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.

Gary Cucchi is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes long-term roles at Horace Mann Companies and Florida Educators Insurance, and he is involved in various business activities including ownership interests in real estate and fitness ventures. Cucchi also serves as coach and president of a youth baseball team. Capital Analysts serves a diverse client base, including individuals, retirement plans, trusts, and corporate clients, offering both discretionary and non-discretionary portfolio management with access to third-party managers. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, and it supports a range of client agreements and advisory arrangements.

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.

Richard Sharpe is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked with PlanMember Securities Corporation since 2009 and has been affiliated with West Coast Financial and Lincoln Investment since 2015. Outside of his advisory role, Sharpe serves as a substitute teacher and soccer coach at local schools in Lutz, Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team and proprietary screening processes, along with a range of advisory and third-party manager options.

Michael Farmer is a financial advisor at USAA Investment Services Company with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and various USAA entities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers without managing client accounts or assets directly.

Richard Sowers is a financial advisor with Lifemark Securities Corp. in Clearwater, FL, holding Series 63 and Series 65 registrations and 40 years of industry experience. He has worked with Lifemark Securities Corp. since 1995 and also serves as president and writing agent of VIP Capital, Inc., a life insurance, annuity, and long-term care insurance marketing brokerage firm. Additionally, he has acted as a FINRA dispute arbitrator and as a consultant and expert witness for securities and insurance matters. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and tailors advice through risk assessments, with accounts managed on a discretionary or non-discretionary basis and custody maintained by third-party custodians.

Gerald Glick Jr. is a CFP® with 30 years of industry experience, currently serving at Calton & Associates, Inc. since 2009. He also owns Advanced Retirement Planning, Inc., a business focused on fixed and traditional insurance sales. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting, offering both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Richard Happle is a CFP®-credentialed financial advisor with 43 years of industry experience. He has been with Jaffe Tilchin Investment Partners since 2020 and previously worked at HD Vest Advisory Services and Jaffe Tilchin Wealth Management. Outside of investment advisory, he provides insurance consultation and policy services as a licensed agent. 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, portfolio management, financial planning, and private placement services, managing accounts on both discretionary and non-discretionary bases.

Derek Wilkes is a financial advisor at Accurate Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase, Merrill, and Independent Financial Partners. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes individualized asset allocations based on value, safety, quality, and risk control and manages approximately $1.71 billion in regulatory assets under management.

Cheryl Sutter is a financial advisor at Mariner Independent with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and American National Bank of Texas. She is also involved with Xtramile Financial Group, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Caleb Cetina is an advisor with IHT Wealth Management LLC in Tampa, FL. He holds Series 63 and Series 65 credentials and has been in the financial industry since 2025. Prior to joining IHT, his work experience includes roles at LPL Financial, Porsche Fort Myers, and Ensemble Schools. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm employs a multi-faceted investment approach combining fundamental analysis, quantitative optimization, and portfolio rebalancing tailored to client objectives and risk tolerances.

Dennis Witthoeft is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Calton & Associates since 1987. Outside of his advisory role, he is also employed in furniture sales at Havertys Furniture. 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 tailored investment recommendations and multiple program structures, including firm-managed wrap programs and separate account platforms, combining both advisory and commission-based services.