Ali El Sayed is a CFP®-certified financial advisor with six years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Morgan Stanley and Franklin Templeton. Outside of finance, he serves as a soccer referee with Florida Soccer Referees. Brookwood Investment Group is a multi-advisor firm managing over $1 billion for more than 3,000 clients, offering a range of portfolio management, financial planning, and retirement-plan advisory services through a combination of passive, active, tactical, and blended investment strategies.

Kyle Klatt is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton & Associates, he has worked at several firms including MassMutual Life Insurance Co. and MML Investors Services LLC. Klatt is also the CEO and owner of Pylon Ventures LLC, an independently owned limited liability company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of investment program structures and combines advisory services with commissionable brokerage and insurance products through its dual registration.

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.

Zachary Sutton is a CFP® professional at Cornerstone Wealth with nine years of industry experience. He has held roles at firms including Mutual Securities, Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors. In addition to his advisory work, he sells fixed life, disability, and long-term care insurance as well as fixed and fixed indexed annuities. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning primarily through model portfolios, integrating external managers and alternative investments, with ongoing reviews aligned to client objectives.

Michael Connors is a financial advisor at McAdam LLC in Tampa, FL, holding Series 65 and Series 63 licenses with 23 years of industry experience. His prior roles include positions at Franklin Templeton Distributors IC 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 client portfolios with a range of investment strategies and incorporating specialized exposures such as direct indexing and private investment funds.

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.

Richard Crowne is a financial advisor with Concurrent Investment Advisors, LLC in Bradenton, FL, holding a Series 63 designation and 38 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo, and currently serves as CEO of RAC Securities LLC, a personal business entity. 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 employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

Chandler Dutram is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities L.L.C., IFS Securities, Inc., Florida Financial Advisors, and Florida State University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Jonathan Dahl is a financial advisor with Principal Advised Services in Tampa, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including TD Ameritrade, Charles Schwab, and various Principal Financial Group entities. In his role at Principal Advised Services, he provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodology with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program. As part of the Principal Financial Group family, the firm integrates services across affiliated entities, providing access to proprietary funds and banking products.

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 in Tampa, FL, with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Quasar Distributors, LLC, NorthCoast Asset Management, and Charles Schwab. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and a family office division. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Benjamin Brown is a Series 66-credentialed financial advisor with one year of industry experience. He currently works at Calton & Associates, Inc. and previously held positions at Charles Schwab & Co., Inc., CORE Capital Markets LLC, and has a background in full-time education and other fields. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of program structures and analytic approaches, tailoring investment recommendations to client goals, risk tolerance, time horizon, and liquidity needs.

William Comber is a CFP® professional with one year of industry experience. He is currently with RFG Advisory, LLC and previously worked at Members Trust Company and Family First Life. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various model strategies, alternative investments, and annuity management.

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.

Stacey Mullin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors and Transamerica Financial Advisors, among others. Mullin serves as a board member of MC Lax Inc., a nonprofit organization focused on growing the sport of lacrosse in Manatee County. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and offers customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a primarily long-term investment approach.

Robert Alvarez is a financial advisor at Lanark Financial, Inc. based in Tampa, FL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with Jhs Capital Advisors, Inc. since 2010. Lanark Financial offers investment management, financial planning, and related advisory services to a diverse client base that includes individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and provides both discretionary and non-discretionary advisory arrangements.

Grant Dobbs is a CFP® and Series 65-registered financial advisor at Mutual Advisors, LLC with two years of industry experience. Prior to joining Mutual Advisors, he worked at Directed Capital and spent several years in educational roles at Florida State University and Canterbury School of Florida. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies supported by third-party tools and maintains approximately $8.5 billion in assets under management.

Cynthia Ochal is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. She has held roles at several firms, including Cascade Wealth Management, Inc. and Cabot Lodge Securities LLC. Outside of her advisory work, she is involved in managing a beach condominium rental in Tampa and participates in a holding company focused on property acquisition and management. Apollon Wealth Management, LLC is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a variety of investment vehicles and strategies.

Meagan Calvert is a financial advisor with StoneX Advisors Inc. in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at UBS Financial Services, Inc., Cadaret Grant & Co., Inc., Cetera, and Raymond James & Associates, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a range of proprietary and third-party investment solutions implemented through various platforms, supporting both discretionary and non-discretionary account structures.