Russell Campbell is a CFP® with seven years of industry experience, currently serving as an advisor at ProVise Management Group, LLC. He previously worked at Ambassador Advisors and RJC Capital, LLC. Outside of his advisory role, he is a non-active member of a sports drink business based in Bellevue, WA. ProVise Management Group provides portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, and employs discretionary and non-discretionary strategies.

Robert Ouimet is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services. He also provides insurance and fixed product advising, assisting clients in evaluating the need for insurance-based products within their financial plans. Capital Analysts serves retail and institutional clients, including individual and 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 of independent advisors and firm-managed programs.

Nicolas Toadvine is a CFP® professional with 26 years of industry experience, currently with Calton & Associates, Inc. since 2016. His prior roles include positions at Wall Advisors, Inc., Brookstone Securities, Inc., Investors Capital Corp., and Ingram Advisory Services, LLC. Outside of advising, he teaches a personal finance course at Florida Southern College, serves on the board of the YMCA of West Central Florida, and offers financial education to employees through employer-sponsored programs. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and also offers commission-based brokerage and insurance products, employing a variety of analytical investment approaches and performing due diligence on third-party money managers.

Michael Lewin is a financial advisor with Tucker Asset Management LLC and holds a Series 65 credential. He has eight years of industry experience at firms including Foundations Investment Advisors LLC and Wealth Watch Advisors. Lewin is also president and owner of Lewin & Associates, Inc., a mortgage brokerage, and is an independently licensed insurance agent specializing in life insurance and annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including direct indexing and alternative investments.

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work involving VBA programming and Excel projects. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Aiden Brown is a financial advisor at Capital Analysts with Series 66 credentials and two years of industry experience. His prior roles include positions at Lincoln Investment, Equitable Advisors, and Core Bridge. Outside of advisory work, Brown owns Futris Financial LLC, a tax-related entity not involved in investment management. Capital Analysts serves a diverse clientele, including individual and 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 of independent advisors and an in-house investment management team.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.

Vincent Munno is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Simplicity Wealth. His prior experience includes roles at Mutual Trust Co. of America Securities and other financial and insurance-related businesses. Outside of advisory work, he is involved in the wholesale of fixed insurance products and owns several car wash businesses. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and advisor support through a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities. The firm combines advisory services with technology and operational solutions, including a managed account platform and multiple model manager offerings.

Charles Fisher Jr. is a financial advisor at Andersen with 24 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 65 designations. His prior experience includes 22 years at Reilly, Fisher & Solomon Investment Advisors and its predecessor firm. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Giancarlo Troncoso is a CFP® with 10 years of industry experience, currently serving as an advisor at Jaffe Tilchin Investment Partners, LLC. He has worked at Jaffe Tilchin since 2016 and most recently at The Strategic Financial Alliance, Inc. since 2025. Mr. Troncoso is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on both discretionary and non-discretionary bases and integrates private fund operational services into client servicing.

Brenda Trachsel is a financial advisor with Vanderbilt Advisory Services in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She worked at Edward Jones from 1997 to 2025 before joining Vanderbilt in 2026. Outside of her advisory role, she operates a small row crop farming business in Savannah, MO. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, with an investment process that combines fundamental, technical, and charting analysis and is notable for its integration with retirement-plan and benefits firms.

Banner Clark is a CFP® with 12 years of experience in financial advising, currently with Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Sagace Wealth Management LLC and Fidelity Brokerage Services, LLC. He was previously the owner of a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individuals and families across wealth levels, providing integrated financial planning and discretionary portfolio management through a structured, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists.

Andrea Bernard is a Series 66 licensed advisor with one year of industry experience, currently associated with Structure Wealth Management, LLC. She previously spent seven years at OneSeven and has worked at Towne Wealth Management and in real estate with Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, using mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Joseph Dise is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Compass Financial Management since 2020, Dise Wealth Management Incorporated from 2007 to 2020, Wells Fargo Clearing from 2003 to 2007, and Prudential Equity Group, LLC from 2000 to 2003. 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 manages approximately $894 million through a multi-advisor team, using a mix of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis to support various investment strategies.

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, with prior roles at Harwood Advisory Group and T. Rowe Price. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized portfolio approach with ETF-based models and tailored allocations, supported by in-house tax and estate planning strategists.

Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

George Leach is a financial advisor with Latitude Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Latitude Advisors since 2009 and also operates Leach Co., PA, a CPA firm he founded in 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jean Gadd is a financial advisor with OnePoint BFG Wealth Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her previous roles include positions at Northwestern Mutual Wealth Management Company and other firms. She is also a 50% owner of Urban Woodcrafters, a non-financial business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, and charitable organizations. The firm employs a mix of proprietary models and third-party managers tailored to client-specific objectives and incorporates technology and operational outsourcing into its service delivery.

Michelle Ludwig is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Treger & Associates LLC for 22 years. Ludwig has also operated Ludwig Investments Inc. since 1996. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and offers services including private placement due diligence and allocation for qualified investors.