Andrea Bernard is a Series 66 licensed advisor with one year of industry experience, currently associated with Structure Wealth Management, LLC. She previously spent seven years at OneSeven and has worked at Towne Wealth Management and in real estate with Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, using mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Joseph Dise is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Compass Financial Management since 2020, Dise Wealth Management Incorporated from 2007 to 2020, Wells Fargo Clearing from 2003 to 2007, and Prudential Equity Group, LLC from 2000 to 2003. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million through a multi-advisor team, using a mix of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis to support various investment strategies.

Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

George Leach is a financial advisor with Latitude Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Latitude Advisors since 2009 and also operates Leach Co., PA, a CPA firm he founded in 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jean Gadd is a financial advisor with OnePoint BFG Wealth Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her previous roles include positions at Northwestern Mutual Wealth Management Company and other firms. She is also a 50% owner of Urban Woodcrafters, a non-financial business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, and charitable organizations. The firm employs a mix of proprietary models and third-party managers tailored to client-specific objectives and incorporates technology and operational outsourcing into its service delivery.

Michelle Ludwig is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Treger & Associates LLC for 22 years. Ludwig has also operated Ludwig Investments Inc. since 1996. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and offers services including private placement due diligence and allocation for qualified investors.

Jesse Brownfield is a financial advisor at Sequent Planning, LLC in Tampa, FL, holding a Series 65 designation. He has experience working with several firms since 2018, including Phase Financial and BayTrust Financial, and has served as an insurance agent specializing in fixed annuities and life insurance since 2020. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes diversified investment strategies and risk management.

Dhaval Desai is a CFP® professional with 19 years of experience in the financial services industry. He has been with USAA Investment Services Company since 2018 and also holds roles with affiliated USAA entities dating back to 2014. Outside of his advisory work, he is a silent partner in the National Board for Neonatal Resuscitation. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals to third-party advisors rather than managing client assets directly.

Donald Rhomberg is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Jaffe Tilchin since 2008 and also operates Rhomberg Financial, where he is involved in insurance sales and management activities across various lines such as life, disability, and property and casualty insurance. Additionally, he has interests in offshore fishing charters and lodging bookings. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, provides private placement due diligence, and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client support.

Gary Garcia II is a CFP®-certified financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and several regional firms. Outside of his advisory work, he is president of 3G Consultants LLC, a business consulting firm focusing on sales, growth strategies, and operational improvements. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.

Don Adwell is a financial advisor with Capital Analysts, holding a Series 65 credential and 14 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Adwell serves as a volunteer board member for the Tampa Firefighters Museum and as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Nathan Croyle is a financial advisor at Arax Advisory Partners in Tampa, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at SRS Capital Advisors, LLC dba Norte Advisors, LLC, and Norte Advisors, LLC, as well as nearly a decade leading N8 Enterprises LLC. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, external managers, and a variety of traditional and alternative investments, supported by advanced analytics and AI tools.

Jeremy Leeds is a CFP® professional at BLBB Advisors with three years of industry experience. He has worked at BLB & B Advisors, LLC since 2020 and was previously associated with Temple University for four years. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and specialized strategies, including a Global Macro ETF strategy and an equity covered-call overlay for additional portfolio income.

Marc Ardizzone is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has 17 years of industry experience. Mr. Ardizzone has been with Jaffe Tilchin since 2008 and is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and institutional consulting, including private placement due diligence and management of pooled investment vehicles.

Lee Mezrah is a financial advisor with M Holdings Securities, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been associated with M Holdings since 2001 and has operated his own firm, Lee A. Mezrah, Inc., providing investment advisory services since 1994. Outside of his advisory work, he serves as Treasurer of the 1000 Water Street Condominium Association. M Holdings Securities, Inc. serves a nationwide client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by both in-house portfolio managers and third-party sub-advisors.

Brett Witkowski is a CFP® with 17 years of industry experience and is affiliated with Jaffe Tilchin Investment Partners, LLC. He has worked at J.W. Cole Financial Inc. and Jaffetilchin Wealth Management since 2008. Witkowski is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and private placement services. The firm manages both discretionary and non-discretionary accounts and offers specialized services such as private fund operational support and performance-based fee structures.

Ryan Nickel is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Jaffe Tilchin, he was employed at the University of Tampa and Woodforest National Bank. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, institutional consulting, and private placement assistance, managing accounts on both discretionary and non-discretionary bases with a focus on performance review and private fund operational services.

Jennifer Wright is a CFP® with 26 years of industry experience. She is currently with Capital Analysts and Lincoln Investment, where she has worked since 2020, following a 17-year tenure at Ameriprise Financial Services. Outside of advisory work, she manages Big Sexy Consulting, LLC, a marketing consulting and tax-related entity, and serves as Assistant Secretary for the Plant City Lions Club. Capital Analysts serves a diverse client base including retail and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house investment management and non-discretionary advisor and third-party manager services, supported by a proprietary mutual-fund screening process and institutional relationships.

Michael Lankford is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and one year of industry experience. Prior to entering financial services, he worked for sixteen years with Hillsborough County Schools. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and model portfolios.