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.

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.