John Scott is a Financial Advisor at Realta Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Kovack Advisors, Inc. He serves on the Board of Directors for Advent Health Zephyrhills Hospital. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies using in-house and third-party managers, supported by platforms such as NOVA and Pontera.

Kyheroh Harrison is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and USAA Life Insurance Company. 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 a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Charles Stennett is a financial advisor at Savvy with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Saltmarsh Financial Advisors, LLC and TIAA-CREF. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Rene Tilchin is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with two years of industry experience. He has been associated with Jaffe Tilchin Wealth Management since 2009. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages both discretionary and non-discretionary accounts and provides private placement due diligence and allocations for qualified investors.

Syed Farooq is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at WestPark Capital, Devon Bank, and Merrill. Outside of advisory work, he serves as Vice President of Islamic residential finance at Devon Bank, where he originates mortgage loans. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and consulting services. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

Timothy Beauregard is a CFP® with four years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes six years at Focus Financial Planning and ongoing roles with Simplicity Group and Wholehan Marketing, where he has been involved in marketing and fixed insurance product sales. He is also engaged in Medicare product sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers through model portfolios, independent managers, and operational services.

Frederick Platt is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked for T. Rowe Price for nine years before joining USAA Investment Services Company and USAA Life Insurance Company in 2026. 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 or advisers rather than managing client assets directly.

Daniel George is a CFP®-certified financial advisor with nine years of industry experience. He currently works at OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Investment Services LLC, AGW Capital Advisors, and Gasparilla Capital. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Jesse Smith is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning and West Coast Financial for over a decade. Outside of his advisory roles, he serves as COO of West Coast Financial Group and is involved in insurance and business development activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment management.

Peter Emmanuel is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Jaffe Tilchin Investment Partners since 2016 and also founded and serves as President of Castro Builders, LLC, a construction company. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement due diligence. The firm manages accounts on discretionary and non-discretionary bases and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client servicing.

Andrew Werner is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Tampa, FL. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to his current role, he worked at Mezrah Financial and has experience with firms such as Harwood Advisory Group, LLC, and Robert W. Baird. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Fazal Dasankop is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and over 34 years of industry experience. His career includes roles at Mony Securities Corporation and Comprehensive Asset Management & Servicing, Inc. Outside of advisory, he has consulted on marketing and networking for independent physician associations through FMD Marketing, LLC. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, conducts private placement due diligence, and provides integrated private fund operational services.

Alexander Fellios is a financial advisor with USAA Investment Services Company, holding a Series 66 credential and four years of industry experience. His prior work includes positions at USAA Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and VALIC Financial Advisors Inc. He also serves as an agent for AGIA, selling non-securities insurance products. 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 directly managing client assets.

Adam Sinclair is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 designations with seven years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has a background that includes roles at the University of Central Florida and Brinker International Payroll Co. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, utilizing strategic asset allocation through firm-constructed model portfolios and third-party programs.

Jarrod Rutledge is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. He previously worked at Independent Financial Partners and has been associated with LPL Financial since 2010. Rutledge markets fixed insurance products through his DBA, Provident Wealth Management Group. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios, third-party managers, and option strategies, supported by a network of approximately 153 advisors operating under various trade names.

Lea Levines is a CFP®-certified financial advisor with 14 years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. She previously worked at BNY Mellon for 16 years. Outside of her advisory role, she serves on the Vestry of St. Ann's Episcopal Church and holds leadership positions as Co-Chair of the Finance Committee and Chair of the Investment Committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Francisco Diaz is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at IHT Wealth Management since 2019 and has been affiliated with LPL Financial since 2012. Diaz also has experience with Independent Financial Partners from 2012 to 2019. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Stephen Dalfino is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials, and has 25 years of industry experience. He has worked with Capital Analysts since 2020 and has a concurrent history at West Coast Financial Group and Lincoln Investment Planning since 2006. In addition to his advisory role, he is involved in client services and insurance/annuity sales at West Coast Financial Group. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Scott Greene is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has held roles at several firms, including Nature Coast Financial and AE Wealth Management, and has been involved in medical software and billing businesses as a co-owner. Greene also serves as president of Cowboys & Indians Holdings, LLC, a holding company focused on business development. 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 manages approximately $894 million and employs a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both internally managed and third-party model portfolios.

Jonathan Oliver is a financial advisor at Inspire Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Morgan Stanley, LPL Financial LLC, and Raymond James. Oliver is based in Tampa, FL. Inspire Advisors, LLC is a registered investment adviser managing approximately $1.33 billion in discretionary assets for individual clients, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and combines multiple analytical methods to construct portfolios, frequently using sub-advisors and proprietary ETFs while offering discretionary portfolio management and tax-mitigation services.