William Comber is a CFP® professional with one year of industry experience. He currently works at RFG Advisory, LLC and has previously been employed at Members Trust Company, Family First Life, the University of South Florida, and Publix Super Markets. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and consulting services, leveraging various model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Chad Chubb is a CFP® and Series 66-licensed advisor with 14 years of industry experience, currently affiliated with Vicus Capital, Inc. He has held roles at Vicus Capital since 2011 and Wealthkeel LLC since 2015. In addition to his advisory work, Chubb hosts a financial planning YouTube channel and co-hosts the Physician Cents podcast. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Robert Alvarez is a CFP® professional with 32 years of experience in the financial advisory industry. He is currently with Lanark Financial, Inc. in Tampa, FL. His prior experience includes five years at Jhs Capital Advisors, Inc. and one year at Gunnallen Financial, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program platforms.

Grant Dobbs is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Mutual Advisors, LLC since 2023 and previously at Directed Capital for one year. Prior to his financial advisory career, he spent 14 years at Canterbury School of Florida and four years at Florida State University. Mutual Advisors, LLC serves a diverse range of clients including individual investors, trusts and estates, retirement plans, and institutional investors. The firm combines active and passive strategies tailored to client objectives and is notable for its scale, managing approximately $9.45 billion across 154 advisors and serving unique institutional clients such as sovereign wealth funds.

Cynthia Ochal is a Certified Financial Planner® at Apollon Wealth Management, LLC with 31 years of industry experience. She has held roles at several firms including Cascade Wealth Management, Inc. and Cabot Lodge Securities LLC. Outside of financial advising, she is involved with Apollon Insurance Group, LLC and participates in managing a rental property through Deep Dish Holdings, LLC. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth families, family offices, and other client types. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning and portfolio management, leveraging fundamental analysis, ESG models, and technology tools such as generative AI.

Maraud Pemberton is a financial advisor with USAA Investment Services Company, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. Prior to joining USAA, he worked at Morgan Stanley and Principal Life Insurance Company. Outside of finance, he works as a bartender and server at Outback Steakhouse. 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 offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and acts mainly as a referral intermediary rather than managing client assets directly.

Meagan Calvert is a financial advisor at StoneX Advisors Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Inc., Cetera, Raymond James & Associates, Inc., and Abbey, Adams, Byelick & Mueller LLP. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a range of model-based solutions and third-party money managers supported by platforms such as Envestnet, Advyzon, and Pontera for portfolio implementation and tax-aware services.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Drake Wellborn is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lumos Fiber, The Club at Glenmore, Veritas Vineyards and Winery, Campus Ink, Hampden-Sydney College, Lake Forest College, Woodberry Forest School, and The Covenant School. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs a multi-adviser team to tailor investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often incorporating mutual funds, ETFs, and individual equities.

Gregory Bourne is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Advent Health Corporate, Bank OZK - Trust & Wealth, and Franklin Templeton Investments. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with customized portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm uses both proprietary models and unaffiliated managers to construct portfolios and also manages a private pooled investment vehicle aimed at income generation and fixed income diversification.

Hunter Mills is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked at several firms including MyFundedFutures and The Retirement Planners. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing a mix of long- and short-term approaches with portfolios typically including mutual funds, ETFs, and individual equities.

Kevin Bachmann is a financial advisor with Cape Investment Advisory, Inc., holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has held roles at several firms, including First Asset Financial and Intervest International Equities Corp. He is also the owner of Bachmann Financial Group, an insurance brokerage and consulting business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm tailors asset allocation plans based on clients’ financial situations and uses both internal and external portfolio management resources with regular reviews.

Caleb Cetina is a financial advisor with IHT Wealth Management LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial and several other firms in various roles. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm tailors portfolios using proprietary model portfolios, third-party managers, and discretionary mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Gregory Mitro is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Founders Financial Alliance in 2021. Mitro serves on the boards of The Florida Aquarium and Tampa Connection, and acts as a liaison to the American Dental Association’s Council on Advocacy for Access and Prevention. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combined with periodic rebalancing and a variety of strategies including third-party manager solutions.

Adam Hess is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Capital Wealth Planning. He also operates as an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners provides discretionary and non-discretionary portfolio management, financial planning, family office services, and business advisory to individuals, corporations, and middle-market business owners. The firm employs customized portfolio strategies using in-house models or external sub-advisers and manages a private pooled investment vehicle targeting income and diversification beyond traditional fixed income.

Matthew Barnett is a financial advisor at USAA Investment Services Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including JPMorgan Chase Bank, Bank of America, Merrill, Fifth Third Bank, and Ameriprise Financial Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.

Melissa Pinkerton is a financial advisor at Manning & Napier Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Belleair Wealth Management, Mercer Global Advisors, and Raymond James & Associates. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, pension plans, and government entities, while also managing discretionary separately managed accounts and offering retirement plan services. The firm’s investment approach combines top-down macro analysis with bottom-up security selection and employs systematic strategies overseen by an Investment Policy Group.