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.

Cynthia Ochal is a Certified Financial Planner® at Apollon Wealth Management, LLC with 31 years of industry experience. She has held roles at several firms including Cascade Wealth Management, Inc. and Cabot Lodge Securities LLC. Outside of financial advising, she is involved with Apollon Insurance Group, LLC and participates in managing a rental property through Deep Dish Holdings, LLC. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth families, family offices, and other client types. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning and portfolio management, leveraging fundamental analysis, ESG models, and technology tools such as generative AI.

Maraud Pemberton is a financial advisor with USAA Investment Services Company, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. Prior to joining USAA, he worked at Morgan Stanley and Principal Life Insurance Company. Outside of finance, he works as a bartender and server at Outback Steakhouse. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and acts mainly as a referral intermediary rather than managing client assets directly.

Ryan Peeler is a financial advisor at IHT Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and has worked at IHT Wealth Management, LPL Financial, Royal Alliance, Midflorida Credit Union, and Boing Jump Center. He also manages Peeler Financial, a separate business entity for tax and investment purposes. 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 to manage diversified portfolios across various asset classes and offers discretionary asset management, financial planning, ERISA consulting, and a proprietary wrap-fee program through a network of approximately 153 advisers.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Drake Wellborn is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lumos Fiber, The Club at Glenmore, Veritas Vineyards and Winery, Campus Ink, Hampden-Sydney College, Lake Forest College, Woodberry Forest School, and The Covenant School. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs a multi-adviser team to tailor investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often incorporating mutual funds, ETFs, and individual equities.

Lynn Stebbins is a CFP®-certified financial advisor with 10 years of industry experience, currently with Calton & Associates, Inc. in Tampa, FL. Her prior experience includes roles at Gwn Securities, Inc., Securian Financial Services Inc., and David Lerner Associates, Inc. She serves as secretary for the West Palm Beach New Business Leader Chapter of Networking Professionals International. Calton & Associates is a registered investment adviser, broker‑dealer, and insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and commission-based brokerage and insurance products, using a mix of analytical strategies and both firm-sponsored and third-party money managers.

Bruce Shindelman is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages accounts on discretionary and non-discretionary bases and offers private placement due diligence and allocations for qualified investors.

Amanda Tilchin is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at PricewaterhouseCoopers, LLP for six years and was involved with Tilchin & Associates for ten years. In addition to her advisory role, Ms. Tilchin is a Certified Public Accountant with Tilchin Consultants, LLC, where she prepares tax returns and provides consulting services. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors, integrating private fund operational services into client servicing.

Sabrina Frank is a financial advisor at Integrity Advisory Solutions in Tampa, FL, holding a Series 65 credential. She has been in the industry since 2021, with prior experience at Rise Management and Gemini Financial Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms.

Richard Sharpe is a financial advisor with Capital Analysts and holds Series 65 and Series 63 licenses. He has 17 years of industry experience, including roles at PlanMember Securities Corporation and West Coast Financial. Outside of his advisory work, he is involved in education as a substitute teacher and soccer coach at local schools in Lutz and Tampa, Florida. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing portfolio management and retirement-plan advice through a network of independent advisors and in-house teams. The firm combines discretionary and non-discretionary investment management with proprietary screening processes and collaborates with third-party managers and institutional partners.

Michael Farmer is a CFP® with 13 years of experience in financial services, currently with USAA Investment Services Company. His prior roles include positions at Charles Schwab Bank and various USAA financial affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering non-comprehensive Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Hunter Mills is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked at several firms including MyFundedFutures and The Retirement Planners. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing a mix of long- and short-term approaches with portfolios typically including mutual funds, ETFs, and individual equities.

Gerald Glick Jr. is a CFP® with 30 years of industry experience, currently serving at Calton & Associates, Inc. since 2009. Prior to this, he worked at Transamerica Financial Advisors and Boyd Senior Planning, Ltd. He is the owner of Advanced Retirement Planning, Inc., a business focused on fixed and traditional insurance sales, including fixed annuities, long-term care, and life insurance. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

Richard Happle is a CFP®-credentialed financial advisor with 43 years of industry experience. He has been with Jaffe Tilchin Investment Partners since 2020 and previously worked at HD Vest Advisory Services and Jaffe Tilchin Wealth Management. Outside of investment advisory, he provides insurance consultation and policy services as a licensed agent. 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 private placement services, managing accounts on both discretionary and non-discretionary bases.

Kevin Bachmann is a financial advisor with Cape Investment Advisory, Inc., holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has held roles at several firms, including First Asset Financial and Intervest International Equities Corp. He is also the owner of Bachmann Financial Group, an insurance brokerage and consulting business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm tailors asset allocation plans based on clients’ financial situations and uses both internal and external portfolio management resources with regular reviews.

Cheryl Sutter is a financial advisor at Mariner Independent with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and American National Bank of Texas. She is also involved with Xtramile Financial Group, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Caleb Cetina is a financial advisor with IHT Wealth Management LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial and several other firms in various roles. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm tailors portfolios using proprietary model portfolios, third-party managers, and discretionary mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.