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.

Michael Gilbert is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Wells Fargo Clearing. Gilbert is also a registered insurance agent who speaks with clients about insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for other advisers.

Michael Degenova is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jaffe Tilchin Wealth Management since 2010. In addition to his advisory role, he serves as president of 1-12 Financial LLC, overseeing insurance production. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, third-party manager selection, and private placement due diligence for qualified investors.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

John Cleary is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Bancwest Investment Services, and Charles Schwab. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets.

James Petkoson is a financial advisor with Calton & Associates, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Calton & Associates since 2010, following earlier roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and brokerage services with tailored investment recommendations and a variety of program structures including firm-managed wrap programs and separate account platforms.

Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Steven Cere is a Series 66-licensed financial advisor at Cary Street Partners with 14 years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Merrill. Outside of his advisory role, he is an owner of S&L Real Estate Holdings, LLC, a real estate business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base including state and municipal government entities and insurance companies.

Illya Bermant is a financial advisor at McAdam LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab, Fisher Investments, and Walser Wealth Management Company. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of strategies including discretionary investment management, retirement-plan consulting, and a subscription-based financial planning service.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Nicholas Giallourakis is a financial advisor at NFSG Corporation with 24 years of industry experience. He holds the Series 66 designation and has worked at NewBridge Securities Corporation since 2016. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a variety of instruments and offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection.

Brian Bristow is a financial advisor at Csenge Advisory Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at firms including Ridgeback Securities, Ltd, The Ridgeback Group, LLC, Jiffy.AI, CUNA Brokerage Services, Inc., CUNA Mutual Group, M HOLDINGS SECURITIES, Inc., and Equity Services, Inc. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach to portfolio management, offering customized discretionary and model-based investment solutions.

Kenneth Allgood is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. He is also the owner of Allgood Financial Services, which provides income tax preparation, and operates an eBay business selling new and used goods. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities, utilizing a range of analytical approaches to build portfolios tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary management with options including wrap programs, separately managed accounts, and Biblically-Responsible Investing models.

Rodger Elgar is a Series 65 licensed advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He has worked at Jaffe Tilchin since 2008. Outside of advisory services, he is also engaged in insurance sales. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, private placement due diligence, and acts as adviser to a privately placed fund specializing in volatility/arbitrage and options trading strategies.

Zubin Hodiwalla is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Kelly Montague is a financial advisor with Fifth Third Wealth Advisors LLC in Tampa, FL. She holds a Series 65 credential and has experience working at Andersen Tax, LLC and Reilly, Fisher, & Solomon, P.A. Prior to joining Fifth Third Wealth Advisors in 2026, she spent nine years in legal practice. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers diversified portfolio management services with an emphasis on household-level investment policy statements and integrates resources from its parent bank and affiliates in its investment process.