Gary Garcia II is a CFP®-certified financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and several regional firms. Outside of his advisory work, he is president of 3G Consultants LLC, a business consulting firm focusing on sales, growth strategies, and operational improvements. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.

Marc Labadie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Investments, Labadie Financial, The Row Group, M HOLDINGS SECURITIES, Inc., and C R Myers & Associates. Outside of his advisory role, he is involved with M&O Marketing/Labadie Financial as a producer focused on sales of fixed indexed annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and, after client discussion, options or short sales.

Don Adwell is a financial advisor with Capital Analysts, holding a Series 65 credential and 14 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Adwell serves as a volunteer board member for the Tampa Firefighters Museum and as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. 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, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 49 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Calton & Associates for 39 years. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates is a multi-team firm serving individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning alongside brokerage and insurance products, using a combination of analytical approaches and third-party managers to build client portfolios.

Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 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.

Jeremy Leeds is a CFP® professional at BLBB Advisors with three years of industry experience. He has worked at BLB & B Advisors, LLC since 2020 and was previously associated with Temple University for four years. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and specialized strategies, including a Global Macro ETF strategy and an equity covered-call overlay for additional portfolio income.

Marc Ardizzone is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has 17 years of industry experience. Mr. Ardizzone has been with Jaffe Tilchin since 2008 and is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and institutional consulting, including private placement due diligence and management of pooled investment vehicles.

Lee Mezrah is a financial advisor with M Holdings Securities, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been associated with M Holdings since 2001 and has operated his own firm, Lee A. Mezrah, Inc., providing investment advisory services since 1994. Outside of his advisory work, he serves as Treasurer of the 1000 Water Street Condominium Association. M Holdings Securities, Inc. serves a nationwide client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by both in-house portfolio managers and third-party sub-advisors.

Dominick Ciocia is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at National Securities Corporation and Asset & Financial Planning, Ltd. In addition to his advisory role, he is involved in tax preparation services through B. Riley Wealth Tax. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs multiple investment programs and manages approximately $4.21 billion in client assets.

Brett Witkowski is a CFP® with 17 years of industry experience and is affiliated with Jaffe Tilchin Investment Partners, LLC. He has worked at J.W. Cole Financial Inc. and Jaffetilchin Wealth Management since 2008. Witkowski is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and private placement services. The firm manages both discretionary and non-discretionary accounts and offers specialized services such as private fund operational support and performance-based fee structures.

Armand Atkinson is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Lanark Financial, Inc. and has worked at NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers program-based accounts through multiple platforms, combining discretionary and non-discretionary arrangements.

Maria Atkinson is a financial advisor at Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation with 16 years of industry experience. She has been with NBC Securities, Inc. since 2015. Outside of her advisory role, she works as a Senior Manager in Global Marketing and Business Analysis at SYKES Enterprises. Lanark Financial provides investment management, financial planning, and 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 utilizes both discretionary and non-discretionary strategies with a range of program-based account offerings.

Ryan Nickel is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Jaffe Tilchin, he was employed at the University of Tampa and Woodforest National Bank. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, institutional consulting, and private placement assistance, managing accounts on both discretionary and non-discretionary bases with a focus on performance review and private fund operational services.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley and Fidelity Investments. Prior to his career in finance, he spent five years at Twin River Casino. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm’s investment approach is quantitative, using factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts.

Michael Lankford is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and one year of industry experience. Prior to entering financial services, he worked for sixteen years with Hillsborough County Schools. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and model portfolios.

Perry Nafziger is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes tenures at LPL Financial and Independent Financial Partners before joining IHT Wealth Management in 2018. In addition to his advisory role, he provides tax preparation and accounting services through Perry FG Tax and sells insurance products via Equity Wealth Management. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of over 150 advisors.

Michael Strahm is an advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including E*Trade Securities, Fidelity, and TD Ameritrade. He has been with Calton & Associates since 2021. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and other business entities. The firm provides fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and offering both firm-sponsored and third-party investment management solutions.

Shawn Clark is a financial advisor with Continuum Advisory, LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Kalos Management, Kalos Capital, PMB Capital Management, and Center Street Securities. Clark is also involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance options including term life and indexed universal life. Continuum Advisory serves both individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates multiple professional services among its advisors and employs a centralized platform for reporting and asset management.

Andrew Stauff is a financial advisor at Trajan Wealth, L.L.C. in Tampa, FL, with 11 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. Andrew also works as an insurance agent through Trajan Wealth Insurance Solutions. Trajan Wealth provides discretionary and non-discretionary investment advisory services to a broad client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach, integrating tax, estate, and insurance planning within its advisory services.

Kory Lenz is a CFP® professional with 13 years of experience in the financial services industry, currently associated with M HOLDINGS SECURITIES, Inc. He has held positions at Thomas Financial Group and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Tampa Connection, a local nonprofit networking organization. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent firms. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management and a variety of platform providers and sub-advisors.