Morris Brill III is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waverly Advisors since 2022, following eight years at Warren Averett Asset Management. Outside of his advisory role, Brill is the managing member and sole owner of Feral Solutions, LLC, a company assisting biologists with administrative and contract management services related to wildlife and invasive plant species. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and financial planning services.

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

Matthew Barnett is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, Fifth Third Bank, and Ameriprise Financial Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party brokers and advisers rather than managing client assets directly.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with around 240 advisors and emphasizes a primarily long-term, portfolio-driven investment approach.

John Steele Jr. is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Independent Financial Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a mix of actively managed and passive strategies, alternative investments, and annuity management.

Angela Seguro is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment and West Coast Financial Inc since 2017, as well as at Cuna Brokerage Services, Inc. and Suncoast Credit Union from 2015 to 2017. In addition to her advisory role, she is licensed to sell life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team that supports discretionary and non-discretionary portfolio management through various programs and custom portfolios.

Kyle Wright is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 11 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2013 and holds a Series 65 designation. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, and institutional consulting services. The firm manages a range of accounts and provides private placement due diligence and capital allocation for qualified investors.

Anthony Smith is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Calton & Associates since 2015 and is also owner of Windward Wealth Management, LLC, providing financial services, and a partner at Windward Insurance & Tax Services, LLC, offering insurance and tax preparation services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and analytic approaches, combining advisory and commission-based product offerings through its dual registration as both a registered investment adviser and broker-dealer.

Sean Davis is a CFP® with 21 years of industry experience and is currently an investment advisor representative at Latitude Advisors, LLC. He also operates his own CPA practice, Sean Davis CPA, PA, where he provides tax preparation, accounting, and consulting services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Sheldon Frantz is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including MML Investors Services, MassMutual Life Insurance, and Guardian Life Insurance Company. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering various investment programs and managing approximately $4.21 billion in client assets through about 173 advisors.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member of the 44 Strong Foundation, a 501(c)(3) organization, and acts as a bankruptcy trustee. 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 operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in client assets and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jiles Kirkland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Raymond James and Wells Fargo Advisors. Kirkland is also involved with Northshore Investment Group as an owner and independent contractor. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach, constructing customized portfolios using a variety of asset classes and serving over 10,000 clients with approximately $9.9 billion in assets under management.

Warren Bowman is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He is also the owner of Proactive Financial Planning, a support company related to his advisory activities. Concurrent Investment Advisors provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, mutual funds, and other securities, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Bret Smith is a financial advisor with Capital Analysts, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2005 and has longstanding ties to West Coast Financial Group, Inc., where he has been active since 1986. Outside of his advisory role, Mr. Smith is a co-owner of SECURE AMERICA FIRST, LLC, where he teaches firearms training classes, and he serves on the finance committee and as a deacon at Creekside Church. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and institutional clients. The firm employs a proprietary mutual-fund screening process and offers discretionary portfolio management with a range of customization options, supported by an in-house Investment Management & Research team.

Jacob Reber is a financial advisor with Modern Wealth Management, LLC in Clearwater, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and OneAmerica. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios, third-party managers, and technology-enabled tools to support portfolio construction and client services.

Kalyan Kavili is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Benchmark Investments, Inc. among other firms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using affiliated and unaffiliated managers and supports insurance-linked account management alongside affiliated financial entities.

Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. 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 across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Leonardo Mateus Murcia is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, without managing client assets directly.

Justin Pullaro is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Core Planning and Moving Worth Forward, having previously worked at firms including Provenance Wealth Advisors, Horace Mann Companies, Columbia Advisory Partners, and operated Pullaro Financial Services for over two decades. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.