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.

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® 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.

Daniel Lowry is the principal of Lowry Financial Services, an independent firm based in Tierra Verde, Florida. He holds the ChFC® designation and a Series 63 license and has 42 years of experience in the financial industry. Prior to founding his current firm in 2023, he was with Commonwealth Financial Network for 19 years and has been operating under his own DBA since 1983. Outside of advisory services, he is also a licensed insurance agent involved in the sale of life and health insurance as well as annuities. Lowry Financial Services is a sole-proprietorship providing portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a disciplined, long-term investment approach and offers pension plan consulting and insurance-related advice through its principal’s separate insurance licensing.

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.

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 with six years of industry experience. He holds Series 63 and Series 65 licenses 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 exchange-traded vehicles while incorporating active management, alternative investments, and options strategies as market conditions warrant.

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 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.

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 Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at TCP Investments LLC since 2011. Prior to founding the firm, he accumulated decades of personal market-timing experience outside the finance industry. TCP Investments LLC provides investment advice exclusively to individual clients, utilizing a market-timing strategy driven by technical analysis and charting tools. The firm focuses on discretionary management for ProFunds accounts and trade recommendations for clients’ retirement plans, maintaining a small client base and a modest asset size.

Matthew Grelck is a CFP® professional with six years of industry experience. He is the principal of Gray Colt Financial Planning LLC, an independent advisory firm he founded in 2024. His prior work includes roles at Fidelity Personal and Workplace Advisors, Empower Financial Services, Regions Bank/Cetera Investment Services, and TD Ameritrade. He holds an active insurance license but does not sell insurance products to advisory clients. Gray Colt Financial Planning serves individual and high-net-worth clients with personalized asset management and financial planning. The firm emphasizes value-oriented, long-term investments combined with strategic asset allocation and occasional options and special-situation trades, offering discretionary management and quarterly portfolio reviews.

Daniel Westfall is a CFP® professional with 14 years of industry experience. He is the founder and sole advisor at Client Focused Financial, an independent firm based in Saint Petersburg, FL. His prior experience includes roles at Triad Advisors, Inc. and NEXT Financial Group. In addition to advisory services, he is involved in insurance planning through his firm. Client Focused Financial provides discretionary asset management and written financial planning for individual clients, managing approximately $69.5 million in assets. The firm tailors portfolios to client objectives using fundamental analysis and offers a variety of strategies, including options and frequent trading when appropriate.