Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.

William Hughes is the sole advisor at William D Hughes, an independent firm based in Odessa, FL. He holds Series 65 and Series 66 licenses and has nine years of industry experience. In addition to his advisory work, Hughes operates a licensed accounting practice, William D Hughes CPA, where he provides accounting services. The firm offers portfolio management for individual and high-net-worth clients, focusing on equities and fixed-income securities. Its investment approach includes fundamental analysis and combines long-term and short-term strategies tailored to client objectives and risk tolerance.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portfolio Medics, LLC and MassMutual. He is also involved with an affiliated accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is an independent, state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides asset management and standalone financial planning services, employing fundamental analysis with strategic and tactical asset allocation, and operates with a single adviser using a designated custodian platform.

Andrew Page is a financial advisor at Moorgate Capital Management with a Series 65 credential and no prior industry experience. He previously worked at Boston Consulting Group for three years and has been employed at Amazon Web Services since 2019 as a pre-sales architect. In addition to his advisory role, he manages a family-owned LLC that trades stocks and options contracts. Moorgate Capital Management provides discretionary investment management to institutional and high-net-worth clients, including trusts and family offices. The firm employs a research-intensive, asset-allocation driven approach focusing on high-conviction ideas and uses a combination of fundamental, technical, quantitative, and qualitative analysis for security selection.

Donald Reynolds is the sole advisor at Reynolds Capital Management, Inc. in Safety Harbor, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Reynolds Capital Management since 2005, also working at Rogers Quimby & Associates from 2005 to 2017. Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment strategies that incorporate fundamental and technical analysis, including the use of derivatives and options, with regular portfolio reviews and client evaluations.

Roshan Shikarpuri is the principal of Roshan Private Wealth Management, LLC and holds the PFS™ designation. He has over 40 years of experience in accounting through his work at Shan Shikarpuri & Associates, CPA's, PA, which he has been associated with since 1984. His involvement in both wealth management and accounting reflects a dual professional focus. Roshan Private Wealth Management, LLC provides discretionary asset management and portfolio monitoring primarily for high-net-worth clients. The firm customizes investment strategies based on client goals and risk tolerance, utilizing fundamental and technical analysis, option writing, and cash management while conducting regular portfolio reviews and accommodating client-imposed investment restrictions.

Ralph Marra is a financial advisor with Carter Ridge Strategic Advisors, holding Series 63 and Series 65 credentials and 32 years of industry experience. His background includes roles at National Securities Corporation and Peak Brokerage Services, LLC. He is currently also licensed as an insurance agent. Carter Ridge Strategic Advisors is a single-advisor independent firm serving individuals, families, small businesses, and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and utilizes fundamental, technical, and economic analysis along with options, derivatives, and margin techniques in client accounts.

Keith Amburgey is a CFP® with 16 years of industry experience and has been with Rutherford Asset Planning, Inc. since 2009. He is based in Tampa, FL, and holds a Series 63 license. Rutherford Asset Planning, Inc. provides discretionary investment management and family-office services to individuals, trusts, estates, and business entities, managing approximately $181 million across about 77 client relationships. The firm serves both high-net-worth and individual clients, emphasizing an asset-allocation first approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers integrated legal, tax, and investment services through an in-house licensed attorney.

Leo Wagner III is a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has worked at 1st Financial LLC since 2011 and BrokersXpress, LLC since 2010. Wagner is also an independent insurance agent representing several companies, focusing on fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, offering tailored investment services across a range of securities. The firm employs a conservative investment approach combining technical and fundamental analysis with ongoing portfolio monitoring.

Kevin Kuo is the sole advisor at Kevin Investments and holds a Series 65 designation with one year of industry experience. He has a background in dentistry, working as an endodontist and root canal specialist at Kevin Dental, PLLC. Kevin Investments is a newly formed advisory firm that provides tailored financial and investment planning services to individuals and high-net-worth clients. The firm emphasizes passive index funds and ETFs, employing various analytical methods to inform recommendations, and delivers services primarily through one-time financial plans without discretionary portfolio management.

