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.

Ernest Carrera is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Wealthcare Advisory Partners and Independent Financial Partners, and has been associated with LPL Financial since 2015. Outside of his advisory role, he is a licensed pilot and owns an aircraft through a private business entity. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach that combines fundamental stock selection with quantitative tools and diversified portfolios, while also offering ERISA fiduciary services and operating affiliated broker-dealer and private equity businesses.

Thomas Rouse is a financial advisor at Calton & Associates, Inc. with 36 years of industry experience. He holds a Series 65 designation and has worked at Calton & Associates since 2019, following nine years at Proequities, Inc. and overlapping 20 years at Rouse Financial Strategies. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to both firm-sponsored and third-party investment programs using various analytical approaches.

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

William Allen Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, Invest Financial Corp., Geneos Wealth Management, Inc., and CUNA Brokerage Services, Inc. Allen is also the owner of Bay Financial Solutions, LLC, an investment-related business. Calton & Associates is a multi-team registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing firm-sponsored programs and third-party money managers, with a mix of analytical approaches that may include non-traded alternatives and covered-call strategies when suitable.

Philip Franco is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Virtuoso Valet and ABMM, as well as experience at the University of Tampa. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, utilizing multiple analytical approaches and offering access to firm-sponsored programs and third-party money managers.

Montana Herron is a financial advisor with USAA Investment Services Company holding a Series 66 designation and four years of industry experience. Prior to joining USAA, Herron worked at Morgan Stanley, NYLife Securities, New York Life Insurance Company, and Regions Bank among other firms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers Retirement Income Strategy Reports and refers clients to Charles Schwab for investment products and account services, operating mainly as a retirement-advice intermediary rather than a portfolio manager.

Charles Okelley is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including prior roles at LPL Financial LLC and Summit Brokerage Services Inc. Outside of advisory activities, he is a business owner of Atlantic Coast Realty Advisors, Inc. IHT Wealth Management serves individuals, high-net-worth clients, corporate and institutional entities, and retirement plan sponsors through discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm utilizes a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to clients’ objectives and risk tolerances.

Scott Powell is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Aegis Capital Corp. since 2010 and is also president and owner of Powell Financial Group, which focuses on fixed insurance products, health insurance, long-term care, and disability income. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Braden Doherty is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning and manages client accounts through firm-sponsored programs or third-party money managers using a combination of analytical approaches.

Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Based in Tampa, FL, he has been with Navy Federal entities since 2023. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both tailored and automated investment solutions.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, with 10 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 20 years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods and may delegate trading to sub-advisers while maintaining responsibility for client suitability.

Michele Del Sordo is a financial advisor with Consolidated Portfolio Review Corp in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Michele’s prior roles include tenure at J.W. Cole Financial, LPL Financial, and Principal Financial Services. Outside of advisory work, Michele serves as an executor of an estate. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs strategic asset allocation supported by fundamental and technical analysis through both proprietary model portfolios and allocations to third-party advisors.

Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment management and financial planning services.

Luis Sanabria is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and T. Rowe Price. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of strategies including discretionary and non-discretionary management and integrates both fundamental and technical analysis in client solutions.

Andres Castro is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Independent Financial Partners, Castro worked at Northwestern Mutual in various capacities from 2021 to 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Ryan Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 66 license. Prior to his current role, he has been affiliated with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2011. Outside of his advisory work, he serves as Vice President and volunteer board member of a condominium association in Orlando, FL. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions using both discretionary and non-discretionary strategies.