Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

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.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

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.

Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fisher Investments and Charles Schwab & Co., Inc., as well as service in the United States Air Force. Jefferson Financial Planning LLC offers financial planning services to individuals and high-net-worth clients, focusing on investment planning, retirement, tax, life insurance, college savings, and debt management. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, with strategies that include equities via ETFs and fixed income, while clients retain custody of their assets.

Michael Fargo is a financial advisor at Houten Haley Financial LLC in St. Petersburg, FL. He holds a Series 65 designation and has been in the industry since 2022. Prior to founding his advisory firm, he worked at Navico from 2007 to 2022. Outside of his advisory role, Mr. Fargo operates a sole proprietorship providing general business consulting and marine services. Houten Haley Financial LLC is a state-registered investment adviser offering discretionary and non-discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis alongside modern portfolio theory to create portfolios tailored to clients’ goals and risk tolerances, maintaining ongoing client contact and periodic reviews to manage customized investment strategies.

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

Nicholas Dawson is a CFP® with 17 years of industry experience. He is the principal advisor at New Perspective Wealth Management, an independent firm he has led since 2021. Prior to that, he spent 12 years at Franklin Templeton Investments. Outside of advisory work, he consults on physical supply and hedging strategies for propane and oil and gas retailers through New Perspective LLC. New Perspective Wealth Management serves individual and high-net-worth clients, offering discretionary investment management along with financial planning and consulting. The firm’s investment approach focuses on long-term asset allocation using a mix of actively managed mutual funds, ETFs, and individual stocks, maintaining a relatively concentrated, long-biased portfolio.

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.

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.

William Hussey is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Cleartree Asset Management, Inc. Located in Tampa, FL, he has previously worked at Sutton Wealth Advisors, Inc. and Securities Service Network, Inc. Hussey holds a Series 66 license and has been with Cleartree since 2018. Cleartree Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, managing accounts with strategies that include long-term trading and more active techniques such as options and short sales, tailored to client objectives and risk tolerances.

Jamie Chatman is the principal of JC Venture Capital Investments LLC and holds a Series 65 designation. He has 10 years of experience serving with the Fort Lauderdale Police Department. JC Venture Capital Investments provides non-discretionary portfolio advisory services and financial planning to individuals, families, trusts, and closely held entities. The firm combines fundamental and macroeconomic analysis with strategic and tactical asset allocation, offering tailored advice across a range of investment options while maintaining client approval on all transactions.

Rory Carney is a financial advisor at Hygge Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Transamerica Financial Advisors, Inc. Carney also works as an independent consultant for physical precious metals and alternative investments, including cryptocurrencies, and organizes financial conferences and seminars. Hygge Advisors, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and plan sponsors. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a risk-based strategic and tactical asset allocation approach grounded in Modern Portfolio Theory.

Walter Myers is the sole advisor at Myers, Walter L, an independent registered investment advisory firm based in Wimauma, FL. He holds Series 63 and Series 65 designations and has 15 years of experience in the financial industry. Prior to founding his firm, Myers has been associated with LaSalle St Securities since 2001. Outside of his advisory role, he has worked as a cashier at Walmart. Walter L. Myers provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm employs a proprietary, technical-analysis based methodology focusing on value, safety, quality, and risk control in selecting equities, options, and mutual funds, serving a limited number of clients through a personalized approach.

Scott Tittle is the principal advisor at Blueprint Wealth Management, an independent advisory firm based in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Tittle has led Blueprint Wealth Management since 2012. Blueprint Wealth Management provides discretionary investment and portfolio management services primarily to individuals and high-net-worth clients. The firm manages approximately $120 million in assets and employs a fundamental analysis approach, offering tailored portfolios across various asset types including alternative investments such as hedge funds and private placements.

Jonathan Henrich is the sole advisor at Mozella Asset Management, a state-registered independent firm. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles in technology consulting at Jinzi Tech and commercial mortgage operations at Yes Funding, LLC. He also authors books on a mostly nonprofit basis. Mozella Asset Management provides continuous investment management, financial planning, and consulting services to individuals, personal trusts, and corporations. The firm emphasizes customized portfolios built with Modern Portfolio Theory and uses third-party managers and managed account programs along with formal manager selection and oversight.

Azul Galvez is the principal of Galvez Financial LLC, an independent advisory firm based in Parrish, Florida. Holding a Series 65 designation, Galvez has five years of industry experience and has worked at several financial and related firms before founding Galvez Financial. Galvez Financial LLC provides customized financial planning and discretionary portfolio management primarily for individuals, families, trusts, and high-net-worth clients. The firm offers a range of services including comprehensive financial planning, portfolio management, and an options-based income service, tailoring investment strategies to clients’ goals, risk tolerance, and time horizon.

Christian Pearson is a financial advisor at 4 Vertical with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at firms including Treloar & Heisel, Inc., MassMutual, and LPL Financial. He is also CEO of Alafia Consulting LLC, a business development firm for startups. 4 Vertical is an independent, state-registered investment adviser serving individuals and qualified retirement plans. The firm uses a tactical allocation strategy with customized portfolio management and offers pension consulting, participant education, and ERISA 3(21) advisory services on a primarily non-discretionary basis.