William Hallmann is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has held various roles across firms including LPL Financial, Craft Asset Management, and Hallmann Financial Resources. In addition to his advisory work, Hallmann owns and manages a CPA firm, Hallmann Advisors, CPAs, P.C., specializing in tax preparation and accounting, and serves as Vice President at Bespoke Tax Strategy and PCA, P.C. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-term investment approach with tailored advisory relationships, utilizing fundamental, technical, and options strategies.

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.

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicolas Toadvine is a CFP® professional with 26 years of experience in the financial services industry, currently serving at Calton & Associates, Inc. since 2016. In addition to his advisory role, he teaches personal finance at Florida Southern College, serves on the board of the YMCA of West Central Florida, and provides financial education through employer-based workshops. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple management options and distinct program structures, including wrap programs and separate account platforms.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Lincoln Investment Planning, Legend Advisory, and Ameriprise Financial Services. In addition to her advisory role, she provides life and disability insurance to clients as a licensed agent. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and its in-house investment management team.

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.

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.

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.

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.

Sharyn Hyla is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya, Valic Financial Advisors, and ADP Inc. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

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.

Andrea Bernard is a financial advisor at OneSeven with one year of industry experience. She holds a Series 66 designation and has previously worked at Structure Wealth Management, OneSeven, Towne Wealth Management, and Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements, and it offers both discretionary and non-discretionary management arrangements.

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, 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 at OnePoint BFG Wealth Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at notable firms including Northwestern Mutual Wealth Management Company and Neil Effer. Outside of her advisory role, she is a 50% owner of Urban Woodcrafters, a non-financial business based in Tampa, Florida. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client portfolios, integrating technology and operational outsourcing into its service delivery.

James Warren Jr. is a financial advisor at G. A. Repple & Company with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mangrove Financial Group since 2016. Outside of his advisory role, Warren is involved in multiple independent representative activities in network marketing and insurance services, including legal, dental, and life insurance. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers discretionary and non-discretionary management, as well as multiple account options including Biblically-Responsible Investing strategies.

Jesse Brownfield is a financial advisor at Sequent Planning, LLC in Tampa, FL, holding a Series 65 designation. He has experience working with several firms since 2018, including Phase Financial and BayTrust Financial, and has served as an insurance agent specializing in fixed annuities and life insurance since 2020. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes diversified investment strategies and risk management.

Dhaval Desai is a CFP® with 18 years of industry experience, currently serving at USAA Investment Services Company since 2018. He has held various roles within USAA-affiliated entities since 2014. Outside of his advisory work, he is a silent partner in the National Board for Neonatal Resuscitation. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment management.