Shane Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Independence Square Holdings, LLC and has prior experience at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC is a multi-team firm serving clients with investment advisory services through a team-based approach.

Shaun Mathena is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and has one year of industry experience. He has previously worked at Northwestern Mutual and American Mortgage Services, and currently serves as Vice President of Superior Mortgage Solutions, a mortgage company. Mathena is also an insurance agent with Fiduciary First Advisors. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs both model and custom strategies using quantitative analysis and tactical asset allocation, and acts as a subadviser and referral agent to other investment advisers.

Anthony Javarone is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at International Assets Investment Management, Morgan Stanley, and Citigroup Global Markets. He is also the managing director and owner of Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach using a range of asset classes and sub-advisory arrangements.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors Financial Network. Outside of financial services, he owns and operates a business specializing in the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. Guimaray holds Series 65 and Series 63 licenses. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering personalized investment strategies and access to third-party management programs.

Nicholas Klein is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has previously worked at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a business involved in property management and financial operations. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence and various operational tools.

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.

Vanessa Quintal is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor at Concurrent Investment Advisors, LLC. She has held roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services, among others. Outside of her advisory work, she provides bookkeeping services for a psychotherapy private practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and sub-advisory arrangements.

James Petkoson is a financial advisor with Calton & Associates, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Calton & Associates since 2010, following earlier roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. 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 both advisory and brokerage services with tailored investment recommendations and a variety of program structures including firm-managed wrap programs and separate account platforms.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

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.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Riskalyze and SEI Investments Management Corp. He also serves as a Senior Advisor Consultant, assisting financial advisors with Aptus Capital Advisors’ investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, combining technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Kelly Collins is a financial advisor at Yale Capital Corp. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, World Financial Group, and KeyBank. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions, employing fundamental analysis and tax-sensitive techniques to customize portfolios. The firm manages assets primarily on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.

Brian Bristow is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at The Ridgeback Group, LLC, Jiffy.AI, and CUNA Mutual Group, including CUNA Brokerage Services. 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 process, offering customized portfolio management through discretionary and model-based allocations.

Justin Kelly is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes.

Solomon Kilgroe is a financial advisor at Cyndeo Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments, Inc. Kilgroe serves on the board of directors for Eckerd College and is involved in a fitness-related business as a limited partner. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models and third-party managers, investing across various asset classes while integrating investment advice with comprehensive planning and business advisory services.

Jake Feldman is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized investment process that includes ETFs, mutual funds, individual securities, and alternative investments.