Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Alexander Bedford is a financial advisor with Modera Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Before joining the financial industry, he was involved in education and entrepreneurship, including operating Fewer Left Turns LLC, a franchise of Crumbl Cookies. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering services such as wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services.

John Ceparano is a CFP®, PFS™, and Series 65-registered advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2014 and previously worked at Business Blocks, Inc. from 1993 to 2019. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Brian Mcginnis is a financial advisor with Bison Wealth, LLC and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, including roles at The Pacific Financial Group, IFP Securities, Independent Financial Partners, LPL Financial, and National Planning Corporation. Mcginnis is also president and owner of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as an options-based Overlay strategy.

Robert Hockett is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel for 20 years and has experience with Domus Advisors LLC. Outside of investment advisory, he is the founder of ThePracticeConsultant.com, LLC, a business consulting firm, and owner of Rallan Bros Auto Inc., an automotive repair business. Modera Wealth Management, LLC delivers wealth management and financial planning services to individuals, trusts, corporations, and plan sponsors, combining diversified asset allocation strategies with in-house accounting and tax capabilities to provide an integrated advisory service.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

Neil Mahoney is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior work history includes roles at Domus Advisors LLC, Oak Wealth Advisors LLC, ABW Advisors, LLC, and Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and The Pacific Financial Group. She is also a licensed insurance agent in Florida. Bison Wealth serves a broad client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs a multi-manager investment approach with outcome-focused model portfolios that incorporate both liquid and private-market strategies.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2018. In addition to his advisory role, Antonov owns a financial and retirement planning business under the DBA Global Cornerstone and has over twenty years of experience as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that uses multiple analytical approaches to guide portfolio management.

Ryan Jenkins is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. He has worked at AmeriLife since 2012 and currently serves as Managing Director of AmeriLife of Citrus County, overseeing agents and producing insurance sales and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Patrick Fitzpatrick is a financial advisor with Truist Advisory Services in Brooksville, Florida, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been affiliated with SunTrust entities since 2013, including roles at SunTrust Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Joseph Di Vincenzo is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and previously worked with USAA Financial Advisors. Di Vincenzo operates out of Brooksville, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and access to third-party manager programs, combining discretionary and non-discretionary approaches with integrated inter-affiliate resources.

Justin Rooks is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years. Outside of his advisory role, he is involved in several family farming and livestock businesses in Inverness, Florida. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm utilizes a network model of advisory representatives and leverages technology platforms to deliver portfolio management and estate-planning solutions.

Chad Rowland is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust entities since 2015, including roles at Suntrust Investment Services and Suntrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

James Whittemore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes portfolio construction and personalized asset allocation models supported by Morningstar Investment Management and operates at scale with a focus on non-discretionary assets.

Nordia Hue is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Orlando, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, J.P. Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she manages a travel consulting business. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with municipal advisory registration and provides a range of managed-account options, including direct indexing and tax-overlay services.

Daniel Sullivan is a CFP® professional with 30 years of experience in the financial advisory industry. He has been associated with Truist Advisory Services and Truist Investment Services since 2016. Based in Brooksville, FL, Sullivan holds Series 63 and Series 65 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Lisa Drake is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, LPL Financial, and Ameriprise. Drake also serves as a board member and president of the National Association of Plan Advisors within the American Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by other tailored investment options and institutional retirement plan services.