Dana Lyon is a financial advisor at Capital Wise Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America/Merrill Lynch for 12 years. Outside of advising, he serves as the Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization, and is also active as a real estate sales associate. Capital Wise Advisory is an independent, fee-only firm that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a combination of passive and active strategies, fundamental and technical analysis, and modern portfolio theory to build portfolios tailored to client risk tolerance and asset allocation.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc in Lutz, Florida, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Portfolio Medics, LLC and various insurance and wealth advisory firms. He is also involved with an accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is a state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides ongoing asset management and standalone financial planning, utilizing fundamental analysis and both strategic and tactical asset allocation, with portfolio management available on a discretionary or non-discretionary basis.

Alexander Blackstone is a financial advisor based in Tampa, FL, affiliated with Portfoliolab. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Accurate Wealth Management, Blackstone Wealth Management, MML Investors Services, and MassMutual Life Insurance Company. Portfoliolab provides discretionary portfolio management services to individual investors and other registered investment advisers, offering customized portfolios and model-based strategies. The firm’s investment approach combines fundamental, technical, and quantitative analysis with indicator-based models and market signals, managing accounts on a discretionary basis tailored to client objectives and restrictions.

George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.

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Jordan Drinkhouse is a CFP® professional affiliated with Glow Financial Planning LLC, with three years of industry experience. His prior roles include positions at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Glow Financial Planning LLC provides financial planning and investment management services to individuals and high-net-worth clients, using a fee-only model with no account minimums. The firm’s investment approach emphasizes Modern Portfolio Theory, asset allocation, and passive management with index funds and ETFs, offering both discretionary and non-discretionary authority.

Dawson Ransome is the principal of Ransome Asset Management and holds Series 63, 65, and 66 licenses with 11 years of industry experience. He has been with Ransome Asset Management since 2019 and also has involvement with Highland Holdings Inc. and The Ransome Companies, LLC. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individual investors, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis, employing both long- and short-term strategies tailored to client objectives and risk tolerance.

Pritam Dhavale is a financial advisor at Wealth Compounders LLC in Wesley Chapel, FL, holding a Series 65 designation with seven years of industry experience. He has been with Wealth Compounders LLC since 2018 and is also involved with Pre-Rush Inc. outside of his advisory role. Wealth Compounders LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including charting, fundamental and technical analysis, and options trading, and is notable for its pension consulting services and predominant use of non-discretionary accounts.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

Nathaniel Skelly is a CFP® professional with seven years of experience in financial advising. He is the sole advisor at Financial Pathway LLC and previously worked at Edward Jones and Huntington National Bank. Outside of his advisory role, he serves as a guide and host for an annual tour of Israel through Land of the Bible Tours. Financial Pathway LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, charitable organizations, and corporate clients. The firm employs a primarily non-discretionary, factor-aware investment approach using index funds and ETFs, and also offers educational seminars and tailored financial curriculum for churches and community groups.

Jeremy David is a financial advisor at Noble Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Noble Wealth Advisors, LLC, he worked at Northwestern Mutual and Raymond James. In addition to advisory services, he provides insurance through Noble Insurance Planners, LLC and tax preparation services via Noble Tax Strategies, LLC. Noble Wealth serves retail investors, including individuals and small businesses, offering a combination of discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-account rollover advice. The firm employs both passive and active investment strategies using ETFs, mutual funds, equities, and fixed income, and integrates fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

Christopher Cook is a financial advisor with BRIA Capital Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Bright Futures Wealth Management, Rochester Wealth Partners, Cetera Advisors, and Prudential. He also works as an insurance agent, selling life, health, disability, annuities, and long-term care products. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a Personal CFO subscription platform, and retirement-plan consulting, utilizing both fundamental and technical analysis with diversified investment strategies.

Michael Garcia is a financial advisor with BRIA Capital Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services and New York Life Insurance. He is also involved in non-variable insurance sales, specializing in fixed life and fixed annuities. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription-based Personal CFO platform, and retirement-plan consulting, using both fundamental and technical analysis to manage diversified portfolios.

Ryan Johns is a financial advisor with Vital Capital LLC in Wesley Chapel, FL, holding a Series 65 designation and 11 years of industry experience. He previously worked at SFG Wealth Advisors LLC and The Strategic Financial Alliance, Inc., and has also operated as an independent contractor. Outside of his advisory role, Johns practices law, providing legal research, trial work, and litigation consultation. Vital Capital LLC offers discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm employs a combined fundamental and technical analysis approach tailored to client objectives and manages accounts primarily on a discretionary basis.

Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.

Feraud Calixte is a CFP® and holds a Series 66 license, currently serving at Fortitude Financial Planning LLC with 12 years of industry experience. His prior roles include positions at Modera Wealth Management, District No. 3, and Vantage Pointe Planning. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual, high-net-worth clients, and small businesses. The firm integrates Modern Portfolio Theory with fundamental analysis and offers personalized plans along with in-house tax preparation and educational seminars.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has operated Cagle Insurance, a sole proprietorship focused on Medicare and health insurance products, since 2011. DMK Advisor Group, Inc. manages approximately $84.5 million in assets and offers discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement plans. The firm utilizes mutual funds and ETFs with a combination of technical and fundamental analysis and operates as both a registered investment adviser and an independent broker-dealer.

Joseph Borchers is a financial advisor with CPR Investments Inc. and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and also serves as Managing Partner at WealthCare Retirement Solutions, LLC, a wealth management and insurance firm. Borchers has been involved in insurance sales and service since 1992 and holds a leadership role in a family-run insurance consulting business. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk.

Ruben Rodriguez Dominguez is a financial advisor at DMK Advisor Group, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at Investacorp Advisory Services and Investacorp INC prior to joining DMK Advisor Group. He is also a director of Fundaci6n Emilio "Millo" Romero Cuevas Inc., a nonprofit organization that awards scholarships to young student athletes. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, employing a combination of technical and fundamental analysis with investment portfolios constructed using mutual funds and exchange-traded funds.