Anthony Longo is a Series 65-licensed financial advisor at Caitlin John, LLC with two years of industry experience. He has worked at several firms including Kingsbury Financial Advisors and Steelbach, and has also served as an insurance agent specializing in fixed insurance sales. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, including fixed insurance products.

Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been affiliated with True Financial Wealth Management Firm, LLC since 2006 in various capacities, including as a member, owner, and vice president. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models that emphasize diversification, low fees, and risk management, and it offers affiliated tax, legal, and insurance services alongside educational resources and retirement plan integrations.

Sterling Searcy Jr. is a financial advisor at CPS Investment Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at CPS Investment Advisors since 2018. In addition to his advisory role, he serves as a senior tax advisor at CPS Group CPAs PA, where he is involved in tax preparation and mentoring tax personnel. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a value-driven investment approach based on fundamental analysis and integrates its services with affiliated CPA firms and other professional entities through a collaborative alliance model.

Richard Teitelbaum is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Apollon Wealth Management. He is also an independent insurance agent. Amerity Wealth Management is a multi-advisor firm serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, utilizing a range of investment vehicles and coordinating with multiple custodians and co-advisors.

Connor Corkery is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Raymond James and Fidelity Investments. Outside of finance, he has experience working in golf club operations and various recreational facilities. FFO Investments LLC offers discretionary and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates investment management, financial planning, tax and entity-structuring, and alternative investment analysis, often collaborating with clients' external professionals under a unified Master Service Agreement.

Heath Clevenger is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at Florida Southern College, Florida Baseball Armory, and Athlete-to-Athlete. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers financial planning, wealth management, and tax services, managing approximately $702 million primarily through discretionary portfolios using ETFs, mutual funds, bonds, and equities.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Philip James Wealth Management, LLC since 2018. His background also includes roles with Principal Life Insurance Company and Princor Financial Services Corp. PGI Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting with portfolio management across multiple offices.

Sefton Barnes is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Kingsbury Financial Advisors, Trinity Wealth Securities, Florida Financial Advisors, and Merrill. He also works as a fixed insurance agent in Tampa, focusing on fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm operates as an RIA-aggregator, supporting independent practices with tailored portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Brian Murphy is a CFP® with five years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company. His prior experience includes roles at Sabal Trust Company, Northbridge Financial Group, and LPL Financial. Walser Wealth Management Company is a team-based adviser with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, focusing on a diversified, low-cost investment approach using mutual funds and ETFs.

Daniel Wilson is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Charles Schwab, and USAA Financial Services. Outside of finance, he was involved with CleaNology for five years. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary strategies, third-party managers, and analytical methods including fundamental and technical analysis, with some strategies incorporating market-timing techniques.

Michael Riskin is a CFP® professional with 16 years of industry experience, currently serving at CPS Investment Advisors in Lakeland, FL. He has been with CPS Investment Advisors since 2016. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including individuals, trusts and estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm follows a value-driven investment approach grounded in fundamental analysis and operates through a networked alliance model that integrates with CPA firms and other professional services.

Rebecca Walser is a financial advisor with Walser Wealth Management Company, holding a Series 65 credential and 10 years of industry experience. She has been with Walser Capital Group and Walser Wealth Management since 2015 and 2016, respectively. In addition to her advisory role, she is a licensed attorney and dedicates part of her time to legal practice. Walser Wealth Management Company is a team-based SEC-registered firm with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, and institutional clients, using a diversified, low-cost investment approach with mutual funds and ETFs, supplemented by tactical asset allocation and rebalancing.

Trevor Mann is a financial advisor at Walser Wealth Management Company in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley, 360 Wealth & Benefits, and Principal Life Insurance Company. He is also licensed to sell life and annuity insurance. Walser Wealth Management Company is a team-based advisor with 14 advisors managing approximately $339 million for around 677 clients. The firm offers comprehensive financial planning and portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporations, employing a diversified, low-cost investment approach primarily using mutual funds and ETFs combined with tactical asset allocation and periodic rebalancing.

Joshua Koh Swineford is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 66 licenses. He joined FFO Investments in 2025 and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm emphasizes integrated wealth coordination, financial planning, alternative investment analysis, and often collaborates with clients’ external professionals to provide comprehensive financial oversight.

Eric Jackson is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding a Series 66 designation and 10 years of industry experience. Before joining CPS Investment Advisors in 2021, he worked at LPL Financial, Allen & Co, and Morgan Stanley, including Morgan Stanley Private Bank. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis, with an emphasis on established companies and long-term strategies, and distinguishes itself through its integration with CPA firms and a multi-disciplinary alliance model.

Steven Kohman is a financial advisor with Lange Financial Group, LLC, holding CPA credentials and 23 years of industry experience. He has been associated with Lange Financial Group and its predecessor firms since 1996 and operated his own CPA tax preparation business on a part-time basis. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services. The firm refers clients to independent investment managers rather than managing assets directly and offers educational programming such as seminars and a monthly newsletter.

Kelley Wilson is a CFP® professional with seven years of experience in financial advising at CPS Investment Advisors in Lakeland, FL. She has been with CPS Investment Advisors since 2016. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach is value-driven and based on fundamental analysis, focusing on long-term investments in established companies with strong financials, and operates through an integrated model affiliated with a CPA firm and other professional services.

Nathan Dunham is a CFP® professional with 26 years of industry experience. He has been with Core Wealth Advisors, Inc. since 2013 and previously operated Dunham Financial Services from 2010 to 2016. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides integrated financial planning, wealth management, and tax services, managing approximately $702 million across several hundred accounts using a discretionary approach primarily focused on ETFs, mutual funds, bonds, and selected equities.

Stephen Scott is a CFP® professional with 14 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2011. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, multi-asset diversification with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

Andrew Foss is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, with 10 years of industry experience. He holds a Series 65 designation and has been with Core Wealth Advisors since 2013. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm integrates financial planning, wealth management, and tax services, managing approximately $702 million across several hundred client accounts using primarily ETFs, mutual funds, bonds, and select equities.