Daniel Johnson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2013. Prior to his current role, he was employed by the U.S. Department of Health and Human Services and WCF Disaster Services. He is also an independent licensed insurance agent specializing in life, health, and annuity products. 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 uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including access to select non-traded REITs and an options-writing overlay.

Gary Noveck is a financial advisor at StoneX Advisors Inc. with 44 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015. In addition to his advisory role, he owns and operates Noveck and Noveck, LLC, an independent traditional fixed insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple account structures and model-based solutions, employing both proprietary and third-party strategies.

Mark Johnson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with The Tranel Financial Group, 818 Capital Group, Money Concepts Capital Corp, CR Fitness Holdings LLC, and Youfit Health Clubs. Johnson serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment approaches, with ongoing account monitoring and access to various execution platforms.

Rameshwar Singh is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a member of DynamicShares LLC, involved in the development and distribution of investment products, and a partner in Rocky Island LLC, which engages in succession planning options for advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of investment program structures and combines advisory and brokerage services, tailoring recommendations to client goals and risk tolerance.

Christopher Fidler is a financial advisor with NBC Securities, Inc. in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has been with NBC Securities since 2015. Outside of his advisory role, Fidler is involved in ecommerce through 99 ECOM LLC. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, combining discretionary manager selection, model portfolios, and overlay management, and operates as both a registered investment adviser and broker-dealer.

Joseph Ward is a CFP® with 18 years of experience in the financial services industry. He is currently with Brookwood Investment Group and has held roles at several firms including Belpointe Asset Management and Brokers International Financial Services. Outside of his advisory work, he owns and operates insurance agencies focused on Medicare and property casualty insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a mix of passive, active, tactical, and blended investment strategies.

Joseph Salerno Jr. is a financial advisor with Prosperity Capital Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Prosperity Capital Advisors and its affiliated entities since 2012, operating through Salerno Financial Group. Outside of advisory work, Mr. Salerno is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a variety of mutual funds, ETFs, SMAs, and alternative solutions, and also offers institutional and sub-advisory services.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Calton & Associates in 2020, he worked at Paulson Investment Company, LLC. Outside of his advisory role, he provides clients and their families with automotive purchase negotiation services leveraging his past connections in the auto industry. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals, risk tolerance, and liquidity needs.

Michael Wooten is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Navy Federal Investment Services, LLC and has previously worked at Charles Schwab and USAA in various financial planning and investment roles. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Carl Keil is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 18 years. Outside of his advisory role, he is the sole member of S&P Enterprises, LLC, an umbrella LLC not currently active in business operations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority to implement and manage portfolios on behalf of clients through their financial advisers.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.

Lauren Thomas is a CFP® professional with 19 years of industry experience, currently associated with M Holdings Securities, Inc. since 2004 and leading Thomas Financial Group since 2007. She serves on multiple advisory boards, including Synovus Bank of Florida and M Financial, and holds board positions with nonprofit and educational organizations such as The Spring of Tampa Bay and Tampa Prep. Additionally, she is involved with the University of Tampa Financial Ambassadors' Council and the YPO Florida leadership group. M Holdings Securities, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charities, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing third-party sub-advisors and platform providers to support trading and reporting.

Brandon Stukus is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Financial Advisors, OSAIC, and Kestra Advisory Services, among others. Outside of finance, he teaches no-gi Brazilian Jiu-Jitsu fundamentals and works as a DJ for local events. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary or model-based strategies.

John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Kristina Rodriguez is a financial advisor at Invst, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting for nine years. Outside of her advisory role, she is a Certified Financial Therapist and professional speaker through her ownership of Money Clarity & Co., LLC, and she serves on multiple nonprofit boards including The Lakeland TigerTown Rotary Club and Love is Fur Ever Dog Rescue. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and employs model portfolios and third-party strategists when appropriate.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2016, having also worked at StoneX Securities Inc. since 2011. 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 range of investment strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Kristin Johnson is a financial advisor at IHT Wealth Management LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at IHT Wealth Management since 2019, previously serving at Independent Financial Partners and LPL Financial. IHT Wealth Management serves a range of clients including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Joseph Martinez is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Data Source Technology, Cerecore, Connect Partners, and 3-D Technology Group. Outside of advisory work, Martinez serves as president of DataSource, a Tampa-based company, where he dedicates 10-12 hours per week. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Christopher Licata Jr. is a financial advisor with StoneX Advisors Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining StoneX in 2019, he worked at IFS Securities for five years. Outside of his advisory role, he participates as a lecturer and co-signer of checks for the Knights of Columbus Council 17162 in Seminole. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes proprietary models, third-party money managers, and multiple platforms to offer tailored investment solutions with ongoing due diligence.