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.

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.

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.

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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 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.

Dawson Ransome is the principal and sole advisor at Ransome Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in financial services since 2002 through various related entities. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis and uses both long-term and short-term strategies, including margin and option strategies where appropriate.

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.

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® with eight years of industry experience and is the sole advisor at Financial Pathway LLC. His prior experience includes positions at Edward Jones, Huntington National Bank, and Vocellis. Outside of his financial advisory work, he serves as a guide and host for an annual 10-day tour of Israel through Land of the Bible Tours. Financial Pathway is an independent firm serving individuals, charitable organizations, and businesses with tailored investment management, financial planning, and retirement plan consulting. The firm’s approach is based on Modern Portfolio Theory and factor analysis, emphasizing passive investment management using index funds and ETFs, and it provides employer and pension plan consulting alongside participant education.

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.

Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and New York Life. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm also supports estate planning via a third-party platform and offers educational seminars and newsletters, using a client-focused approach that includes the use of client testimonials and regular portfolio reviews.

James Koford is a CFP® with five years of industry experience and currently serves at Hammerhead Financial Strategies, LLC. He has previously worked with Kitces.com and operates Shark Investing, Inc., a subscription-based market commentary website where he contributes content and marketing efforts. Hammerhead Financial Strategies provides discretionary portfolio management and financial planning primarily for high-net-worth clients, employing an active, opportunistic investment approach that integrates technical momentum, asset allocation, and behavioral analysis.

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. In addition to his advisory roles, he is president and CEO of Drew Capital Group, where he is involved in selling life and annuity products. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, as well as financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and offers a mix of investment options including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.

Christopher Cook is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential and Bright Futures Wealth Management. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group, LLC is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm combines fundamental and technical analysis to build diversified portfolios and offers ongoing financial planning through a subscription-based “Personal CFO” platform.

George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.

Michael Garcia is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and New York Life Insurance. Garcia is also involved in non-variable insurance sales focusing on fixed life and fixed annuities. BRIA Capital Group is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management and ongoing financial planning, utilizing a blend of fundamental and technical analysis to build diversified portfolios aligned with client objectives and preferences.