Michael Tringali is a CFP® and PFS™ with 24 years of experience in financial advising. He is the principal at Fee-Only Financial Advisors, LLC, an independent firm he founded in 2016, and has operated Michael J. Tringali, P.A. since 1991. Outside of his advisory work, he serves as finance director and executive committee member of the YMCA of the Suncoast's Citrus County branch and is involved with several nonprofit and community organizations, including a charitable foundation investment committee and a private trust providing educational scholarships. Fee-Only Financial Advisors, LLC manages approximately $25.7 million across 17 client relationships, serving individuals, trusts, estates, and corporate/business clients. The firm employs an investment approach based on academic research and Modern Portfolio Theory, offering diversified portfolios with tax-aware strategies and coordinated financial planning services.

Jeffrey Hartfield is a financial advisor with Ausdal Financial Partners, Inc. in Wildwood, FL, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and self-employment since 2018. Outside of advisory work, he is CEO of JSB Ventures, a ranch and rodeo business in Charlestown, IN. Ausdal Financial Partners serves individuals, trusts, corporations, pension plans, and charitable organizations with investment advisory programs, retirement plan services, and financial planning. The firm offers a range of investment strategies through both discretionary and non-discretionary accounts, combining in-house and third-party management with brokerage and insurance services.

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 at Modera Wealth Management, LLC with Series 65 credentials. He has been in the industry since 2026 and has prior experience at Ignite Financial Advisors and Florida Financial Advisors. Outside of finance, he was involved with Fewer Left Turns LLC, related to Crumbl Cookies, from 2023 to 2026. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside traditional investment management.

Marc Thompson is a ChFC® credentialed financial advisor with Gradient Advisors, LLC and has one year of industry experience. He has worked at Gradient Advisors since 2024 and has been associated with ASB Financial since 2010. Outside of his advisory role, Thompson is the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies.

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.

Mark Augustsson is an investment advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has worked at Transparent Wealth Management, LLC, Aegis Wealth Management, Inc., and ASB Financial, where he has been associated since 2016. Outside of Gradient Advisors, he owns Eagle Retirement Strategies, a financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing fundamental, technical, and cyclical analysis in portfolio management.

Robert Hockett is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes a long tenure at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel, as well as roles at Domus Advisors LLC and multiple periods at Modera Wealth Management. Outside of his advisory work, he is the founder of ThePracticeConsultant.com, LLC, a business consulting firm, and is also involved in automotive repair management through ownership of Rallan Bros Auto Inc. 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 and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Steven Holland is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with three years of industry experience. He has been associated with InvestSafe Financial since 2011, where he owns and operates a business focused on assisting retirees with retirement accounts through seminars and client meetings. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios and platforms to tailor investment strategies based on clients’ financial situations, goals, and risk tolerances.

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.

Daniel Antonov is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2018 and has been an independent insurance agent since 2005. Antonov owns and operates Global Cornerstone, a financial and retirement planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and manages nearly $1 billion in assets across approximately 3,220 clients.

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.

Justin Rooks is a financial advisor with &Partners, LLC, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked for Edward Jones from 2010 to 2024. Outside of his advisory role, Rooks is involved in several family farming and agricultural businesses. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary and third-party strategies through platforms like Envestnet.

Marc Lawrence is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at various SunTrust entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Amy Delapaz is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. She has been with Truist in various capacities since 2013. Outside of her advisory role, she is involved in managing a veterinary practice owned by her husband, including building maintenance and administrative support. 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, and fiduciary support, utilizing a combination of discretionary and non-discretionary manager relationships along with third-party platforms and AI-enhanced research.

John Hodgkins II is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SunTrust Bank and affiliated entities. Hodgkins serves on several local boards, including the YMCA Advisory Council in Lecanto, the Crystal River Area Council of the Citrus County Chamber of Commerce, and the Fellowship of Christian Athletes of Citrus County. He is also involved in insurance sales and leads Hagar Investments LLC, providing financial services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network with tailored, discretionary investment advice and operates distinctive partnerships with broker-dealers and service providers.

Matthew Davis is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Inverness, FL. He has eight years of experience with AE Wealth Management and has owned Davis Financial Group since 2012, where he is involved in the sale and service of fixed annuity and life insurance policies. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services such as model portfolio solutions, discretionary asset management, financial planning, and consulting, utilizing a platform-centered approach that combines internal and third-party managed models.

Shannon Vinsonhaler is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation. Vinsonhaler has prior experience in various roles, including positions at Superior Residences of Lecanto, Sunshine Gardens, and Crystal Automotive, as well as self-employment from 2019 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Tanner Booth is a financial advisor at Edward Jones in Homosassa, Florida, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Gerald Gruber is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is an author of books based in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.