Kelly Collins is a financial advisor at Yale Capital Corp. with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Collins previously worked at Transamerica Financial Advisors and Allstate Financial Services. Yale Capital Corp. provides investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions. The firm employs a fundamental analysis approach, emphasizing dividend-bearing and tax-efficient asset classes while using tax-sensitive techniques to manage portfolios.

Brian Bristow is a financial advisor at Csenge Advisory Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at firms including Ridgeback Securities, Ltd, The Ridgeback Group, LLC, Jiffy.AI, CUNA Brokerage Services, Inc., CUNA Mutual Group, M HOLDINGS SECURITIES, Inc., and Equity Services, Inc. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach to portfolio management, offering customized discretionary and model-based investment solutions.

Justin Kelly is a financial advisor at Compass Financial Management LLC in St. Petersburg, FL, holding a Series 66 license with one year of industry experience. He previously worked at Equitable Advisors, LLC and has additional professional experience with Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor team approach and uses a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

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.

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.

Patrick Dupont is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. and McKay Wealth Management Group LLC. Outside of financial advisory roles, he has experience in the hospitality and service industries, including positions at The North Hero House Inn & Restaurant and Otter Creek Awnings. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis to align investments with client objectives.

Amy Powell is a CFA® charterholder with 11 years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at CI Doyle Private Wealth, LLC, Corient, and CIPW Service Company, LLC. Amy is also the owner and wealth advisor of AimWell Financial, a DBA for RFG Advisory. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and specialized retirement plan consulting, utilizing a variety of model strategies and third-party platforms.

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.

Mark Maurer is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2005 to 2018. Maurer is also the president and CEO of Low Load Insurance Services, Inc., an insurance agency specializing in disability, long-term care, and annuities. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, with an individualized investment process tailored to client objectives and risk tolerance.

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.

David Lackore is a financial advisor at Cyndeo Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and PURSHE KAPLAN STERLING INVESTMENTS, Inc. before joining Cyndeo in 2020. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by offering portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies using firm-developed models, third-party managers, and access to separately managed and unified managed accounts.

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.

Neal Engwall is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the CFP® and ChFC® designations and has been with the firm since 2010. Outside of his advisory role, he owns Engwall Enterprises LLC, specializing in custom cabinetry and millwork, and serves as president of the Christian Chamber of Commerce Tampa Bay. 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 mix of analytical approaches to develop individualized plans and offers a range of portfolio management options, including an ETF-focused program and a Biblically-Responsible Investing model.

Daniel Johnson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2013. Prior to his current role, he was employed by the U.S. Department of Health and Human Services and WCF Disaster Services. He is also an independent licensed insurance agent specializing in life, health, and annuity products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including access to select non-traded REITs and an options-writing overlay.

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.

Torrey Harris is a financial advisor with IHT Wealth Management LLC based in Tampa, FL. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at LPL Financial LLC, Raymond James Financial Services, Inc., and The Patten Group, Inc. Harris also worked at VXI Global Solutions and the University of Tennessee at Chattanooga. IHT Wealth Management serves a range of clients including individuals, corporations, institutions, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

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 Ward is a CFP® with 18 years of industry experience, currently serving as an advisor at Brookwood Investment Group. He has held roles at firms including Redwood Private Wealth LLC and Belpointe Asset Management, and he is also involved with Ocean One Insurance Agency and Suncoast Insurance Solutions, focusing on insurance-related activities. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of strategies and offers both discretionary and non-discretionary management, supporting clients with ongoing monitoring and access to third-party managers and platforms.

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.