Victoria Harrison is a financial advisor with MissionSquare Retirement, holding a Series 66 credential and seven years of industry experience. Prior to joining MissionSquare in 2025, she worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company for five years, and also held roles at Bank of America and Merrill. Outside of her advisory career, she was involved with Inspired Cooking LLC, a food-related business, from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered across multiple channels within MissionSquare-administered accounts.

Anthony Swiderski is a financial advisor with Prosperity Capital Advisors and holds the Series 66 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Heritage Financial, LLC, and Key Acura of Gainesville. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial entities. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, offering a range of investment management services that include alternatives and structured products through third-party platforms.

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 and holds a Series 66 designation. He has eight years of industry experience, having previously worked at Fisher Investments, Edward Jones, and the State of Florida Department of Children & Families. Outside of advising, he is involved in the sale of various insurance products. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to tailor investment advice.

Deborah James is a CFP® professional with 31 years of industry experience. She is currently affiliated with Capital Analysts and has previously worked at Lincoln Investment LLC, Signator Investors, Signator Financial Services, J.W. Cole Advisors, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management utilizing a proprietary mutual-fund screening process.

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. He is currently with Foundations Investment Advisors LLC and serves as president of Saturn Asset Management, which focuses on insurance sales. He is also president of Serpgram, a technology platform that leverages AI for SEO. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Scott Anderson is a Financial Advisor at Bison Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has served as a Major at the Alachua County Sheriff's Office since 1999, a role he continues alongside his advisory responsibilities. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, model portfolios, and retirement plan services. The firm employs an outcome-focused investment process featuring multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers access to third-party managers and options-based overlay strategies.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing four years of industry experience. Prior to joining Prosperity, he has held roles at Blackwater Accounting & Tax Advisors and Heritage Financial Solutions. Outside of advisory work, Mr. Jones owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and he serves on several committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors is an SEC-registered enterprise advisory firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm emphasizes model-based, asset-allocation investment strategies and ongoing portfolio supervision, utilizing a mix of third-party providers and advisor-directed portfolios.

Matthew Goss is a financial advisor at Bison Wealth, LLC with a Series 65 designation and three years of industry experience. Prior to joining Bison Wealth, he held roles at Independent Financial Partners and spent eleven years with the University Athletic Association. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Elio Chiarelli Jr. is a financial advisor at Bison Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Liquid Strategies, LLC and IFP Securities, LLC. Outside of his advisory work, he is an Independent Insurance Agent operating under the DBA Capital Defender Advisors, Inc. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning and portfolio management. The firm’s investment process focuses on outcome-driven, multi-manager model portfolios that combine 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.

Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc. in Newberry, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is president of an S-corporation involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental entities, employing a combination of internally developed models and third-party managers to construct and manage portfolios.

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.