Christopher Fidler is a financial advisor with Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he is involved in e-commerce through 99 ECOM LLC. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts via various platforms and sub-advisers.

Tara Steinberg is a CFP® with 12 years of industry experience, currently serving at USAA Investment Services Company. She has held multiple roles within the USAA family since 2010, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of finance, she was involved with E & M Childcare, LLC for one year. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets directly.

Joseph Ward is a CFP® with 18 years of experience in the financial services industry. He is currently with Brookwood Investment Group and has held roles at several firms including Belpointe Asset Management and Brokers International Financial Services. Outside of his advisory work, he owns and operates insurance agencies focused on Medicare and property casualty insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a mix of passive, active, tactical, and blended investment strategies.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Calton & Associates in 2020, he worked at Paulson Investment Company, LLC. Outside of his advisory role, he provides clients and their families with automotive purchase negotiation services leveraging his past connections in the auto industry. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals, risk tolerance, and liquidity needs.

Adrien Brand is a financial advisor at IHT Wealth Management LLC in Tampa, FL, holding a Series 66 license with seven years of industry experience. He previously worked at Edward Jones and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Michael Wooten is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Navy Federal Investment Services, LLC and has previously worked at Charles Schwab and USAA in various financial planning and investment roles. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

George Chuang is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Continuum Advisory, LLC in Tampa, FL, where he has worked since 2023. His prior experience includes roles at Transamerica Financial Advisors, Inc. and Triad Advisors. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Carl Keil is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 18 years. Outside of his advisory role, he is the sole member of S&P Enterprises, LLC, an umbrella LLC not currently active in business operations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority to implement and manage portfolios on behalf of clients through their financial advisers.

Anton Antoniadis is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, Antoniadis Financial, and Quality Counts LLC. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA fiduciary consulting through a network of approximately 153 advisors.

Sean Backs is a financial advisor at Spire Wealth Management, LLC with a Series 65 designation and experience in the industry since 2019. His prior work includes roles at Fisher Investments and Total Planning, as well as teaching positions at the University of Florida and Nease High School. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with a range of investment advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to model portfolios. The firm employs a variety of investment strategies and offers proprietary risk overlays through its affiliate Corbett Road Capital Management.

Jeremy Massullo is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors, Inc. Currently based in Tampa, FL, he has been with Concurrent Investment Advisors since 2023. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven approach using ETFs, mutual funds, and selected individual securities.

Thomas Kaliszak is an investment advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Ruggiero Wealth Management and operates Kaliszak Insurance Consultancy LLC, where he serves as president and owner. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that requires client approval for transactions.

Lauren Thomas is a financial advisor with M HOLDINGS SECURITIES, Inc., holding CFP® and Series 63 credentials and bringing 19 years of industry experience. She has worked at Thomas Financial Group since 2007 and at M Holdings Securities, Inc. since 2004. Thomas serves on several advisory boards and nonprofit organizations, including the Synovus Bank of Florida Advisory Board and The Spring of Tampa Bay, a nonprofit, as well as educational boards like Tampa Prep and the University of Tampa Financial Ambassadors' Council. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing third-party sub-advisors and platform providers to support trading and reporting.

John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Trisha Perez is a financial advisor with Bison Wealth, LLC, holding Series 65 and Series 63 licenses. She began her career in financial services in 2023 and has worked at multiple firms, including API Financial Advisors, TruChoice Financial Group, Goldenridge Financial Network, and Tax Free Wealth Group. Outside of her advisory roles, she is involved with Storm Praise Publishing, LLC and Storm Praise Design & Consulting, LLC. Bison Wealth serves a broad client base, including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm’s investment approach combines tactical and strategic allocations across various asset classes and includes distinctive services such as a turnkey asset management platform and option-based overlay strategies.

Kristina Rodriguez is a financial advisor at Invst, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting for nine years. Outside of her advisory role, she is a Certified Financial Therapist and professional speaker through her ownership of Money Clarity & Co., LLC, and she serves on multiple nonprofit boards including The Lakeland TigerTown Rotary Club and Love is Fur Ever Dog Rescue. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and employs model portfolios and third-party strategists when appropriate.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Robert Davis Jr. is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Fund Management since 2013. He also has experience as an independent insurance agent selling life, accident, and health insurance since 2000. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients' risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Kelly Mccloy is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo. Mccloy is also involved with Ennistymon LLC and Concurrent Advisors DBA Family Wealth Solutions in client services management capacities. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic rebalancing.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2016, having also worked at StoneX Securities Inc. since 2011. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.