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.

Robert Thigpen is a financial advisor at Cyndeo Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Hoornstra Financial Group. Outside of his advisory role, he manages an agricultural farm land entity with limited administrative duties. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and consulting. The firm uses customized investment models and a broad range of asset classes, and it offers specialized business advisory services for middle-market clients.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

Karrisa Marinez is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Coffee Uniting People. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, investment management, financial planning, and retirement services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

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 specializing in Excel and VBA programming. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Vincent Munno is a CFP® with 35 years of experience in the financial services industry. He is currently an advisor at Simplicity Wealth, a multi-team firm, and has held roles at several related entities since 1991. Outside of advisory work, he is president of Universal Financial Consultants and Broker Insurance Marketing, which wholesale fixed insurance products to independent insurance agents. Simplicity Wealth serves a diverse client base including individuals, retirement plans, institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, supported by ongoing portfolio monitoring and third-party manager due diligence.

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.

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 industry experience, currently with Capital Investment Advisors, LLC. His career includes roles at Sagace Wealth Management LLC and several positions at Fidelity Brokerage Services, LLC. Clark has ownership experience in a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources.

Joseph Dise is a financial advisor at Compass Financial Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass since 2020. He also founded and continues to operate Dise Wealth Management Incorporated, established in 2007. Compass Financial Management serves individual and high-net-worth clients, along with pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis across various asset classes.

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, following roles at Harwood Advisory Group, LLC and T. Rowe Price Investment Services, Inc. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house resources alongside access to private investment solutions and formal pension consulting services.

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 designations and 19 years of industry experience. Prior to joining OnePoint BFG Wealth Partners in 2026, Jean worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management, among other firms. Outside of advising, Jean is a 50% owner of Urban Woodcrafters, a non-financial services business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.

James Warren Jr. is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has previously worked at Mangrove Financial Group, Marathon Marketing, Pfs Investments Inc, and Primerica Financial Services. Outside of his advisory role, he is involved in several non-investment business activities including independent representation in network marketing, legal and life insurance services, and acting as a referral partner for health and senior medical services. G. A. Repple & Company provides investment advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerances and offers both discretionary and non-discretionary portfolio management, as well as multiple investment program options including Biblically-Responsible Investing.

Jesse Brownfield is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and based in Tampa, FL. He has experience working at firms including BayTrust Financial, Phase Financial, and Royal United Mortgage, as well as service at the United States Military Academy. Additionally, he is an insurance agent specializing in fixed annuities and life insurance. Sequent Planning, LLC operates as Futurity First Wealth Management, serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of advisors using a structured risk framework and diversified investment strategies.

Thomas Harper is a Series 65-credentialed advisor with Gradient Advisors, LLC, where he has worked since 2018 and has 13 years of industry experience. He is also involved with Heritage Financial Wealth Management, Senior Insurance & Retirement Benefits Group, Fidelity Atlantic, and Black Card Consulting, a data management and consulting business he owns. Additionally, he volunteers with the Senior Benefits Foundation, conducting Social Security and Medicare workshops. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and third-party money managers to tailor client portfolios, typically on a non-discretionary basis.

Leonardo Irizarri is a financial advisor at Csenge Advisory Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Wealth Transfer Advisors, LLC and Wealth Transfer Consultants, LLC since 2016. Outside of advising, he serves as an agency supervisor and insurance agent at Wealth Transfer Consultants, an independent insurance agency. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down approach to tailor portfolios through discretionary or model-based management.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Michael Crowne is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at RAC Securities, Rok Financial, and Innovation I360. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities tailored to client goals and risk tolerance.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Crystal Beach, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Calton & Associates since 2003. Outside of his advisory role, he is an independent insurance agent appointed with various companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple program structures and combines brokerage, insurance, and advisory services.