Ryan Mc Crerey is a CFP® certificant with five years of industry experience, currently affiliated with Provise Management Group, LLC. His prior roles include positions at Kestra Investment Services LLC, Commonwealth Financial Network, and JPMorgan Chase & Co. In addition to his advisory work, he dedicates part of his time to fixed insurance sales and tax preparation. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, providing portfolio management and financial planning services. The firm utilizes a range of investment vehicles and custodial platforms while maintaining policies on liquidity and cybersecurity risk.

Kamil Polkowski is a financial advisor at FFO Investments LLC in Tampa, FL, with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including Sandy Morris Financial & Estate Planning Services, Fisher Investments, and Mass Mutual. Polkowski also served in the US Army for six years. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services through a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs with coordinated wealth management and financial planning. The firm integrates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals.

William Hallmann is a financial advisor at Craft Wealth Services with 18 years of industry experience and holds a Series 66 designation. He has previously worked at firms including LPL Financial and operated his own advisory and CPA practices. Outside of his advisory role, Hallmann is the owner and president of a CPA firm specializing in tax preparation and accounting. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented investment approach combining fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Russell Campbell is a CFP® with seven years of industry experience, currently serving as an advisor at ProVise Management Group, LLC. He previously worked at Ambassador Advisors and RJC Capital, LLC. Outside of his advisory role, he is a non-active member of a sports drink business based in Bellevue, WA. ProVise Management Group provides portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, and employs discretionary and non-discretionary strategies.

Robert Ouimet is a CFP® with 22 years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, having held prior roles at Financial Engines Advisors L.L.C. and RUSSELL Investments. He also provides advisory services related to insurance and fixed product advising, assisting clients with evaluating insurance-based products for financial planning purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with investment decisions supported by an in-house Investment Management & Research team using proprietary screening processes.

Nicolas Toadvine is a CFP® professional with 26 years of experience in the financial services industry, currently serving at Calton & Associates, Inc. since 2016. In addition to his advisory role, he teaches personal finance at Florida Southern College, serves on the board of the YMCA of West Central Florida, and provides financial education through employer-based workshops. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple management options and distinct program structures, including wrap programs and separate account platforms.

Michelle Engle is a financial advisor with Capital Analysts based in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Lincoln Investment Planning, LLC, Legend Advisory, LLC, and Ameriprise Financial Services, Inc. In addition to her advisory work, she provides life and disability insurance to clients. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with access to third-party managers and customizable portfolio options.

Karrisa Marinez is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Coffee Uniting People. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, investment management, financial planning, and retirement services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work specializing in Excel and VBA programming. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.

Charles Fisher Jr. is a financial advisor at Andersen with 24 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 65 designations. His prior experience includes 22 years at Reilly, Fisher & Solomon Investment Advisors and its predecessor firm. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

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.

Giancarlo Troncoso is a CFP® with 10 years of industry experience, currently serving as an advisor at Jaffe Tilchin Investment Partners, LLC. He has worked at Jaffe Tilchin since 2016 and most recently at The Strategic Financial Alliance, Inc. since 2025. Mr. Troncoso is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on both discretionary and non-discretionary bases and integrates private fund operational services into client servicing.

Banner Clark is a CFP® with 12 years of industry experience, currently with Capital Investment Advisors, LLC. His career includes roles at Sagace Wealth Management LLC and several positions at Fidelity Brokerage Services, LLC. Clark has ownership experience in a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources.

Andrea Bernard is a financial advisor at OneSeven with one year of industry experience. She holds a Series 66 designation and has previously worked at Structure Wealth Management, OneSeven, Towne Wealth Management, and Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements, and it offers both discretionary and non-discretionary management arrangements.

Joseph Dise is a financial advisor at Compass Financial Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass since 2020. He also founded and continues to operate Dise Wealth Management Incorporated, established in 2007. Compass Financial Management serves individual and high-net-worth clients, along with pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis across various asset classes.

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, following roles at Harwood Advisory Group, LLC and T. Rowe Price Investment Services, Inc. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house resources alongside access to private investment solutions and formal pension consulting services.

Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

George Leach is a financial advisor with Latitude Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Latitude Advisors since 2009 and also operates Leach Co., PA, a CPA firm he founded in 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jean Gadd is a financial advisor with OnePoint BFG Wealth Partners in Tampa, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. Prior to joining OnePoint BFG Wealth Partners in 2026, Jean worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management, among other firms. Outside of advising, Jean is a 50% owner of Urban Woodcrafters, a non-financial services business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.