William Respess

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.

Darcy Wadsworth is a CFP® professional with 22 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. His prior experience includes roles at Ocean Equity Partners, LLC, Labrum Wealth Management, LLC, and as president and owner of EZ DZ IT, Inc. He is also involved in community activities as a board member of the Lower Keys Chamber of Commerce and secretary and board member of the Rotary Club of Big Pine & Lower Keys. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individual and institutional investors. The firm employs an investment process overseen by an Investment Committee, focusing on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

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.

Michael Brooks is a ChFC® with 31 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is also the Chairman and CEO of Brooks Financial Group LLC, a financial planning firm he has led since 1996. Brooks is involved in several nonprofit foundations focused on community support and conservation, and he engages in writing and strategic business consulting. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and model strategies, and employs innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

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.