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.

Saad Rahmouni Idrissi is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Calton in 2023, he worked at Raymond James Financial Services and T. Rowe Price Advisory Services. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 school. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products. The firm employs a variety of analytical approaches and offers access to firm-sponsored programs, third-party money managers, and alternative investment strategies.

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.

Jason Walters is a financial advisor at Cary Street Partners with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services and BB&T. Walters is based in Tampa, FL. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and utilizes proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

Cheryl Bott is a CFP® professional with 19 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. She previously worked at Holifield Financial Advisory Services/Prosper Financial Advisers for eight years and United Capital Financial Advisers for one year. Outside of financial advising, she is co-owner of B&B Commercial Laundry Installation, LLC, a business focused on installing commercial laundry equipment. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers comprehensive services including financial planning, retirement plan consulting, and multi-family office solutions.

William Faassen is a CFP® professional with 19 years of industry experience, currently serving with M HOLDINGS SECURITIES, Inc. and Thomas Financial Group since 2016. He is also involved as a member of Chartbender LLC, a business unrelated to investment activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network. The firm provides a combination of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Kaleb Bedard is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation. He joined the firm in 2026 and has experience working in various roles prior to advisory, including positions at the YMCA, Copper Cellar, Ace Hardware, and Knox County Schools. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm utilizes a combination of fundamental analysis, strategic and tactical asset allocation, and both long- and short-term investment approaches, often employing mutual funds, ETFs, and individual equities in client portfolios.

William Vahey is a CFA® charterholder with two years of industry experience. He is currently with Csenge Advisory Group, LLC and has prior experience at Piper Sandler, Innovedge Research Solutions, and Wellington Management. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market/sector/manager/risk process.

Gary Noveck is a financial advisor with Stonex Advisors Inc. and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of his advisory work, he is the owner of Noveck and Noveck, LLC, where he operates as an independent agent for traditional fixed insurance. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes multiple account structures and model-based solutions, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Mark Johnson is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Harbour, Johnson was associated with The Tranel Financial Group and 818 Capital Group. He serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and other institutional and corporate entities. The firm offers portfolio management, financial planning, and access to multiple investment platforms with varying approaches tailored to individual advisors and managers.

Rameshwar Singh is a financial advisor at Calton & Associates, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Calton & Associates since 2012. Outside of his advisory role, he is involved in product development through DynamicShares LLC, which develops and distributes investment products including mutual funds, ETFs, private placements, and alternatives. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizes multiple analytical approaches, and provides access to third-party money managers through its platforms.

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.

Joseph Salerno Jr. is a financial advisor with Prosperity Capital Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Prosperity Capital Advisors and its affiliated entities since 2012, operating through Salerno Financial Group. Outside of advisory work, Mr. Salerno is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a variety of mutual funds, ETFs, SMAs, and alternative solutions, and also offers institutional and sub-advisory services.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2020, following two years at Paulson Investment Company, LLC. Outside of financial advising, he uses his past connections in the auto industry to assist clients and their families in negotiating vehicle purchases. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management, financial planning, and brokerage and insurance products. The firm employs a variety of analytical approaches and offers both firm-sponsored programs and third-party manager solutions.

David Carnahan is a financial advisor at Elevate Financial Planning and Wealth Management in Chattanooga, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Elevate, he held various positions including roles at Black Creek Club and Nashville Toons. 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, risk tolerances, and time horizons, utilizing a range of investment vehicles and third-party platforms.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.

Lauren Thomas is a financial advisor with M HOLDINGS SECURITIES, Inc., holding CFP® and Series 63 credentials and bringing 19 years of industry experience. She has worked at Thomas Financial Group since 2007 and at M Holdings Securities, Inc. since 2004. Thomas serves on several advisory boards and nonprofit organizations, including the Synovus Bank of Florida Advisory Board and The Spring of Tampa Bay, a nonprofit, as well as educational boards like Tampa Prep and the University of Tampa Financial Ambassadors' Council. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing third-party sub-advisors and platform providers to support trading and reporting.

Brandon Stukus is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining Csenge Advisory Group in 2026, he worked at OSAIC, Lincoln Financial Advisors, and Kestra Advisory Services and Investment Services. Outside of his financial advisory role, he teaches no-gi Brazilian Jiu-Jitsu fundamentals to adults and works as a DJ for local events and private parties. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation, offering customized portfolios through discretionary or model-based management.

John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Kristin Johnson is a financial advisor at IHT Wealth Management LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at IHT Wealth Management since 2019, previously serving at Independent Financial Partners and LPL Financial. IHT Wealth Management serves a range of clients including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.