Steven Cere is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and BB&T Securities. Outside of his advisory role, he is an owner of a real estate holding company in Dunedin, Florida. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base that includes individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of strategies.

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.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Riskalyze and SEI Investments Management Corp. He also serves as a Senior Advisor Consultant, assisting financial advisors with Aptus Capital Advisors’ investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, combining technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Kelly Collins is a financial advisor at Yale Capital Corp. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, World Financial Group, and KeyBank. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions, employing fundamental analysis and tax-sensitive techniques to customize portfolios. The firm manages assets primarily on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.

Brian Bristow is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at The Ridgeback Group, LLC, Jiffy.AI, and CUNA Mutual Group, including CUNA Brokerage Services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down process, offering customized portfolio management through discretionary and model-based allocations.

Justin Kelly is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes.

Solomon Kilgroe is a financial advisor at Cyndeo Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments, Inc. Kilgroe serves on the board of directors for Eckerd College and is involved in a fitness-related business as a limited partner. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models and third-party managers, investing across various asset classes while integrating investment advice with comprehensive planning and business advisory services.

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.

Jake Feldman is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds the Series 66 designation and has three years of industry experience. Prior to his current role at Concurrent, Feldman worked at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with roughly $15.7 billion in assets under management across a multi-office platform.

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.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent, he worked at the University of Tampa and Scituate High School. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing a long-term, customized approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Kyle Medley is a financial advisor with M Holdings Securities, Inc. in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to joining M Holdings Securities in 2020, he worked at Sentry Insurance from 2015 to 2020. In addition to his advisory role, he is involved in sales of 401(k) and disability income plans through Thomas Financial. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services, including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Steffen Beck is a financial advisor with Advisory Services Network in Tampa, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He previously worked at Kopernik Global Investors, Foreside Fund Services, and Raymond James & Associates. Outside of his advisory role, he manages Frances LLC, a real estate-related business in Tampa. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers various engagement types and employs a diversified investment approach including asset allocation, rebalancing, and the use of multiple security types and third-party managers.

Saad Rahmouni Idrissi is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2022. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 educational institution. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides multiple program structures and combines advisory and commission-based brokerage services.

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.

Jason Walters is a financial advisor with Cary Street Partners who holds the Series 63 and Series 66 designations and has 16 years of industry experience. Prior to joining Cary Street Partners in 2024, he held roles at Truist Advisory Services and BB&T from 2016 to 2024. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers a range of services such as portfolio management, financial planning, and fiduciary retirement plan services, utilizing proprietary strategies and AI tools alongside human oversight in its investment process.

Patrick Dupont is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. and McKay Wealth Management Group LLC. Outside of financial advisory roles, he has experience in the hospitality and service industries, including positions at The North Hero House Inn & Restaurant and Otter Creek Awnings. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis to align investments with client objectives.

Amy Powell is a CFA® charterholder with 11 years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at Corient Services LLC, CIPW Service Company, LLC, Corient, and CI Doyle Private Wealth, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of model strategies and alternative investments, operating both proprietary and third-party platforms.