Alan Ashworth is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2016. His prior roles include positions at Great Lakes Advisors, LLC, Advanced Investment Partners, and Thompson Siegel & Walmsley LLC. The London Company of Virginia manages discretionary portfolios for individual and institutional clients, employing a conservative, long-term, bottom-up equity strategy that emphasizes balance-sheet optimization, fundamental analysis, and downside protection. The firm oversees approximately $14.9 billion in assets and serves over 5,500 clients through a team of around 30 investment professionals.

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.

Constance Capco is a CFP® with 27 years of industry experience, currently serving at Northern Trust Securities, Inc. in Tampa, FL, where she has worked for 25 years. She holds a Series 63 license and has spent her entire recent career with Northern Trust Securities. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that combine proprietary and third-party investment products.

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.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes prior roles at Newport Coast Securities, Inc. and J P Turner & Company Capital Management, LLC. Outside of advising, he is involved as a director of Viking F Construction, a homebuilding financing venture. 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 provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of analytical investment approaches, including fundamental, technical, charting, and cyclical methods, with formal due diligence on third-party money managers and model portfolios.

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.

Robert Clippard is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Retire Early Financial and Walnut Street Advisers Inc. Outside of advisory roles, he is involved in insurance sales as president of Retire Early Financial and participates actively in real estate sales and property management. Capitol Securities Management serves individual investors, institutional clients, and retirement plans, offering portfolio management, comprehensive financial planning, and consulting through both broker-dealer and investment adviser platforms. The firm delivers advice primarily via IAR-managed programs, separate accounts, and third-party money managers, operating with a clearing relationship through Raymond James.

Derek Gage is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Cornerstone Wealth and has previously worked at Purshe Kaplan Sterling Investments, Sutton Wealth Advisors, TCV Trust & Wealth Management, and Genworth. His role at Sutton Wealth Advisors includes investment analysis, portfolio research, and participation on the firm's Investment Management Committee. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning services, utilizing model-based portfolios with a range of investment types and maintaining an active investment committee that guides asset allocation and rebalancing.

Scott Jaffe is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Jaffe Tilchin Wealth Management since 2007 and previously spent 12 years at Comprehensive Asset Management & Servicing. Mr. Jaffe is also a majority partner of Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and private placement investment assistance, managing accounts on both discretionary and non-discretionary bases and providing model portfolios, third-party manager selection, and private fund advisory services.

Barret Roosa is a financial advisor at IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Wells Fargo, Edward Jones, Ameriprise, and LPL Financial. IHT Wealth Management serves a diverse client base including high-net-worth 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, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Mirko Joldzic is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Insigneo Securities LLC, Raymond James & Associates, UBS Wealth Management Americas, Barclays Capital Inc., and Merrill. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed portfolios, third-party manager oversight, and consulting. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led strategies, incorporating global asset classes and allowing for client-imposed restrictions.

William Wolcott is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2021. Prior to that, he held roles at Lincoln Investment Planning, Inc. and West Coast Financial Group. Wolcott is also licensed as an insurance agent, focusing on the sales of fixed insurance products including life, annuity, and long-term care insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Daniel Stange is a financial advisor at Trajan Wealth, L.L.C. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an insurance agent, occasionally offering clients insurance products such as annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented in an investment policy statement.

Daniel Clements is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Swan Financial, Independent Financial Partners, and teaching positions at the University of Tampa and Florida State University. 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 and financial planning, utilizes multiple investment approaches, and manages accounts through firm-sponsored programs or third-party managers.

John Miller is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at AE Wealth Management, LLC, HFG Advisors, and has managed his own firm, JD Miller & Associates, since 2014. Miller also teaches financial planning classes through the American Financial Education Alliance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to tailor investment strategies.

Deborah Rosenthal is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience and holds a Series 65 designation. She has been a licensed real estate broker since 1981. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm offers a range of solutions including discretionary and non-discretionary account management, private placement due diligence, and integrates private fund operational services into client servicing.

Elena Panco is a CFP® professional with one year of experience currently with BakerAvenue. She has held roles at Baker Avenue Wealth Management and Baker Avenue Asset Management since 2021 and previously worked at First Republic Bank and Bank of America. BakerAvenue Asset Management is an SEC-registered multi-team firm serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative and fundamental approaches, along with alternative investments and tax planning support.

Alexander Martin is a financial advisor with Arax Advisory Partners in Largo, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include work with Schechter Investment Advisors, Schechter Wealth, Enlightened Finance LLC, and Trustee Empowerment & Protection, Inc. He is also the owner of 309 Harborview Lane Consulting, a small business providing strategy, technology, and administrative assistance. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and is notable for its scale and recent consolidations.

Zachary Wagner is a financial advisor at Northern Trust Securities, Inc. in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, OJM Group, and several small businesses. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs with integrated brokerage and custody services.