Morris Brill III is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waverly Advisors since 2022, following eight years at Warren Averett Asset Management. Outside of his advisory role, Brill is the managing member and sole owner of Feral Solutions, LLC, a company assisting biologists with administrative and contract management services related to wildlife and invasive plant species. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and financial planning services.

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

Christopher Maclellan is a CFA® charterholder currently with Citizens Private Wealth in Tampa, FL, where he has been since 2026. He has over 14 years of experience in the financial industry, including roles at Northern Trust and multiple entities within the Newport Group. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers both discretionary portfolio management and non-discretionary recommendations, supported by its affiliation with Citizens Bank, N.A.

Matthew Barnett is a financial advisor at USAA Investment Services Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including JPMorgan Chase Bank, Bank of America, Merrill, Fifth Third Bank, and Ameriprise Financial Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Angela Seguro is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment and West Coast Financial Inc since 2017, as well as Cuna Brokerage Services and Suncoast Credit Union from 2015 to 2017. She is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and in-house investment management.

Kyle Wright is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 11 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2013 and holds a Series 65 designation. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, and institutional consulting services. The firm manages a range of accounts and provides private placement due diligence and capital allocation for qualified investors.

Anthony Smith is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2015. In addition to his role there, he is the owner of Windward Wealth Management and a partner in Windward Insurance & Tax Services, where he is involved in insurance and tax preparation services. Calton & Associates is a registered investment adviser that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and the ability to manage assets directly or via third-party money managers, using a mix of analytical investment approaches.

Sheldon Frantz is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including MML Investors Services, MassMutual Life Insurance, and Guardian Life Insurance Company. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering various investment programs and managing approximately $4.21 billion in client assets through about 173 advisors.

John Walters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at H D Vest for 12 years and has operated Lewalt Consulting Groupe, providing tax preparation and accounting services, for over two decades. Financial Gravity Family Office Services, LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Bret Smith is a CFP® and ChFC® with 37 years of experience in the financial industry. He is affiliated with Capital Analysts and has held leadership roles at West Coast Financial Group, Inc. since 1986 and Lincoln Investment Planning, Inc. since 2005. Outside his advisory work, he is a co-owner of a firearms training business and serves on the finance committee and as a deacon at Creekside Church. Capital Analysts provides investment management and advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through its own Investment Management & Research team and a network of independent advisor representatives.

William Lichota is a financial consultant at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked in various roles including music production, where he has been active as a music producer and songwriter since 2017. His background also includes algorithmic trading of equities, commodities, FX, and cryptocurrencies through self-employment. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm tailors investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often utilizing mutual funds, ETFs, and individual equities.

Jacob Reber is a financial advisor at Modern Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers a range of investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of model portfolios and third-party managers.

Colette Parrilli Robinson is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Agia and VALIC Financial Advisors. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Milton Bolton is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has been working at Elevate since 2026. Prior to this role, he has experience in hospitality and recreational services, including positions at Mellow Mushroom and Urban Air Trampoline Park. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a multi-adviser team approach, tailoring investment strategies through fundamental analysis and strategic asset allocation, and uses a range of investment vehicles including mutual funds, ETFs, and individual equities.

Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Leonardo Mateus Murcia is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, without managing client assets directly.

Justin Pullaro is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Core Planning and Moving Worth Forward, having previously worked at firms including Provenance Wealth Advisors, Horace Mann Companies, Columbia Advisory Partners, and operated Pullaro Financial Services for over two decades. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Ana Harwood is a financial advisor at Trustmont Advisory Group, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Management Solutions, LLC and Regenere. Outside of her advisory role, she is an investment advisor representative for AMH Advisory, LLC. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment advice, and portfolio management with a long-term investment approach. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

Jack Neeson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and began his advisory career in 2025. Prior to joining Elevate, he worked at US Energy Development Corporation and spent several years in educational roles at Orchard Park High School and Middle School. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm designs investment strategies based on client objectives, risk tolerances, and time horizons, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.