George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.

Michael Garcia is a financial advisor at BRIA Capital Group, LLC with six years of industry experience and holds the Series 66 designation. He has worked at several firms including Raymond James Financial Services and New York Life Insurance. In addition to his advisory role, he is involved in non-variable insurance sales. 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 manages diversified portfolios using both fundamental and technical analysis and provides estate-planning resources, including a faith-based investment option upon client request.

Brent Williams is a financial advisor with Taylor & Williams, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with Taylor & Williams since 2001. Outside of advising, Mr. Williams manages a property through a private LLC during non-business hours. Taylor & Williams serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management and financial planning. The firm employs a values-based mission and an investment approach centered on asset allocation across model portfolios, incorporating mutual funds, ETFs, equities, and fixed-income securities, with the potential use of more complex investment vehicles depending on client risk tolerance.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and Morgan Stanley DW Inc., among others. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm emphasizes client education through newsletters, seminars, and workshops, using a blend of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Ibrahim Mahmoud is an advisor at Eclat Wealth Advisors with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at firms including Raymond James & Associates and Morgan Stanley. Mahmoud is the founder of Catalyst Consultants Group, LLC, a business consulting firm focused on sales strategies. Eclat Wealth Advisors is a fee-only investment adviser serving individuals and high-net-worth clients through wealth management and financial planning. The firm employs a combination of modern portfolio theory and fundamental analysis, using both passive and active investment vehicles to meet client asset-allocation targets and offers services such as discretionary portfolio management, held-away account advisory, and fixed-fee financial planning.

Richard Morsch is a financial advisor with SCS Asset Management, Inc. in Lutz, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at SCS Asset Management since 2016 and previously spent 14 years with Securities Research, Inc. Morsch is also the owner of SRM Services LLC, a non-investment-related business. SCS Asset Management is a small SEC-registered firm managing approximately $30 million for about 67 clients. The firm provides discretionary and non-discretionary portfolio management, modular financial and pension consulting for individual and high-net-worth clients, and employee benefit plan services, using a tailored investment approach that incorporates fundamental, technical, and charting analysis.

Nolan Hudi is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Advisory Services Network, LLC and Drew Capital Management, as well as academic experience at the University of South Florida and Texas Christian University. Outside of advisory work, he is also licensed as an insurance agent, engaging in insurance transactions related to fixed annuities and life insurance. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and provides customized portfolios using a range of investment vehicles with a long-term focus emphasizing downside protection.

John Saunders is the principal of SCS Asset Management, Inc. and holds Series 63 and Series 65 licenses with 24 years of industry experience. He has worked with Saunders Financial Securities Group, LLC, Saunders Asset Management, Inc., and Securities Research, Inc. He is also involved in insurance products and pension plan consulting. SCS Asset Management is an independent SEC-registered advisory firm managing approximately $30 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, modular financial consulting, and pension consulting, tailoring portfolios using fundamental, technical, and charting analysis to meet client objectives.

Colton Carnevale is a Series 65-licensed advisor at EDMP, Inc. with eight years of industry experience. He has worked at EDMP since 2018 and is also involved with FAST Graphs, Inc., a subscription service for equity research. Carnevale previously worked at Valu-U, LLC starting in 2025. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individuals and institutional clients. The firm focuses on long-term ownership with disciplined valuation criteria and manages portfolios that typically hold 25–30 equities, emphasizing fundamental factors in rebalancing decisions.

Chad Mullen is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at The Vanguard Group, Lincoln Investment, and Advisory Services Network, among others. He is also a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and emphasizes customized portfolios with a long-term focus on downside protection.

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.

Michael Anderson is a financial advisor at Private Wealth Group, LLC in Tampa, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Private Wealth Group since 2007. Private Wealth Group provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, primarily through separately managed accounts. The firm develops individualized asset allocation strategies, often utilizing third-party managers, private investment vehicles, and public securities, and operates a joint-adviser arrangement with unaffiliated advisers.

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.

Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.

Anthony Di Meglio is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. and MML Investors Services, LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm combines fundamental, technical, and cyclical analysis and offers estate-planning facilitation, participant account management for held-away retirement plans, and educational seminars and newsletters.

Feraud Calixte is a CFP® with 13 years of industry experience, currently serving at Fortitude Financial Planning LLC. His career includes roles at Modera Wealth Management, District No. 3, Vantage Pointe Planning, and Morgan Stanley among others. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual and high-net-worth clients as well as small businesses. The firm’s investment approach combines Modern Portfolio Theory and fundamental analysis to tailor portfolios aligned with client-specific investment policy statements, integrating ongoing planning with customizable investment management options.

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.

Julie Carnevale is a financial advisor at EDMP, Inc. with 32 years of industry experience. She holds a Series 63 designation and has held senior vice president roles at EDMP, Inc., Fundamentals Investment Alliance Group, Inc., and FAST Graphs, Inc. since the early 1990s. FAST Graphs, Inc. is a research tool provider where she also serves as senior vice president. EDMP, Inc. provides separately managed equity portfolios to individual and institutional clients, focusing on fundamental and qualitative analysis with a long-term, buy-and-hold strategy. The firm offers distinct Total Return, SMID-cap growth, and Income/dividend-growth strategies, managing relatively concentrated portfolios on a primarily discretionary basis.

Sandeva Morris is a financial advisor with Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL. She holds a Series 65 designation and has 16 years of industry experience. Her prior experience includes work with Global Financial Private Capital from 2011 to 2017. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm incorporates fundamental, technical, and cyclical analysis, offers estate-planning facilitation via a third-party platform, and engages in client education through newsletters, seminars, and workshops.

William Kemp is a financial advisor with Brixton Capital Wealth Advisors, LLC, holding Series 63 and Series 66 licenses with 42 years of industry experience. His career includes roles at Northeast Securities, Inc., Northeast Asset Management, Charles Rutenberg Realty, and Dalton Wade Real Estate Group, where he currently works as a licensed residential real estate sales agent. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for around 819 clients. The firm focuses on discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis, long-term allocations, and derivatives strategies.