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.

Thomas Nitti is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has been with Raymond James & Associates since 2004 and holds Series 63 and Series 65 licenses. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Jeffrey Jolly is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he serves on the boards of the Florida Keys SPCA and the Waterfront Playhouse, and owns a consulting business that assists other Ameriprise practices with structured product implementation. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver written, non-discretionary retirement recommendations through a centralized consulting team.

Warren Mcpeters is a financial advisor at UBS Financial Services with 42 years of industry experience. He has previously worked at NBC Securities, City National Bank, and RBC Capital Markets. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

John Picco is a financial advisor with Edward Jones in Key West, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served in the US Navy from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and managed strategies supported by a nationwide network of over 23,700 advisors and 15,100 branch offices.

Nathan Kosman is a financial advisor with Cambridge Investment Research Advisors in Key West, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously spent a decade at Invest Financial Corp. Outside of his advisory role, Kosman is involved in youth sports as a coach and steering committee member for the Midwest Rugby Development Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Marylynne Price is a financial advisor with LPL Financial in Key West, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been with LPL Financial since 2003. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house Research team that constructs model portfolios and offers both strategic and tactical implementations.

William Respess is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at LPL Financial and previously spent 14 years at Next Financial Group Inc. Outside of finance, he owns two skydiving businesses in Florida. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, 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 financial products.

Robert Cautilli is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns Key West Rox, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Eric Haubert is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved as a co-trustee for multiple 401(k) plans associated with Haubert & Howe LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transition, sports and entertainment, special-needs analysis, and divorce, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

John Parks serves as an Associate Resident Director at Merrill, where he leverages over 25 years of industry experience to provide individuals and businesses with tailored financial strategies. He focuses on delivering personalized wealth management solutions designed to align with clients' life priorities and financial goals. John holds a Bachelor's Degree from Florida State University and has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach emphasizes understanding each client's unique financial picture to help them pursue their aspirations with confidence. In addition to his professional work, John participates in community organizations such as the Cancer Foundation of the Florida Keys, Florida State Alumni Association, Key West Chamber of Commerce, Key West Golf Club, Key West Rotary Club, and Key West Yacht Club, reflecting his commitment to community involvement.

Maura Poiesz is a financial advisor with UBS Financial Services in Key West, Florida, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2012. Outside of her advisory work, she serves on the fundraising committee for the Match Fit Soccer Academy, supporting her daughter's soccer team. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Hal Allen is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc. and operated Allen Financial Consultants for 20 years. 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 a large network of investment adviser representatives.

John O'Leary is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside his advisory role, he serves on the Board of Directors and the Business Affairs Committee at Saint Leo University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates across multiple financial sectors, including trading, market-making, and wealth management.

Michael Schenking is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Advisors since 2020. His prior experience includes roles at Bank of America and Merrill, spanning over three decades. He is involved in other business activities, including ownership and co-trustee responsibilities for SCO Wealth Management entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options. The firm combines advisory services with product sales and referrals across banking and investment solutions.

Tyler Nitti is a financial advisor with Raymond James & Associates in Key West, FL. He holds the Series 66 designation and has been with Raymond James since 2024. Prior to his advisory career, he worked as a filmmaker and operated Z Factor Productions LLC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporations, charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools and also serves municipal clients through its public finance and institutional consulting divisions.

Christine Heim is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience. She is a founding member of The Heim Group, an all-female wealth management team, and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine began her career as a Certified Public Accountant with Deloitte & Touche before transitioning to the foreign currency markets, where she worked as a trader. Since joining Merrill in 1996, she has focused on serving accomplished individuals such as senior-level executives, business owners, physicians, attorneys, widows, and multigenerational families across more than 15 states. Her expertise includes tax efficiencies, risk-managed portfolio construction, and comprehensive wealth management strategies tailored to clients' unique circumstances. A Minnesota native, Christine earned her Bachelor's degree in Accounting from St. Cloud State University. She is an active member of Brighter Together, which promotes female entrepreneurship and financial empowerment, and volunteers at Pony Power Therapies Farm, supporting physical, social, and emotional well-being through equine-assisted activities. Outside of work, she enjoys hiking, gardening, tennis, traveling, and spending time with her family.

Joseph Siemens Jr. is a Senior Financial Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. He leads a financial services practice consisting of five professionals focused on addressing the unique needs of wealthy individuals and families. His practice collaborates closely with Bank of America Private Bank to provide comprehensive guidance on major life and financial decisions. Joe began his career over 30 years ago at J.J.B. Hilliard, W.L. Lyons, Inc., a Louisville-based investment firm. He later joined Merrill Lynch Wealth Management's Rockefeller Center office in Manhattan, serving as both a Senior Financial Advisor and Senior Portfolio Manager. He holds a Bachelor of Arts degree in Accounting from Western Kentucky University and earned the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management. His expertise includes advanced tax planning strategies, legacy and philanthropic planning, full-service asset management, preparing future generations for wealth stewardship, and navigating complex Social Security and Medicare decisions. Residing in Key West, Florida, Joe maintains offices in both Key West and New York City's Financial District. He is involved with professional organizations such as Junior Achievement, Ronald McDonald House, and YMCA - West Side New York, and participates in community service activities including New York Cares and the St John the Divine soup kitchen. His approach combines technical expertise with a commitment to helping families make confident, values-based financial decisions across generations.

Ty Rogers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining LPL Financial in 2022. Outside of his advisory role, Rogers is involved in software development through PLANtelligence and serves as managing member of KW Beachcomber, LLC. LPL Financial provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.