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.

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.

Scott Petrucci is a financial advisor at Vicus Capital, Inc. with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Vicus Capital since 2001, with prior roles at Cetera Wealth Services and Boxey Financial Services. Outside of his advisory work, Petrucci is a singer-songwriter performing under the name Johnny Arrowhead, writing and recording original music. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside standard advisory services.

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.

Stanley Black is a financial advisor at Yale Capital Corp. with 15 years of industry experience. He holds a Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which manages timber land for investment and recreational use. Yale Capital Corp. serves high-net-worth individuals, families, private investment funds, and U.S. institutions by providing investment management and financial planning through separately managed accounts. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolios while offering discretionary management and negotiated performance-based fees for qualified clients.

Chandler Dutram is a financial advisor at RFG Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities, IFS Securities, and Florida Financial Advisors. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily uses discretionary management with a range of model strategies and third-party platforms, and it serves unique clients such as investment companies and state or municipal entities.

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.

John Scott is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Elevate, he worked at Brad H. Cox Racing and Dicks Sporting Goods, and has experience in academic and community settings at the University of Kentucky and the Jewish Community Center. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, using a combination of mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals to implement financial strategies.

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.

William Comber is a CFP® professional with one year of industry experience. He currently works at RFG Advisory, LLC and has previously been employed at Members Trust Company, Family First Life, the University of South Florida, and Publix Super Markets. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and consulting services, leveraging various model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

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.

Grant Dobbs is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Mutual Advisors, LLC since 2023 and previously at Directed Capital for one year. Prior to his financial advisory career, he spent 14 years at Canterbury School of Florida and four years at Florida State University. Mutual Advisors, LLC serves a diverse range of clients including individual investors, trusts and estates, retirement plans, and institutional investors. The firm combines active and passive strategies tailored to client objectives and is notable for its scale, managing approximately $9.45 billion across 154 advisors and serving unique institutional clients such as sovereign wealth funds.

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.

Meagan Calvert is a financial advisor at StoneX Advisors Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Inc., Cetera, Raymond James & Associates, Inc., and Abbey, Adams, Byelick & Mueller LLP. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a range of model-based solutions and third-party money managers supported by platforms such as Envestnet, Advyzon, and Pontera for portfolio implementation and tax-aware services.

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.