Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Shoug Mayson is a financial advisor at Spartan Capital Private Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC since 2017 and Windsor Street Capital, LP from 2016 to 2017. Outside of finance, he serves as CEO of Mayson Music LLC, an independent record label focused on artist promotion and music retail. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and business entities, emphasizing portfolio management and third-party manager selection. The firm provides both discretionary and non-discretionary arrangements and integrates brokerage and insurance activities under common ownership with Spartan Capital Securities.

David Stieh is an advisor at Client 1 St Advisory Group in Dunedin, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Client 1st Advisors since 2006. Client 1 St Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to a diverse range of clients, including individuals, trusts, pension plans, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach combining customized investment plans and quarterly reviews.

Michelle Mabry is a CFP® with 37 years of experience in the financial services industry. She has been with Client 1st Advisory Group since 2013 and previously worked at Commonwealth Financial Network and Ameriprise. Mabry serves on the board of the Pinebelt Community Foundation. Client 1st Advisory Group is an SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning using a consultative approach with customized investment plans and quarterly reviews.

Ryan Mc Crerey is a CFP® certificant with five years of industry experience, currently with ProVise Management Group, LLC. His prior roles include positions at Kestra Investment Services LLC, Commonwealth Financial Network, and JPMorgan Chase & Co., among others. He is also involved in tax preparation services through Addessi Financial Partners. ProVise Management Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs custodial platforms such as Charles Schwab and National Advisors Trust Company.

Sean Orick is a financial advisor at Strategic Wealth Partners, Ltd. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Resources Investment Advisors, Triad Advisors, Independent Financial Group, Adviseme National Advisors, and Pension Advisors. Outside of his advisory role, he is the managing member of Southern Tides Consulting, LLC, a holding company. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The multi-advisor firm manages approximately $1.3 billion and employs a diversified investment approach combining fundamental, technical, and charting analysis.

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.

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicolas Toadvine is a CFP® professional with 26 years of industry experience, currently with Calton & Associates, Inc. since 2016. His prior roles include positions at Wall Advisors, Inc., Brookstone Securities, Inc., Investors Capital Corp., and Ingram Advisory Services, LLC. Outside of advising, he teaches a personal finance course at Florida Southern College, serves on the board of the YMCA of West Central Florida, and offers financial education to employees through employer-sponsored programs. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products, employing a variety of analytical investment approaches and performing due diligence on third-party money managers.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Legend Advisory, LLC before joining Lincoln Investment Planning, LLC, where she has been since 2018. In addition to her advisory role, she provides life and disability insurance to clients. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, 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 team that utilizes a proprietary mutual fund screening process.

Michael Lewin is a financial advisor with Tucker Asset Management LLC and holds a Series 65 credential. He has eight years of industry experience at firms including Foundations Investment Advisors LLC and Wealth Watch Advisors. Lewin is also president and owner of Lewin & Associates, Inc., a mortgage brokerage, and is an independently licensed insurance agent specializing in life insurance and annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including direct indexing and alternative investments.

Robert Thigpen is a financial advisor at Cyndeo Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Hoornstra Financial Group. Outside of his advisory role, he manages an agricultural farm land entity with limited administrative duties. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and consulting. The firm uses customized investment models and a broad range of asset classes, and it offers specialized business advisory services for middle-market clients.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

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 involving VBA programming and Excel projects. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Jack Dickerson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Elevate, he worked in various hospitality and service roles, including positions at Chuy’s and Avenue Pub. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation across mutual funds, ETFs, and individual equities, regularly reviewing and rebalancing portfolios to align with clients’ financial profiles.

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.

Cole Carson is a Series 65-licensed financial advisor with Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL. He has one year of industry experience, including roles at RPAG/FlexPATH and Rimrock Capital Management, and has an academic background from the University of Miami. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and a mix of strategic and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and coordinates with clients' other professionals for implementation and ongoing portfolio reviews.

Vincent Munno is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Simplicity Wealth. His prior experience includes roles at Mutual Trust Co. of America Securities and other financial and insurance-related businesses. Outside of advisory work, he is involved in the wholesale of fixed insurance products and owns several car wash businesses. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and advisor support through a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities. The firm combines advisory services with technology and operational solutions, including a managed account platform and multiple model manager offerings.

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.

Austin Young is a Series 65-licensed financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. His previous roles include positions at McReif Group and academic affiliations with Universidad De Valencia and the University of North Florida. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with tailored financial planning and portfolio management, utilizing fundamental analysis, strategic asset allocation, and a combination of investment approaches. The firm employs a multidisciplinary adviser team and incorporates third-party managers and technology platforms to implement and monitor portfolios.