Nathan Lenz is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including Raymond James Financial and WealthShield LLC. Outside of advisory roles, he owns Makari Group LLC, an external recruiting firm. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Steven Albritton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Wells Fargo Advisors, A.G. Edwards & Sons, and Raymond James Financial Services. He is also CEO of Stella Maris LLC, an operating company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and sub-advisory arrangements.

Landon Parris is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held positions at Saia Inc., Southeastern Freight Lines, and several other companies in logistics and retail. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Larry Chappell Jr. is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include extensive tenure at USAA-affiliated firms and Charles Schwab entities dating back to 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm focuses on tailored recommendations with client-approved trade execution and features a distinctive operational structure affiliated with Charles Schwab & Co. and its associated entities.

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

David Baland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior work includes roles at Merrill, Bank of America, Morgan Stanley, and Raymond James Financial Services. He serves as a board member of the New Mexico Bio Park Society, a nonprofit organization. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using a primarily long-term, customized investment approach that includes ETFs, mutual funds, individual securities, bonds, and alternative investments.

Daniel Laferriere is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses. He has six years of industry experience and has worked at firms including New York Life, Westshore Financial Group, and Citizens Bank. He serves as a volunteer board member for Operation Helping Hand, a nonprofit supporting wounded active duty military and veterans. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct client portfolios.

Lee Dolberry is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized investment advice and comprehensive financial planning. He focuses on assisting individuals and businesses with college education planning, employee benefits, family wealth management, retirement planning, small business strategies, tax minimization, and retirement income. With a background in finance, economics, business administration, and management, Lee has developed expertise in advisory services, portfolio management, and behavioral finance, particularly within the global market industry. He holds a Bachelor's degree in Finance from the University of Alabama and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lee is involved with professional and community organizations such as Metropolitan Ministries and Foresters Financial. His approach emphasizes understanding client values and goals through one-on-one communication, aiming to create tailored strategies that help clients pursue life goals and plan their legacy.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial Services from 2002 to 2022 and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and is involved with the Women in Financial Services nonprofit organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of 286 advisors serving over 13,000 clients.

Elson Christian is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services. He also serves as a Successor Trustee for his parents’ trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Clayton Haak is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has previously worked at Brighton Jones and SevenBridge Financial. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses various risk management tools and stress testing to align portfolios with client objectives.

Peter Weil is a financial advisor with Benjamin F. Edwards & Company, Inc. in Saint Petersburg, FL, holding Series 63 and Series 66 licenses with 45 years of industry experience. His prior work includes tenures at LPL Financial, RBC Capital Markets, and A. G. Edwards & Sons, Inc. In addition to advising, he operates a sailboat charter business and manages a small farm in Tampa, FL. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, employing both proprietary and third-party strategies across equity, fixed income, and managed account solutions.

Chery Victoria is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Outside of her advisory role, she is an independent business owner involved in direct sales of travel memberships and operates as an Amazon seller. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2023, following roles at AJ Wealth, Charles Schwab, Alliance Financial Group, and prior to that, two years at Nike, Inc. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC in Tampa, FL, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and also has experience with Penn Mutual Life Insurance Company beginning in 2018. In addition to his advisory work, he serves as the Transition Committee Chairman for the Tampa Chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their spouses. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, leveraging third-party asset manager relationships and operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.