William Premock is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley and Wells Fargo Advisors. Outside of his advisory work, he manages operations for a boating LLC through which he charters his boat occasionally. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, supported by both affiliated and independent sub-advisers.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Symmetry Partners, he worked at Morgan Stanley and Fidelity Investments, and earlier held a position at Twin River Casino. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and advises registered investment companies including mutual funds and an ETF. The firm employs a quantitative, research-driven investment approach using Modern Portfolio Theory and factor-based methods across various asset types.

Brian Serimian is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates through customized portfolios and a long-term investment approach.

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.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has five years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized 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 a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at E*Trade Securities LLC and E*Trade Capital Management LLC from 2012 to 2019. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and a broker-dealer, offering multiple program structures and investment approaches tailored to client goals and risk tolerance.

Shawn Clark is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Kalos Management, PMB Capital Management, and Center Street Securities. In addition to his advisory role, Clark is involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance products such as term life and indexed universal life insurance. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets with a focus on tailored investment strategies and institutional retirement plan services.

Stephen Fallon is a CFP® with 31 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 22 years. Fallon is also Vice President, Director, and Owner of Suncoast Wealth Solutions, a financial planning and wealth management firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house research team employing proprietary screening processes, with a model that allows advisors to provide customized services and outside business activities alongside advisory services.

Andrew Stauff is a financial advisor with Trajan Wealth, L.L.C. in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2017. In addition to his advisory role, Andrew also works as an insurance agent through Trajan Wealth Insurance Solutions. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach tailored to clients’ risk tolerances and tax situations, integrating investment management with coordinated tax, estate, and insurance services.

William Dale is a financial advisor with Navy Federal Investment Services, LLC, holding CFP® and ChFC® designations and over 19 years of industry experience. His prior roles include positions at USAA Life Insurance Company and USAA Investment Services Company. He serves on several industry-related boards and committees, including the Financial Institution Insurance Council Committee and Procu Credit Union Association. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional overlay services through established custodians.

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.

Joseph Sgroi is a financial advisor with AlphaStar Capital Management and holds a Series 65 designation. He has two years of industry experience and has worked with Strategic Alliance Wealth Planners, Clarity Wealth, Inc., and the UFC. Outside of his advisory role, he owns a retirement workshop that provides investment-related educational content. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers both model and custom portfolio strategies using quantitative and tactical approaches, and provides services including portfolio management, financial planning, and retirement plan consulting.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Financial Corporation for 16 years. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of investment solutions, combining third-party managers and in-house resources across traditional and alternative strategies.

John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

H. Burgess Jr. is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as trustee on several family trust accounts. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and uses a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

Reed Lengel is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at IFS Advisory and IFS Securities from 2015 to 2019 before joining Calton in 2019. 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 employs a range of analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.

Jason Haddad is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked with Independent Financial Partners and Blueprint Wealth Alliance. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, focusing on mutual funds and ETFs to tailor portfolios to client goals.

Brad Heagy is a CFP® professional with two years of industry experience, currently serving at Fifth Third Wealth Advisors LLC. He previously worked at BNY Mellon Wealth Management for thirteen years. He is also a one-third owner and author at OGNIR LLC, a children's book company based in Tampa, Florida. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers while leveraging resources affiliated with its parent company, Fifth Third Bank.

Jeffrey Marston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 22 years before joining Calton & Associates. Outside of his advisory role, Marston owns and manages MARSTON & BURTON INC, an investment-related business based in Fairhope, AL. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through a variety of program structures and analytic approaches.