Kyle Medley is a financial advisor with M Holdings Securities, Inc. based in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Sentry Insurance from 2015 to 2020. He is also involved with Thomas Financial, focusing on sales of 401(k) and disability income plans. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory.

Steffen Beck is a financial advisor at Advisory Services Network with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Kopernik Global Investors, Foreside Fund Services, and Raymond James & Associates. Beck is also a manager of Frances LLC, a real estate-related business in Tampa, FL. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diversified strategies and flexible engagement types.

Saad Rahmouni Idrissi is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Calton in 2023, he worked at Raymond James Financial Services and T. Rowe Price Advisory Services. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 school. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products. The firm employs a variety of analytical approaches and offers access to firm-sponsored programs, third-party money managers, and alternative investment strategies.

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.

Jason Walters is a financial advisor at Cary Street Partners with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services and BB&T. Walters is based in Tampa, FL. 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 utilizes proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

Patrick Dupont is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. and McKay Wealth Management Group LLC. Outside of financial advisory roles, he has experience in the hospitality and service industries, including positions at The North Hero House Inn & Restaurant and Otter Creek Awnings. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis to align investments with client objectives.

Amy Powell is a CFA® charterholder with 11 years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at CI Doyle Private Wealth, LLC, Corient, and CIPW Service Company, LLC. Amy is also the owner and wealth advisor of AimWell Financial, a DBA for RFG Advisory. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and specialized retirement plan consulting, utilizing a variety of model strategies and third-party platforms.

Cheryl Bott is a CFP® professional with 19 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. She previously worked at Holifield Financial Advisory Services/Prosper Financial Advisers for eight years and United Capital Financial Advisers for one year. Outside of financial advising, she is co-owner of B&B Commercial Laundry Installation, LLC, a business focused on installing commercial laundry equipment. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers comprehensive services including financial planning, retirement plan consulting, and multi-family office solutions.

William Faassen is a CFP® professional with 19 years of industry experience, currently serving with M HOLDINGS SECURITIES, Inc. and Thomas Financial Group since 2016. He is also involved as a member of Chartbender LLC, a business unrelated to investment activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network. The firm provides a combination of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Mark Maurer is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2005 to 2018. Maurer is also the president and CEO of Low Load Insurance Services, Inc., an insurance agency specializing in disability, long-term care, and annuities. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, with an individualized investment process tailored to client objectives and risk tolerance.

Andrew La Forge is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having held roles at West Coast Financial and previously worked outside the industry at Steak n Shake. La Forge serves as treasurer and board member for a nonprofit focused on Florida beach cleanups. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network and integrates discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Kaleb Bedard is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation. He joined the firm in 2026 and has experience working in various roles prior to advisory, including positions at the YMCA, Copper Cellar, Ace Hardware, and Knox County Schools. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm utilizes a combination of fundamental analysis, strategic and tactical asset allocation, and both long- and short-term investment approaches, often employing mutual funds, ETFs, and individual equities in client portfolios.

David Lackore is a financial advisor at Cyndeo Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and PURSHE KAPLAN STERLING INVESTMENTS, Inc. before joining Cyndeo in 2020. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by offering portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies using firm-developed models, third-party managers, and access to separately managed and unified managed accounts.

Charles Levinus III is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at USAA Life Insurance Company since 2020 and USAA financial planning services dating back to 2013. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, emphasizing retirement savings, asset allocation, risk tolerance, and income planning. The firm acts as an intermediary by referring clients to Charles Schwab for investment products and does not manage client assets directly.

David Gurievsky is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with B. Riley Wealth Management since 2009 and with B. Riley Wealth Advisors since 2022. Outside of his advisory work, Gurievsky serves on the board and executive committee of the Jewish Children's Regional Service, a charitable organization focused on child welfare for Jewish youth in the U.S., and is co-chair of Team USA for Maccabi USA, a nonprofit supporting Jewish youth athletes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple advisory programs and proprietary asset allocation models.

Neal Engwall is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the CFP® and ChFC® designations and has been with the firm since 2010. Outside of his advisory role, he owns Engwall Enterprises LLC, specializing in custom cabinetry and millwork, and serves as president of the Christian Chamber of Commerce Tampa Bay. 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 mix of analytical approaches to develop individualized plans and offers a range of portfolio management options, including an ETF-focused program and a Biblically-Responsible Investing model.

Daniel Johnson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2013. Prior to his current role, he was employed by the U.S. Department of Health and Human Services and WCF Disaster Services. He is also an independent licensed insurance agent specializing in life, health, and annuity products. 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 uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including access to select non-traded REITs and an options-writing overlay.

Joshua Hurt is a financial advisor with Principal Advised Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Merrill and involvement with V-Group (Trufit Gym). Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models within the Principal Financial Group family, serving clients through a combination of algorithmic portfolios and governance oversight.

Susan Kubar is a financial advisor at Fifth Third Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked for BNY Mellon Wealth Management for 12 years. Kubar is based in Tampa, FL. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Torrey Harris is a financial advisor with IHT Wealth Management LLC based in Tampa, FL. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at LPL Financial LLC, Raymond James Financial Services, Inc., and The Patten Group, Inc. Harris also worked at VXI Global Solutions and the University of Tennessee at Chattanooga. IHT Wealth Management serves a range of clients including individuals, corporations, institutions, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.