Russell Campbell is a CFP® with seven years of industry experience, currently serving as an advisor at ProVise Management Group, LLC. He previously worked at Ambassador Advisors and RJC Capital, LLC. Outside of his advisory role, he is a non-active member of a sports drink business based in Bellevue, WA. ProVise Management Group provides portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, and employs discretionary and non-discretionary strategies.

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicolas Toadvine is a CFP® professional with 26 years of experience in the financial services industry, currently serving at Calton & Associates, Inc. since 2016. In addition to his advisory role, he teaches personal finance at Florida Southern College, serves on the board of the YMCA of West Central Florida, and provides financial education through employer-based workshops. 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 tailored investment recommendations with multiple management options and distinct program structures, including wrap programs and separate account platforms.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years and has been with Lincoln Investment Planning, LLC since 2018. Engle also provides life and disability insurance to clients as a licensed agent. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with both custom and model portfolios, supported by an in-house investment management and research team.

Michael Lewin is a financial advisor with Tucker Asset Management LLC and holds a Series 65 credential. He has eight years of industry experience at firms including Foundations Investment Advisors LLC and Wealth Watch Advisors. Lewin is also president and owner of Lewin & Associates, Inc., a mortgage brokerage, and is an independently licensed insurance agent specializing in life insurance and annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including direct indexing and alternative investments.

Robert Thigpen is a financial advisor at Cyndeo Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Hoornstra Financial Group. Outside of his advisory role, he manages an agricultural farm land entity with limited administrative duties. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and consulting. The firm uses customized investment models and a broad range of asset classes, and it offers specialized business advisory services for middle-market clients.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work specializing in Excel and VBA programming. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Vincent Munno is a CFP® with 35 years of experience in the financial services industry. He is currently an advisor at Simplicity Wealth, a multi-team firm, and has held roles at several related entities since 1991. Outside of advisory work, he is president of Universal Financial Consultants and Broker Insurance Marketing, which wholesale fixed insurance products to independent insurance agents. Simplicity Wealth serves a diverse client base including individuals, retirement plans, institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, supported by ongoing portfolio monitoring and third-party manager due diligence.

Brenda Trachsel is a financial advisor with Vanderbilt Advisory Services in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She worked at Edward Jones from 1997 to 2025 before joining Vanderbilt in 2026. Outside of her advisory role, she operates a small row crop farming business in Savannah, MO. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, with an investment process that combines fundamental, technical, and charting analysis and is notable for its integration with retirement-plan and benefits firms.

Banner Clark is a CFP® with 12 years of industry experience, currently with Capital Investment Advisors, LLC. His career includes roles at Sagace Wealth Management LLC and several positions at Fidelity Brokerage Services, LLC. Clark has ownership experience in a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources.

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, following roles at Harwood Advisory Group, LLC and T. Rowe Price Investment Services, Inc. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house resources alongside access to private investment solutions and formal pension consulting services.

James Warren Jr. is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has previously worked at Mangrove Financial Group, Marathon Marketing, Pfs Investments Inc, and Primerica Financial Services. Outside of his advisory role, he is involved in several non-investment business activities including independent representation in network marketing, legal and life insurance services, and acting as a referral partner for health and senior medical services. G. A. Repple & Company provides investment advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerances and offers both discretionary and non-discretionary portfolio management, as well as multiple investment program options including Biblically-Responsible Investing.

Thomas Harper is a Series 65-credentialed advisor with Gradient Advisors, LLC, where he has worked since 2018 and has 13 years of industry experience. He is also involved with Heritage Financial Wealth Management, Senior Insurance & Retirement Benefits Group, Fidelity Atlantic, and Black Card Consulting, a data management and consulting business he owns. Additionally, he volunteers with the Senior Benefits Foundation, conducting Social Security and Medicare workshops. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and third-party money managers to tailor client portfolios, typically on a non-discretionary basis.

Leonardo Irizarri is a financial advisor at Csenge Advisory Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Wealth Transfer Advisors, LLC and Wealth Transfer Consultants, LLC since 2016. Outside of advising, he serves as an agency supervisor and insurance agent at Wealth Transfer Consultants, an independent insurance agency. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down approach to tailor portfolios through discretionary or model-based management.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Crystal Beach, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Calton & Associates since 2003. Outside of his advisory role, he is an independent insurance agent appointed with various companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple program structures and combines brokerage, insurance, and advisory services.

Marc Labadie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Investments, Labadie Financial, The Row Group, M HOLDINGS SECURITIES, Inc., and C R Myers & Associates. Outside of his advisory role, he is involved with M&O Marketing/Labadie Financial as a producer focused on sales of fixed indexed annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and, after client discussion, options or short sales.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 48 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals with various program structures and analytic approaches.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.