Anna Massey is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. She holds a Series 65 designation and has experience working at Trent Capital Management and Gate City Signs and Graphics. Massey joined Jaffe Tilchin in 2025 and has been with the firm for one year. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, financial planning, institutional consulting, and private placement services, managing accounts on both discretionary and non-discretionary bases and conducting due diligence for qualified investors.

Michael Prendergast is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Virtue Capital Management since 2024 and previously was with Horter Investment Management, LLC. Outside of advising, he owns and operates Key Tax & Financial Services, LLC, which provides income tax preparation and accounting services for individuals and small businesses. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisors. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Colton Nussel is a financial advisor at Advisory Services Network with a Series 65 credential and two years of industry experience. He has previously worked at Drew Capital Group and Paychex Inc. In addition to his advisory role, he is an insurance agent involved in the sale and service of insurance and annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement-plan consulting through a network of 208 independent advisers managing approximately $8.6 billion in client assets.

Jonathan Dahl is a financial advisor with Principal Advised Services in Tampa, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including TD Ameritrade, Charles Schwab, and various Principal Financial Group entities. In his role at Principal Advised Services, he provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodology with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program. As part of the Principal Financial Group family, the firm integrates services across affiliated entities, providing access to proprietary funds and banking products.

Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.

Bryant Abramowitz is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Quasar Distributors, LLC, NorthCoast Asset Management, and Charles Schwab. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and a family office division. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Benjamin Brown is a Series 66-credentialed financial advisor with one year of industry experience. He currently works at Calton & Associates, Inc. and previously held positions at Charles Schwab & Co., Inc., CORE Capital Markets LLC, and has a background in full-time education and other fields. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of program structures and analytic approaches, tailoring investment recommendations to client goals, risk tolerance, time horizon, and liquidity needs.

Edwin Gill is a financial advisor at IHT Wealth Management LLC in Tampa, FL, holding a Series 66 designation. He has experience with LPL Financial, Raymond James Financial Services Advisors, Inc., and Raymond James Financial. Outside of finance, he operated Lee Fisher International DBA Tarpon Fishing Outfitters for several years. 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, offering diversified model portfolios and algorithmic investment options through a network of approximately 153 advisors.

Chad Chubb is a CFP® and Series 66-licensed advisor with 14 years of industry experience, currently affiliated with Vicus Capital, Inc. He has held roles at Vicus Capital since 2011 and Wealthkeel LLC since 2015. In addition to his advisory work, Chubb hosts a financial planning YouTube channel and co-hosts the Physician Cents podcast. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Stacey Mullin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors and Transamerica Financial Advisors, among others. Mullin serves as a board member of MC Lax Inc., a nonprofit organization focused on growing the sport of lacrosse in Manatee County. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and offers customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a primarily long-term investment approach.

Robert Alvarez is a financial advisor at Lanark Financial, Inc. based in Tampa, FL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with Jhs Capital Advisors, Inc. since 2010. Lanark Financial offers investment management, financial planning, and related advisory services to a diverse client base that includes individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and provides both discretionary and non-discretionary advisory arrangements.

Cynthia Ochal is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. She has held roles at several firms, including Cascade Wealth Management, Inc. and Cabot Lodge Securities LLC. Outside of her advisory work, she is involved in managing a beach condominium rental in Tampa and participates in a holding company focused on property acquisition and management. Apollon Wealth Management, LLC is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a variety of investment vehicles and strategies.

Ryan Peeler is a financial advisor at IHT Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and has worked at IHT Wealth Management, LPL Financial, Royal Alliance, Midflorida Credit Union, and Boing Jump Center. He also manages Peeler Financial, a separate business entity for tax and investment purposes. 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 to manage diversified portfolios across various asset classes and offers discretionary asset management, financial planning, ERISA consulting, and a proprietary wrap-fee program through a network of approximately 153 advisers.

Timothy Bailey is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Bloomin Brands Inc, Fisher Investments, Carillon Fund Distributors, Inc., and Raymond James and Associates. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, 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.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and 21 years of industry experience. He has worked with Navy Federal Financial Group and Cetera Investment Services during his career. Trevino is based in Lutz, FL. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm delivers investment advice through model portfolios managed by third-party managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional overlay services.

Lynn Stebbins is a CFP® with 10 years of industry experience currently advising at Calton & Associates, Inc. She has previously worked at firms including Gwn Securities, Inc., Securian Financial Services Inc., and David Lerner Associates, Inc. Outside of her advisory role, Stebbins serves as Secretary on the board of Networking Professionals International's West Palm Beach New Business Leader Chapter. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers multiple investment program structures with both discretionary and non-discretionary management options, combining analytic approaches and a mix of fee-based and commissionable products.

Bruce Shindelman is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 42 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and provides private placement due diligence and capital allocation for qualified investors.

Amanda Tilchin is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at PricewaterhouseCoopers, LLP for six years and was involved with Tilchin & Associates for ten years. In addition to her advisory role, Ms. Tilchin is a Certified Public Accountant with Tilchin Consultants, LLC, where she prepares tax returns and provides consulting services. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors, integrating private fund operational services into client servicing.

Sabrina Frank is a financial advisor with Integrity Advisory Solutions in Tampa, FL, holding a Series 65 designation. She has worked in the financial services industry since 2021, including roles at Rise Management and Gemini Financial Group. Prior to her advisory career, she has a background that includes education at Lincoln Memorial University and Pasco Hernando State College. Integrity Advisory Solutions serves individual, institutional, and high-net-worth clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to deliver tailored advisory services.