Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors. Outside of finance, he owns businesses involved in consulting services and the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and serves over 13,000 clients with a long-term, portfolio-driven investment approach that employs ETFs, mutual funds, and selected individual securities.

Jared Mcdaniel is a financial advisor at Cornerstone Wealth with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cornerstone Wealth, he worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach focused on model portfolios utilizing ETFs, mutual funds, equities, and fixed income.

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 at Concurrent Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Inc. and Raymond James Financial Services in various capacities. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a rental property management partnership. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with roughly 161 advisors and manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

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.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. 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 a range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

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.

Vanessa Quintal is a CFP® with 12 years of industry experience currently affiliated with Concurrent Investment Advisors, LLC. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of her advisory work, she serves as a bookkeeper for a private psychotherapy practice owned by her husband. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to a broad client base, including individuals, families, trusts, and businesses. The firm manages approximately $9.9 billion in client assets and employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.

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.

Jake Feldman is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds the Series 66 designation and has three years of industry experience. Prior to his current role at Concurrent, Feldman worked at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with roughly $15.7 billion in assets under management across a multi-office platform.

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.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent, he worked at the University of Tampa and Scituate High School. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing a long-term, customized approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Kyle Medley is a financial advisor with M Holdings Securities, Inc. based in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Sentry Insurance from 2015 to 2020. He is also involved with Thomas Financial, focusing on sales of 401(k) and disability income plans. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory.

Steffen Beck is a financial advisor with Advisory Services Network in Tampa, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He previously worked at Kopernik Global Investors, Foreside Fund Services, and Raymond James & Associates. Outside of his advisory role, he manages Frances LLC, a real estate-related business in Tampa. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers various engagement types and employs a diversified investment approach including asset allocation, rebalancing, and the use of multiple security types and third-party managers.

Saad Rahmouni Idrissi is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2022. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 educational institution. 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 multiple program structures and combines advisory and commission-based brokerage services.

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.

Monica Parish is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at firms including Tidwell-Premock-Basilone Private Wealth Management and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, and manages approximately $15.7 billion in assets across a multi-office platform.