James Saylor III is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked with Lincoln Investment since 2016 and The Gabor Agency since 2004. Outside of his advisory role, he serves as Chief Operating Officer of the Shero Group foundation and chairs the Investment Strategy and Board Committee for the Most Worshipful Union Grand Lodge. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Claudia Hall is a financial advisor at Capital Analysts with 10 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Lincoln Investment, Inspire Advisors, LLC, and Thrivent Financial. 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, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

David Swanson is a financial advisor at Highpoint Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has been with Highpoint Advisor Group, LLC since 2013. Outside of his advisory role, he is also a notary public. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities through discretionary asset management, financial planning, and retirement plan advisory services. The firm creates client investment policies via personal consultations and implements portfolios using fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.

Marc Alvis is a financial advisor with Calton & Associates, Inc. in Tallahassee, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Calton & Associates since 2013. Outside of his primary role, Alvis is a partner at Rosenberg Alvis Ambrose Wealth Management. 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 multiple investment program structures and combines brokerage, insurance, and advisory services.

Cody Johnson is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at Lincoln Investment and The Gabor Agency since 2016. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

David Fletcher is a financial advisor with Southeast Asset Advisors, LLC in Tallahassee, FL, holding 22 years of industry experience. He is also a partner in the accounting and consulting firm Lanigan & Associates, P.C., which shares office space with Southeast Asset Advisors. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with individualized portfolios and serves as a private fund adviser through its majority-owned affiliate, Conifer Advisors.

Lynn Hanfman is a financial advisor at Lanark Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Stultz Financial Group and NBC Securities, Inc. for 25 years. Outside of her advisory role, she operates an online jewelry and accessories sales business called Stunning Style Jewelry. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a combination of discretionary and non-discretionary advisory arrangements.

William Mccloud is a CFP® with 30 years of industry experience, currently advising at Level Four Advisory Services. Prior to joining Level Four in 2022, he spent 17 years at Cantella & Co Inc. Mccloud serves on several local committees and nonprofit boards in Tallahassee, including advisory roles related to city planning and community service organizations. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, utilizing model portfolios and a mix of firm-sponsored and third-party platforms.

Eliot Rosenberg is a ChFC® credentialed financial advisor with 43 years of industry experience, currently serving at Calton & Associates, Inc. since 1990. He is also the owner of Rosenberg Alvis Ambrose Wealth Management and has been a member of the finance committee at Lifepoint Church since 1996. 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 both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Kevin Sokolow is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 66 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been involved with Gabor Financial Solutions since 1999. Outside of advising, he serves as president of The Gabor Agency, Inc., which provides insurance and retirement options to employees of Florida state colleges and universities. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and non-discretionary advisor-managed and third-party options, supported by proprietary research and institutional relationships.

Casey Caldwell is a financial advisor at Capital Analysts with 13 years of industry experience. He holds the ChFC® designation and Series 63 license. Caldwell has worked at Lincoln Investment since 2016 and is also affiliated with The Gabor Agency. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

James Mcclenny is a financial advisor with Trek Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Trek Financial since 2018 and previously held roles at Signet Wealth Management, Horter Investment Management, and DeMont Insurance and Financial Services. Outside of investment advisory, Mcclenny is a licensed insurance agent active in life, health, and long-term care insurance sales, serves on the Coca-Cola board of directors, and lectures on financial education for the Council of Financial Educators and the Stavros Center for Economic Education. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools under governance, and provides a wide range of model strategies, alternative-investment access, and customized portfolio overlays.

William Durham is a CFP® professional with seven years of experience at Verity Asset Management and a total of over 40 years in related fields. He has previously worked at AE Wealth Management and has been president of W.M. Durham Associates, LLC, and Corporate & Estate Analysts Inc., where he is involved in insurance sales and service. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models.

Karla Mcfarland is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 65 and Series 63 credentials and seven years of industry experience. Her career includes roles at Lincoln Investment, Agia, Valic Financial Advisors, Raymond James Financial Services, Merrill Lynch, Edward Jones, and Northwestern Mutual Life Insurance Company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Samuel Matteo is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment, Gabor Financial Solutions, Edward Jones, and SunTrust Bank. Outside of finance, he has experience working with the Florida Senate and in the food service industry. Capital Analysts serves a diverse client base of retail and institutional investors, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and utilizes both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

Michael Lea is a financial advisor with Lanark Financial, Inc. based in Tallahassee, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at NBC Securities, Inc. for 26 years and concurrently maintains a long-term career with FedEx and service in the U.S. Navy Reserves. Lanark Financial, Inc. provides investment management and advisory services to a range of clients including individuals, retirement plans, and institutional entities, managing approximately $1.78 billion in client assets. The firm employs both discretionary and non-discretionary arrangements and offers program-based accounts through multiple platforms.

Christopher Harrison is a CFP® professional with seven years of industry experience. He has worked at Verity Asset Management since 2020 and previously was with AE Wealth Management, LLC and Government Personnel Benefits Service. Outside of his advisory role, he serves as Vice-President at two insurance agencies, W.M. Durham Associates, LLC and Corporate and Estate Analysts, Inc. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process with tactical asset allocation across diverse asset classes and offers both internally managed and third-party strategies.

Matthew Romano is a financial advisor with Capital Analysts based in Tallahassee, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at Lincoln Investment, The Gabor Agency, and Mutual of America Securities LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Larry Sokolow is a financial advisor with Capital Analysts, holding the ChFC® designation and 57 years of industry experience. He has worked at Signator Investors, Inc. since 2015, Safeco Investment Services, Inc. since 2002, and The Gabor Agency, Inc. for 54 years. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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 advisors and firm-managed programs.

Sabrina Hartley is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Capital Analysts and Lincoln Investment since 2017. Outside of her advisory work, she serves as an elected board member of the Tallahassee League of Women Voters. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and firm-managed programs.