Grant Dobbs is a CFP® and Series 65-registered financial advisor at Mutual Advisors, LLC with two years of industry experience. Prior to joining Mutual Advisors, he worked at Directed Capital and spent several years in educational roles at Florida State University and Canterbury School of Florida. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies supported by third-party tools and maintains approximately $8.5 billion in assets under management.

Meagan Calvert is a financial advisor with StoneX Advisors Inc. in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at UBS Financial Services, Inc., Cadaret Grant & Co., Inc., Cetera, and Raymond James & Associates, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a range of proprietary and third-party investment solutions implemented through various platforms, supporting both discretionary and non-discretionary account structures.

Gregory Bourne is a financial advisor at Cyndeo Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Investments for 18 years. Bourne is based in St. Petersburg, FL. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized portfolios using both proprietary and third-party models, investing across multiple asset classes, and offers specialized business advisory services for middle-market owners.

Lynn Stebbins is a CFP® with 10 years of industry experience currently advising at Calton & Associates, Inc. She has previously worked at firms including Gwn Securities, Inc., Securian Financial Services Inc., and David Lerner Associates, Inc. Outside of her advisory role, Stebbins serves as Secretary on the board of Networking Professionals International's West Palm Beach New Business Leader Chapter. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers multiple investment program structures with both discretionary and non-discretionary management options, combining analytic approaches and a mix of fee-based and commissionable products.

Roger Evanish Jr. is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Virtue Capital Management since 2019. Prior to that, he spent nine years at Horter Investment Management and has been self-employed as an independent agent specializing in life insurance and fixed or indexed annuities since 1987. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs a model-driven investment approach using mutual funds and ETFs, offers a range of services including financial planning and ERISA consulting, and provides a financial education course for pre-retirees.

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.

Richard Sowers is a financial advisor with Lifemark Securities Corp. in Clearwater, FL, holding Series 63 and Series 65 registrations and 40 years of industry experience. He has worked with Lifemark Securities Corp. since 1995 and also serves as president and writing agent of VIP Capital, Inc., a life insurance, annuity, and long-term care insurance marketing brokerage firm. Additionally, he has acted as a FINRA dispute arbitrator and as a consultant and expert witness for securities and insurance matters. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and tailors advice through risk assessments, with accounts managed on a discretionary or non-discretionary basis and custody maintained by third-party custodians.

Gerald Glick Jr. is a CFP® with 30 years of industry experience, currently serving at Calton & Associates, Inc. since 2009. He also owns Advanced Retirement Planning, Inc., a business focused on fixed and traditional insurance sales. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting, offering both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Dennis Witthoeft is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Calton & Associates since 1987. Outside of his advisory role, he is also employed in furniture sales at Havertys Furniture. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, including firm-managed wrap programs and separate account platforms, combining both advisory and commission-based services.

Gregory Mitro is a financial advisor at Founders Financial Alliance, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves on the boards of The Florida Aquarium, Tampa Connection, and the American Dental Association, including chairing the Making Waves Society at The Florida Aquarium. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a family-office style program combining management, planning, and tax analysis under a flat fee.

Adam Hess is a financial advisor at Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING Investments, UBS Financial Services, and Capital Wealth Planning. In addition to his advisory work, he is an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm customizes investment strategies using proprietary models and third-party managers, managing approximately $2.58 billion and providing integrated insurance and retirement rollover solutions.

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.

Anthony Smith is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Calton & Associates since 2015 and is also owner of Windward Wealth Management, LLC, providing financial services, and a partner at Windward Insurance & Tax Services, LLC, offering insurance and tax preparation services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and analytic approaches, combining advisory and commission-based product offerings through its dual registration as both a registered investment adviser and broker-dealer.

Sean Davis is a CFP® with 21 years of industry experience and is currently an investment advisor representative at Latitude Advisors, LLC. He also operates his own CPA practice, Sean Davis CPA, PA, where he provides tax preparation, accounting, and consulting services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Brent Weiss is a financial advisor with Facet in St. Petersburg, FL, holding CFP®, ChFC®, and Series 66 credentials and over 20 years of industry experience. He has worked at Facet Wealth since 2017, following roles at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet serves individual members across various wealth levels through tiered, subscription-based financial planning and discretionary investment management. The firm employs a holistic planning approach with an emphasis on ETF-based asset allocation and offers services such as direct indexing, tax-optimized model implementation, and short-term income strategies.

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.

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.

Lynn Smeraldo is a financial advisor at IP Financial Advisory Services LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corp. Outside of her advisory role, she serves as Membership Chairman on the Board of Directors for the Dunedin Council of Organizations and is a member of the Rotary Club of Dunedin. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on customized portfolios and refers clients to unaffiliated third-party investment advisors while providing a range of services that include actuarial analysis and insurance consulting.

Edward Dropic is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved in multiple insurance brokerage activities, including serving as proprietor of Medicus Wealth Consultants, LLC. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.