William Ferguson III is a financial advisor with Capital Analysts holding a Series 66 designation. He has held positions at Lincoln Investment, Oak & Ola, Bank of America, BentoBox, Stir It Up Ventures, Urban Brewers, and Ariete, with a variety of roles dating back to 2016. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm delivers investment management both discretely via an in-house team and non-discretely through advisors and third-party managers.

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.

Loren Krieg is a CFP® with six years of industry experience, currently serving as a financial advisor at Facet since 2024. He previously worked at Tapfin/EY for four years and Florida Financial Advisors, Inc. for one year, following a long tenure at Walgreens. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform, serving a range of individual clients. The firm uses model-based asset allocations with technology-driven processes and a flat subscription fee model that includes investment management.

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.

William Cooper is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and 65 licenses and 38 years of industry experience. His career includes roles at firms such as AAG Capital, Fidelity Investments, and Morgan Stanley. He also sells Medicare and fixed life insurance products on a commission basis. 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 value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in regulatory assets.

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 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.

Keith Woomer is a financial advisor at Accurate Wealth Management, LLC with six years of industry experience. He has held roles at firms including Farther Finance Advisors and Boston Asset Management, Inc. Outside of his advisory work, he is the owner of Trustease LLC, a trust administration software business. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in its asset allocation and manages approximately $1.71 billion in regulatory assets.

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.

Michele Savarese is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. She has worked at CreativeOne Securities since 2018 and has prior experience at America's Retirement Advisory Group, Kestra Financial, Inc., and Forta Financial Group, Inc. Outside of her advisory role, she is involved in selling fixed insurance and annuities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform to deliver financial planning and portfolio management services.

Glenn Cummings is a financial advisor with Foundations Investment Advisors LLC in Tampa, FL, holding a Series 65 credential and bringing nine years of industry experience. His prior roles include positions at AE Wealth Management, Horter Investment Management, and Accurate Advisory Group. Outside of his advisory work, he serves as Chapter President for the American Financial Education Alliance, a nonprofit focused on financial education. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios alongside third-party sub-advisers to tailor investment strategies.

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.