Meagan Calvert is a financial advisor at StoneX Advisors Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Inc., Cetera, Raymond James & Associates, Inc., and Abbey, Adams, Byelick & Mueller LLP. 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 utilizes a range of model-based solutions and third-party money managers supported by platforms such as Envestnet, Advyzon, and Pontera for portfolio implementation and tax-aware services.

Ryan Peeler is a financial advisor at IHT Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and has worked at IHT Wealth Management, LPL Financial, Royal Alliance, Midflorida Credit Union, and Boing Jump Center. He also manages Peeler Financial, a separate business entity for tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios across various asset classes and offers discretionary asset management, financial planning, ERISA consulting, and a proprietary wrap-fee program through a network of approximately 153 advisers.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Drake Wellborn is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lumos Fiber, The Club at Glenmore, Veritas Vineyards and Winery, Campus Ink, Hampden-Sydney College, Lake Forest College, Woodberry Forest School, and The Covenant School. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs a multi-adviser team to tailor investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often incorporating mutual funds, ETFs, and individual equities.

Gregory Bourne is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Advent Health Corporate, Bank OZK - Trust & Wealth, and Franklin Templeton Investments. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with customized portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm uses both proprietary models and unaffiliated managers to construct portfolios and also manages a private pooled investment vehicle aimed at income generation and fixed income diversification.

William Sines is a financial advisor at BFC PLANNING, Inc. with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Berthel Fisher & Company Financial Services, Inc. and Senior Financial Services. Outside of his advisory role, he is involved in tax preparation and accounting services, as well as operating an office cleaning business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a broad client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and emphasizes flexible fee arrangements and the use of multiple program structures and third-party platforms.

Hunter Mills is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked at several firms including MyFundedFutures and The Retirement Planners. Elevate Financial Planning and Wealth Management provides 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 strategic asset allocation, utilizing a mix of long- and short-term approaches with portfolios typically including mutual funds, ETFs, and individual equities.

Caleb Cetina is a financial advisor with IHT Wealth Management LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial and several other firms in various roles. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm tailors portfolios using proprietary model portfolios, third-party managers, and discretionary mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Gregory Mitro is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Founders Financial Alliance in 2021. Mitro serves on the boards of The Florida Aquarium and Tampa Connection, and acts as a liaison to the American Dental Association’s Council on Advocacy for Access and Prevention. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combined with periodic rebalancing and a variety of strategies including third-party manager solutions.

Adam Hess is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Capital Wealth Planning. He also operates as an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners provides discretionary and non-discretionary portfolio management, financial planning, family office services, and business advisory to individuals, corporations, and middle-market business owners. The firm employs customized portfolio strategies using in-house models or external sub-advisers and manages a private pooled investment vehicle targeting income and diversification beyond traditional fixed income.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.

Melissa Pinkerton is a financial advisor at Manning & Napier Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Belleair Wealth Management, Mercer Global Advisors, and Raymond James & Associates. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, pension plans, and government entities, while also managing discretionary separately managed accounts and offering retirement plan services. The firm’s investment approach combines top-down macro analysis with bottom-up security selection and employs systematic strategies overseen by an Investment Policy Group.

John Walters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at H D Vest for 12 years and has operated Lewalt Consulting Groupe, providing tax preparation and accounting services, for over two decades. Financial Gravity Family Office Services, LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

William Lichota is a financial consultant at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked in various roles including music production, where he has been active as a music producer and songwriter since 2017. His background also includes algorithmic trading of equities, commodities, FX, and cryptocurrencies through self-employment. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm tailors investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often utilizing mutual funds, ETFs, and individual equities.

Glen Mcgaha is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2016. In addition, he has over 20 years of experience at Bayside Insurance. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Colette Parrilli Robinson is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Agia and VALIC Financial Advisors. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Milton Bolton is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has been working at Elevate since 2026. Prior to this role, he has experience in hospitality and recreational services, including positions at Mellow Mushroom and Urban Air Trampoline Park. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a multi-adviser team approach, tailoring investment strategies through fundamental analysis and strategic asset allocation, and uses a range of investment vehicles including mutual funds, ETFs, and individual equities.

Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.