Paige Gunn is the principal of Gunn Financial Advisors, LLC in Safety Harbor, FL, holding a Series 66 license with 11 years of industry experience. Her prior experience includes roles at The Harwood Insurance Group, Harwood Financial Group, and Palm Harbor Group, LLC. Outside of advisory services, she is a licensed insurance agent and involved in managing a non-investment-related real estate holding company. Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth clients, trusts, and qualified retirement plans. The firm also offers ERISA-plan services to plan sponsors, employing tailored investment programs that incorporate fundamental and technical analysis along with modern portfolio theory.

Carlos Cortez is the founder and sole advisor of Cortez Wealth Advisors LLC, based in Oldsmar, Florida, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at World Equity Group and Retirement Wealth Advisors, Inc. Outside of his advisory work, Cortez hosts the "Scriptures & Wallstreet" podcast, which he started in 2024. Cortez Wealth Advisors LLC provides financial planning and facilitates relationships with third‑party investment advisers for individual and high-net-worth clients. The firm focuses on asset-allocation strategies and client interviews to tailor plans and monitors recommended advisers while not directly managing client assets.

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Samuel Martinez is the principal of S.mart Advising Inc in Tampa, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His career includes roles at Crescendi Group, LLC, The Exit Strategy Co., and Blu Sky Coaching, Inc. Outside of advising, he serves as chairperson for Methodist United in Prayer, a nonprofit focused on fundraising and community outreach. S.mart Advising provides discretionary asset management, financial planning, and pension consulting services to individual investors and business entities, including qualified retirement plans. The firm utilizes platform- and model-based portfolio solutions, active co-advisory relationships, and a combination of analytical methods and trading strategies to manage client assets.

Michael Klimis is a CFP® professional with 47 years of experience in the financial advisory industry. He has been the principal of Klimis & Associates Advisory, Inc. since 1983 and previously worked at FSC Securities Corporation for 30 years. Klimis serves on the board of directors for the Clearwater Free Clinic, a nonprofit providing medical services to uninsured individuals, where he is involved in property development and facility expansion. Klimis & Associates Advisory, Inc. offers customized financial planning services primarily for individuals, including high-net-worth clients, focusing on comprehensive written plans covering investments, insurance, and retirement. The firm emphasizes planning and broad diversification without discretionary management, often coordinating implementation through affiliated broker-dealer services.

Sam Blade is the principal of Blade Financial, an independent financial advisory firm based in Tampa, FL. He holds a Series 65 credential and has no prior industry experience. His work history includes positions at Advent Health, University of Michigan Health, Lyft, Uber, and GrubHub. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a client-focused investment process that includes asset allocation, fundamental and technical analysis, and market-timing, offering both discretionary and non-discretionary management as well as standalone planning and consultation.

Richard Pigott is the sole advisor at The Money Guys, LLC, an independent firm based in New Port Richey, Florida. He holds Series 63 and Series 65 registrations and has seven years of industry experience. Prior to his current role, he was self-employed for 13 years. The Money Guys, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental and technical analysis to construct asset-allocation portfolios, offering both standalone written plans and ongoing comprehensive planning with regular reviews.

Brandon Grundy is a CFP® with 19 years of experience in financial advising. He has been with Ridgeview Financial Planning since 2014. Ridgeview Financial Planning provides comprehensive financial planning and investment advisory services to individuals, small businesses, and foundations or charitable organizations. The firm uses a Core + Satellite investment approach and is noted for its work with foundations and charitable organizations, as well as its coordination with outside attorneys and accountants.

Donna Morrall is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. Her background includes roles at Clear Waters Financial Planning LLC and Ramboll. She is a board member of the nonprofit Forever Our Rivers, where she provides financial and investment advice for educational purposes. Clear Waters Financial Network LLC is a fee-only investment adviser offering financial planning and portfolio management to individuals, small businesses, and nonprofits. The firm combines fundamental and technical analysis to create tailored portfolios that balance risk and objectives, employing both passive and active strategies.

Steven Bove is a CFP® and CFA® with 22 years of experience in financial advising. He is the sole advisor at LeBrigh Life Planners, an independent firm he has been with since 2004. The firm provides fee-only financial planning and portfolio management services primarily to individuals and high-net-worth households. LeBrigh Life Planners focuses on comprehensive planning covering retirement, tax, estate, insurance, and education matters. Investment management is conducted on a non-discretionary basis, emphasizing customized plans diversified across equities, fixed income, and alternative assets, with client portfolios reviewed quarterly.