Jorge Blanco is a CFP® with 23 years of experience in the financial industry. He is currently with IHT Wealth Management LLC, where he has worked since 2019, following prior roles at Independent Financial Partners and LPL Financial. Blanco also has involvement as a broker with a professional employer organization. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Garrett Walker is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Jaffe Tilchin since 2018 and previously held positions at the University of South Florida in various departments between 2014 and 2018. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases, conducts private placement due diligence for qualified investors, and integrates private fund operational services into its client offerings.

Joseph Martinez is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Data Source Technology, Cerecore, Connect Partners, and 3-D Technology Group. Outside of advisory work, Martinez serves as president of DataSource, a Tampa-based company, where he dedicates 10-12 hours per week. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Michael Via is a financial advisor at Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Capitol Securities Management since 2016 and previously spent 13 years at Frantzen Capital Management, Inc. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and utilizing a broad range of investment instruments.

Louis Tilchin is a majority partner at Jaffe Tilchin Investment Partners, LLC with 40 years of industry experience. He has been with Comprehensive Asset Management & Servicing since 2009 and is also a silent partner and owner of a property and casualty agency in Tampa. Additionally, he holds a private equity interest in a medical device company through MMB Marketing LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on discretionary and non-discretionary bases and is noted for its role advising pooled investment vehicles and integrating private fund operational services into client servicing.

Brad Fuller is a financial advisor at Trek Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners. His prior career includes roles in technology and healthcare-related companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a mix of rules-based, evidence-based, fundamental, and technical analysis, and employs artificial-intelligence tools under human review for research and portfolio management.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 22 years of industry experience. His prior work includes roles at Raymond James and Wells Fargo Advisors. He is also owner of Ennistymon, LLC, a support company related to financial advisory operations. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Wallace Sutton is a financial advisor at Cornerstone Wealth with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Mutual Securities, Inc., Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors, Inc. Sutton has served as a guest speaker at Florida State University, discussing investments with economic class students. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through model portfolios that emphasize ETFs, mutual funds, individual equities, and fixed income.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cetera and Cetera Financial Specialists LLC for 20 years. Outside of advisory work, he owns Covenant Tax & Insurance Services, which provides tax preparation and planning. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm utilizes proprietary and third-party model portfolios with a range of asset classes and allows financial advisers to select and oversee account allocations.

Steven Newman is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Investments, LLC and World Investment Advisors, LLC. Outside of advisory services, he is also active as an insurance agent focusing on non-variable insurance and annuities. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering customized portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent representatives. The firm employs long-term investment strategies using mutual funds, ETFs, equities, and fixed income, with some clients served via third-party managers and wrap programs.

George Goodroe is a CFP® with 31 years of experience in the financial services industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm uses an in-house Investment Management & Research team for portfolio management and offers discretionary and non-discretionary investment services with customized and model portfolios.

Alan Ashworth is a CFA® charterholder with 35 years of industry experience. He has been with The London Company of Virginia since 2016. The firm provides discretionary portfolio management to individual and institutional clients through various investment vehicles, managing approximately $14.9 billion in assets. The London Company of Virginia employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital and downside protection.

Miao Zhu is a financial advisor at Advisory Services Network with six years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Zhu is the owner and managing member of ZHU Tax Advisory LLC, a tax CPA practice providing tax return preparation and advice to individuals and small businesses. She previously worked at The Mosaic Company and Thomas S Beck CPA, PA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerances.

Brian Sallee is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Inspire Advisors, he worked at Avorit, DSM Technology Consultants, and Concerto Cloud Services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing with proprietary tools and uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Erica Grundza is a CFP® with eight years of industry experience, currently serving as a financial advisor at Root Financial Partners. Her prior experience includes roles at Betterment, Unique Wealth, LLC, Northwestern Mutual Investment Services LLC, Curtis Parry, The Ayco Company, L.P., Mercer Allied Company, L.P., and PNC Bank. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and online academies separate from advisory services.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he is involved in non-investment businesses, including serving as director of a home-building company and owning a property management firm. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting, along with access to third-party money managers. The firm offers a range of program structures and investment approaches tailored to client goals and risk profiles, combining both advisory and brokerage services.

Christopher Cokinis is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at American Global Wealth Management, Lincoln Investment, Calton & Associates, and several other financial firms. He also serves as Director of Supervision and Business Development at West Coast Financial Group Inc., where he supervises investment professionals and supports their business development. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, investment monitoring, financial planning, and access to third-party and affiliated asset managers, employing a process that incorporates client discussions, asset allocation plans, and periodic portfolio reviews.