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.

Mark Johnson is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Harbour, Johnson was associated with The Tranel Financial Group and 818 Capital Group. He serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and other institutional and corporate entities. The firm offers portfolio management, financial planning, and access to multiple investment platforms with varying approaches tailored to individual advisors and managers.

Rameshwar Singh is a financial advisor at Calton & Associates, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Calton & Associates since 2012. Outside of his advisory role, he is involved in product development through DynamicShares LLC, which develops and distributes investment products including mutual funds, ETFs, private placements, and alternatives. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizes multiple analytical approaches, and provides access to third-party money managers through its platforms.

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.

Joseph Ward is a CFP® with 18 years of industry experience, currently serving as an advisor at Brookwood Investment Group. He has held roles at firms including Redwood Private Wealth LLC and Belpointe Asset Management, and he is also involved with Ocean One Insurance Agency and Suncoast Insurance Solutions, focusing on insurance-related activities. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of strategies and offers both discretionary and non-discretionary management, supporting clients with ongoing monitoring and access to third-party managers and platforms.

Joseph Salerno Jr. is a financial advisor with Prosperity Capital Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Prosperity Capital Advisors and its affiliated entities since 2012, operating through Salerno Financial Group. Outside of advisory work, Mr. Salerno is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a variety of mutual funds, ETFs, SMAs, and alternative solutions, and also offers institutional and sub-advisory services.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2020, following two years at Paulson Investment Company, LLC. Outside of financial advising, he uses his past connections in the auto industry to assist clients and their families in negotiating vehicle purchases. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management, financial planning, and brokerage and insurance products. The firm employs a variety of analytical approaches and offers both firm-sponsored programs and third-party manager solutions.

Adrien Brand is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2022, he worked at Edward Jones from 2018 to 2022. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to clients’ objectives and risk tolerances.

David Carnahan is a financial advisor at Elevate Financial Planning and Wealth Management in Chattanooga, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Elevate, he held various positions including roles at Black Creek Club and Nashville Toons. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives, risk tolerances, and time horizons, utilizing a range of investment vehicles and third-party platforms.

Michael Wooten is a CFP® and ChFC® with 16 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has previously worked at firms including Charles Schwab & Co., Inc. and USAA Financial Planning Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that incorporate third-party portfolio managers.

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.

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.

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.

Brandon Stukus is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Csenge Advisory Group in 2026, he worked at OSAIC, Lincoln Financial Advisors, and Kestra Advisory Services. Outside of finance, he teaches no-gi Brazilian Jiu-Jitsu to adults and works as a DJ at local events. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm combines fundamental and technical analysis with a relative strength methodology and a structured market approach, customizing portfolios through discretionary management or proprietary model allocations.

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.

Matthew Mills is a financial advisor at Continuum Advisory, LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and previously worked at Keystone Powdered Metal Co. from 2019 to 2025. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and discretionary portfolio management. The firm emphasizes professional integration among its advisors and offers services such as retirement plan consulting and ERISA fiduciary roles.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including UBS Financial Services and Gunnallen Financial. He has been with StoneX Advisors since 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a range of investment strategies and platforms, including proprietary models and third-party money managers.

Kristin Johnson is a financial advisor at IHT Wealth Management LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at IHT Wealth Management since 2019, previously serving at Independent Financial Partners and LPL Financial. IHT Wealth Management serves a range of clients including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Joseph Martinez is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Data Source Technology, Cerecore, Connect Partners, and 3-D Technology Group. Outside of advising, he serves as president of DataSource, a Tampa-based company, working 10-12 hours per week during trading hours. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.