Rise Financial Partners

Josiah Robison is a financial advisor at Rise Financial Partners in St. Petersburg, FL, holding a Series 65 credential with four years of industry experience. He serves as Chief Financial Officer at Cassell Counseling LLC, a mental health clinic, where he is involved in strategic planning, payroll, and insurance claim billing. Rise Financial Partners is a state-registered advisory firm managing approximately $43 million in discretionary client assets with a team of four advisors. The firm serves individuals, charitable organizations, and businesses by providing tailored portfolio management, financial planning, retirement plan investment management, and business consulting, employing a combination of passive indexing, active techniques, and alternative investment vehicles.

Joshua Elmore is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Rise Financial Partners, where he has worked since 2023, following roles at IHT Wealth Management and Wells Fargo Advisors. Outside of his advisory work, he has worked as a server and bartender at Classico Italian Chophouse in Sarasota. Rise Financial Partners is a state-registered advisory firm managing approximately $43 million in discretionary client assets with a team of four advisors. The firm serves individuals, charitable organizations, and businesses, offering tailored portfolio management and financial planning that combines passive indexing with active strategies informed by modern portfolio theory and technical analysis.

Thomas Hlohinec is a financial advisor at Rise Financial Partners with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CIG Asset Management and FS Investment Solutions, LLC. Outside of his advisory role, he is a partial owner and general partner of Rise Realty GP, LLC, a real estate investment company operating in Florida, and is involved with Rise Collective Group, LLC, a holding company for several real estate operating companies. Rise Financial Partners is a state-registered advisory firm managing approximately $43 million in discretionary client assets. The firm serves individuals, charitable organizations, and businesses, offering tailored portfolio management, financial planning, retirement plan investment management, and business consulting. Its investment approach combines passive indexing with active strategies, including the use of interval and illiquid vehicles when aligned with client objectives.

Jeffrey Speers is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Rise Financial Partners, where he has worked since 2023. His prior roles include positions at WR Wealth Planners, Wealth Planning and Design, Legacy Financial Advisors, and Mutual of Omaha Investor Services. Outside of his advisory work, he is president of Speers Financial, an insurance agency offering fixed insurance products and consulting services to small businesses. Rise Financial Partners is a state-registered advisory firm managing approximately $43 million in discretionary assets. The firm serves individuals, charitable organizations, and businesses, providing tailored portfolio management and financial planning through a combination of passive indexing and active strategies informed by modern portfolio theory and other analyses.