Kenneth Remsen is a CFP® professional with two years of experience in the financial services industry. He is currently with USAA Investment Services Company and has held previous roles at USAA Life Insurance Company, Fidelity Investments, and the Florida Air National Guard. Outside of his advisory work, he has experience with WalletWise, LLC and a 15-year tenure with the Clay County School District. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Kyle Klatt is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds a Series 66 credential and has two years of industry experience, including roles at multiple firms such as MassMutual Life Insurance Co. and RedHawk Wealth Advisors. Outside of his advisory work, he is the CEO and owner of Pylon Ventures LLC, an independently owned LLC. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and commission-based brokerage and insurance products. The firm utilizes a combination of proprietary programs and third-party money managers, applying various analytical approaches to build client portfolios.

Edward Pipkin Jr. is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise, American National Bank of Texas, and LPL Financial. He is also involved with Xtramile Financial Group and DPL Financial Partners, offering investment and insurance solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a multi-team approach with a broad array of investment tools and affiliated businesses, including a trust company and institutional pension consulting affiliate, to provide integrated financial planning and portfolio management services.

Trevor Taylor is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC. His career includes roles at AAG Capital Inc, Intervest International, and Bertelsen And Taylor Asset Management, among others. Outside of advisory work, he is involved in fixed annuities and life insurance sales, dedicating time to solving income and life insurance needs for clients. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in its asset allocation strategies and manages approximately $1.71 billion in regulatory assets.

Zachary Sutton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cornerstone Wealth. He has previously worked at Mutual Securities, Purshe Kaplan Sterling Investments, and founded Sutton Wealth Advisors. In addition to his advisory role, he sells fixed life, disability, and long-term care insurance as an insurance agent. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, and corporations. The firm offers comprehensive portfolio management and financial planning services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Michael Connors is a financial advisor at McAdam LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Franklin Templeton Financial Services Corp. and Franklin Distributors, LLC. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios with a range of securities and specialized exposures tailored to client objectives.

Michael Mccord is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at LPL Financial, LLC, and Independent Financial Partners. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection alongside quantitative tools and diversified model portfolios, and it offers a range of advisory and fiduciary services through a network of over 150 advisors.

Charles Dhanraj is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BlackRock Investments and CITIGROUP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with oversight by an Investment Committee.

Donald Todd is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OneSeven. His prior work includes roles at SunTrust Investment Services and various wealth management firms. Outside of advising, he is president and owner of Military Pike Racing Stables, where he buys, sells, and races thoroughbreds. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

David Goss is a CFP® with five years of industry experience, currently serving as an advisor at Facet since 2026. Prior to Facet, he worked at Tapfin/EY for five years and has been a fitness trainer at EOS Fitness since 2020. He also teaches graduate-level music education courses as an adjunct assistant professor at the University of Florida. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, using technology-driven processes and model-based asset allocations primarily focused on exchange-traded funds. The firm offers a flat subscription pricing model rather than percentage-of-assets fees and integrates planning across its multi-advisor platform.

Anna Massey is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. She holds a Series 65 designation and has experience working at Trent Capital Management and Gate City Signs and Graphics. Massey joined Jaffe Tilchin in 2025 and has been with the firm for one year. 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, financial planning, institutional consulting, and private placement services, managing accounts on both discretionary and non-discretionary bases and conducting due diligence for qualified investors.

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Colton Nussel is a financial advisor at Advisory Services Network with a Series 65 credential and two years of industry experience. He has previously worked at Drew Capital Group and Paychex Inc. In addition to his advisory role, he is an insurance agent involved in the sale and service of insurance and annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement-plan consulting through a network of 208 independent advisers managing approximately $8.6 billion in client assets.

Jonathan Dahl is a financial advisor at Principal Advised Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, TD Ameritrade, and other financial institutions. His current role includes providing investment advice to Principal retirement plan participants regarding distribution options at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary investment management program, leveraging proprietary models and third-party methodologies while operating as part of the Principal Financial Group family.

Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.

Bryant Abramowitz is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Fidelity, Charles Schwab, NorthCoast Asset Management, and Quasar Distributors. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized ETF-based portfolio approach combined with specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Benjamin Brown is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. and CORE Capital Markets LLC. Before his career in finance, he spent four years in full-time education and three years working at Garden Hills Pool. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and managing accounts through both firm-sponsored programs and third-party money managers.

Edwin Gill is a financial advisor at IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation. He has experience with LPL Financial, Raymond James Financial Services Advisors, Inc., and Raymond James Financial. Outside of finance, he operated Lee Fisher International DBA Tarpon Fishing Outfitters for several years. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and algorithmic investment options through a network of approximately 153 advisors.

Chad Chubb is a CFP® and Series 66-licensed advisor with 14 years of industry experience, currently affiliated with Vicus Capital, Inc. He has held roles at Vicus Capital since 2011 and Wealthkeel LLC since 2015. In addition to his advisory work, Chubb hosts a financial planning YouTube channel and co-hosts the Physician Cents podcast. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Robert Alvarez is a CFP® professional with 32 years of experience in the financial advisory industry. He is currently with Lanark Financial, Inc. in Tampa, FL. His prior experience includes five years at Jhs Capital Advisors, Inc. and one year at Gunnallen Financial, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program platforms.