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.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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® professional with 23 years of industry experience. He is the sole advisor at IQ Retirement Portfolios LLC and previously worked for JS Financial Capital Management, Inc. for 29 years. Signorella also owns and serves as president of an insurance consultancy, where he holds multiple state insurance licenses. IQ Retirement Portfolios LLC offers advisory services to retail clients, including individuals, trusts, and retirement plans, through an online wrap-fee program combined with supplemental planning and consultation options. The firm uses proprietary algorithms overseen by an internal committee to manage portfolios composed of low-cost, index-tracking ETFs, annuities, and cash, and it incorporates human advisory services along with life and annuity insurance recommendations.

Daniel Lowry is a ChFC® and Series 63 licensed financial advisor with 43 years of experience in the industry. He founded Lowry Financial Services in 1983 and worked with Commonwealth Financial Network from 2004 to 2023. In addition to his advisory role, he is a licensed insurance agent involved in selling life and health insurance products as well as annuities. Lowry Financial Services is an independent advisory firm that provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using various analytical methods and offers pension consulting services that include plan document creation and money manager recommendations.

Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 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 provides financial planning services to individuals and high-net-worth clients, focusing on tailored 12-month engagements that address investment, retirement, tax, insurance, college savings, and credit planning. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending ETFs and fixed income while incorporating options strategies.

Michael Fargo is the principal advisor at Houten Haley Financial LLC in St. Petersburg, FL. He holds a Series 65 credential and has over 15 years of industry experience, including prior work at Navico. In addition to his advisory role, Mr. Fargo operates a sole proprietorship providing general business consulting and marine services. Houten Haley Financial is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, applying a combination of fundamental and quantitative analysis with modern portfolio theory to develop customized investment strategies.

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.

At Cassandra Smalley Wealth Management, we help women business owners, executives, physicians, and tech-professionals simplify complex financial decisions and build wealth with confidence. We specialize in helping women save on taxes and build wealth for retirement while managing demanding careers, growing businesses, family responsibilities, and long-term financial goals. Our mission is to help women feel informed, empowered, and fully engaged in their financial lives while closing the gender wealth gap through education, transparency, and authentic relationships. Many of the women we work with are highly successful professionally but want a clearer strategy around retirement, investing, equity compensation, estate planning, business planning, and major life transitions. We build that road map together. With over 20 years of experience, Cassandra helps clients navigate retirement planning, investments, tax planning, stock options, employee benefits optimization, inherited wealth, college planning, Social Security strategies, and planning for business owners. Her approach goes beyond traditional financial advice. She believes wealth should create flexibility, freedom, and a life aligned with your personal values, not just a retirement account balance. After years of seeing women excluded from financial conversations or underserved by the industry, Cassandra felt called to create a different kind of advisory experience rooted in education and empowerment. That passion led her to write "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life," a book that makes financial concepts more approachable through relatable stories and real-life experiences. Cassandra is the proud mother of two daughters and understands firsthand the realities of balancing career, family, and financial goals during the busy years of life. Outside of work, she enjoys exploring Florida springs and spending time outdoors with her family. Cassandra is a Fee-Only Fiduciary, a CERTIFIED FINANCIAL PLANNER™, and a Chartered Financial Analyst professional. She earned an MBA with a Finance concentration from UNF and an undergrad from UF. Cassandra has been recognized by Forbes and SHOOK Research as one of America’s Top Women Wealth Advisors and Top Next-Gen Wealth Advisors, as well as by Working Mother Magazine as a Top Wealth Advisor Mom. Based in the St. Petersburg, Clearwater, and Tampa Bay area, Cassandra serves clients virtually across the United States.

Dena Minning is a CFP® and CFA® with 30 years of experience in the financial advisory industry. She has been with Personal Asset Management since 2005 and previously worked at Vioni Capital Management. Outside of her advisory role, she is involved as president and co-manager of a residential rental real estate investment LLC. Personal Asset Management is an independent firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm offers discretionary and recommendation-based asset management, financial planning, and consulting, focusing on fundamental analysis and a long-term investment strategy with customized portfolios primarily invested in individual stocks, bonds, and CDs.

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.

Jeffrey Merkow is a financial advisor at JSM Investment Management in Seminole, FL, with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Fortis Capital Advisors, Elevate Financial Planning & Wealth Management, and Financial Engines Advisors. JSM Investment Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, private equity funds, corporations, and retirement-plan fiduciaries. The firm employs a predominantly passive global asset allocation using ETFs, complemented by active management and options strategies as market conditions dictate, and offers various engagement types including hourly advice and subscription services.

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.

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 an advisor at Mozella Asset Management with three years of industry experience. He holds the Series 63 and Series 65 licenses and has a background that includes roles at Quiet Mind Hotel, Best Rate Referrals, and Jinzi Tech. Outside of advising, he authors books on a generally not-for-profit basis and has involvement in business operations and technology consulting. Mozella Asset Management is a state-registered investment adviser that provides active investment management, financial planning, and consulting services to individuals, trusts, and corporations. The firm constructs customized portfolios using Modern Portfolio Theory combined with fundamental and technical analysis, and it focuses on selecting and overseeing third-party managers with a flexible fee structure.

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.

John Donovan is a CFP® with 39 years of experience in the financial advisory industry. He has been the principal advisor at AdvisorPlanner, LLC since 2016. Outside of his advisory work, he offers automobile rental services through an organized platform from his home office. AdvisorPlanner, LLC is a fee-only independent registered investment adviser serving individual clients and employer-sponsored retirement plans. The firm uses a variety of analysis techniques to construct portfolios that include equities, mutual funds, ETFs, and fixed-income instruments, and it emphasizes both value-oriented and income-focused strategies with periodic tactical adjustments.

James Florio is a Series 65-licensed advisor with Florio Wealth Management, LLC in Seminole, FL, where he has worked since 2020. He has 5 years of industry experience and also maintains a 20-year involvement with Ensured Futures. Florio is a licensed life and health insurance agent. Florio Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on fixed-income securities and exchange-traded funds. The firm uses a modern portfolio theory approach and refers client assets to third-party money managers, monitoring their performance without exercising investment discretion.

Robert Johnson is a financial advisor at TCP Investments LLC in Saint Petersburg, FL, holding a Series 65 designation with 21 years of industry experience. He has led TCP Investments since 2011. The firm provides investment advice exclusively to individual clients, employing a market-timing approach driven by technical analysis and charting tools. TCP Investments manages a small client base and focuses on short-term mutual fund trading strategies, including the use of leveraged ProFunds and discretionary group trades for certain accounts.

Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the principal of Gray Colt Financial Planning LLC. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Empower Financial Services, and Regions Bank/Cetera Investment Services. Grelck holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent advisory firm providing personalized asset management and financial planning to individual and high-net-worth clients. The firm emphasizes value-oriented, long-term investments combined with strategic asset allocation, offering discretionary management and using the eMoney platform for comprehensive planning and account aggregation.