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.

Michael Strahm is an advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including E*Trade Securities, Fidelity, and TD Ameritrade. He has been with Calton & Associates since 2021. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and other business entities. The firm provides fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and offering both firm-sponsored and third-party investment management solutions.

Andrew Stauff is a financial advisor at Trajan Wealth, L.L.C. in Tampa, FL, with 11 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. Andrew also works as an insurance agent through Trajan Wealth Insurance Solutions. Trajan Wealth provides discretionary and non-discretionary investment advisory services to a broad client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach, integrating tax, estate, and insurance planning within its advisory services.

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.

Kory Lenz is a CFP® professional with 13 years of experience in the financial services industry, currently associated with M HOLDINGS SECURITIES, Inc. He has held positions at Thomas Financial Group and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Tampa Connection, a local nonprofit networking organization. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent firms. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management and a variety of platform providers and sub-advisors.

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 at Capitol Securities Management, Inc. in Tampa, FL, with 29 years of industry experience. He has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Burgess serves as a trustee on several family trust accounts. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering a range of advisory programs including IAR-managed discretionary and non-discretionary accounts, model portfolios, and third-party money manager access.

Reed Lengel is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. His career includes roles at IFS Advisory, IFS Securities, J P Turner & Company Capital Management, Llc, LPL Financial, and Gunnallen Financial. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, and business entities. The firm offers fee-based portfolio management, financial planning, and utilizes a variety of analytical approaches, including fundamental and technical methods, while also providing access to third-party money managers and model portfolios.

Brad Heagy is a CFP® professional with two years of industry experience, currently serving at Fifth Third Wealth Advisors LLC. He previously worked at BNY Mellon Wealth Management for thirteen years. He is also a one-third owner and author at OGNIR LLC, a children's book company based in Tampa, Florida. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers while leveraging resources affiliated with its parent company, Fifth Third Bank.

Jennifer Facini is a CFP® professional with 15 years of experience in financial advisory roles. She has worked at Brighton Jones LLC since 2021 and previously held positions at ARS Wealth Advisors, Fidelity, and Chase Investment Services Corp. Jennifer also serves as an adjunct finance faculty member at Southern New Hampshire University. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and utilizes both public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Jeffrey Marston is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He spent 22 years at Cadaret, Grant & Co., Inc. before joining Calton & Associates. Outside of his firm role, he owns and manages client accounts at Marston & Burton Inc., an investment-related business. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products, using a range of analytical approaches and offering firm-sponsored and third-party managed account programs.

Kai Schuster is a financial advisor at Madison Partners in Tampa, FL, holding Series 66 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Fisher Investments, Pacific Select Distributors, LLC, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Ian Giovinco is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked in the financial services sector since 2003, including roles at Omni Resource Group and Minnesota Life Insurance Co. In addition to his advisory work, 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 business entities. The firm employs a core-and-tactical investment approach, providing discretionary portfolio management and financial planning across a multi-advisor platform managing approximately $2 billion in assets.

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.

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 five years of industry experience. She holds a Series 65 credential and previously worked at Claraphi Advisory Network, LLC for nine years before joining Compound Planning in 2022. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a range of strategies, including private REITs, private credit, low-cost ETFs, direct indexing, and options, supported by technology partnerships and automated monitoring tools.

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.