Don Adwell is a financial advisor with Capital Analysts who holds a Series 65 designation and has 14 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011 and also serves as a volunteer board member for the Tampa Firefighters Museum and as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Additionally, he is a licensed agent offering fixed annuities and life insurance through West Coast Financial Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Nathan Croyle is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has prior work history at SRS Capital Advisors, LLC dba Norte Advisors, LLC, Norte Advisors, LLC, and N8 Enterprises LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 48 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals with various program structures and analytic approaches.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.

Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 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.

Jeremy Leeds is a CFP® professional at BLBB Advisors with three years of industry experience. He has worked at BLB & B Advisors, LLC since 2020 and was previously associated with Temple University for four years. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and specialized strategies, including a Global Macro ETF strategy and an equity covered-call overlay for additional portfolio income.

Marc Ardizzone is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has 17 years of industry experience. Mr. Ardizzone has been with Jaffe Tilchin since 2008 and is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and institutional consulting, including private placement due diligence and management of pooled investment vehicles.

Lee Mezrah is a financial advisor with M Holdings Securities, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been associated with M Holdings since 2001 and has operated his own firm, Lee A. Mezrah, Inc., providing investment advisory services since 1994. Outside of his advisory work, he serves as Treasurer of the 1000 Water Street Condominium Association. M Holdings Securities, Inc. serves a nationwide client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by both in-house portfolio managers and third-party sub-advisors.

Dominick Ciocia is a financial advisor at B. Riley Wealth Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Brett Witkowski is a CFP® with 17 years of industry experience and is affiliated with Jaffe Tilchin Investment Partners, LLC. He has worked at J.W. Cole Financial Inc. and Jaffetilchin Wealth Management since 2008. Witkowski is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and private placement services. The firm manages both discretionary and non-discretionary accounts and offers specialized services such as private fund operational support and performance-based fee structures.

Armand Atkinson is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Lanark Financial, Inc. and has worked at NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers program-based accounts through multiple platforms, combining discretionary and non-discretionary arrangements.

Maria Atkinson is a financial advisor at Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation with 16 years of industry experience. She has been with NBC Securities, Inc. since 2015. Outside of her advisory role, she works as a Senior Manager in Global Marketing and Business Analysis at SYKES Enterprises. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and utilizes both discretionary and non-discretionary strategies with a range of program-based account offerings.

Ryan Nickel is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Jaffe Tilchin, he was employed at the University of Tampa and Woodforest National Bank. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, institutional consulting, and private placement assistance, managing accounts on both discretionary and non-discretionary bases with a focus on performance review and private fund operational services.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley and Fidelity Investments. Prior to his career in finance, he spent five years at Twin River Casino. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm’s investment approach is quantitative, using factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts.

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.

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 with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. 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 individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

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.