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.

Jordan Drinkhouse is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Glow Financial Planning LLC in Spring Hill, FL. He holds Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Drinkhouse has also worked in various other sectors, including realty and event management. Glow Financial Planning LLC is an independent registered investment adviser offering financial planning and investment management services to individuals and high-net-worth clients. The firm employs a fee-only structure with a fixed quarterly planning fee and emphasizes Modern Portfolio Theory, asset allocation, and passive investment management using index funds and ETFs.

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.

Monica Wahl is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation and no prior industry experience. She has held roles at affiliated entities including Campbell Innovative LLC and Campbell & Company Insurance Advisors, Inc. Outside of her advisory work, she has been involved in a business operating under the name Top Shelf Trinity LLC dba Brix 33. Campbell & Company Wealth Management, LLC serves individuals and high-net-worth clients with portfolio management and financial planning. The firm uses a blend of passive investment management and fundamental analysis, focusing on asset-class-weighted portfolios primarily composed of index mutual funds and ETFs, and provides financial planning as a separate, hourly service.

Jacquelyn Campbell is a CFP® and PFS™ with 11 years of industry experience. She is the founder of Campbell & Company Wealth Management, LLC and has held roles at several related firms including Campbell Innovative LLC and Impact Partnership Wealth, LLC. Campbell is also an author and educator, having created and published books focused on personal preparedness and peace of mind. Campbell & Company Wealth Management, LLC serves individuals and high-net-worth clients by providing portfolio management and comprehensive financial planning. The firm combines passive investment strategies with fundamental and cyclical analysis, emphasizing low turnover and tax efficiency, and works with sub-advisers to manage client assets.

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.

Jacob Smith is a CFP® with three years of industry experience, currently practicing at Q3 Advisors, LLC. He previously worked at Fisher Investments and Morgan Stanley. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through fixed-fee engagements, emphasizing planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios.

Jennifer Scherer is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Compass Wealth Group and TD Ameritrade Investment Management, among other firms. 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 both individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios managed internally or by sub-advisors and is known for its subscription-priced co-advisory service for employer-sponsored defined contribution plan participants.

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 and holds Series 63 and Series 66 licenses. He has 10 years of experience working in the financial services industry, with prior roles at LPL Financial, Suncoast Credit Union, and Navy Federal Financial Group among others. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

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 at Bison Wealth, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Pacific Financial Group, Inc., IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Mcginnis is also the owner and president of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm uses a blend of tactical and strategic allocations across liquid and private-market investments and employs option-based overlay strategies through an affiliated sub-adviser.

Stephan Collaro is a CFP® professional with 13 years of industry experience, currently advising at RMR Wealth Builders, Inc. He has held various roles within RMR Wealth Builders since 2011 and previously worked at Calton & Associates, Inc. Collaro is also a licensed real estate agent with Magnate Reality, LLC. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers diverse portfolio management and financial planning services, including specialist advisory options such as annuity management and digital asset programs.

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 at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

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.