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.

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.

Daniel Streetman is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Patina Financial Partners, LLC. He previously worked at CWM, LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is active in the Porsche 356 Florida Owners Group, where he serves as Southwest Events Coordinator and Membership Chair. Patina Financial Partners is a state-registered advisory providing discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs an evidence-based, long-term investment approach using low-cost, passively managed or rules-based vehicles, and regularly utilizes unaffiliated Independent Managers and restricted-access funds without receiving third-party compensation.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, 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 corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Andrew Page is a financial advisor at Moorgate Capital Management based in Dunedin, FL. He holds a Series 65 credential and has experience working at Amazon Web Services, Boston Consulting Group, and redBlack Industrie. Outside of his advisory role, he operates a family-owned equity and options trading LLC. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients. The firm employs a research-intensive, asset-allocation driven approach focusing on high-conviction ideas and utilizes a mix of fundamental, technical, quantitative, and qualitative analysis for security selection.

Donald Reynolds is the sole advisor at Reynolds Capital Management, Inc. in Safety Harbor, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Reynolds Capital Management since 2005, also working at Rogers Quimby & Associates from 2005 to 2017. Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment strategies that incorporate fundamental and technical analysis, including the use of derivatives and options, with regular portfolio reviews and client evaluations.

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.

Adam Hruby is a financial advisor at InTrust Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Hruby is also a commander in the U.S. Navy Reserve, an active role he has held since 2011. InTrust Advisors serves affluent individuals and families, offering wealth planning, investment management, and family office services. The firm employs a combination of passive and active investment strategies with discretionary portfolio management and provides expanded family-office style services beyond typical portfolio management.

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.

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.

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.

Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.

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 a financial advisor at Carter Ridge Strategic Advisors in Odessa, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Securities Corporation and Peak Brokerage Services, LLC. Carter Ridge Strategic Advisors is an independent, state-registered advisory firm serving individuals, small businesses, and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management and investment consulting, utilizing a process that includes fundamental, technical, and economic analysis, and incorporates strategies such as long- and short-term trading, strategic asset allocation, alternative investments, and the use of derivatives and leverage when appropriate.

David Karp is the sole advisor at Karp & Associates in Clearwater, FL, holding a Series 66 designation with 26 years of industry experience. He has managed his independent advisory firm since 1997 and previously operated under his own name from 1987 to 2020. Karp & Associates provides fee-based investment management and retirement-plan advisory services to individuals, families, trusts, estates, fiduciaries, charitable organizations, corporations, and business owners. The firm employs an asset-allocation centered investment process grounded in Modern Portfolio Theory, offering discretionary portfolio management, risk-management strategies, and participant education for ERISA plans.

At Cassandra Smalley Wealth Management we work with women business owners and high-achieving professionals to take the stress out of finances so that you can focus on your zone of genius and what matters most to you. We focus on the unique needs of women building wealth with the mission to help close the gender wealth gap and empower you to design your best life. Cassandra has helped thousands confidently take the leap from career life to retirement dream. Finances are deeply personal, but your goals are uniquely yours and do not need to fit into the traditional retirement ideals sold by the financial advice industry. Recognizing that women deserve more authentic connections with advice that is better aligned with their personal values, Cassandra’s practice gives you true one-on-one support to help you achieve success. Her areas of expertise include retirement planning, small business retirement plans, college planning, investing, tax planning, insurance needs, Social Security optimization, inherited wealth and life transitions, estate planning, employee benefits optimization, and strategies for business owners. With 20 years in financial services and seeing first-hand how critical it is for women to be engaged in financial planning conversations, Cassandra felt called to publish a book based on her experiences. Through stories in "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life," finances become more approachable, relatable, and applicable to the unique challenges women face. Topics range from career, motherhood, relationships, elder care, gender wealth gaps, life transitions, retirement needs, setting our kids up for success, creating a lasting legacy, and most importantly, building the joyful life you deserve. Cassandra is the proud mother of two daughters and is still in the very busy stage of sports mom life (from gymnastics to basketball, swim team, and Girl Scouts) and enjoying every moment. In her downtime, she enjoys visiting the nearby springs to paddleboard, kayak, explore nature, and tube down the river with her family. Accolades and recognition: Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine and Top Wealth Advisor Moms 2017-2020. Located in St. Petersburg/Clearwater/Tampa Bay area, Cassandra serves clients virtually across the US.

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.

Eric Difrancesco is a financial advisor with Investors Choice in Tampa, FL, holding Series 63 and Series 65 designations and with 23 years of industry experience. He has been with Investors Choice since 2000 and concurrently serves as a U.S. government contractor involved in military-to-military exercise planning related to counterterrorism. Investors Choice is a registered investment adviser specializing in the sale and placement of insurance-based products such as index strategies, annuities, and life insurance. The firm’s approach centers on aligning investment strategies with clients’ long-term goals and risk tolerance through insurance company platforms, without trading client securities or holding custody of brokerage accounts.