Joseph Sgroi is a financial advisor with AlphaStar Capital Management and holds a Series 65 designation. He has two years of industry experience and has worked with Strategic Alliance Wealth Planners, Clarity Wealth, Inc., and the UFC. Outside of his advisory role, he owns a retirement workshop that provides investment-related educational content. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers both model and custom portfolio strategies using quantitative and tactical approaches, and provides services including portfolio management, financial planning, and retirement plan consulting.

H. Burgess Jr. is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as trustee on several family trust accounts. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and uses a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

Reed Lengel is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at IFS Advisory and IFS Securities from 2015 to 2019 before joining Calton in 2019. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and employs a range of analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.

Jennifer Facini is a CFP® professional with 14 years of industry experience. She has worked at Brighton Jones LLC since 2021 and previously spent seven years at ARS Wealth Advisors. In addition to her advisory role, Jennifer serves as finance adjunct faculty at Southern New Hampshire University. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and offers family-office services alongside discretionary investment management and private-investment opportunities.

Kai Schuster is a financial advisor with Madison Partners in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fisher Investments and Pacific Select Distributors, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Ian Giovinco is a financial advisor at Balefire, LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and has an extensive background spanning over 20 years with firms including Omni Resource Group, Omni Financial Services, and Securian Financial Services. In addition to his advisory role, he owns and operates an estate planning law practice and teaches continuing education courses. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary asset management and financial planning services across a multi-advisor platform managing approximately $2 billion in assets.

Thomas Houlihan is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential. He has one year of industry experience, including prior roles in hospitality and retail. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, along with comprehensive wealth management and financial planning services.

Christopher Collins is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and previously spent 20 years at Warren Wealth Associates and Commonwealth Financial Network. Collins is also a part-owner of Warren Wealth Associates, a private entity involved in securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by offering wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management, serving both individual and institutional clients.

Seth Jennings is a financial advisor with Zacks Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at firms including Fisher Investments and Chartwell Investment Partners. Outside of finance, he is the founder and co-owner of Lift Hero Apparel LLC, a fitness apparel and gym gear business. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and manages mutual funds and ETFs while supporting third-party wrap and unified managed account platforms.

Christopher Van Horn is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and The O.N. Equity Sales Company. Outside of his advisory role, he serves on the Finance and Operations Board of New Community Church, where he advises on budget, staffing, and operational matters. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios leveraging ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and integrated platform solutions.

Joseph Jianos is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Capitol Securities Management since 1987 and serves as president of an affiliated insurance agency. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, consulting, and wrap fee programs through both broker-dealer and registered investment adviser platforms. The firm offers a range of managed programs, including discretionary and non-discretionary accounts, and emphasizes due diligence in selecting third-party money managers.

James Cashmore is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Capitol Securities Management, Inc. since 2020. His prior experience includes roles at Franklin/Templeton Distributors, Inc. and Multi-Bank Securities, Inc. in addition to periods outside the industry. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing advisory services through IAR-managed programs, separately managed accounts, and third-party money managers.

Tracy Kinder is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds the Series 65 designation and previously worked at Claraphi Advisory Network, LLC for nine years. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs customized, risk-based model allocations incorporating fundamental, technical, and modern portfolio theory analyses, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Steven Nelson is a Series 65 licensed advisor with 16 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent over a decade at EJM Investments, LLC and its affiliated firms. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Anthony Javarone is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at International Assets Investment Management, Morgan Stanley, and Citigroup Global Markets. He is also the managing director and owner of Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach using a range of asset classes and sub-advisory arrangements.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors Financial Network. Outside of financial services, he owns and operates a business specializing in the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Nicholas Klein is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has previously worked at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a business involved in property management and financial operations. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence and various operational tools.

Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Netlaw, School Loan 411 LLC, and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, he is involved in marketing and sales of insurance and advisory services through affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-driven approach based on technical and quantitative methods, supported by proprietary research, to manage client portfolios according to risk profiles and investment objectives.

John Cleary is a financial advisor with USAA Investment Services Company in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes positions at LPL Financial and BancWest Investment Services, among others. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement savings, asset allocation, risk tolerance, and income planning. The firm operates mainly as a referral intermediary and does not manage client portfolios or charge percentage-of-assets fees.