Andrew La Forge is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having held roles at West Coast Financial and previously worked outside the industry at Steak n Shake. La Forge serves as treasurer and board member for a nonprofit focused on Florida beach cleanups. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network and integrates discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Eric Ling is a CFP® with 18 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., having previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and LPL Financial LLC. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and offers a range of investment options including alternative and privately placed investments.

Charles Levinus III is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at USAA Life Insurance Company since 2020 and USAA financial planning services dating back to 2013. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, emphasizing retirement savings, asset allocation, risk tolerance, and income planning. The firm acts as an intermediary by referring clients to Charles Schwab for investment products and does not manage client assets directly.

William Vahey is a CFA® charterholder with two years of industry experience. He is currently with Csenge Advisory Group, LLC and has prior experience at Piper Sandler, Innovedge Research Solutions, and Wellington Management. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market/sector/manager/risk process.

David Gurievsky is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with B. Riley Wealth Management since 2009 and with B. Riley Wealth Advisors since 2022. Outside of his advisory work, Gurievsky serves on the board and executive committee of the Jewish Children's Regional Service, a charitable organization focused on child welfare for Jewish youth in the U.S., and is co-chair of Team USA for Maccabi USA, a nonprofit supporting Jewish youth athletes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple advisory programs and proprietary asset allocation models.

Joshua Hurt is a financial advisor with Principal Advised Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Merrill and involvement with V-Group (Trufit Gym). Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models within the Principal Financial Group family, serving clients through a combination of algorithmic portfolios and governance oversight.

Gary Noveck is a financial advisor with Stonex Advisors Inc. and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of his advisory work, he is the owner of Noveck and Noveck, LLC, where he operates as an independent agent for traditional fixed insurance. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes multiple account structures and model-based solutions, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Susan Kubar is a financial advisor at Fifth Third Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked for BNY Mellon Wealth Management for 12 years. Kubar is based in Tampa, FL. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Torrey Harris is a financial advisor with IHT Wealth Management LLC based in Tampa, FL. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at LPL Financial LLC, Raymond James Financial Services, Inc., and The Patten Group, Inc. Harris also worked at VXI Global Solutions and the University of Tennessee at Chattanooga. IHT Wealth Management serves a range of clients including individuals, corporations, institutions, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Mark Johnson is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Harbour, Johnson was associated with The Tranel Financial Group and 818 Capital Group. He serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and other institutional and corporate entities. The firm offers portfolio management, financial planning, and access to multiple investment platforms with varying approaches tailored to individual advisors and managers.

Rameshwar Singh is a financial advisor at Calton & Associates, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Calton & Associates since 2012. Outside of his advisory role, he is involved in product development through DynamicShares LLC, which develops and distributes investment products including mutual funds, ETFs, private placements, and alternatives. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizes multiple analytical approaches, and provides access to third-party money managers through its platforms.

Christopher Fidler is a financial advisor with Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he is involved in e-commerce through 99 ECOM LLC. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts via various platforms and sub-advisers.

Tara Steinberg is a CFP® with 12 years of industry experience, currently serving at USAA Investment Services Company. She has held multiple roles within the USAA family since 2010, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of finance, she was involved with E & M Childcare, LLC for one year. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets directly.

Daniel Mercado is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Schorn Wealth, Sorrento Pacific Financial, First Allied Advisory Services, and his own firm, Mercado Financial Group, LLC. He provides insurance and financial services through Mercado Financial Group. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individual, charitable, and corporate accounts. The firm utilizes proprietary and third-party model portfolios, granting Regal authority to implement and adjust strategies on behalf of clients.

Joseph Salerno Jr. is a financial advisor with Prosperity Capital Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Prosperity Capital Advisors and its affiliated entities since 2012, operating through Salerno Financial Group. Outside of advisory work, Mr. Salerno is a licensed insurance agent offering fixed insurance products. 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 a variety of mutual funds, ETFs, SMAs, and alternative solutions, and also offers institutional and sub-advisory services.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2020, following two years at Paulson Investment Company, LLC. Outside of financial advising, he uses his past connections in the auto industry to assist clients and their families in negotiating vehicle purchases. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management, financial planning, and brokerage and insurance products. The firm employs a variety of analytical approaches and offers both firm-sponsored programs and third-party manager solutions.

Adrien Brand is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2022, he worked at Edward Jones from 2018 to 2022. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to clients’ objectives and risk tolerances.

George Chuang is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Continuum Advisory, LLC in Tampa, FL, where he has worked since 2023. His prior experience includes roles at Transamerica Financial Advisors, Inc. and Triad Advisors. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.