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.

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.

Trisha Perez is a financial advisor at Bison Wealth, LLC, holding Series 65 and Series 63 credentials. She has one year of industry experience and has also been involved with Storm Praise Publishing, LLC and Storm Praise Design & Consulting, LLC since 2020. Prior to her current role, she worked at several firms including API Financial Advisors, LLC and World Financial Group. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations. The firm focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market investments, offering both direct management and access to third-party strategies.

Robert Davis Jr. is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Royal Fund Management since 2013 and previously spent one year at American Elite Retirement, along with over two decades at Harbour Financial. In addition to his advisory role, he is an independent insurance agent selling life, accident, and health insurance. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios using various analytical approaches and investment strategies, managing roughly $1.55 billion in assets across a team of 84 advisors.

Matthew Mills is a financial advisor at Continuum Advisory, LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and previously worked at Keystone Powdered Metal Co. from 2019 to 2025. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and discretionary portfolio management. The firm emphasizes professional integration among its advisors and offers services such as retirement plan consulting and ERISA fiduciary roles.

Jorge Blanco is a CFP® with 23 years of experience in the financial industry. He is currently with IHT Wealth Management LLC, where he has worked since 2019, following prior roles at Independent Financial Partners and LPL Financial. Blanco also has involvement as a broker with a professional employer organization. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Michael Via is a financial advisor at Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Capitol Securities Management since 2016 and previously spent 13 years at Frantzen Capital Management, Inc. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and utilizing a broad range of investment instruments.

Wallace Sutton is a financial advisor at Cornerstone Wealth with over 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Mutual Securities, Inc., Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors, Inc. Outside of his advisory role, Sutton serves as a guest speaker at Florida State University where he discusses investments with economics students. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that incorporate a range of investment vehicles and third-party managers.

Steven Newman is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Investments, LLC and World Investment Advisors, LLC. Outside of advisory services, he is also active as an insurance agent focusing on non-variable insurance and annuities. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering customized portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent representatives. The firm employs long-term investment strategies using mutual funds, ETFs, equities, and fixed income, with some clients served via third-party managers and wrap programs.

Alexander Rascionato is a financial advisor at William Joseph Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC for three years. Outside of his advisory role, he is involved with CMA Health Agency and CMA Financial Group, focusing on Medicare supplement and individual health plans as an agent. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors accessed through the AssetMark platform, employing various analytical methods to develop tailored investment policy statements and asset-allocation plans.

Alan Ashworth is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2016. His prior roles include positions at Great Lakes Advisors, LLC, Advanced Investment Partners, and Thompson Siegel & Walmsley LLC. The London Company of Virginia manages discretionary portfolios for individual and institutional clients, employing a conservative, long-term, bottom-up equity strategy that emphasizes balance-sheet optimization, fundamental analysis, and downside protection. The firm oversees approximately $14.9 billion in assets and serves over 5,500 clients through a team of around 30 investment professionals.

Miao Zhu is a financial advisor at Advisory Services Network with six years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Zhu is the owner and managing member of ZHU Tax Advisory LLC, a tax CPA practice providing tax return preparation and advice to individuals and small businesses. She previously worked at The Mosaic Company and Thomas S Beck CPA, PA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerances.

Toby Dyer is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and First Command Advisory Services, among others. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client accounts directly.

Constance Capco is a CFP® with 27 years of industry experience, currently serving at Northern Trust Securities, Inc. in Tampa, FL, where she has worked for 25 years. She holds a Series 63 license and has spent her entire recent career with Northern Trust Securities. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that combine proprietary and third-party investment products.

Glenn Cummings is a financial advisor with Foundations Investment Advisors LLC in Tampa, FL, holding a Series 65 credential and bringing nine years of industry experience. His prior roles include positions at AE Wealth Management, Horter Investment Management, and Accurate Advisory Group. Outside of his advisory work, he serves as Chapter President for the American Financial Education Alliance, a nonprofit focused on financial education. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios alongside third-party sub-advisers to tailor investment strategies.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes prior roles at Newport Coast Securities, Inc. and J P Turner & Company Capital Management, LLC. Outside of advising, he is involved as a director of Viking F Construction, a homebuilding financing venture. 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 provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of analytical investment approaches, including fundamental, technical, charting, and cyclical methods, with formal due diligence on third-party money managers and model portfolios.

Christopher Cokinis is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at American Global Wealth Management, Lincoln Investment, Calton & Associates, and several other financial firms. He also serves as Director of Supervision and Business Development at West Coast Financial Group Inc., where he supervises investment professionals and supports their business development. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, investment monitoring, financial planning, and access to third-party and affiliated asset managers, employing a process that incorporates client discussions, asset allocation plans, and periodic portfolio reviews.

Robert Clippard is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Retire Early Financial and Walnut Street Advisers Inc. Outside of advisory roles, he is involved in insurance sales as president of Retire Early Financial and participates actively in real estate sales and property management. Capitol Securities Management serves individual investors, institutional clients, and retirement plans, offering portfolio management, comprehensive financial planning, and consulting through both broker-dealer and investment adviser platforms. The firm delivers advice primarily via IAR-managed programs, separate accounts, and third-party money managers, operating with a clearing relationship through Raymond James.

Derek Gage is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Cornerstone Wealth and has previously worked at Purshe Kaplan Sterling Investments, Sutton Wealth Advisors, TCV Trust & Wealth Management, and Genworth. His role at Sutton Wealth Advisors includes investment analysis, portfolio research, and participation on the firm's Investment Management Committee. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning services, utilizing model-based portfolios with a range of investment types and maintaining an active investment committee that guides asset allocation and rebalancing.

Miguel Tirado is a financial advisor at John Hancock Personal Financial Services, LLC with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver generally framed recommendations, supporting a high client load per advisor across a diverse client base.