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 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.

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 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.

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 an investment advisor at 1st Financial LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at 1st Financial since 2011. In addition to his advisory role, he is an independent insurance agent representing multiple companies for fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management services to individuals, businesses, charities, and small pension clients. The firm uses a combination of technical and fundamental analysis to manage conservative portfolios tailored to clients’ risk tolerance and goals.

Kevin Kuo is the sole advisor at Kevin Investments and holds a Series 65 designation with one year of industry experience. He has a background in dentistry, working as an endodontist and root canal specialist at Kevin Dental, PLLC. Kevin Investments is a newly formed advisory firm that provides tailored financial and investment planning services to individuals and high-net-worth clients. The firm emphasizes passive index funds and ETFs, employing various analytical methods to inform recommendations, and delivers services primarily through one-time financial plans without discretionary portfolio management.

Paige Gunn is the principal of Gunn Financial Advisors, LLC in Safety Harbor, FL, holding a Series 66 license with 11 years of industry experience. Her prior experience includes roles at The Harwood Insurance Group, Harwood Financial Group, and Palm Harbor Group, LLC. Outside of advisory services, she is a licensed insurance agent and involved in managing a non-investment-related real estate holding company. Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth clients, trusts, and qualified retirement plans. The firm also offers ERISA-plan services to plan sponsors, employing tailored investment programs that incorporate fundamental and technical analysis along with modern portfolio theory.

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.