Daniel Ascani is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in a ride-share business supporting his stepson’s operations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates patented software and behavioral economics, utilizing both quantitative metrics and fundamental analysis to guide portfolio management and financial planning.

Shawn Bennett is a financial advisor at Inspire Advisors, LLC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 27 years at Valic Financial Advisors. He serves as a treasurer on a homeowners association board, providing oversight on community repairs and financial matters. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing into its advisory process and employs a range of analytical methods to build portfolios, often utilizing proprietary ETFs and sub-advisors.

Sheryl Bennett is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Valic Financial Advisors and Agia. Outside of advising, she is an independent licensed insurance agent specializing in life, health, and variable annuity products. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients— including high-net-worth individuals— as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Cole Closser is a financial advisor at IPI Wealth Management, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Planners Inc and IDP Connect. Prior to his advisory roles, he held positions at Clark University and Audley Travel. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

Tryssa Pacciulli is a financial advisor at Inspire Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC, Collaborative Wealth, Markey Investment Management, and VALIC Financial Advisors, INC. She is also an independent licensed insurance agent in Gainesville, FL. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment strategies that combine quantitative, fundamental, technical, and modern portfolio theory analyses.

Julia Higginbotham is a financial advisor with Inspire Advisors, LLC in Gainesville, FL. She holds a Series 65 credential and has been with the firm since 2026. Outside of her advisory work, she has been involved with Millhopper Montessori School and operates Piesanos Stone Fired Pizza. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its advisory process and employs a variety of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.

Brandon Peterson is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including DTRT Advisors, DTRT Insurance Services, and Fusion Capital Management. He is also an enrolled agent with the IRS and provides tax and business consulting through Trusted Family Partners, LLC. Coppell Advisory Solutions LLC operates under the Fusion Investment Advisors brand, providing discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm employs an open-architecture investment platform with tailored strategies using both fundamental and technical analysis across a broad range of asset types.

Ryan Nowotny is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Saturn Asset Management, Trajan Wealth, Fisher Investments, Edward Jones, and the Florida Department of Children & Families. He is also involved in insurance sales, spending time selling various insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Danny Ward is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at several firms, including ChangePath, LLC and Retirement Wealth Advisors, Inc., and currently serves as president of C10 Financial, where he is involved in insurance sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, charitable organizations, and other RIAs, utilizing a mix of proprietary ETF-based models, third-party managers, and option strategies.

Tyler Nowotny is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Foundations Investment Advisors LLC. He has held roles at multiple firms including AE Wealth Management, Oxford Advisory Group, and Edward Jones. Tyler is also president of Serpgram, a technology platform focused on AI-driven SEO. Foundations Investment Advisors is a multi-advisor RIA managing approximately $10.1 billion across nearly 30,000 clients. The firm provides portfolio management, financial planning, and retirement-plan support through a network of local advisers who tailor strategies using model portfolios and third-party sub-advisers.

Scott Anderson is a financial advisor at Bison Wealth, LLC with a Series 65 credential and no prior industry experience. He has served as a Major at the Alachua County Sheriff's Office since 1999, working full-time alongside his advisory role. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments. The firm utilizes a multi-manager approach with tactical and strategic allocations and operates a turnkey asset management platform that provides services to other financial advisers.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing three years of industry experience. He has worked at Blackwater Accounting & Tax Advisors, Heritage Financial Solutions, and Saint Leo University. Outside of advising, he owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and serves on multiple committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that incorporates mutual funds, ETFs, SMAs, and alternative solutions, and supports a variety of advisory and intermediary roles.

Matthew Goss is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Independent Financial Partners and the University Athletic Association. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions with a focus on outcome-driven portfolios using tactical and strategic allocations.

Elio Chiarelli Jr. is a financial advisor at Bison Wealth, LLC with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Liquid Strategies, LLC, IFP Securities, LLC, and Kidder Advisors Inc. He is also a portfolio manager at Liquid Strategies, where he develops and manages investment fund portfolios for institutional clients. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Jennifer Jones is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation. She has been with CreativeOne Wealth since 2026 and has nine years of experience in the financial industry, including prior roles at C10 Financial and Middleburg Bank. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts through a combination of proprietary models and third-party managers, utilizing a range of investment strategies including ETFs, mutual funds, options, and private investments.

John Davis III is a financial advisor with Dynamic in Gainesville, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Collaborative Wealth, LPL Financial, LLC, Cetera Advisors, LLC, and Falcon Financial Management. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through technology, compliance, and operational platforms.

Adam Ferguson is a financial advisor at Inspire Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including MissionSquare Investment Services, Lincoln Investment, and Icma Retirement Corporation. He is also an independent licensed insurance agent in Florida, specializing in life and health insurance including variable annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of strategies including index-based and tactical allocations.

Keith Heritage is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Prosperity Capital Advisors. He has held roles at firms including Cetera Advisor Networks and Central Florida Wealth Management. Outside of advising, he owns and operates Heritage Horses and Cattle, LLC, a horse and cattle farm. He also runs Heritage Tax Advisors, LLC, a tax preparation business. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Rachel Debigare is a financial advisor with On Investment Management Company in Gainesville, FL, holding a Series 66 designation and three years of industry experience. She has worked at The O.N. Equity Sales Company since 2022 and was involved with The Education Foundation of Alachua County, Inc. from 2012 to 2022. Outside of her advisory role, she is active with The Stimler Agency, providing life and disability insurance as well as investment products. On Investment Management Company offers financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs and managed account options, serving both discretionary and non-discretionary client relationships.

David Lerner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Principal Securities INC since 2016 and is involved with Total Planning Veterinary Services. Outside of his advisory role, he has a part-time business selling wholesale trees to landscaping companies and plant brokers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.