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.

Deborah James is a CFP® with 31 years of industry experience, currently serving at Capital Analysts. She has been with Lincoln Investment LLC since 2016. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides a range of advisory services through both custom and model portfolios.

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.

Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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.

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 credentials and bringing 35 years of industry experience. He previously led Markey Investment Management, Inc. and has worked with LPL Financial since 2009. Outside of his advisory work, he owns and operates North Florida Honey, a small honey production business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and consulting services. The firm employs a network model of independent advisory representatives and utilizes various portfolio management strategies and technology platforms to deliver its services.

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.

Nolan Louis is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has held roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advising, he works as an insurance agent assisting clients with Medicare and related insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

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.

Adam House is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at ACH Wealth Management from 2021 to 2023 and Teachers Insurance Annuity Association (TIAA) from 2014 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Benjamin Tyson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory services include point-in-time planning and ongoing discretionary management, often utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Patrick Di Staso is a financial advisor with TIAA-CREF in Gainesville, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo and Merrill, as well as Scottrade Investment Management. He has been with TIAA-CREF since 2018. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.