Fred Barnard Jr. is a financial advisor at Capital Analysts with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 17 years at Legend Equities Corporation. Barnard holds the Series 63 and Series 65 designations. He is also a licensed producer for multiple insurance companies, including American Equity Investment Life Insurance Company and North American Life Insurance Company. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients, offering discretionary and non-discretionary portfolio management, advisor-managed and custom portfolios, and ERISA retirement plan advisory services. The firm’s investment decisions are guided by an in-house research team that employs proprietary screening and model portfolios.

John Thomas is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for eight years, and spent two years with MassMutual. Outside of his advisory role, he leads the live video team at Greater Travelers Rest Baptist Church and operates a recreation and automotive business, JT2 Aero. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages discretionary and non-discretionary accounts and provides unique services including performance-based fee structures and integration of private fund operational support.

Kai Schuster is a financial advisor with Madison Partners in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fisher Investments and Pacific Select Distributors, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Ian Giovinco is a financial advisor at Balefire, LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and has an extensive background spanning over 20 years with firms including Omni Resource Group, Omni Financial Services, and Securian Financial Services. In addition to his advisory role, he owns and operates an estate planning law practice and teaches continuing education courses. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary asset management and financial planning services across a multi-advisor platform managing approximately $2 billion in assets.

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.

Thomas Houlihan is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Concurrent, he worked in various roles in hospitality and retail, including positions at Thriving Hospitality and Menswearhouse. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Christopher Collins is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and previously spent 20 years at Warren Wealth Associates and Commonwealth Financial Network. Collins is also a part-owner of Warren Wealth Associates, a private entity involved in securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by offering wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management, serving both individual and institutional clients.

Christopher Van Horn is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Raymond James & Associates and THE O.N. Equity Sales Company. Van Horn serves on the Finance and Investment Committee as well as the Finance and Operations Board of New Community Church, advising on budget, personnel, and operational matters. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Joseph Jianos is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Capitol Securities Management since 1987 and serves as president of an affiliated insurance agency. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, consulting, and wrap fee programs through both broker-dealer and registered investment adviser platforms. The firm offers a range of managed programs, including discretionary and non-discretionary accounts, and emphasizes due diligence in selecting third-party money managers.

James Cashmore is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Capitol Securities Management, Inc. since 2020. His prior experience includes roles at Franklin/Templeton Distributors, Inc. and Multi-Bank Securities, Inc. in addition to periods outside the industry. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing advisory services through IAR-managed programs, separately managed accounts, and third-party money managers.

Erin Emnett is a financial advisor at Eversource Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc., Rogan & Associates, Inc., Bank of America, N.A., and Merrill. Erin also serves as a financial planner with Rogan & Associates, an RIA. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, utilizing multiple investment programs and offering both advisory and private markets solutions.

Shaun Mathena is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and has one year of industry experience. He has previously worked at Northwestern Mutual and American Mortgage Services, and currently serves as Vice President of Superior Mortgage Solutions, a mortgage company. Mathena is also an insurance agent with Fiduciary First Advisors. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs both model and custom strategies using quantitative analysis and tactical asset allocation, and acts as a subadviser and referral agent to other investment advisers.

Steven Nelson is a Series 65 licensed advisor with 16 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent over a decade at EJM Investments, LLC and its affiliated firms. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Anthony Javarone is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at International Assets Investment Management, LLC and International Assets Advisory, LLC. Since 2016, he has been the managing director and sole owner of the Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting, which provide financial guidance and portfolio management. Concurrent Investment Advisors, LLC is a multi-office advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party managers to align with client goals and risk tolerance.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors. Outside of finance, he owns businesses involved in consulting services and the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and serves over 13,000 clients with a long-term, portfolio-driven investment approach that employs ETFs, mutual funds, and selected individual securities.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

Jared Mcdaniel is a financial advisor at Cornerstone Wealth with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cornerstone Wealth, he worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach focused on model portfolios utilizing ETFs, mutual funds, equities, and fixed income.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Darren Turner is a CFP® with 26 years of industry experience, currently serving at Jaffe Tilchin Investment Partners, LLC. He has been with the firm and Comprehensive Asset Management & Servicing, Inc. since 2011. Outside of his advisory role, Turner is the managing member of Turner & Associates Financial, LLC, where he is involved in the sale of insurance products. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases, provides private placement due diligence, and integrates private fund operational services into client servicing.

Nicholas Klein is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Inc. and Raymond James Financial Services in various capacities. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a rental property management partnership. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with roughly 161 advisors and manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.