Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Trinity Wealth Securities LLC and IFS Securities Inc. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party platforms and managers to tailor investment strategies to clients’ goals and risk tolerance.

Darren Turner is a CFP® with 26 years of industry experience, currently serving at Jaffe Tilchin Investment Partners, LLC. He has been with the firm and Comprehensive Asset Management & Servicing, Inc. since 2011. Outside of his advisory role, Turner is the managing member of Turner & Associates Financial, LLC, where he is involved in the sale of insurance products. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases, provides private placement due diligence, and integrates private fund operational services into client servicing.

Michael Degenova is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jaffe Tilchin Wealth Management since 2010. In addition to his advisory role, he serves as president of 1-12 Financial LLC, overseeing insurance production. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, third-party manager selection, and private placement due diligence for qualified investors.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Trust Company of America Securities, Freedom Investors Corp, and operates Gaston Financial Group. 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, utilizing a variety of analytical approaches and multiple platforms for asset management.

John Cleary is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Bancwest Investment Services, and Charles Schwab. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets.

Matthew Versage is a CFP® with six years of industry experience. He currently works at Savvy and has prior experience at United Capital Financial Advisors, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank NA. He also serves in the U.S. Air Force, a role he has held since 2011. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm focuses on customized, primarily index-based, long-term investment strategies, incorporating active equity portfolios, tax-aware direct indexing, and specialized third-party sub-adviser solutions.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Steven Cere is a Series 66-licensed financial advisor at Cary Street Partners with 14 years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Merrill. Outside of his advisory role, he is an owner of S&L Real Estate Holdings, LLC, a real estate business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base including state and municipal government entities and insurance companies.

Alexander Benham is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Elevate, he worked in various roles including at the University of San Diego Athletics Department and PotomacWave Consulting. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients, offering customized financial planning and both discretionary and non-discretionary portfolio management through a multi-adviser team. The firm employs fundamental analysis and tactical asset allocation across mutual funds, ETFs, and individual equities, and often utilizes third-party managers and turnkey asset management platforms for implementation.

Illya Bermant is a financial advisor at McAdam LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab, Fisher Investments, and Walser Wealth Management Company. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of strategies including discretionary investment management, retirement-plan consulting, and a subscription-based financial planning service.

William Murty is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds the Series 65 designation and previously worked at George Mason University and KPMG. Before entering the financial industry, he spent several years working in the restaurant sector. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and strategic asset allocation across mutual funds, ETFs, and individual equities, and works through a multi-adviser team to coordinate with clients’ other professionals.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at SEI Investments Management Corp, SEI Investments Distribution Co, and Riskalyze. McGowan serves as a senior advisor consultant, assisting financial advisors in understanding Aptus Capital Advisors' investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to seek market upside while attempting to mitigate drawdowns.

Justin Kelly is a financial advisor at Compass Financial Management LLC in St. Petersburg, FL, holding a Series 66 license with one year of industry experience. He previously worked at Equitable Advisors, LLC and has additional professional experience with Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. 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 employs a multi-advisor team approach and uses a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Solomon Kilgroe is a financial advisor at Cyndeo Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments, Inc. Kilgroe serves on the board of directors for Eckerd College and is involved in a fitness-related business as a limited partner. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models and third-party managers, investing across various asset classes while integrating investment advice with comprehensive planning and business advisory services.

Rodger Elgar is a Series 65 licensed advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He has worked at Jaffe Tilchin since 2008. Outside of advisory services, he is also engaged in insurance sales. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, private placement due diligence, and acts as adviser to a privately placed fund specializing in volatility/arbitrage and options trading strategies.

Zubin Hodiwalla is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Kelly Montague is a financial advisor with Fifth Third Wealth Advisors LLC in Tampa, FL. She holds a Series 65 credential and has experience working at Andersen Tax, LLC and Reilly, Fisher, & Solomon, P.A. Prior to joining Fifth Third Wealth Advisors in 2026, she spent nine years in legal practice. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers diversified portfolio management services with an emphasis on household-level investment policy statements and integrates resources from its parent bank and affiliates in its investment process.

Robert Bray is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding the ChFC® designation and a Series 65 license. He has 42 years of industry experience, including roles at Comprehensive Asset Management & Servicing and Jaffe Tilchin Wealth Management since 2008. Outside of his advisory work, he is president and owner of Bray & Assoc Inc, an insurance business focusing on home, life, auto, and fixed insurance. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm manages accounts on both discretionary and non-discretionary bases and offers specialized services including private placement due diligence and management of pooled investment vehicles with performance-based fees.