Gerald Glick Jr. is a CFP® with 30 years of industry experience, currently serving at Calton & Associates, Inc. since 2009. Prior to this, he worked at Transamerica Financial Advisors and Boyd Senior Planning, Ltd. He is the owner of Advanced Retirement Planning, Inc., a business focused on fixed and traditional insurance sales, including fixed annuities, long-term care, and life insurance. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

Cheryl Sutter is a financial advisor at Mariner Independent with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and American National Bank of Texas. She is also involved with Xtramile Financial Group, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Caleb Cetina is a financial advisor with IHT Wealth Management LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial and several other firms in various roles. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm tailors portfolios using proprietary model portfolios, third-party managers, and discretionary mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Dennis Witthoeft is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, he is also employed in furniture sales at Havertys Furniture. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing multiple analytical approaches and a combination of advisory and brokerage services.

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.

Gregory Mitro is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Founders Financial Alliance in 2021. Mitro serves on the boards of The Florida Aquarium and Tampa Connection, and acts as a liaison to the American Dental Association’s Council on Advocacy for Access and Prevention. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combined with periodic rebalancing and a variety of strategies including third-party manager solutions.

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.

Adam Hess is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Capital Wealth Planning. He also operates as an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners provides discretionary and non-discretionary portfolio management, financial planning, family office services, and business advisory to individuals, corporations, and middle-market business owners. The firm employs customized portfolio strategies using in-house models or external sub-advisers and manages a private pooled investment vehicle targeting income and diversification beyond traditional fixed income.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

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.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.

Melissa Pinkerton is a financial advisor at Manning & Napier Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Belleair Wealth Management, Mercer Global Advisors, and Raymond James & Associates. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, pension plans, and government entities, while also managing discretionary separately managed accounts and offering retirement plan services. The firm’s investment approach combines top-down macro analysis with bottom-up security selection and employs systematic strategies overseen by an Investment Policy Group.

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.

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.

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.