William Allen Jr. is a financial advisor at Calton & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corp. Outside of his advisory role, he is the owner of Bay Financial Solutions, LLC. 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 employs tailored investment recommendations and manages multiple program structures, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

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.

Philip Franco is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation and with one year of industry experience. His career history includes roles at Calton & Associates and previous experience outside the industry, including positions at Virtuoso Valet and the University of Tampa. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers tailored investment recommendations through various program structures and combines brokerage and insurance operations alongside its advisory services.

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.

Montana Herron is a financial advisor with USAA Investment Services Company holding a Series 66 designation and four years of industry experience. Prior to joining USAA, Herron worked at Morgan Stanley, NYLife Securities, New York Life Insurance Company, and Regions Bank among other firms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers Retirement Income Strategy Reports and refers clients to Charles Schwab for investment products and account services, operating mainly as a retirement-advice intermediary rather than a portfolio manager.

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.

Scott Powell is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Aegis Capital Corp. since 2010 and is also president and owner of Powell Financial Group, which focuses on fixed insurance products, health insurance, long-term care, and disability income. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Braden Doherty is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and involvement with LaserOps Arcade. 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 various program structures, including wrap programs and separate account platforms, and integrates both commission-based and fee-based services tailored to client goals and risk profiles.

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.

Brandon Nichols is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Citi, Stridepoint, and Angels Senior Living before joining Verus. Nichols is also involved with The Pinnacle Group, a non-variable insurance business. Verus Capital Partners is a fee-based advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring investment strategies to clients’ time horizons, risk tolerance, and tax considerations.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Strategic Wealth Designers in 2025, he spent 20 years with Prudential Insurance Company of America and Pruco Securities, LLC. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies, often implementing these plans on a discretionary basis.

Michele Del Sordo is a financial advisor with Consolidated Portfolio Review Corp in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Michele’s prior roles include tenure at J.W. Cole Financial, LPL Financial, and Principal Financial Services. Outside of advisory work, Michele serves as an executor of an estate. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs strategic asset allocation supported by fundamental and technical analysis through both proprietary model portfolios and allocations to third-party advisors.

Ryan Kiernan is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley and Fidelity Investments. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines commission-based product sales with asset management fees through its dual registration as both a registered investment adviser and broker-dealer.

Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment management and financial planning services.

Luis Sanabria is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and T. Rowe Price. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of managed program options and access to multiple third-party investment advisers.

Andres Castro is a financial advisor at Independent Financial Partners in Tampa, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliates. Independent Financial Partners is a national firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm is noted for its retirement-plan advisory and pension consulting capabilities, serving individual, charitable, corporate, and high-net-worth clients.

Ryan Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 66 license. Prior to his current role, he has been affiliated with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2011. Outside of his advisory work, he serves as Vice President and volunteer board member of a condominium association in Orlando, FL. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions using both discretionary and non-discretionary strategies.

Corey Ward is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Voya Financial Advisors, Inc. in Tampa, FL and has held prior roles at firms including Impact Partnership Wealth, Market Guard, and Grow Financial Federal Credit Union. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and broker-dealer.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting services.

Timothy Schultz is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with J. W. Cole Advisors and J. W. Cole Financial since 2014. Outside of his advisory role, he is the owner and photographer for Black & Whote Ventures LLC, a photography business he has operated since 2004. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.