Maria Giacalone Mozo

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.