Daniel Wilson is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Charles Schwab, and USAA Financial Services. Outside of finance, he was involved with CleaNology for five years. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary strategies, third-party managers, and analytical methods including fundamental and technical analysis, with some strategies incorporating market-timing techniques.

Eric Voegeli is a financial advisor with Diversify Advisory Services, LLC and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has worked with firms including DFPG Investments Inc and Discover Financial Services. He is currently based in Parrish, Florida. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and financial planning services tailored to client goals and risk tolerance.

Sharyn Hyla is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya, Valic Financial Advisors, and ADP Inc. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Seth Jennings is a financial advisor with Zacks Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at firms including Fisher Investments and Chartwell Investment Partners. Outside of finance, he is the founder and co-owner of Lift Hero Apparel LLC, a fitness apparel and gym gear business. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and manages mutual funds and ETFs while supporting third-party wrap and unified managed account platforms.

Jason Stuber is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of advising, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and is an independent insurance agent offering annuity transactions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a range of portfolios and strategies.

Marc Nufrio is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member and manager of Nufrio Financial Group LLC, involved in insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of managed portfolio strategies and utilizes multiple platforms for implementation and oversight.

Tracy Kinder is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds the Series 65 designation and previously worked at Claraphi Advisory Network, LLC for nine years. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs customized, risk-based model allocations incorporating fundamental, technical, and modern portfolio theory analyses, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Netlaw, School Loan 411 LLC, and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, he is involved in marketing and sales of insurance and advisory services through affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-driven approach based on technical and quantitative methods, supported by proprietary research, to manage client portfolios according to risk profiles and investment objectives.

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.

Trisha Perez is a financial advisor with Bison Wealth, LLC, holding Series 65 and Series 63 licenses. She began her career in financial services in 2023 and has worked at multiple firms, including API Financial Advisors, TruChoice Financial Group, Goldenridge Financial Network, and Tax Free Wealth Group. Outside of her advisory roles, she is involved with Storm Praise Publishing, LLC and Storm Praise Design & Consulting, LLC. Bison Wealth serves a broad client base, including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm’s investment approach combines tactical and strategic allocations across various asset classes and includes distinctive services such as a turnkey asset management platform and option-based overlay strategies.

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.

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.

Miguel Tirado is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, Series 65, and Series 66 licenses and has 15 years of industry experience. Prior to his current role starting in 2021, he worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions from 2015 to 2021. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. Their advice model uses third-party financial planning software to generate written recommendations that advisors review and present, with implementation left to the client's discretion.

Kevin Bachmann is a financial advisor with Cape Investment Advisory, Inc., holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has held roles at several firms, including First Asset Financial and Intervest International Equities Corp. He is also the owner of Bachmann Financial Group, an insurance brokerage and consulting business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm tailors asset allocation plans based on clients’ financial situations and uses both internal and external portfolio management resources with regular reviews.

Glen Mcgaha is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2016. In addition, he has over 20 years of experience at Bayside Insurance. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Kevin Demers is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 13 years of industry experience. He has been with various USAA-affiliated entities since 2012, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to assist with retirement planning and refers clients to Charles Schwab for investment products and account services.

Aleksandra Gierszewska is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mutual Advisors, she worked for Pruco Securities, LLC and Prudential Insurance Company of America for ten years. Outside of her advisory role, she manages operations for a retail deli business. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans by providing asset management, financial consulting, ERISA plan advisory, and other services, utilizing both passive and active investment strategies tailored to client objectives.

David Bowman Sr. is a financial advisor with World Equity Group, Inc. in Parrish, FL, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He has been with World Equity Group since 2007 and has also worked extensively with Andy Bowman. Outside of advising, he serves as president of the Manatee Sportsmans Club, a fishing and conservation organization, and leads Next Gen BIZ, a technology coaching and sales business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money manager access, with investment decisions guided by risk-tolerance assessments.

Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform support and uses AI-enabled tools in its research process.