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.

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.

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.

Daniel Rodriguez is a Series 66 licensed financial advisor with Level Four Advisory Services, based in Tallahassee, FL, and has 14 years of industry experience. He has worked at Level Four Advisory Services since 2019 and previously spent seven years with Wealth Advisors - Southeast, Inc. In addition to his advisory role, Rodriguez serves as CEO of CRI TPA Services, LLC, a spinoff of Carr, Riggs & Ingram, where he is also affiliated as a CPA. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering fee-only financial planning, asset management, and retirement plan advisory services with a focus on tailored client solutions and integrated financial capabilities.

Frank Mercer is a financial advisor at Southeast Asset Advisors, LLC in Tallahassee, FL, holding the CFP® designation and Series 65 license with 29 years of industry experience. He has worked with Southeast Asset Advisors since 1991 and was also a partner at Lanigan & Associates, P.C. for several decades. In addition to his advisory role, Mr. Mercer is a partner in both firms, which share office space and provide distinct tax, accounting, and consulting services. Southeast Asset Advisors offers wealth management, portfolio management, and consulting services to high-net-worth individuals, family offices, endowments, foundations, and pension plans. The firm is noted for managing pooled investment vehicles and private funds, including its majority ownership of Conifer Advisors, and combines discretionary portfolio management with ERISA fiduciary services for plan sponsors.

Stephen Mitchell is a financial advisor at Centaurus Financial, Inc. in Tallahassee, FL, with 17 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2008, also working with First Franklin Financial Services since 2007. Outside of his advisory roles, he manages a local community research project that creates an economic index gauging business activity in Tallahassee. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as advisory management of annuity and variable life sub-accounts.

Travis Barnes Jr. is a CFP® professional with 35 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His background includes roles at LPL Financial, Barnes Capital Group, and Lucile C. Dodd Trust, among others. He serves as a board member for the Westminster Retirement Community. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical approaches and technology platforms.

Crowyns Thervil is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 65 credential and 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and concurrently serves as an agent with Agia, focusing on 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.

Thomas Dennig is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served on the board of the Holy Comforter School since 2019 and is involved in several community organizations, including the Leon High School Foundation and the Leon High Lacrosse Athletic Boosters, where he holds the position of board president. Recently, he joined the finance committee of the local Young Life chapter. 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 and supporting a broad range of investment options.

Madison Madill is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Bank of America. Outside of her advisory role, Madison sells used clothing on the online platform Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools alongside supervisory oversight to support client investment decisions.

Peter Tychsen is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Gibbs Wealth Management, Brookstone Wealth Advisors, and Preservation Financial Group. Tychsen also serves as an instructor and educator, conducting financial education workshops for organizations such as the Society of Financial Advisors and the National Retirement Foundation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and employs fundamental, technical, and cyclical investment approaches across various strategies.

Melvin Pope III is a Series 65-licensed advisor with 43 years of industry experience, currently serving at Integrity Alliance, LLC since 2025. He has held prior roles at Lion Street Financial, LLC, Lion Street Advisors, LLC, Kestra Financial Services, Inc., and Financial Partners of North Florida, where he is managing partner and insurance advisor. He also serves as a board member for the Florida Life and Health Insurance Guaranty Association. Integrity Alliance, LLC is an enterprise advisory firm with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides services to individual and institutional clients through a range of portfolio management strategies, financial planning, and access to third-party investment platforms.

Bryan Seaquist is a financial advisor with Lincoln Investment in Tallahassee, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 17 years with Guardian Life. Outside of his advisory role, he is involved with The Gabor Agency, Inc, which provides insurance and retirement options to employees of colleges and universities in Florida. Lincoln Investment Planning, LLC is an enterprise firm serving a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting with a focus on educators and participants in 403(b) and 457(b) programs, utilizing a combination of proprietary model portfolios, third-party managers, and discretionary and non-discretionary account management.

James Saylor III is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2016. Outside his advisory role, he serves as Chief Operating Officer of SHERO GROUP, a foundation, and is Chairman of the Investment Strategy and Board Committee for the Most Worshipful Union Grand Lodge. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse clientele, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and operates both wrap and non-wrap platforms.

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities in Tallahassee, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and has been self-employed since 2003. Outside of finance, he is a sports broadcaster for Florida State University baseball and basketball games. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Monique Kabitzke is a Series 65 licensed financial advisor with Valic Financial Advisors in Tallahassee, FL, bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Pruco Securities LLC. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes a technology-driven, model-based investment approach.

April Schoen is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. She has 14 years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2014. In addition to her advisory role, she engages in compensated speaking engagements on retirement planning topics and serves as a Durable Power of Attorney and Successor Trustee. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies through proprietary and third-party platforms.