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.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining CWA in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm uses in-house research and proprietary models, incorporating active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Ryan Blumthal is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential. He has experience in financial services since 2023, including roles at Jotoro and Count5, and prior work in education. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ objectives, risk tolerances, and time horizons.

Stephen Fallon is a CFP® professional with 31 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Legend Equities Corporation for 22 years before joining Lincoln Investment, where he has been since 2017. Fallon is also Vice President, Director, and Owner of Suncoast Wealth Solutions, Inc., a financial planning and wealth management firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Mitchell Mulcahy is a financial advisor at RFG Advisory, LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Trinity Wealth Securities, LLC and Florida Financial Advisors. Mulcahy also has experience in other fields such as automotive sales and recreational services. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and certain institutional clients. The firm primarily delivers discretionary investment management using a range of model strategies and third-party platforms and also acts as a sub-adviser to multiple ETFs while providing access to alternative investments and retirement technologies.

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.

Alexander Cross is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill, Platinum Wealth Partners, Inc., and Mutual Securities, Inc. He is also involved as a member and manager of DCH Wealth Management, LLC and works as an insurance agent. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm provides both discretionary and non-discretionary advisory services, employing a blend of active and passive strategies tailored through multiple analytical approaches and specialized platforms.

Marcus Heinrich is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Heinrich has worked at Forum Financial Management since 2002, including a break between 2018 and 2019, and was also involved with F.A.M., LLC from 2014 to 2018. Outside of his advisory role, he is a sole proprietor involved in insurance sales. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Henderson is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding a Series 66 license and having 22 years of industry experience. His career includes roles at Merrill, Morgan Stanley DW Inc., Platinum Wealth Partners, and Mutual Securities prior to joining Mutual Advisors. Outside of his advisory work, he is a member-manager of DCH Wealth Management, LLC, an administrative business. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional investors, managing portfolios through a combination of active and passive strategies emphasizing diversification and alignment with client objectives. The firm is notable for its scale of institutional work, managing approximately $9.45 billion across 154 advisors, and its use of multiple analytical approaches and third-party tools to customize client allocations.

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.

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.

Peter Frantzis is a financial advisor with Cyndeo Wealth Partners, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a trustee of a family trust and an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies using proprietary models and third-party managers, covering a broad range of asset classes, and offers specialized business advisory services for middle-market owners.

Carter Bowman is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles in education at Eastern Kentucky University and Bardstown City Schools. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm employs fundamental analysis and strategic and tactical asset allocation, utilizing a mix of mutual funds, ETFs, individual equities, and third-party managers to tailor investment strategies to each client’s financial profile.

Jason Haddad is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked with Independent Financial Partners and Blueprint Wealth Alliance. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, focusing on mutual funds and ETFs to tailor portfolios to client goals.

James Mcginty is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at CI Doyle Private Wealth, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer of The Squires Club, a men's social club in St. Petersburg, FL. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management with a flexible investment approach that includes passive, active, tactical, and ESG-aware strategies, as well as access to specialist and sub-advisory strategies.

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.

Francisco Lasanta Gorbea is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2025. Prior to this role, his work experience includes positions at HMS Host, Walmart, and Publix. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Fred Barnard Jr. is a financial advisor with Capital Analysts in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation for 17 years and has been with Lincoln Investment for nine years. In addition to advisory work, Barnard is also a licensed producer of investment-related insurance products with multiple companies. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jason Stuber is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of his advisory role, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and he is an independent insurance agent through Bayfront Wealth and Insurance. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.