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 in Odessa, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Waddell & Reed Inc for one year and operates a licensed CPA practice alongside his advisory services. Hughes also serves as an insurance agent for various carriers through W&R Insurance Agencies. His firm provides ongoing portfolio management to individual and high-net-worth clients, focusing on equities and fixed-income securities. The investment approach uses fundamental analysis and includes both long- and short-term trading, with accounts reviewed at least quarterly and customized to each client’s 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.

Ralph Marra is the sole advisor at Carter Ridge Strategic Advisors, an independent firm based in Lutz, Florida. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including positions at Merrill, UBS Financial Services, Morgan Stanley, and National Securities Corporation. Since 2022, he has led Carter Ridge Strategic Advisors and also works as an insurance agent. Carter Ridge Strategic Advisors provides discretionary and non-discretionary portfolio management and investment consulting for individuals, families, small businesses, and high-net-worth clients. The firm employs fundamental, technical, and economic analysis across various strategies, including the use of options, derivatives, and margin techniques, and may manage assets through an unaffiliated third-party wrap fee program.

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.

Mauricio Reyes is a financial advisor at Quality Financial Planning LLC in Land O' Lakes, FL, holding a Series 65 designation with four years of industry experience. He is also president of Reyes Benefits Inc., where he has been involved in insurance product sales since 2009. Quality Financial Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, business entities, and retirement plan sponsors. The firm offers tailored investment programs based on clients’ objectives and risk tolerance, along with ERISA plan services and pension consulting.

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.

Joshua Kreshon is a financial advisor at Bullish Wealth Planning with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities for eight years. He also serves as Successor Trustee to his parents' estate. Bullish Wealth Planning provides advisory services to individuals and business entities, focusing on portfolio management and comprehensive financial planning. The firm uses a combination of analytical methods and maintains a long-term trading orientation while directing clients to third-party platforms for trade execution and custody.

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.

Sam Blade is the principal advisor at Blade Financial in Tampa, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Advent Health, University of Michigan Health, and several ride-sharing platforms such as Lyft and Uber. Blade Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation supported by fundamental and technical analysis, offering both discretionary and non-discretionary management along with coordinated implementation through third-party professionals.

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.

Dawson Ransome is the principal of Ransome Asset Management with 12 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Raymond James Financial Services. In addition to his advisory work, he is a licensed real estate agent involved in affiliated real estate development activities. Ransome Asset Management serves individual investors, pension and profit-sharing plans, and other business entities by providing discretionary portfolio management and financial planning. The firm employs a value-oriented investment approach combining fundamental analysis with both long-term and short-term strategies tailored to client objectives and risk tolerance.

Pritam Dhavale is a financial advisor with Wealth Compounders LLC, holding a Series 65 designation and eight years of industry experience. He has been with Wealth Compounders since 2018 and has prior experience at Pre-Rush Inc. Wealth Compounders LLC is a small independent advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a combination of charting, fundamental and technical analysis, and implements various strategies including derivatives and options trading, with a focus on non-discretionary asset management.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

Brian Walker is a financial advisor with Mansion Wealth in Tampa, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Primerica Financial Services, Primerica Advisors, and Primerica Mortgage. Outside of his advisory work, he serves as president of Team Do It, Inc., an entity formed for Primerica business purposes. Mansion Wealth is a newly formed investment adviser that plans to offer fee-based comprehensive financial planning combined with discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, value-oriented long-term asset allocation with the flexibility for tactical shifts based on fundamental analysis.

As Founder & CEO of BayView Financial Planning, Stacy Miller leads an independent fee-only fiduciary firm serving clients nationwide from Tampa Bay. She holds the Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and Certified Financial Transitionist (CeFT®) certifications, a distinctive combination that reflects her specialized expertise in navigating financial decisions during life’s transitions. Inspired by her experience as a military spouse and her passion for women’s financial independence, Stacy founded BayView Financial Planning to help women, widows, and military-connected families invest in their own future financial security through the tides of life. A nationally recognized financial planner and speaker, Stacy blends technical expertise with empathy, helping clients navigate life changes such as career transitions, loss, military moves, and new financial responsibility with clarity and confidence. Her insights have been featured in The Wall Street Journal, The New York Times, and numerous other media outlets.

Nathaniel Skelly is a CFP® professional with 8 years of industry experience, currently serving as the sole advisor at Financial Pathway LLC in Wesley Chapel, FL. Prior to founding Financial Pathway, he worked at Edward Jones and Huntington National Bank. Outside of his advisory role, he coordinates and hosts annual guided tours of Israel through Land of the Bible Tours. Financial Pathway is an independent advisory firm that provides investment management, financial planning, coaching, and retirement plan consulting to individuals, charitable organizations, and businesses. The firm emphasizes passive investment strategies based on Modern Portfolio Theory and factor analysis and typically manages assets on a non-discretionary basis with regular account reviews.

Jeremy David is a financial advisor at Noble Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Noble Wealth Advisors, LLC, he worked at Northwestern Mutual and Raymond James. In addition to advisory services, he provides insurance through Noble Insurance Planners, LLC and tax preparation services via Noble Tax Strategies, LLC. Noble Wealth serves retail investors, including individuals and small businesses, offering a combination of discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-account rollover advice. The firm employs both passive and active investment strategies using ETFs, mutual funds, equities, and fixed income, and integrates fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.