John Steele Jr. is a Series 65 credentialed advisor with RFG Advisory, LLC, based in Lutz, FL. He has two years of industry experience, including roles at Fisher Investments and Independent Financial Partners prior to joining RFG Advisory. RFG Advisory serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a variety of model strategies and third-party platforms.

Angela Seguro is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment and West Coast Financial Inc since 2017, as well as Cuna Brokerage Services and Suncoast Credit Union from 2015 to 2017. She is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and in-house investment management.

Kyle Wright is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 11 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2013 and holds a Series 65 designation. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, and institutional consulting services. The firm manages a range of accounts and provides private placement due diligence and capital allocation for qualified investors.

Anthony Smith is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2015. In addition to his role there, he is the owner of Windward Wealth Management and a partner in Windward Insurance & Tax Services, where he is involved in insurance and tax preparation services. Calton & Associates is a registered investment adviser that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and the ability to manage assets directly or via third-party money managers, using a mix of analytical investment approaches.

Sheldon Frantz is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including MML Investors Services, MassMutual Life Insurance, and Guardian Life Insurance Company. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering various investment programs and managing approximately $4.21 billion in client assets through about 173 advisors.

Bret Smith is a CFP® and ChFC® with 37 years of experience in the financial industry. He is affiliated with Capital Analysts and has held leadership roles at West Coast Financial Group, Inc. since 1986 and Lincoln Investment Planning, Inc. since 2005. Outside his advisory work, he is a co-owner of a firearms training business and serves on the finance committee and as a deacon at Creekside Church. Capital Analysts provides investment management and advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through its own Investment Management & Research team and a network of independent advisor representatives.

Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. 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 across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Leonardo Mateus Murcia is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, without managing client assets directly.

Justin Pullaro is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Core Planning and Moving Worth Forward, having previously worked at firms including Provenance Wealth Advisors, Horace Mann Companies, Columbia Advisory Partners, and operated Pullaro Financial Services for over two decades. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Ana Harwood is a financial advisor at Trustmont Advisory Group, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Management Solutions, LLC and Regenere. Outside of her advisory role, she is an investment advisor representative for AMH Advisory, LLC. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment advice, and portfolio management with a long-term investment approach. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

Ricky Black is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and bringing 40 years of industry experience. He has worked at West Coast Financial, Lincoln Investment, and Horace Mann Investors Inc. Outside of his advisory role, he serves as a licensed insurance agent specializing in Medicare Advantage and Medicare supplement sales. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investments including alternative and privately placed assets.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Valic Financial Advisors and joined IHT Wealth Management and LPL Financial in 2022. Dewitt also operates a separate financial business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting. The firm tailors portfolios using proprietary models, third-party managers, and discretionary mandates, employing fundamental value screening and quantitative optimization in its investment process.

Byron Ison is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Optivise Advisory Services, First Advisors National, Protective Wealth Advisors, and Securities Solutions Group. Outside of advisory services, he is the owner and managing partner of Protective Financial Group, an insurance services firm based in Wesley Chapel, FL. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a diversified mix of firm-developed models, third-party managers, and customized strategies within a structured risk framework.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nancy Barron and Associates, Inc., CL Wealth Management, LLC, and JHS Capital Advisors, LLC. Richardson is currently based in Temple Terrace, FL. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a range of investment platforms and strategies, including the use of third-party money managers and various analytical approaches.

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

David Goldin is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at AAG Capital Inc., 305 LLC, Tiber Capital Group, Parallel, Land Rover, and The Clearwater Group. In addition to his advisory work, David holds a State of Florida Real Estate License and has been involved in managing real estate transactions through his ownership of Goldin Properties LLC. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Quinn Berven is a financial advisor at Capital Analysts with a Series 65 designation and one year of industry experience. His prior work includes roles at Lincoln Investment, Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also involved in insurance services and fixed annuity sales through Transparent Financial Services, LLC. Capital Analysts serves a diverse client base including individuals, 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 nationwide network of advisors and an in-house investment management team.

Kevin Demers is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 13 years of industry experience. He has been with various USAA-affiliated entities since 2012, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to assist with retirement planning and refers clients to Charles Schwab for investment products and account services.

Rick Helbing is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously held roles at ChangePath, LLC, Partnervest Advisory Services, LLC, and Suncoast Advisory Group of Sarasota, Inc. He sold non-variable insurance products through Suncoast Advisory Group until 2015. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets under management.