Kamil Polkowski is a financial advisor at FFO Investments LLC in Tampa, FL, with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including Sandy Morris Financial & Estate Planning Services, Fisher Investments, and Mass Mutual. Polkowski also served in the US Army for six years. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services through a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs with coordinated wealth management and financial planning. The firm integrates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals.

Theresa Dollard is a financial advisor with Dominion Portfolio Management, Inc. in Tampa, FL. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Raymond James & Associates, Valic Financial Advisors, and Calton & Associates. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm tailors investment advice to client goals and risk tolerance, utilizing fundamental, technical, and economic analysis.

William Hallmann is a financial advisor at Craft Wealth Services with 18 years of industry experience and holds a Series 66 designation. He has previously worked at firms including LPL Financial and operated his own advisory and CPA practices. Outside of his advisory role, Hallmann is the owner and president of a CPA firm specializing in tax preparation and accounting. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented investment approach combining fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Nicolas Toadvine is a CFP® professional with 26 years of experience in the financial services industry, currently serving at Calton & Associates, Inc. since 2016. In addition to his advisory role, he teaches personal finance at Florida Southern College, serves on the board of the YMCA of West Central Florida, and provides financial education through employer-based workshops. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple management options and distinct program structures, including wrap programs and separate account platforms.

Karrisa Marinez is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of financial advising, she is involved with Coffee Uniting People. 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, and other securities, and offers a range of wealth management, financial planning, and retirement services supported by a network of roughly 286 advisors.

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work specializing in Excel and VBA programming. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.

Charles Fisher Jr. is a financial advisor at Andersen with 24 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 65 designations. His prior experience includes 22 years at Reilly, Fisher & Solomon Investment Advisors and its predecessor firm. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Sharyn Hyla is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya, Valic Financial Advisors, and ADP Inc. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Banner Clark is a CFP® with 12 years of industry experience, currently with Capital Investment Advisors, LLC. His career includes roles at Sagace Wealth Management LLC and several positions at Fidelity Brokerage Services, LLC. Clark has ownership experience in a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources.

Joseph Dise is a financial advisor at Compass Financial Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass since 2020. He also founded and continues to operate Dise Wealth Management Incorporated, established in 2007. Compass Financial Management serves individual and high-net-worth clients, along with pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis across various asset classes.

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, following roles at Harwood Advisory Group, LLC and T. Rowe Price Investment Services, Inc. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house resources alongside access to private investment solutions and formal pension consulting services.

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 designations and 19 years of industry experience. Prior to joining OnePoint BFG Wealth Partners in 2026, Jean worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management, among other firms. Outside of advising, Jean is a 50% owner of Urban Woodcrafters, a non-financial services business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.

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® with 18 years of industry experience, currently serving at USAA Investment Services Company since 2018. He has held various roles within USAA-affiliated entities since 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 and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment management.

Michael Crowne is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at RAC Securities, Rok Financial, and Innovation I360. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team 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 a network of approximately 286 advisors serving over 13,000 clients.

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.

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 with two years of industry experience. He holds a Series 65 designation and has prior work history at SRS Capital Advisors, LLC dba Norte Advisors, LLC, Norte Advisors, LLC, and N8 Enterprises LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.