Carl Keil is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 18 years. Outside of his advisory role, he is the sole member of S&P Enterprises, LLC, an umbrella LLC not currently active in business operations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority to implement and manage portfolios on behalf of clients through their financial advisers.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.

Anton Antoniadis is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, Antoniadis Financial, and Quality Counts LLC. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA fiduciary consulting through a network of approximately 153 advisors.

Jeremy Massullo is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Thomas Kaliszak is an investment advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Ruggiero Wealth Management and operates Kaliszak Insurance Consultancy LLC, where he serves as president and owner. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that requires client approval for transactions.

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.

Brandon Stukus is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Financial Advisors, OSAIC, and Kestra Advisory Services, among others. Outside of finance, he teaches no-gi Brazilian Jiu-Jitsu fundamentals and works as a DJ for local events. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary or model-based strategies.

Kristina Rodriguez is a financial advisor at Invst, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting for nine years. Outside of her advisory role, she is a Certified Financial Therapist and professional speaker through her ownership of Money Clarity & Co., LLC, and she serves on multiple nonprofit boards including The Lakeland TigerTown Rotary Club and Love is Fur Ever Dog Rescue. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and employs model portfolios and third-party strategists when appropriate.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Robert Davis Jr. is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Fund Management since 2013. He also has experience as an independent insurance agent selling life, accident, and health insurance since 2000. 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 employs fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients' risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Kelly Mccloy is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo, and A.G. Edwards & Sons. Mccloy is also involved as a client services manager with Ennistymon LLC and Concurrent Advisors DBA Family Wealth Solutions. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including UBS Financial Services and Gunnallen Financial. He has been with StoneX Advisors since 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a range of investment strategies and platforms, including proprietary models and third-party money managers.

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.

Joseph Martinez is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Data Source Technology, Cerecore, Connect Partners, and 3-D Technology Group. Outside of advising, he serves as president of DataSource, a Tampa-based company, working 10-12 hours per week during trading hours. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Jennifer Ramos is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Global Asset Management and Morgan Stanley. Outside of her advisory role, she is the CEO and owner of Flor de Karonka Co., a small handmade jewelry business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and customized advisor-led strategies. The firm incorporates global asset classes and emerging markets in its investment process and serves clients with both domestic and cross-border investment needs.

Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Advisors, UBS Financial Services, and Legg Mason Wood Walker. He is also the owner of Ennistymon, LLC, a support company that provides services to financial advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, utilizing a customized investment process that includes ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Christopher Licata Jr. is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. His prior roles include positions at IFS Securities and Platinum Planning, Inc. Outside of his advisory work, he serves as a lecturer and co-signer of checks for the Blessed Sacrament Catholic Church Knights of Columbus Council in Seminole, Florida. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, supporting various account structures and investment restrictions.

Wallace Sutton is a financial advisor at Cornerstone Wealth with 41 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. Sutton has served as a guest speaker at Florida State University, discussing investments with economic class students. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through model portfolios that emphasize ETFs, mutual funds, individual equities, and fixed income.

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Kidwell serves as a trustee and board member for several local organizations, including the St. Petersburg Police Athletic League and St. Petersburg College. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models, third-party managers, and a diverse range of investment instruments, and it offers a business advisory practice for middle-market owners.