Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portfolio Medics, LLC and MassMutual. He is also involved with an affiliated accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is an independent, state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides asset management and standalone financial planning services, employing fundamental analysis with strategic and tactical asset allocation, and operates with a single adviser using a designated custodian platform.

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Dawson Ransome is the principal and sole advisor at Ransome Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in financial services since 2002 through various related entities. 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 individuals, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis and uses both long-term and short-term strategies, including margin and option strategies where appropriate.

Pritam Dhavale is a financial advisor with Wealth Compounders LLC, holding a Series 65 designation and eight years of industry experience. He has been with Wealth Compounders since 2018 and has prior experience at Pre-Rush Inc. Wealth Compounders LLC is a small independent advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a combination of charting, fundamental and technical analysis, and implements various strategies including derivatives and options trading, with a focus on non-discretionary asset management.

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 eight years of industry experience. He is the sole advisor at Financial Pathway LLC, where he has worked since 2019. Prior to that, he worked at Edward Jones and Huntington National Bank. Outside of financial advisory, he serves as a guide and host for Land of the Bible Tours, coordinating and leading an annual tour of Israel. Financial Pathway is an independent advisory firm serving individuals, charitable organizations, and businesses. The firm uses a passive investment approach based on Modern Portfolio Theory and factor analysis, providing tailored financial planning, investment management, and retirement plan consulting with a focus on non-discretionary management and client authorization for trades.

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® professional with 16 years of industry experience. He is currently associated with BRIA Capital Group, LLC and Tampa Wealth Partners Corp., having previously worked at Prudential Insurance Company of America and Pruco Securities LLC for ten years. Outside of his financial advisory roles, he is the managing member and owner of a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using a combination of fundamental and technical analysis and offers a faith-based investment overlay upon request.

Raymond Dimeo is a financial advisor at Meridian Wealth Group with 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory role, he has ownership interest in a real estate-related business in Tampa, Florida, shared with his spouse. Meridian Wealth Group offers personalized financial planning, discretionary and non-discretionary investment management, and recently added divorce financial consulting to its services. The firm serves individuals, high-net-worth clients, and various entities, using fundamental analysis and a long-term strategic approach tailored to client objectives.

Christopher Cook is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bright Futures Wealth Management, Cetera Advisors, and Prudential. Outside of his advisory role, Cook is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using fundamental and technical analysis and can incorporate a faith-based investment overlay upon request.

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.

Michael Garcia is a financial advisor with BRIA Capital Group, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and Raymond James Financial Services. He is also involved in non-variable insurance sales, specializing in fixed life and fixed annuities. BRIA Capital Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a process beginning with a Discovery Meeting and uses diversified investment strategies, including an optional faith-based overlay, while providing estate-planning resources and coordinated implementation support.

Giovannie Topazio is a financial advisor at BRIA Capital Group, LLC with Series 65 registration and one year of industry experience. Prior to joining BRIA, Giovannie worked in insurance and securities sales and has held roles outside of finance including positions at Aladdins Baking Company and Duffy's Electric. Outside of advisory activities, Giovannie also works as an Uber ride-share driver. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using fundamental and technical analysis and offers estate-planning resources and insurance products through licensed advisors, with the option to incorporate a faith-based investment overlay.

Jeffrey Rodriguez Aponte is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including B. Riley Wealth Management and International Financial Solutions, Inc. Outside of advisory roles, he is president of Tampasaos, LLC, a company that owns a small hotel. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across about 664 accounts. The firm employs a combination of fundamental, technical, and qualitative analysis with diversified investment strategies and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Kristin Di Meo is a financial advisor with Meridian Wealth Group in Dade City, FL. She holds the Series 65 designation and has over 19 years of industry experience, including roles at Litigation Support Advisors and Cbiz. Meridian Wealth Group offers personalized financial planning and investment management services for individuals, high-net-worth clients, and various entities. The firm incorporates fundamental analysis and modern portfolio theory within a long-term strategic framework and has recently added divorce financial consulting as a formal service.

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.

Mark Flanagan is a financial advisor with CSP Financial Group LLC, holding a Series 65 designation and seven years of industry experience. He is also the owner of Mercer, Flanagan & Company, P.C., a CPA firm he has managed since 2000. Flanagan has held roles at several financial firms, including LifeTyme Financial Group and Flanagan Financial LLC. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, uses third-party managers such as Matson Money, and includes tax-efficient management of workplace accounts.

Kerry Devaughn is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Trajan Wealth, Fisher Investments, and Nationwide Securities. In addition to his advisory role, he is involved in insurance sales, offering various insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios by allocating to unaffiliated independent managers and low-cost funds, focusing on long-term strategies while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Ryan Gavin is a CFA® charterholder with seven years of industry experience. He has worked at Summit Wealth Partners, LLC since 2021 and previously with Naples Global Advisors LLC, Florida Gulf Coast University, and Lee Health. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.