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.

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® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial 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 in Odessa, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Waddell & Reed Inc for one year and operates a licensed CPA practice alongside his advisory services. Hughes also serves as an insurance agent for various carriers through W&R Insurance Agencies. His firm provides ongoing portfolio management to individual and high-net-worth clients, focusing on equities and fixed-income securities. The investment approach uses fundamental analysis and includes both long- and short-term trading, with accounts reviewed at least quarterly and customized to each client’s 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.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with seven years of industry experience. Prior to joining AURE Investments, he worked at Fisher Investments for six years and has held positions at 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 corporate clients. The firm utilizes a combination of quantitative screening tools and qualitative analysis for portfolio construction, offering strategies across equities, fixed income, private equity, and collective funds.

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 at Portfoliolab in Tampa, FL, holding a Series 66 designation and bringing 17 years of industry experience. His prior experience 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, using a combination of fundamental, technical, and quantitative analysis with indicator-based models. The firm’s portfolios may include ETFs, individual equities, fixed income, covered-option strategies, and structured notes, with accounts tailored to client objectives and managed on a discretionary basis.

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.

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.

Ralph Marra is the sole advisor at Carter Ridge Strategic Advisors, an independent firm based in Lutz, Florida. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including positions at Merrill, UBS Financial Services, Morgan Stanley, and National Securities Corporation. Since 2022, he has led Carter Ridge Strategic Advisors and also works as an insurance agent. Carter Ridge Strategic Advisors provides discretionary and non-discretionary portfolio management and investment consulting for individuals, families, small businesses, and high-net-worth clients. The firm employs fundamental, technical, and economic analysis across various strategies, including the use of options, derivatives, and margin techniques, and may manage assets through an unaffiliated third-party wrap fee program.

Keith Amburgey is a CFP® with 16 years of industry experience and has been with Rutherford Asset Planning, Inc. since 2009. He is based in Tampa, FL, and holds a Series 63 license. Rutherford Asset Planning, Inc. provides discretionary investment management and family-office services to individuals, trusts, estates, and business entities, managing approximately $181 million across about 77 client relationships. The firm serves both high-net-worth and individual clients, emphasizing an asset-allocation first approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers integrated legal, tax, and investment services through an in-house licensed attorney.

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 financial advisor at Sunrise Wealth Management, LLC in Riverview, FL, holding the CFA® designation and a Series 65 license with 21 years of industry experience. He previously worked at Eagle Asset Management Inc for six years before founding Sunrise Wealth Management in 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm employs a research-driven approach combining fundamental, technical, and cyclical analysis, using three proprietary model portfolios to guide investment decisions while exercising discretionary trading authority through an independent custodian.