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.

Matthew Mills is a financial advisor with Continuum Advisory, LLC, holding a Series 65 designation and based in Tampa, FL. He began his advisory career in 2025 with Mosaic Financial Group after six years at Keystone Powdered Metal Co. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

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.

Jorge Blanco is a CFP® with 23 years of experience in the financial industry. He is currently with IHT Wealth Management LLC, where he has worked since 2019, following prior roles at Independent Financial Partners and LPL Financial. Blanco also has involvement as a broker with a professional employer organization. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Garrett Walker is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Jaffe Tilchin since 2018 and previously held positions at the University of South Florida in various departments between 2014 and 2018. 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, conducts private placement due diligence for qualified investors, and integrates private fund operational services into its client offerings.

Michael Via is a financial advisor at Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Capitol Securities Management since 2016 and previously spent 13 years at Frantzen Capital Management, Inc. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and utilizing a broad range of investment instruments.

Louis Tilchin is a majority partner at Jaffe Tilchin Investment Partners, LLC with 40 years of industry experience. He has been with Comprehensive Asset Management & Servicing since 2009 and is also a silent partner and owner of a property and casualty agency in Tampa. Additionally, he holds a private equity interest in a medical device company through MMB Marketing LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on discretionary and non-discretionary bases and is noted for its role advising pooled investment vehicles and integrating private fund operational services into client servicing.

Brad Fuller is a financial advisor at Trek Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners. His prior career includes roles in technology and healthcare-related companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a mix of rules-based, evidence-based, fundamental, and technical analysis, and employs artificial-intelligence tools under human review for research and portfolio management.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 22 years of industry experience. His prior work includes roles at Raymond James and Wells Fargo Advisors. He is also owner of Ennistymon, LLC, a support company related to financial advisory operations. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Wallace Sutton is a financial advisor at Cornerstone Wealth with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Mutual Securities, Inc., Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors, Inc. Sutton has served as a guest speaker at Florida State University, discussing investments with economic class students. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through model portfolios that emphasize ETFs, mutual funds, individual equities, and fixed income.

Steven Newman is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Investments, LLC and World Investment Advisors, LLC. Outside of advisory services, he is also active as an insurance agent focusing on non-variable insurance and annuities. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering customized portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent representatives. The firm employs long-term investment strategies using mutual funds, ETFs, equities, and fixed income, with some clients served via third-party managers and wrap programs.

George Goodroe is a CFP® with 31 years of experience in the financial services industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm uses an in-house Investment Management & Research team for portfolio management and offers discretionary and non-discretionary investment services with customized and model portfolios.

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Alan Ashworth is a CFA® charterholder with 35 years of industry experience. He has been with The London Company of Virginia since 2016. The firm provides discretionary portfolio management to individual and institutional clients through various investment vehicles, managing approximately $14.9 billion in assets. The London Company of Virginia employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital and downside protection.

Miao Zhu is a financial advisor at Advisory Services Network with six years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Zhu is the owner and managing member of ZHU Tax Advisory LLC, a tax CPA practice providing tax return preparation and advice to individuals and small businesses. She previously worked at The Mosaic Company and Thomas S Beck CPA, PA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerances.

Toby Dyer is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and First Command Advisory Services, among others. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client accounts directly.

Glenn Cummings is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds the Series 65 designation and has worked previously at AE Wealth Management, Horter Investment Management, and Accurate Advisory Group. Outside of his advisory role, he is a managing member of Gulf Coast Records, LLC, an artist development and management company, and serves as Chapter President for the American Financial Education Alliance, a nonprofit focused on financial education. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, offers tailored advice through client profiles, and utilizes model portfolios with an asymmetric rebalancing approach.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he is involved in non-investment businesses, including serving as director of a home-building company and owning a property management firm. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting, along with access to third-party money managers. The firm offers a range of program structures and investment approaches tailored to client goals and risk profiles, combining both advisory and brokerage services.