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.

Donald Silberman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also involved with Innovation Partners LLC and Sheps Ranch. Outside of financial advising, Silberman serves as CEO and CFO of Sheps Acres, a small-scale cattle ranching operation in Williston, Florida. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial and risk management consulting and refers clients to third-party investment advisors while maintaining communication and oversight.

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.

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.

Rachel Debigare is a financial advisor with ON Investment Management Company in Gainesville, FL, holding a Series 66 credential and three years of industry experience. Prior to her current role, she was associated with The O.N. Equity Sales Company for four years and worked with The Education Foundation of Alachua County for ten years. She is also involved with The Stimler Agency, where she provides financial advising related to life and disability insurance in addition to investment products. ON Investment Management Company is an SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a variety of comprehensive and modular plans and access to third-party investment programs, operating with a dual-registration model that includes both discretionary and non-discretionary account management.

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.

Darrin Markey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at Markey Investment Management, LPL Financial, UBS Financial Services, and A. G. Edwards & Sons. Outside of finance, he owns and operates North Florida Honey, a honey production business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting services, utilizing a range of portfolio management strategies and technology platforms.

Brian Berryman is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to his current role, he worked at the University of Florida from 2007 to 2017. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Donald Hartman is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Hartman has worked at VALIC Financial Advisors since 2000 and is also an agent with Agia, where he provides non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.