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.

John Macho is a financial advisor with Campbell & Company Wealth Management, LLC in Spring Hill, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses passive investment strategies with index funds and ETFs and engages an unaffiliated sub-adviser for portfolio implementation.

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 Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at T. Rowe Price Advisory Services, Inc. and Morgan Stanley. Outside of advising, he is involved in digital marketing as owner and president of Fernluci Digital Marketing and has a role in new home construction through Jamap Home Builders. Commoncents Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers access to third-party money managers and model portfolios.

Monica Wahl is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. She has experience in related business activities dating back to 2000, including work with Campbell & Co, CPAs, PA, and various affiliated entities. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning services focused on retirement, estate and tax planning, cash flow and debt management, college savings, and insurance reviews. The firm primarily uses a passive investment approach with index mutual funds and ETFs combined with fundamental and cyclical analysis, and it operates through an unaffiliated sub-adviser.

Chad Clark is a CFP® professional with 24 years of experience in financial advising. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners, LPL Financial, and Edward Jones. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and business entities with portfolio management and financial planning services. The firm emphasizes individualized investment strategies using mutual funds, fixed income, ETFs, and incorporates fundamental analysis and modern portfolio theory with a long-term horizon.

Jacquelyn Campbell is a CFP® and PFS™ with 11 years of experience in financial advising. She is a principal at Campbell & Company Wealth Management, LLC and has held various roles in affiliated firms since 1994, including a CPA and consulting practice. Campbell is also an author and educator, having published books on financial preparedness. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily employs passive investment strategies using index mutual funds and ETFs, and collaborates with a sub-adviser for portfolio implementation while offering ongoing financial plan supervision.

Seann Dougherty is a financial advisor with Dougherty Investment Advisors in Spring Hill, FL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Dougherty Investment Advisors, he worked for Visual Data Media Services for nine years. Dougherty Investment Advisors is a team-based, state-registered investment adviser managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to select investments and offers discretionary portfolio management and financial planning services, with an affiliation to an accounting and tax practice.

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.

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.

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.

Mark Flanagan is a financial advisor with CSP Financial Group LLC, holding a Series 65 designation and seven years of industry experience. He is also the owner of Mercer, Flanagan & Company, P.C., a CPA firm he has managed since 2000. Flanagan has held roles at several financial firms, including LifeTyme Financial Group and Flanagan Financial LLC. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, uses third-party managers such as Matson Money, and includes tax-efficient management of workplace accounts.

Juan Melendez Calero is a financial advisor at DMK Advisor Group, Inc. with 32 years of industry experience. He holds a Series 65 designation and has worked at DMK Advisor Group since 2022 and NFP Securities, Inc. since 2009. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, with optional financial planning. The firm offers both discretionary active management and non-discretionary consultative relationships, using investment models based on mutual funds and ETFs, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Trevor Richards is a financial advisor at Lord and Richards Wealth Management, LLC. He holds a Series 65 credential and has one year of industry experience. Prior to entering financial advising, he worked in law enforcement and community service roles, including positions with Pasco County Corrections and the Pasco County Sheriff. Richards is also a licensed insurance agent. Lord and Richards Wealth Management is a team of nine advisors managing approximately $128.8 million across more than 1,200 client relationships, providing portfolio management and wealth services primarily to individuals and high-net-worth clients. The firm employs a diverse investment approach that combines fundamental and technical analysis, quantitative models, and modern portfolio theory.

Jacob Stinson is a financial advisor with Thrive Capital Management, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Thrive in 2026, he worked at Oxford Wealth Group, Walser Wealth Management Company, Proxy Wealth Advisors, and Wells Fargo in various roles. Outside of his advisory work, Stinson has been involved in short-term and long-term real estate rental activities as a sole proprietor. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placements. The firm employs diversified model portfolios, fundamental analysis, and utilizes third-party sub-advisors to tailor investment strategies.

Kerry Devaughn is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Trajan Wealth, Fisher Investments, and Nationwide Securities. In addition to his advisory role, he is involved in insurance sales, offering various insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios by allocating to unaffiliated independent managers and low-cost funds, focusing on long-term strategies while allowing shorter-term trades for rebalancing, tax management, or cash needs.

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.

Matthew Barrovecchio is a CFP® professional with 21 years of industry experience. He has worked at The Vanguard Group Inc. for 20 years and has been with Christian Financial Advisors since 2024. His credentials include the Series 66 designation. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Harold Schwartz is a financial advisor with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has worked at DMK Advisor Group since 2020, and has prior experience with Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and has been president of Del Mar Group, Inc. since 1993. Outside of advisory work, he is a managing member and 50% owner of Coquina Key Publishing, LLC, a publishing company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts, with investment models built using mutual funds and ETFs informed by technical and fundamental analysis.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.