also operates All Occasions Concierge and is involved in the management of Jersey Mikes sub shops. Sterling Advisory Services, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses, using a combination of charting, fundamental, technical, and cyclical analysis to develop personalized Investment Policy Statements. The firm primarily manages assets on a non-discretionary basis across a wide range of investment types.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Derek Ifasi is the sole advisor at RetireSharp Wealth Management, LLC in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Wealth Advisors and AE Wealth Management, LLC. Outside of his advisory role, he is the owner and independent insurance agent of IFASI Financial Group, LLC. RetireSharp Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a tactical asset allocation strategy across mutual funds, ETFs, stocks, and bonds, utilizing in-house model portfolios, Altruist’s Model Marketplace, and selected sub-advisers.

Alexander Blackstone is a financial advisor based in Tampa, FL, affiliated with Portfoliolab. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Accurate Wealth Management, Blackstone Wealth Management, MML Investors Services, and MassMutual Life Insurance Company. Portfoliolab provides discretionary portfolio management services to individual investors and other registered investment advisers, offering customized portfolios and model-based strategies. The firm’s investment approach combines fundamental, technical, and quantitative analysis with indicator-based models and market signals, managing accounts on a discretionary basis tailored to client objectives and restrictions.

John Mitchell is a Series 65-licensed advisor with CPA Synced Financial in Tampa, FL, and has two years of experience in investment management. He is also the sole owner of Mitchell CPA Financial & Tax Advisory, where he prepares and reviews tax returns and handles payroll and bookkeeping. His prior experience includes roles at BJM Financial, Davidson, Jamieson & Associates, Addessi Financial Partners, and Wells, Houser & Schatzel. CPA Synced Financial provides ongoing investment management and financial planning, utilizing a combination of fundamental and technical analysis with strategies such as long- and short-term purchases and covered call options. The firm serves clients through discretionary and non-discretionary accounts and maintains a co-advisory agreement with an independent wealth manager.

William James is a CFP® professional with 19 years of experience in financial advising. He has been with Capital Advisory Group, an independent firm based in Tampa, FL, since 2008. Capital Advisory Group provides individualized wealth management and financial counseling to high-net-worth individuals, pension and profit-sharing plans, foundations, and businesses. The firm employs a consultative onboarding process to tailor portfolios and asset allocations, typically using mutual funds, ETFs, and third-party sub-advisors, while providing regular monitoring and reviews.

At Caliber Wealth Advisory, we work with individuals and families who want a more thoughtful, coordinated approach to financial planning. Many of our clients come to us because their financial decisions—investments, retirement, and taxes—have been handled separately. Over time, that can make things feel fragmented or unclear. Our role is to bring everything together into a structured, integrated plan so each decision supports the next. We help guide: Retirement planning and income strategy Tax-aware investment decisions Portfolio management and long-term planning As a fee-only fiduciary, we provide advice that is fully aligned with our clients’ interests—no commissions, no product incentives. Our approach is grounded in three principles: Leadership. Discipline. Care. We tend to work best with clients who value clarity, long-term thinking, and a trusted relationship—not just transactional advice. If you’re ever looking for a second perspective or a more coordinated approach, you can learn more here: 👉 Caliber Wealth Advisory

Catherine O'Connor is a CFP® with 32 years of industry experience and has been the sole advisor at O'Connor Portfolio Management LLC since 2013. She holds a Series 63 license and operates out of Tampa, FL. O'Connor Portfolio Management provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $50.7 million in assets, offers both discretionary and non-discretionary client relationships, and employs a mix of fundamental, technical, and cyclical analysis with regular account reviews.

Darryl Poisson is a financial advisor at DJP Wealth Management, LLC in Tampa, FL, with 18 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2010. In addition to his advisory role, he is a licensed insurance agent in Florida. DJP Wealth Management provides discretionary investment management, financial planning, and pension consulting services to individuals, employee benefit plans, charitable organizations, and corporations. The firm customizes portfolios using a combination of fundamental, technical, charting, and cyclical analysis, and offers a diverse range of investment options including equities, debt, mutual funds, ETFs, options, and derivatives.

Duane Eatherly is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been the sole advisor at Sunrise Wealth Management, LLC since 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm uses three proprietary model portfolios and combines fundamental, technical, and cyclical analysis to guide investment decisions, managing approximately $6.8 million in client assets.

Jonathan Higgins is a Series 65-licensed financial advisor with Sterling Advisory Services, LLC, based in Brandon, FL. His prior work experience includes roles at The University of Florida, Orlando Health, Florida Heart and Vascular, and Vascular and Endovascular Consultants of Orlando. Sterling Advisory Services, LLC is a solo registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to construct and monitor client portfolios and prepares customized Investment Policy Statements.

Eric Difrancesco is a financial advisor with Investors Choice in Tampa, FL, holding Series 63 and Series 65 designations and with 23 years of industry experience. He has been with Investors Choice since 2000 and concurrently serves as a U.S. government contractor involved in military-to-military exercise planning related to counterterrorism. Investors Choice is a registered investment adviser specializing in the sale and placement of insurance-based products such as index strategies, annuities, and life insurance. The firm’s approach centers on aligning investment strategies with clients’ long-term goals and risk tolerance through insurance company platforms, without trading client securities or holding custody of brokerage accounts.

Alexander Skijus is a financial advisor at True Life Wealth Management, LLC in Tampa, FL, holding a Series 65 credential and with 11 years of industry experience. He has worked at True Life Wealth Management since 2018 and previously at Sandy Morris Financial. Outside of his advisory role, Mr. Skijus is the owner and sole agent of Life Capital Strategies, an independent insurance agency. True Life Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management and financial plans. The firm employs a variety of analytical methods and a long-term trading approach, and it also provides a subscription newsletter that may include specific buy/sell recommendations.

Terence O'Grady is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of O'Grady Financial LLC, an independent firm he has led since 2019, following seven years at LPL Financial. O'Grady Financial LLC serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm uses client-specific investment policy statements and fundamental analysis, along with third-party managers and model portfolios, to implement asset allocation and portfolio supervision.