Jennifer Scherer is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Compass Wealth Group and TD Ameritrade Investment Management, among other firms. Outside of her advisory role, she is president of The Crafting Company, a retail business specializing in personalized designs. Optivise Advisory Services provides portfolio management and financial planning to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios managed internally or by sub-advisors and is known for its subscription-priced co-advisory service for employer-sponsored defined contribution plan participants.

Seth Chadwick is a financial advisor at Compass Capital Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, inc. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios with ETFs, mutual funds, equities, fixed income, and cash equivalents.

Thomas Garcia is a financial advisor at Bison Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Pacific Financial Group, Inc. In addition to his advisory role, he manages Green Side Lawn Care, a local business involved with property maintenance and clerical duties. Bison Wealth serves a diverse range of clients including individuals, family offices, and charitable organizations, offering financial planning, portfolio management, and retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Alex Santillan is a financial advisor with Inspire Advisors, LLC and holds Series 63 and Series 66 licenses. He has 10 years of experience working in the financial services industry, with prior roles at LPL Financial, Suncoast Credit Union, and Navy Federal Financial Group among others. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Robert Kosty is a financial advisor with Lifemark Securities Corp. in Hernando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lifemark since 2018 and previously spent five years with Foresters Equity Services, Inc. In addition to his advisory work, Kosty has served as an Independent Insurance Agent since 2002 and is active in KAIROS Prison Ministry International, where he holds roles including Donor Coordinator and Financial Secretary. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, employing suitability-driven advice through various managed account programs and custom portfolio management options.

Michael Audi is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2019. Additionally, he serves as president of MLA Finance, where he focuses on annuities, life insurance, and retirement planning. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using a diversified asset-allocation approach and manages over $343 million in discretionary assets.

Francesca Streb is a CFP®-designated financial advisor at Facet with 13 years of industry experience. She previously worked at Tapfin/EY, Beachwood, USAA Financial Planning Services, and Fidelity Investments. Outside of her advisory role, she works as a restaurant server on weekends. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through virtual channels and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and applies technology-driven processes for tax optimization and portfolio management.

Andy Jaikaran is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Gradient Advisors in 2024, he held roles in real estate and mortgage sales, including positions at Florida Homes Realty and Mortgage since 2020 and Money Tree Consulting from 2019 to 2024. He is also involved in investment advisory and insurance services through his ownership of Jaikaran Wealth Management and Jaikaran Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm operates a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives to offer advice and implementation support, managing approximately $1.39 billion in total platform assets.

Jordan Holding is a CFA® charterholder with five years of industry experience. He is affiliated with M Holdings Securities, Inc. and has previously worked with Lion Street Advisors, Mezrah Consulting, Morgan Stanley, and Deen King, M.D. P.A. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and custodial arrangements.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012, with prior experience at Common Cents Wealth Advisors and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through Allegiant Tax Services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Michelle Beall is a financial advisor with Bison Wealth, LLC, holding a Series 65 designation and three years of industry experience. She worked at HCA Healthcare for 14 years prior to joining Bison Wealth in 2023. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment process focused on outcome-based, multi-manager strategies that include tactical and strategic allocations across liquid and private-market investments.

Colin Denney is a CFP®-certified financial advisor with Capital Analysts and Lincoln Investment, bringing three years of industry experience. Prior to joining Capital Analysts in 2023, he worked at Stewardship Advisory Group and has a background in education with Liberty University and Sante Fe Christian School. He is also involved in insurance sales and servicing through his ownership and agent roles at Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that uses a proprietary screening process to build model portfolios.

David Goss is a CFP® with five years of industry experience, currently serving as an advisor at Facet since 2026. Prior to Facet, he worked at Tapfin/EY for five years and has been a fitness trainer at EOS Fitness since 2020. He also teaches graduate-level music education courses as an adjunct assistant professor at the University of Florida. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, using technology-driven processes and model-based asset allocations primarily focused on exchange-traded funds. The firm offers a flat subscription pricing model rather than percentage-of-assets fees and integrates planning across its multi-advisor platform.

Stephan Collaro is a CFP® professional with 13 years of industry experience, currently advising at RMR Wealth Builders, Inc. He has held various roles within RMR Wealth Builders since 2011 and previously worked at Calton & Associates, Inc. Collaro is also a licensed real estate agent with Magnate Reality, LLC. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers diverse portfolio management and financial planning services, including specialist advisory options such as annuity management and digital asset programs.

Alexander Hunt is a Series 65 licensed financial advisor with 10 years of industry experience. He is currently with Sound Income Strategies, LLC and McAdams Group, LLC, where he also works in fixed insurance sales and client acquisition. Prior to these roles, he worked at DiPaolo Financial Group, Inc. and AMC Wealth Management, LLC. Sound Income Strategies is a fee-based investment adviser serving a wide range of clients, including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented investment strategies and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Louis Zone is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with Westminster Financial Securities, Inc. for 17 years. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on strategic asset allocation with tactical overlays, employing a buy-and-hold framework supplemented by periodic rebalancing and option strategies.

Ryan Golinski is a financial advisor at Gradient Securities, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Golinski owns and operates Golinski Tax Prep, LLC, where he prepares and reviews tax returns. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines SEC-registered advisory services with FINRA-registered broker-dealer activities and routinely uses third-party managers while maintaining non-discretionary client approval for trades.

Nina Law is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a variety of model portfolios and strategies overseen by an Investment Strategy Committee.

Kelli Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Transamerica Life Insurance Company, MetLife, Protective Life, Proequities Inc, and Ohio National Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management and offers both managed and non-discretionary investment recommendations.

Angela Oestreicher is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.