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.

Patrick Manconi is a financial advisor at Dougherty Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of South Florida and Middleton High School. Dougherty Investment Advisors is a team-based advisory firm managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios across equities, debt securities, mutual funds, ETFs, and government securities, offering discretionary portfolio management and comprehensive financial planning services.

Seann Dougherty is a financial advisor with Dougherty Investment Advisors in Spring Hill, FL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Dougherty Investment Advisors, he worked for Visual Data Media Services for nine years. Dougherty Investment Advisors is a team-based, state-registered investment adviser managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to select investments and offers discretionary portfolio management and financial planning services, with an affiliation to an accounting and tax practice.

Jennifer Scherer is a financial advisor at Optivise Advisory Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Compass Wealth Group, TD Ameritrade Investment Management, and Scottrade. Outside of her advisory role, she is president of The Crafting Company, a retail business specializing in personalized designs. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm offers both discretionary and non-discretionary solutions, integrates technology tools like LifeArcPlan®, and supports a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Thomas Garcia is a Series 65 licensed advisor at Bison Wealth, LLC with three years of industry experience. Prior to joining Bison Wealth, he worked at The Pacific Financial Group, Inc. He is also the manager of Green Side Lawn Care, a non-investment related business focused on property maintenance and clerical duties. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions with a focus on outcome-driven strategies across liquid and private market investments.

Alex Santillan is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Suncoast Credit Union, Hancock Whitney Investment Services, and Navy Federal Financial Group. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a mix of quantitative, fundamental, and technical analyses to implement diversified portfolio strategies.

Robert Kosty is a financial advisor with Lifemark Securities Corp. in Hernando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lifemark since 2018 and previously spent five years with Foresters Equity Services, Inc. In addition to his advisory work, Kosty has served as an Independent Insurance Agent since 2002 and is active in KAIROS Prison Ministry International, where he holds roles including Donor Coordinator and Financial Secretary. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, employing suitability-driven advice through various managed account programs and custom portfolio management options.

Michael Audi is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2019. Additionally, he serves as president of MLA Finance, where he focuses on annuities, life insurance, and retirement planning. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using a diversified asset-allocation approach and manages over $343 million in discretionary assets.

Brian Mcginnis is a financial advisor with Bison Wealth, LLC and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at The Pacific Financial Group, Inc., IFP Securities, LLC, Independent Financial Partners, and LPL Financial. He is also the owner and president of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Stephan Collaro is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RMR Wealth Builders, Inc. He has held multiple roles within RMR Wealth Builders since 2011 and previously worked at Calton & Associates, Inc. Outside of his advisory work, Collaro is also a licensed real estate agent. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement consulting, annuity services, and digital-asset management, with client accounts managed through model-based allocations and periodic reviews.

Alexander Hunt is a financial advisor at Sound Income Strategies, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including AMC Wealth Management, DiPaolo Financial Group, and Appleton Group. Outside of advising, he is involved with McAdams Group, LLC in fixed insurance sales and client acquisition advisory roles. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including LPL Financial and Independent Financial Partners. Stratis is also a licensed insurance agent in Florida specializing in life, health, and variable insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and alternative investment access, utilizing tactical and strategic allocations across liquid and private market strategies.

Ryan Golinski is a financial advisor at Gradient Securities, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Golinski owns and operates Golinski Tax Prep, LLC, where he prepares and reviews tax returns. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines SEC-registered advisory services with FINRA-registered broker-dealer activities and routinely uses third-party managers while maintaining non-discretionary client approval for trades.

Angela Oestreicher is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. She previously worked at Merrill for three years and spent seven years at SunTrust/Truist Bank. Truist Advisory Services is an SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Michael Rossetti is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked with FDR Wealth Management, LLC since 2021. Outside of advisory services, Rossetti has experience in insurance sales and services through his roles at FDR Financial Group and FDR Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, supported by a platform that integrates models managed internally and by third parties.

Patrick Fitzpatrick is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with SunTrust entities since 2013. Fitzpatrick is based in Brooksville, Florida. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Deborah Moen is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services since 2016, previously spending 13 years at SunTrust Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Joseph Di Vincenzo is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes seven years with USAA Financial Advisors and related entities. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Michelle Best is a CFP® professional with 22 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. Her prior roles include positions at The Vanguard Group, CliftonLarsonAllen Wealth Advisors, TIAA-CREF, OSAIC, and Southland Equity Partners LLC. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management services.

Ryan Saxe is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2011. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist affiliates.