Edward Pipkin Jr. is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise, American National Bank of Texas, and LPL Financial. He is also involved with Xtramile Financial Group and DPL Financial Partners, offering investment and insurance solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a multi-team approach with a broad array of investment tools and affiliated businesses, including a trust company and institutional pension consulting affiliate, to provide integrated financial planning and portfolio management services.

Trevor Taylor is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC. His career includes roles at AAG Capital Inc, Intervest International, and Bertelsen And Taylor Asset Management, among others. Outside of advisory work, he is involved in fixed annuities and life insurance sales, dedicating time to solving income and life insurance needs for clients. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in its asset allocation strategies and manages approximately $1.71 billion in regulatory assets.

Zachary Sutton is a CFP® professional at Cornerstone Wealth with nine years of industry experience. He has held roles at firms including Mutual Securities, Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors. In addition to his advisory work, he sells fixed life, disability, and long-term care insurance as well as fixed and fixed indexed annuities. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning primarily through model portfolios, integrating external managers and alternative investments, with ongoing reviews aligned to client objectives.

Michael Connors is a financial advisor at McAdam LLC in Tampa, FL, holding Series 65 and Series 63 licenses with 23 years of industry experience. His prior roles include positions at Franklin Templeton Distributors IC and Franklin Distributors, LLC. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a range of investment strategies and incorporating specialized exposures such as direct indexing and private investment funds.

Michael Mccord is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at LPL Financial, LLC, and Independent Financial Partners. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection alongside quantitative tools and diversified model portfolios, and it offers a range of advisory and fiduciary services through a network of over 150 advisors.

Colin Denney is a CFP® with three years of industry experience, currently serving as a financial advisor at Capital Analysts. His work history includes roles at Lincoln Investment and Stewardship Advisory Group. In addition to his advisory work, he is involved as an insurance agent through two related businesses that focus on selling and servicing insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management strategies supported by an in-house Investment Management & Research team and offers a range of advisory services including custom portfolios and third-party manager selection.

Charles Dhanraj is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BlackRock Investments and CITIGROUP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with oversight by an Investment Committee.

Donald Todd is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OneSeven. His prior work includes roles at SunTrust Investment Services and various wealth management firms. Outside of advising, he is president and owner of Military Pike Racing Stables, where he buys, sells, and races thoroughbreds. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

Richard Crowne is a financial advisor with Concurrent Investment Advisors, LLC in Bradenton, FL, holding a Series 63 designation and 38 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo, and currently serves as CEO of RAC Securities LLC, a personal business entity. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

David Goss is a CFP®-certified financial advisor with five years of industry experience, currently with Facet in Land O Lakes, FL. Prior to joining Facet in 2026, he worked at Tapfin/EY for five years and has additional experience in fitness training and adjunct teaching. He serves as an adjunct assistant professor at the University of Florida, teaching online graduate courses in music education, and works as a fitness trainer at EOS Fitness. Facet serves individual members across a wide range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs, offering services such as direct indexing and tax-optimized strategies without charging percentage-of-AUM investment fees.

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.