Christine Heim

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.

Jack Niles is a financial advisor with Provise Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Niles, Kight & Company, PLLC since 2010 and previously at Kestra Investment Services, LLC and NFP Advisor Services from 2004 to 2023. Outside of investment advisory, he is a partner at Niles, Kight & Company, PLLC, providing consulting and tax/accounting services as a CPA. Provise Management Group, LLC offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Karen Vaught is a Series 66 licensed advisor with nine years of industry experience, currently serving at Consolidated Portfolio Review Corp. She previously worked at Vanderbilt Financial Group, J.W. Cole Advisors, J.W. Cole Financial, Leeward Wealth Management, and Edward Jones. Outside of her advisory role, she is involved in her family’s real estate business and serves as treasurer for the Sister Season Fund, a charitable organization. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary and third-party managed portfolios.

Diana Davis is a CFP® professional with 29 years of experience at Money Concepts Capital Corp and its advisory service. She has served in the U.S. Army since 1979 and currently holds roles in nonprofit and educational organizations, including as an officer and owner of Mainely Education, Inc., and as a board member of Women Military Aviators. She is also involved with the William Weech American Legion Post 168. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, and organizations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with both discretionary and non-discretionary account options.

Nancy Beck is a CFP® professional with 40 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2015. She has owned Beck Financial Strategies Inc. since 1996 and maintains other business activities including insurance services, authorship of the book "The Art of the Plan," and involvement as a musician and performer. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Joseph Goll is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. in Key West, FL. Outside of his advisory role, he is involved in real estate rental activities as a co-owner and partner of local properties. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.