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.

William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.

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.

Paul Koepfer is a CFP® professional with over 50 years of experience in the financial services industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. His career includes tenure at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Summit Financial Advisors provides comprehensive financial planning, investment consulting, and qualified retirement plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm employs a tactical asset allocation approach grounded in Modern Portfolio Theory and analytical tools, offering recommendations without managing client portfolios or accepting trading discretion.

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

Dikran Kadagian is the sole advisor at Tactical Investments, an independent firm based in Longboat Key, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including seven years at H2 Investments. In addition to his financial advisory work, Mr. Kadagian is president of Project Shift, a documentary film and book production company, where he directs, edits, and writes. Tactical Investments provides discretionary active portfolio management to accredited and high-net-worth individuals, trusts, foundations, and select institutional clients. The firm offers dividend-oriented balanced allocations and a proprietary ETF-focused trading program that combines fundamental and technical analysis with a computer-based system to manage portfolios using a range of ETF strategies.

Anthony Razzano is a financial advisor at Razzano Investment Management with 12 years of industry experience. He holds a Series 65 designation and operates an accounting practice, working as a CPA with individuals, corporations, and partnerships. He is also a certified NFL agent and a published author. Razzano Investment Management provides investment advisory services to individual and small business clients, focusing on portfolio management and financial planning across a range of asset classes. The firm uses quantitative analysis and market-timing inputs to inform recommendations and operates on a non-discretionary basis, with an affiliated accounting practice offering integrated tax and accounting services.

David Appleby is a financial advisor at Assurity Wealth Management in Bradenton, FL, holding the ChFC® designation and Series 65 license with 18 years of industry experience. He has been involved with Beesure Wealth Management, Inc. since 2007 and serves as president of Beesure Services, Inc., a tax and insurance services company. Appleby also leads Appex Investment Group, Inc., a real estate holding company. Assurity Wealth Management provides discretionary portfolio management, oversight of third-party managed accounts, and financial planning services to individuals, trusts, and estates. The firm employs a primarily long-term, fundamental investment approach complemented by technical indicators, strategic asset allocation, and ongoing portfolio monitoring tailored to client objectives and risk tolerance.

Mauricio Reyes is the principal and sole advisor at Quality Financial Planning LLC in Bradenton, FL, holding a Series 65 license with three years of industry experience. He has been involved with Quality Financial Planning since 2021 and also serves as president of Reyes Benefits Inc., an insurance agency where he manages insurance product sales. Quality Financial Planning LLC is an independent registered investment adviser that offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and small plan sponsors. The firm incorporates fundamental and technical analysis in portfolio construction and provides fiduciary services for employer retirement plans.

Mihail Dobrinov is a CFA charterholder with three years of industry experience, currently serving as the sole advisor at Trimon Capital. He previously worked at Principal Global Investors for eight years before joining Trimon Capital Management. Trimon Capital provides discretionary portfolio management and advisory services to individuals, institutions, and charitable organizations, employing model portfolios and integrated planning. The firm’s investment approach incorporates technical, fundamental, and cyclical analysis combined with Modern Portfolio Theory, and it utilizes derivatives and active trading strategies where appropriate.

Nicolina Stewart is a ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Cma Advisors, Inc. since 2014 and also operates CMA Solutions And Consulting, Inc., which provides tax preparation, accounting, and bookkeeping services. CMA Advisors, Inc. is a state-registered investment adviser offering comprehensive financial planning and discretionary investment management. The firm uses fundamental analysis and Modern Portfolio Theory to guide investment recommendations and operates a distinctive structure by coordinating financial planning with a separate CPA practice.

Walter Myers is the sole advisor at Myers, Walter L, an independent registered investment advisory firm based in Wimauma, FL. He holds Series 63 and Series 65 designations and has 15 years of experience in the financial industry. Prior to founding his firm, Myers has been associated with LaSalle St Securities since 2001. Outside of his advisory role, he has worked as a cashier at Walmart. Walter L. Myers provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm employs a proprietary, technical-analysis based methodology focusing on value, safety, quality, and risk control in selecting equities, options, and mutual funds, serving a limited number of clients through a personalized approach.

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.

Stephen Golia is a CFP® and holds a Series 65 license with 15 years of industry experience. He has operated S T Golia Planning, LLC since 2010 and previously worked at Hallock & Camarrota LLP for seven years. Before focusing on financial advising, he was an inactive attorney in Florida and New Jersey, specializing in tax and estate planning. S T Golia Planning, LLC serves a high-net-worth clientele exclusively through solicitation and referral services to the Soteria Wealth Management team at UBS under the AdviceLink program. The firm does not manage portfolios or take discretionary investment authority, referring clients to UBS for wealth management and related services.

Azul Galvez is a Series 65-licensed financial advisor with five years of industry experience. She is the sole advisor at Galvez Financial LLC and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and held various roles in healthcare and education sectors. Galvez Financial provides customized financial planning and investment advisory services to a diverse client base, including individuals, families, trusts, pension and profit-sharing plans, corporations, and government entities. The firm employs a disciplined, long-term investment approach focused on growth and capital preservation, using index/ETF investing, style allocation, sector diversification, and dividend-growth strategies.

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.

Paul Zeitz is a financial advisor at Monarch Asset Management LLC in Bradenton, FL, holding Series 63 and Series 65 credentials with 13 years of industry experience. He previously worked at Full Mana, LLC from 2017 to 2020. Monarch Asset Management serves high-net-worth individuals as well as nonprofit and charitable organizations, providing discretionary portfolio management and customized investment strategies that focus on large- and mega-cap domestic equities and investment-grade bonds, using both fundamental and technical analysis.

John McCarthy is a CFP® and ChFC® with 26 years of experience in financial advising. He has operated John T. McCarthy, LLC since 1999 as a single-advisor independent firm based in Long Boat Key, FL. John T. McCarthy, LLC provides investment advisory and financial planning services to individuals, trusts, and estates, focusing primarily on non-discretionary portfolio management. The firm offers ongoing plan reviews and employs alternative investment strategies, including the use of derivatives, which is uncommon among similar independent advisers.

Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Gray Colt Financial Planning LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors LLC, Empower Financial Services, Inc., and Regions Bank/Cetera Investment Services. Outside of advising, he holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent, state-registered firm that provides 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 and offers personalized portfolio management tailored to client objectives.

Derek Williams is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of Williams Wealth Management Group, Inc. and has been associated with LaSalle St. Securities, LLC since 2009. Outside of advisory work, he owns and operates a family beach bar/pub in Bradenton, FL. Williams Wealth Management Group provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a proprietary Williams Wealth 360 process that integrates financial planning, portfolio management, and consulting with other professionals, and it is known for its focus on retirement-plan consulting and integrated 401(k) services.