Lawrence Milford is a financial advisor at Holistic Finance LLC in Lakeland, FL, with 13 years of industry experience. He holds the CFP® and CFA® designations along with Series 65 and Series 66 licenses. Prior to joining Holistic Finance, he worked at Ernst & Young LLP for 12 years and had a brief tenure at Workplace Options. Holistic Finance serves individual clients, including high-net-worth households, providing asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm employs fundamental analysis tailored to client objectives and offers a range of investment strategies, including private placements and alternative investments, combined with regular financial-planning reviews.

Andrea Dockery is a financial advisor with Alpha Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Alpha Advisors since 2006 and is also involved in real estate as a Broker Owner at RE/MAX Experts, LLC and related entities, a role she has held since 2012. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and manages affiliated private limited partnerships available to qualified clients.

Nickole Garrison is a CFP® with 13 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to that, she worked with M&T Securities Inc. and M&T Bank from 2012 to 2018. She holds board and committee roles with several nonprofit organizations, including positions with the Buffalo Center for Arts and Technology, WNY Women's Foundation, Buffalo Philharmonic Orchestra Board, and the Community Foundation for Greater Buffalo, where she contributes to audit and investment oversight. Garrison Murphy Wealth Management provides integrated wealth advisory services to individual and high-net-worth clients as well as pooled investment vehicles. The firm offers tailored financial planning, discretionary and non-discretionary portfolio management, and private fund advisory, emphasizing strategic asset allocation and comprehensive due diligence across a variety of investment types.

Giovannie Topazio is a financial advisor at BRIA Capital Group, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at OneAmerica Securities and American United Life. Outside of advising, he is involved in non-variable insurance sales and works as a driver for a ride-share service. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm emphasizes documented investment objectives, diversified portfolios, and can incorporate a faith-based investment overlay upon request.

Noah Gayhart is a financial advisor at Bannerman Wealth in Brandon, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Bannerman Wealth, he worked at OSAIC and Cambridge Investment Research Advisors. He serves on the board of Snappy Tomato Pizza. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive, asset-allocation-driven investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary investment management and comprehensive financial planning through ongoing client relationships.

Carl Dockery is a financial advisor with Alpha Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has served as a director of Aytu BioScience, Inc., a biotech company focused on treatments for complex central nervous system diseases, since 2016. Dockery is also involved in managing several private investment and holding companies. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and sponsors affiliated private limited partnerships for qualified clients.

John Bartoletta is a financial advisor at High Street Financial, LLC in Tampa, FL, holding a Series 63 designation with 29 years of industry experience. He has been with High Street Financial since 1996. Outside of his advisory role, Bartoletta is the founder and CEO of Unation, Inc., a company that develops a mobile app and desktop platform for social engagement and event creation. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages both discretionary and non-discretionary accounts with approximately $34.7 million in assets under management, employing a proprietary quantitative process called Dynamic Style Rotation across three investment programs.

Giexy Reyes is a financial advisor at Iliad Wealth Solutions in Lakeland, FL, with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Iliad Wealth Solutions, Reyes worked at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, Reyes is involved in the sale of investment-related and home-related products through affiliated companies. Iliad Wealth Solutions offers investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios with tools such as investment policy statements and Riskalyze.

Jay Wells is a financial advisor at Greenbridge Partners LLC in Lakeland, Florida, with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Taylor Capital Management. In addition to his advisory role, Wells owns and operates an insurance agency specializing in life, health, and fixed insurance products. Greenbridge Partners LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a rules-based, long-term investment approach with periodic rebalancing. The firm offers discretionary management and employs multiple analytical methods to guide allocations, overseeing approximately $433 million in assets.

Robert Hurlburt is a financial advisor at Hurlburt Financial with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he operates Evans & Hurlburt CPAs, PA, a CPA firm specializing in tax preparation and accounting. Hurlburt Financial serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach focuses on fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors while maintaining oversight and client communication.

Darren Clauws is a financial advisor at High Street Financial, LLC with 29 years of industry experience. He has worked at GB Capital Markets, Inc. and 1817 Securities, LLC, both in 2019, and has been with High Street Financial since 1996. Outside of his advisory role, he is the owner of Leader Enterprises, Inc., a consulting company. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and various business entities, including insurance company clients. The firm manages discretionary and non-discretionary accounts through a proprietary quantitative process called Dynamic Style Rotation, utilizing mutual funds, ETFs, equities, fixed income, and options.

Jonathan Stump is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has been with Capstone Wealth Management Corp. since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines a growth-oriented asset allocation framework with tactical adjustments based on monetary measurements, relative valuations, and investor sentiment, utilizing a range of securities and strategies tailored to client objectives.

Gerald Black is a Series 66-licensed financial advisor with James I. Black & Company in Lakeland, FL, serving in the industry for 51 years. His prior experience includes roles at AR Fund Management, LLC, ITB Capital Management, and ITB Capital Advisors, LLC. Outside of his advisory work, he is a managing partner of an art studio, CASS, LLC. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm combines individualized asset-allocation recommendations with a range of investment options and generally manages client accounts on a non-discretionary basis.

Daniel Leigh is a financial advisor at Amerity Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with Skybound Wealth Management, LLC and deVere USA. Outside of his advisory work, he is a member and owner of Vegan Brit LLC, a business development services firm. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, financial planning, and specialized services including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver customized strategies.

Lance Pearce is a financial advisor at Amerity Wealth Management, LLC in Lakeland, FL, with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including The Retirement Group, LLC, Pearce Financial, and Retirement Resources of Central Florida. He currently serves at Amerity Wealth Management and Amerity Financial. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients—including high-net-worth households—as well as businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets, offering services such as asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

Jason Hersch is a financial advisor at Amerity Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Blacktower Financial Management US LLC. Outside of his advisory role, he is an independent insurance agent and also works as an Uber driver in Tampa, FL. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers.

Tamara Jemison is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Mobilization Funding and USAA Investment Management Company. CPS Investment Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, and specialized plan services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, integrating accounting and insurance services through affiliated businesses.

Alexander Stojkovic is a Series 65-licensed advisor at Amerity Wealth Management, LLC with six years of industry experience. He has held roles at multiple affiliated entities, including Alexander Peter Wealth and international branches, since 2009. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets, offering services such as asset management, financial planning, and specialized UK pension transfer and management solutions.

Xu Xu is a CFP® and CFA® affiliated with Aptus Financial, LLC, bringing four years of industry experience. Xu has held academic positions at the University of South Florida and Henderson State University and operated Data Science for Everyone, LLC. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary management, emphasizing passive, long-term indexing, simple asset allocation, and client education through structured programs and subscription support.

Michael Ehlenbeck is a CFP® with 10 years of experience in the financial industry, currently serving at Core Wealth Advisors, Inc. since 2017. Prior to this, he worked for CPS Investment Advisors from 2015 to 2017. Outside of his advisory role, he holds a real estate sales associate license and occasionally assists with showing residential homes. Core Wealth Advisors is a team-based registered investment adviser providing financial planning, wealth management, and tax services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm manages approximately $702 million in discretionary assets and integrates accounting and tax capabilities alongside investment management.