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.

Andrew Page is a Series 65-licensed advisor at Moorgate Capital Management with experience spanning roles at Darwin Wealth Management, Amazon Web Services, and Boston Consulting Group. He operates Blue Horseshoe Equities, a family-owned LLC focused on trading stocks and options. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients, employing a research-intensive, asset-allocation driven approach with an emphasis on risk-aware implementation and periodic portfolio 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.

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.

Leo Wagner III is a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has worked at 1st Financial LLC since 2011 and BrokersXpress, LLC since 2010. Wagner is also an independent insurance agent representing several companies, focusing on fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, offering tailored investment services across a range of securities. The firm employs a conservative investment approach combining technical and fundamental analysis with ongoing portfolio monitoring.

Carlos Cortez is the founder and sole advisor of Cortez Wealth Advisors LLC, based in Oldsmar, Florida, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at World Equity Group and Retirement Wealth Advisors, Inc. Outside of his advisory work, Cortez hosts the "Scriptures & Wallstreet" podcast, which he started in 2024. Cortez Wealth Advisors LLC provides financial planning and facilitates relationships with third‑party investment advisers for individual and high-net-worth clients. The firm focuses on asset-allocation strategies and client interviews to tailor plans and monitors recommended advisers while not directly managing client assets.

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

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.

Michael Klimis is a CFP® professional with 47 years of experience in the financial advisory industry. He has been the principal of Klimis & Associates Advisory, Inc. since 1983 and previously worked at FSC Securities Corporation for 30 years. Klimis serves on the board of directors for the Clearwater Free Clinic, a nonprofit providing medical services to uninsured individuals, where he is involved in property development and facility expansion. Klimis & Associates Advisory, Inc. offers customized financial planning services primarily for individuals, including high-net-worth clients, focusing on comprehensive written plans covering investments, insurance, and retirement. The firm emphasizes planning and broad diversification without discretionary management, often coordinating implementation through affiliated broker-dealer services.

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.

Richard Pigott is the sole advisor at The Money Guys, LLC, an independent firm based in New Port Richey, Florida. He holds Series 63 and Series 65 registrations and has seven years of industry experience. Prior to his current role, he was self-employed for 13 years. The Money Guys, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental and technical analysis to construct asset-allocation portfolios, offering both standalone written plans and ongoing comprehensive planning with regular reviews.

Brandon Grundy is a CFP® with 19 years of experience in financial advising. He has been with Ridgeview Financial Planning since 2014. Ridgeview Financial Planning provides comprehensive financial planning and investment advisory services to individuals, small businesses, and foundations or charitable organizations. The firm uses a Core + Satellite investment approach and is noted for its work with foundations and charitable organizations, as well as its coordination with outside attorneys and accountants.

Donna Morrall is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. Her background includes roles at Clear Waters Financial Planning LLC and Ramboll. She is a board member of the nonprofit Forever Our Rivers, where she provides financial and investment advice for educational purposes. Clear Waters Financial Network LLC is a fee-only investment adviser offering financial planning and portfolio management to individuals, small businesses, and nonprofits. The firm combines fundamental and technical analysis to create tailored portfolios that balance risk and objectives, employing both passive and active strategies.

Steven Bove is a CFP® and CFA® with 22 years of experience in financial advising. He is the sole advisor at LeBrigh Life Planners, an independent firm he has been with since 2004. The firm provides fee-only financial planning and portfolio management services primarily to individuals and high-net-worth households. LeBrigh Life Planners focuses on comprehensive planning covering retirement, tax, estate, insurance, and education matters. Investment management is conducted on a non-discretionary basis, emphasizing customized plans diversified across equities, fixed income, and alternative assets, with client portfolios reviewed quarterly.

Daniel Wendol is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Dolphin Financial Group in Clearwater, FL. He has been with Dolphin Wealth Management, Inc. since 2014 and owns Dolphin Insurance, Inc., where he is a licensed insurance agent. Dolphin Financial Group provides discretionary asset management, negotiable fixed-fee financial planning, and referrals to third-party money managers for individual clients and other entities. The firm constructs portfolios based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis, and often incorporates technology platforms and independent managers in its approach.

Keith Dunn is the sole advisor at Johnson Dunn Capital Advisors, Inc., an independent firm based in Palm Harbor, FL. He holds Series 63 and Series 65 licenses and has 47 years of industry experience, including 12 years with Wells Fargo Advisors Financial Network LLC before founding his current firm in 2022. Johnson Dunn Capital Advisors provides fee-based, custom investment management services to individuals, trusts, estates, corporations, charitable organizations, and other registered investment advisers. The firm employs a tactical allocation strategy that incorporates fundamental and technical analysis across various time horizons, regularly reviewing portfolios to adjust for market conditions and client needs.

Christian Baldino is the sole advisor at Florida Estate and Retirement Planning Advisors, LLC, with 14 years of industry experience. He holds a Series 65 designation and has worked in financial planning and insurance sales since 2009. Approximately 75% of his time is dedicated to his role as a licensed insurance agent at Florida Estate and Retirement Planning Center. Florida Estate and Retirement Planning Advisors, LLC provides fee-based financial planning and consulting services to individual clients, focusing on cash flow, college funding, retirement, tax planning, and estate conservation. The firm acts as a solicitor for third-party money managers and does not directly manage client assets or accept discretionary trading authority.

Dustin Jooste is a financial advisor at Toring Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg L.P. for ten years. Outside of advisory services, he is president and sole shareholder of Toring Consulting Services Inc., where he provides accounting and tax preparation services to individuals and small businesses. Toring Financial Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial and retirement planning, and educational seminars. The firm serves individuals, high net worth clients, trusts, estates, corporations, and charitable organizations, employing a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

You don't have a money problem. You have a too-many-decisions problem. You're successful. You're responsible. You're the person everyone depends on. You manage the bills, remember the passwords, coordinate the moving pieces, and somehow became the unofficial CFO of the household without ever applying for the job. From the outside, it looks like you've got it all figured out. Meanwhile, you're trying to make smart decisions about taxes, investments, retirement, stock compensation, college planning, aging parents, business ownership, and approximately 47 open browser tabs running in your brain at all times. And despite doing a lot of things right, you still find yourself wondering: "Am I saving enough?" "Am I paying too much in taxes?" "Can I afford this?" "What am I missing?" That's where I come in. I'm Robin Snell, CFP®, EA, founder of Nested Financial. I work with women who carry the financial mental load, professionals with equity compensation, business owners, progressive families, and LGBTQIA+ individuals and couples who are tired of trying to figure everything out alone. Through my Financial Happiness Method, I help clients organize the chaos, simplify complex decisions, and create a plan that supports the life they're actually trying to build. Together, we: ✓ Get organized without shame ✓ Create a clear plan for taxes, investments, and major financial decisions ✓ Build systems that support your real life, not financial perfection ✓ Reduce financial stress and increase confidence ✓ Make room for both future security and present-day happiness My clients don't come to me because they need another spreadsheet. They come to me because they want clarity. They want confidence. They want someone they trust to help them make smart decisions and tell them what actually matters. Financial planning isn't about becoming the richest person in the cemetery. It's about building a life you genuinely enjoy living. If you're tired of carrying the weight of every financial decision by yourself, I've got you.