Tanner Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his financial advisory career, he spent five years in full-time education. Outside of advising, he works as a relationship manager for RAPID!, a company focused on ePayroll solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million using a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Timothy Beauregard is a CFP® with four years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes six years at Focus Financial Planning and ongoing roles with Simplicity Group and Wholehan Marketing, where he has been involved in marketing and fixed insurance product sales. He is also engaged in Medicare product sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers through model portfolios, independent managers, and operational services.

Frederick Platt is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked for T. Rowe Price for nine years before joining USAA Investment Services Company and USAA Life Insurance Company in 2026. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Andrew Werner is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Tampa, FL. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to his current role, he worked at Mezrah Financial and has experience with firms such as Harwood Advisory Group, LLC, and Robert W. Baird. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Jack Lynch is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and several other firms. Outside of his advisory work, he owns Jack Lynch LLC, a drone photography business specializing in real estate photography and videography. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a mix of analytical approaches and third-party money managers through formal due diligence.

Alexander Fellios is a financial advisor with USAA Investment Services Company, holding a Series 66 credential and four years of industry experience. His prior work includes positions at USAA Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and VALIC Financial Advisors Inc. He also serves as an agent for AGIA, selling non-securities insurance products. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than directly managing client assets.

Adam Sinclair is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 designations with seven years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has a background that includes roles at the University of Central Florida and Brinker International Payroll Co. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, utilizing strategic asset allocation through firm-constructed model portfolios and third-party programs.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, Robinson is an agent for Tropical Realty, where he refers prospects. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various analytical approaches and manager platforms to build and manage client asset allocations.

Jarrod Rutledge is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. He previously worked at Independent Financial Partners and has been associated with LPL Financial since 2010. Rutledge markets fixed insurance products through his DBA, Provident Wealth Management Group. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios, third-party managers, and option strategies, supported by a network of approximately 153 advisors operating under various trade names.

Lea Levines is a CFP®-certified financial advisor with 14 years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. She previously worked at BNY Mellon for 16 years. Outside of her advisory role, she serves on the Vestry of St. Ann's Episcopal Church and holds leadership positions as Co-Chair of the Finance Committee and Chair of the Investment Committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mutual/United of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering a range of insurance products and provides LegalShield services. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account solutions and third-party money managers primarily through a platform relationship with Envestnet.

Francisco Diaz is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at IHT Wealth Management since 2019 and has been affiliated with LPL Financial since 2012. Diaz also has experience with Independent Financial Partners from 2012 to 2019. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Jonathan Oliver is a financial advisor at Inspire Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Morgan Stanley, LPL Financial LLC, and Raymond James. Oliver is based in Tampa, FL. Inspire Advisors, LLC is a registered investment adviser managing approximately $1.33 billion in discretionary assets for individual clients, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and combines multiple analytical methods to construct portfolios, frequently using sub-advisors and proprietary ETFs while offering discretionary portfolio management and tax-mitigation services.

Robert Harwood is a financial advisor at Trustmont Advisory Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Darwin Wealth Management and Harwood Financial Group. Outside of advising, he is the founder and CEO of EINSTIENFI, a fintech software company that develops planning and practice tools for advisors. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment outlook supported by multiple research sources and manages discretionary accounts totaling approximately $1.3 billion as of the end of 2025.

Waldo Zayas is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with IHT Wealth Management since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Zayas offers fixed annuities through various insurance carriers as part of his activities outside of his primary advisory role. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, diversified model portfolios, and option strategies, while also providing ERISA fiduciary services and integrating various custodial and sponsored program platforms.

Dominick Calderazzo is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life coaching. Calton & Associates serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and brokerage and insurance products. The firm offers various portfolio management programs and employs a mix of analytical approaches in its investment strategies.

Jerry Johnson is a CFP® with 43 years of industry experience, currently affiliated with Sequent Planning, LLC. His prior roles include positions at Osaic, Calton & Associates, Inc., and Next Financial. He is also involved in selling Medicare plans through seminars and phone consultations. Sequent Planning, LLC operates as a multi-team SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services, employing a structured risk framework and a mix of firm-developed models and third-party managers.

Ralph Chaudron is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Securities America Advisors, Inc. and the Chaudron Odom Group, Inc. Outside of his advisory role, he is involved with Chaudron Financial Group, where he provides insurance sales and advisory services. Calton & Associates is a registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm manages client portfolios through firm-sponsored programs and third-party money managers, employing a variety of analytical approaches and offering both fee-based and commission-based products.

Kevin Harwood is a financial advisor at Compass Financial Management LLC in Tampa, FL, holding a Series 65 credential with 12 years of industry experience. He previously worked at Darwin Wealth Management, LLC for 11 years and is also affiliated with Darwin Insurance Group, LLC, where he consults and offers fixed insurance and annuity products. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including allocations to equities, fixed income, mutual funds, and ETFs, utilizing both third-party managers and internally managed model portfolios.

Sebastien Gilles is a CFP® professional at Van Clemens Wealth Management, LLC with four years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, among other firms. Gilles is also involved in fixed insurance sales and securities sales in related business activities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving a range of wealth levels. The firm customizes portfolios using both discretionary and non-discretionary approaches, employing methods such as modern portfolio theory, fundamental and technical analysis, and access to third-party managers alongside in-house models.