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.

Christopher Licata Jr. is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. His prior roles include positions at IFS Securities and Platinum Planning, Inc. Outside of his advisory work, he serves as a lecturer and co-signer of checks for the Blessed Sacrament Catholic Church Knights of Columbus Council in Seminole, Florida. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, supporting various account structures and investment restrictions.

Wallace Sutton is a financial advisor at Cornerstone Wealth with over 42 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. Outside of his advisory role, Sutton serves as a guest speaker at Florida State University where he discusses investments with economics students. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that incorporate a range of investment vehicles and third-party managers.

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 Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an in-house team with non-discretionary services via advisors and third-party managers.

Alexander Rascionato is a financial advisor at William Joseph Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC for three years. Outside of his advisory role, he is involved with CMA Health Agency and CMA Financial Group, focusing on Medicare supplement and individual health plans as an agent. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors accessed through the AssetMark platform, employing various analytical methods to develop tailored investment policy statements and asset-allocation plans.

Erica Unterreiner is a financial advisor at Forefront with a Series 65 credential and one year of industry experience. She has previously worked at Calton & Associates, Summit Advisors, and Mutual of Omaha Investor Services. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination with customized portfolios and a multi-advisor structure.

Alan Ashworth is a CFA® charterholder with 35 years of experience in the investment industry. He has been with The London Company of Virginia since 2016 and previously worked at Great Lakes Advisors, LLC, Advanced Investment Partners, and Thompson Siegel & Walmsley LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through a variety of portfolio management strategies. The firm employs a conservative, long-term equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

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.

Toby Dyer is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and First Command Advisory Services, among others. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client accounts directly.

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.

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.

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.