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.

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.

Gurkan Tapa is the principal of Tapa Private Wealth Inc. in Clearwater, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Uber Technologies Inc. and serves as Vice President and Enrolled Agent at Elite Consulting LA, where he provides tax planning, preparation, and IRS representation services. Tapa Private Wealth Inc. serves pooled vehicles, institutional clients, small businesses, and individuals, offering discretionary portfolio management alongside financial consulting, planning, and integrated tax services. The firm employs diversified investment strategies with regular rebalancing and macroeconomic analysis, and it is notable for combining tax preparation and planning within its advisory services.

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.

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.