Holly Kelley is a financial advisor at HPS Solutions LLC with a Series 65 designation and four years of industry experience. She has worked at Core Wealth Advisors, Inc., Hamic Previte Sturwold PA, and PFS Investments, Inc., among other firms. In addition to her advisory role, she is an employee at Hamic Previte & Sturwold PA, a tax and accounting service business where she prepares tax returns and provides accounting consulting. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven, fundamental analysis approach, develops client-specific investment policies, and works with third-party money managers to implement portfolios.

Trisha Floyd is a financial advisor at Wise Financial Strategies, LLC in Lakeland, FL, holding the PFS™ designation. She has over 18 years of experience including roles at Ramos & Floyd CPAs PLLC and CliftonLarsonAllen LLP in public accounting. Wise Financial Strategies serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers advisory services including discretionary portfolio management in partnership with a third-party money manager, financial planning, and educational seminars, using a fundamentally driven, value-oriented investment approach with a long-term horizon.

Bill Henley is a CFP® with 13 years of experience in financial advising. He is the principal of Henley Advisors, LLC, an independent advisory firm he founded in 2015. In addition to his advisory work, Henley is involved in a healthcare practice owned by his spouse, where he serves as Vice President and handles bookkeeping duties without compensation. Henley Advisors provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and retirement plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and engages third-party managers and sub-advisors to implement strategies.

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.

Allen Montgomery is a financial advisor with Capstone Wealth Management Corp. in Lakeland, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Capstone since 2012 and also serves as president and chief investment strategist of Montgomery Retirement Group, a firm he formed in 2006 that offers fixed products, life insurance, annuities, and qualified retirement plan administration. Capstone Wealth Management Corp. provides portfolio management and financial planning to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical asset allocation based on monetary measurements, relative valuations, and investor sentiment, with portfolios that may include individual securities, mutual funds, ETFs, and alternative investments.

John Christian is a CFP® professional with 43 years of experience in the financial industry. He has been with James I. Black & Company since 1988, serving as a vice president of the affiliated broker-dealer. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm manages approximately $144 million in assets for about 130 clients, offering customized and model portfolio solutions with a range of securities while maintaining primarily non-discretionary accounts.

Gary Reese is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked at Wealthbuilders Investments since 2024 and previously spent over two decades at Faith Investment Services of Ohio, LLC and Creative Financial Designs Inc. Reese holds insurance licenses in life and health. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and investors in pooled vehicles. The firm offers customized, long-term portfolio management grounded in fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles.

Mitchell Bruner is a financial advisor at Hurlburt Financial in Lakeland, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Hurlburt Financial, he worked in engineering and various other roles from 2016 to 2024. Hurlburt Financial serves individual and high-net-worth clients as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm follows a value-driven investment approach based on fundamental analysis and utilizes an affiliated CPA practice to integrate tax and accounting services.

Lawrence Milford is a financial advisor at Holistic Finance LLC in Lakeland, FL, with 13 years of industry experience. He holds the CFP® and CFA® designations along with Series 65 and Series 66 licenses. Prior to joining Holistic Finance, he worked at Ernst & Young LLP for 12 years and had a brief tenure at Workplace Options. Holistic Finance serves individual clients, including high-net-worth households, providing asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm employs fundamental analysis tailored to client objectives and offers a range of investment strategies, including private placements and alternative investments, combined with regular financial-planning reviews.

Andrea Dockery is a financial advisor with Alpha Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Alpha Advisors since 2006 and is also involved in real estate as a Broker Owner at RE/MAX Experts, LLC and related entities, a role she has held since 2012. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and manages affiliated private limited partnerships available to qualified clients.

Carl Dockery is a financial advisor with Alpha Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has served as a director of Aytu BioScience, Inc., a biotech company focused on treatments for complex central nervous system diseases, since 2016. Dockery is also involved in managing several private investment and holding companies. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and sponsors affiliated private limited partnerships for qualified clients.

Kevin Ashcraft is a Series 65-registered advisor with Ashcraft Wealth Advisors LLC in Auburndale, FL. He has professional experience in consulting and analytics roles spanning from 2016 to the present. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating tax and accounting considerations through its affiliation with a CPA practice.

Giexy Reyes is a financial advisor at Iliad Wealth Solutions in Lakeland, FL, with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Iliad Wealth Solutions, Reyes worked at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, Reyes is involved in the sale of investment-related and home-related products through affiliated companies. Iliad Wealth Solutions offers investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios with tools such as investment policy statements and Riskalyze.

Jay Wells is a financial advisor at Greenbridge Partners LLC in Lakeland, Florida, with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Taylor Capital Management. In addition to his advisory role, Wells owns and operates an insurance agency specializing in life, health, and fixed insurance products. Greenbridge Partners LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a rules-based, long-term investment approach with periodic rebalancing. The firm offers discretionary management and employs multiple analytical methods to guide allocations, overseeing approximately $433 million in assets.

Robert Hurlburt is a financial advisor at Hurlburt Financial with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he operates Evans & Hurlburt CPAs, PA, a CPA firm specializing in tax preparation and accounting. Hurlburt Financial serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach focuses on fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors while maintaining oversight and client communication.

Jonathan Stump is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has been with Capstone Wealth Management Corp. since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines a growth-oriented asset allocation framework with tactical adjustments based on monetary measurements, relative valuations, and investor sentiment, utilizing a range of securities and strategies tailored to client objectives.

Paul Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Ashcraft Wealth Advisors in 2014, he established Ashcraft Business Advisors in 2010. Outside of his advisory work, he is a licensed insurance agent and serves as the registered agent for G & S Family Hospitality Services, Inc. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating fundamental analysis with limited technical analysis and external research.

Gerald Black is a financial advisor with James I. Black & Company, holding a Series 66 credential and over 51 years of industry experience. He has been associated with James I. Black & Company since 1975 and has also worked with ITB Capital Advisors, LLC, and ITB Capital Management since 2005. Outside of his advisory work, he is a managing partner of an art studio. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm manages approximately $144 million in assets for about 130 clients, offering customized asset-allocation strategies and both discretionary and non-discretionary account monitoring.

Daniel Leigh is a financial advisor at Amerity Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with Skybound Wealth Management, LLC and deVere USA. Outside of his advisory work, he is a member and owner of Vegan Brit LLC, a business development services firm. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, financial planning, and specialized services including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver customized strategies.

Lance Pearce is a financial advisor with Amerity Wealth Management, LLC in Lakeland, FL, holding Series 65 and Series 66 licenses and having six years of industry experience. His prior work includes roles at Instacart and Retirement Resources of Central Florida, as well as running Pearce Financial from 2019 to 2023. Amerity Wealth Management is a multi-advisor fiduciary firm serving individual clients, including high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and ongoing management services.