Rodger Elgar is a Series 65 licensed advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He has worked at Jaffe Tilchin since 2008. Outside of advisory services, he is also engaged in insurance sales. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, private placement due diligence, and acts as adviser to a privately placed fund specializing in volatility/arbitrage and options trading strategies.

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.

Robert Bray is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding the ChFC® designation and a Series 65 license. He has 42 years of industry experience, including roles at Comprehensive Asset Management & Servicing and Jaffe Tilchin Wealth Management since 2008. Outside of his advisory work, he is president and owner of Bray & Assoc Inc, an insurance business focusing on home, life, auto, and fixed insurance. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm manages accounts on both discretionary and non-discretionary bases and offers specialized services including private placement due diligence and management of pooled investment vehicles with performance-based fees.

Steffen Beck is a financial advisor with Advisory Services Network in Tampa, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has previously worked at Kopernik Global Investors, Foreside Fund Services, and Raymond James & Associates. Beck is also a manager of Frances LLC, an investment-related real estate business. Advisory Services Network provides comprehensive investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers, offering both discretionary and non-discretionary portfolio management and a range of client engagement options.

Mark Maurer is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2005 to 2018. Maurer is also the president and CEO of Low Load Insurance Services, Inc., an insurance agency specializing in disability, long-term care, and annuities. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, with an individualized investment process tailored to client objectives and risk tolerance.

Andrew La Forge is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Lincoln Investment and West Coast Financial. Outside of his advisory role, he serves as Treasurer and Board Member for The Beach Responsibly Project, a nonprofit focused on cleaning and maintaining Florida beaches. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management both through an in-house team using a proprietary screening process and through independent advisors and third-party managers.

Charles Levinus III is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at USAA Life Insurance Company since 2020 and USAA financial planning services dating back to 2013. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, emphasizing retirement savings, asset allocation, risk tolerance, and income planning. The firm acts as an intermediary by referring clients to Charles Schwab for investment products and does not manage client assets directly.

David Gurievsky is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with B. Riley Wealth Management since 2009 and with B. Riley Wealth Advisors since 2022. Outside of his advisory work, Gurievsky serves on the board and executive committee of the Jewish Children's Regional Service, a charitable organization focused on child welfare for Jewish youth in the U.S., and is co-chair of Team USA for Maccabi USA, a nonprofit supporting Jewish youth athletes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple advisory programs and proprietary asset allocation models.

Joshua Hurt is a financial advisor with Principal Advised Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Merrill and involvement with V-Group (Trufit Gym). Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models within the Principal Financial Group family, serving clients through a combination of algorithmic portfolios and governance oversight.

Susan Kubar is a financial advisor at Fifth Third Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked for BNY Mellon Wealth Management for 12 years. Kubar is based in Tampa, FL. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Torrey Harris is a financial advisor with IHT Wealth Management LLC based in Tampa, FL. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at LPL Financial LLC, Raymond James Financial Services, Inc., and The Patten Group, Inc. Harris also worked at VXI Global Solutions and the University of Tennessee at Chattanooga. IHT Wealth Management serves a range of clients including individuals, corporations, institutions, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Christopher Fidler is a financial advisor with Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he is involved in e-commerce through 99 ECOM LLC. Lanark Financial provides investment management, financial planning, and related 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 offers program-based accounts via various platforms and sub-advisers.

Tara Steinberg is a CFP® with 12 years of industry experience, currently serving at USAA Investment Services Company. She has held multiple roles within the USAA family since 2010, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of finance, she was involved with E & M Childcare, LLC for one year. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets directly.

Adrien Brand is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2022, he worked at Edward Jones from 2018 to 2022. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to clients’ objectives and risk tolerances.

George Chuang is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Continuum Advisory, LLC in Tampa, FL, where he has worked since 2023. His prior experience includes roles at Transamerica Financial Advisors, Inc. and Triad Advisors. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets.

Anton Antoniadis is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, Antoniadis Financial, and Quality Counts LLC. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA fiduciary consulting through a network of approximately 153 advisors.

Thomas Kaliszak is an investment advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Ruggiero Wealth Management and operates Kaliszak Insurance Consultancy LLC, where he serves as president and owner. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that requires client approval for transactions.

Trisha Perez is an advisor at Bison Wealth, LLC with Series 63 and Series 65 credentials. She has one year of experience in the financial industry, having worked with several firms including API Financial Advisors, TruChoice Financial Group, and Goldenridge Financial Network. Outside of finance, she has been involved with Storm Praise Publishing, LLC and Storm Praise Design & Consulting, LLC since 2014 and 2019 respectively. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across various asset classes.