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.

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.

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.

Jared Mcdaniel is a CFP® and CFA®-designated advisor with 18 years of industry experience. He is currently affiliated with Cornerstone Wealth and has previously worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of asset classes and third-party managers.

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.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Trust Company of America Securities, Freedom Investors Corp, and operates Gaston Financial Group. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and multiple platforms for asset management.

John Cleary is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Bancwest Investment Services, and Charles Schwab. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets.

Matthew Versage is a CFP® with six years of industry experience. He currently works at Savvy and has prior experience at United Capital Financial Advisors, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank NA. He also serves in the U.S. Air Force, a role he has held since 2011. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm focuses on customized, primarily index-based, long-term investment strategies, incorporating active equity portfolios, tax-aware direct indexing, and specialized third-party sub-adviser solutions.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Illya Bermant is a financial advisor at McAdam LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab, Fisher Investments, and Walser Wealth Management Company. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of strategies including discretionary investment management, retirement-plan consulting, and a subscription-based financial planning service.

Zubin Hodiwalla is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Kelly Montague is a financial advisor with Fifth Third Wealth Advisors LLC in Tampa, FL. She holds a Series 65 credential and has experience working at Andersen Tax, LLC and Reilly, Fisher, & Solomon, P.A. Prior to joining Fifth Third Wealth Advisors in 2026, she spent nine years in legal practice. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers diversified portfolio management services with an emphasis on household-level investment policy statements and integrates resources from its parent bank and affiliates in its investment process.