Glenn Holmes is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He has previously worked at JP Morgan Securities LLC and Raymond James & Associates. Holmes holds Series 63 and Series 66 licenses and is a partner at Concurrent Investment Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Andrew Argen is a CFP® with six years of industry experience, currently serving as a financial advisor at Facet in Tampa, FL. His prior work includes roles at Raymond James & Associates, Empower Financial Services, and Morgan Stanley. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management primarily using ETFs. The firm emphasizes holistic financial planning through a Total Financial Life Resources framework and does not charge percentage-of-AUM fees.

Matthew Menkhaus is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Concurrent, he worked at Fidelity Investments and served as a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.

Michael Jensen is a financial advisor at IHT Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Jensen is also an agent for The Guardian Network®, selling Guardian Disability insurance. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm delivers tailored advice through a network of advisors using proprietary model portfolios and third-party managers, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

John Scott is a Financial Advisor at Realta Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Kovack Advisors, Inc. He serves on the Board of Directors for Advent Health Zephyrhills Hospital. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies using in-house and third-party managers, supported by platforms such as NOVA and Pontera.

Kyheroh Harrison is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and USAA 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 and advisers rather than managing client assets directly.

Kevin Rodgers is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Kenneth Haelsig Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2016. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a variety of analytic approaches, combining discretionary and non-discretionary management tailored to client goals and risk tolerance.

Sheridan Murphy is a financial advisor with United Advisor Group in Tampa, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining United Advisor Group in 2023, he worked with Cambridge Investment Research Advisors and Fidelity Investments among other firms. He is also the president and owner of Modern Wealth Methods. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying a strategic and tactical asset allocation approach tailored to clients’ risk tolerance, tax strategy, and time horizons.

Charles Stennett is a financial advisor at Savvy with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Saltmarsh Financial Advisors, LLC and TIAA-CREF. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both educational and entrepreneurial roles prior to joining the firm. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm employs a structured investment platform with standardized asset-allocation models and offers access to private investment solutions alongside coordinated planning resources.

Tanner Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his financial advisory career, he spent five years in full-time education. Outside of advising, he works as a relationship manager for RAPID!, a company focused on ePayroll solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million using a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Christopher Davitt is a CFA® charterholder and holds the Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial advisory industry, including a lengthy tenure at Raymond James & Associates. His work history also includes roles at Proxima Wealth Advisors LLC and Proxima Wealth Partners LLC. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Timothy Beauregard is a CFP® professional with four years of industry experience, currently affiliated with Simplicity Wealth in Tampa, FL. He has previously worked at Focus Financial Planning and holds roles in marketing fixed annuities and Medicare sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers through its TAMP platform.

Frederick Platt is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked for T. Rowe Price for nine years before joining USAA Investment Services Company and USAA Life Insurance Company in 2026. 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 delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. Molina holds the Series 65 and Series 63 designations. 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 uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Christina King is a financial advisor at The AmeriFlex Group with seven years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates and SagePoint Financial. King is also a director involved in investment relations and trading activities at The AmeriFlex Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Grace Basilone is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Morgan Stanley. She also operates under Tidwell-Premock-Basilone Private Wealth Management, providing investment advice to clients. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm employs a long-term investment approach with customized portfolios consisting of ETFs, mutual funds, individual securities, and alternative investments.