Ian Wilson is a financial advisor at Prospera Financial Services, Inc. in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Alinea Engage, Naviant, and Epic. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Margulies is a financial advisor with XML Financial Group in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans, through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and combines fundamental and technical analysis with access to alternative investments and third-party managers to tailor portfolios to client needs.

Stephen Miller is a financial advisor at Lanark Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Jhs Capital Advisors, Inc. since 2010, alongside operating his own CPA practice since 1999. Outside of financial advising, he is a member and investing partner in two restaurant ventures, providing business oversight and financial decision-making. Lanark Financial offers investment management, financial planning, and advisory services to a range of clients, including high-net-worth individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in assets across multiple advisor teams and provides tailored advice through discretionary and non-discretionary arrangements.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial Services from 2002 to 2022 and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and is involved with the Women in Financial Services nonprofit organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of 286 advisors serving over 13,000 clients.

Timothy Bodner is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and ProEquities Inc. Outside of his advisory role, he is the president and owner of Infinity Tax and Financial, a tax preparation and outside insurance sales business. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset types and combines broker-dealer and insurance activities.

Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Robert Dobbs Jr. is a financial advisor at Mutual Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Platinum Wealth Partners, Wells Fargo Advisors, and Citigroup Global Markets. Outside of advising, Dobbs is a certified professional pickleball instructor who teaches individual and group lessons in St. Petersburg, FL. Mutual Advisors, LLC serves a wide range of clients including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through 154 advisors. The firm employs a mix of active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios to clients' objectives.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.

Jesus Pinedo is a financial advisor at Savvy with 13 years of industry experience and holds a Series 65 designation. Prior to joining Savvy in 2024, he worked at Geos Exploration Consulting LLC and Marketwise Private Asset Management LLC. He is also co-owner of Render Business Solutions LLC, a business consulting and translation services firm. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ernest Carrera is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Wealthcare Advisory Partners and Independent Financial Partners, and has been associated with LPL Financial since 2015. Outside of his advisory role, he is a licensed pilot and owns an aircraft through a private business entity. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach that combines fundamental stock selection with quantitative tools and diversified portfolios, while also offering ERISA fiduciary services and operating affiliated broker-dealer and private equity businesses.

James Gariboldi is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including positions at Agfa HealthCare Corporation and Paul Pryor Travel Bags, Inc. Outside of his advisory work, he manages Yellow Dog Trading Company, LLC, a novelty gifts business. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods, supported by its proprietary research platform that covers thousands of mutual funds and ETFs.

Caroline Sorokos is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and SunTrust Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by investment strategies developed by Morningstar Investment Management.

Austin Burnett is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Prior to his finance career, Burnett held various roles in the restaurant industry. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, utilizing a range of investment strategies and third-party management programs.

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Taylor Glad is a financial advisor at Symmetry Partners with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Fidelity Investments, and The Vanguard Group. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, offering model portfolios, separately managed accounts, and outsourced advisory services.

James Tidwell is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Morgan Stanley, and Merrill. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by affiliated sub-advisory arrangements and platform integrations.

Tatiana Stratigaki is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Goldman Sachs, Cetera Advisor Networks, United Capital, and Girard Securities. Tatiana is also a licensed insurance agent. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Charles Okelley is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including prior roles at LPL Financial LLC and Summit Brokerage Services Inc. Outside of advisory activities, he is a business owner of Atlantic Coast Realty Advisors, Inc. IHT Wealth Management serves individuals, high-net-worth clients, corporate and institutional entities, and retirement plan sponsors through discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm utilizes a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to clients’ objectives and risk tolerances.

Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Based in Tampa, FL, he has been with Navy Federal entities since 2023. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both tailored and automated investment solutions.

Gerard Trask is a Series 65-credentialed advisor with 13 years of industry experience, currently serving at Archer Investment Corporation since 2013. He has operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc., where he has been active for 18 years. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.