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.

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 Series 65-licensed financial advisor with Capital Analysts in Lutz, FL, bringing 14 years of industry experience. He has been associated 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 provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm combines in-house discretionary investment management with access to third-party managers and emphasizes fiduciary services for retirement and tax-advantaged accounts.

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.

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.

Armand Atkinson is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Lanark Financial, Inc. and has worked at NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers program-based accounts through multiple platforms, combining discretionary and non-discretionary arrangements.

Maria Atkinson is a financial advisor at Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation with 16 years of industry experience. She has been with NBC Securities, Inc. since 2015. Outside of her advisory role, she works as a Senior Manager in Global Marketing and Business Analysis at SYKES Enterprises. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and utilizes both discretionary and non-discretionary strategies with a range of program-based account offerings.

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® professional with 26 years of experience, currently serving as a financial advisor at Capital Analysts since 2020. Prior to this, she spent 17 years at Ameriprise Financial Services, Inc. Outside of advisory work, she is involved in life and disability insurance sales and serves as Assistant Secretary for the Plant City Lions Club, where she supports board meeting documentation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Shawn Clark is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Kalos Management, PMB Capital Management, and Center Street Securities. In addition to his advisory role, Clark is involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance products such as term life and indexed universal life insurance. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets with a focus on tailored investment strategies and institutional retirement plan services.

Andrew Stauff is a financial advisor with Trajan Wealth, L.L.C. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. for eight years. In addition to his advisory role, Andrew works as an insurance agent with Trajan Wealth Insurance Solutions. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm follows a long-term, disciplined investment approach and offers integrated planning with affiliated tax, estate, and insurance professionals, managing approximately $2.6 billion in assets across more than 10,000 client relationships.

William Dale is a CFP®, ChFC®, and Series 66 professional with 20 years of industry experience. He currently serves as an advisor at Navy Federal Investment Services, LLC and has prior experience with USAA Life Insurance Company and USAA Investment Services Company. Dale is involved in several industry committees and boards, including the Financial Institution Insurance Council Committee, Procu Credit Union Association, and the Osaic Financial Institutions Advisory Board. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs using third-party portfolio managers.

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.