Jonathan Dahl is a financial advisor at Principal Advised Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, TD Ameritrade, and other financial institutions. His current role includes providing investment advice to Principal retirement plan participants regarding distribution options at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary investment management program, leveraging proprietary models and third-party methodologies while operating as part of the Principal Financial Group family.

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 with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Fidelity, Charles Schwab, NorthCoast Asset Management, and Quasar Distributors. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized ETF-based portfolio approach combined with specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Benjamin Brown is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. and CORE Capital Markets LLC. Before his career in finance, he spent four years in full-time education and three years working at Garden Hills Pool. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and managing accounts through both firm-sponsored programs and third-party money managers.

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.

Robert Alvarez is a CFP® professional with 32 years of experience in the financial advisory industry. He is currently with Lanark Financial, Inc. in Tampa, FL. His prior experience includes five years at Jhs Capital Advisors, Inc. and one year at Gunnallen Financial, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program platforms.

Cynthia Ochal is a Certified Financial Planner® at Apollon Wealth Management, LLC with 31 years of industry experience. She has held roles at several firms including Cascade Wealth Management, Inc. and Cabot Lodge Securities LLC. Outside of financial advising, she is involved with Apollon Insurance Group, LLC and participates in managing a rental property through Deep Dish Holdings, LLC. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth families, family offices, and other client types. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning and portfolio management, leveraging fundamental analysis, ESG models, and technology tools such as generative AI.

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.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Gary Cucchi is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms such as Horace Mann Companies and Florida Educators Insurance, and currently owns several business ventures including a gym and insurance agencies. Outside of finance, he is involved in youth sports as the coach and president of the Tampa Trojans Baseball Club. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and businesses, offering portfolio management through both discretionary and non-discretionary approaches. The firm employs a proprietary mutual-fund screening process and partners with Lincoln Investment and Pershing/BNY to provide a range of investment and retirement plan services.

Drake Wellborn is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lumos Fiber, The Club at Glenmore, Veritas Vineyards and Winery, Campus Ink, Hampden-Sydney College, Lake Forest College, Woodberry Forest School, and The Covenant School. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs a multi-adviser team to tailor investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often incorporating mutual funds, ETFs, and individual equities.

Lynn Stebbins is a CFP®-certified financial advisor with 10 years of industry experience, currently with Calton & Associates, Inc. in Tampa, FL. Her prior experience includes roles at Gwn Securities, Inc., Securian Financial Services Inc., and David Lerner Associates, Inc. She serves as secretary for the West Palm Beach New Business Leader Chapter of Networking Professionals International. Calton & Associates is a registered investment adviser, broker‑dealer, and insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and commission-based brokerage and insurance products, using a mix of analytical strategies and both firm-sponsored and third-party money managers.

Bruce Shindelman is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages accounts on discretionary and non-discretionary bases and offers private placement due diligence and allocations for qualified investors.

Roger Evanish Jr. is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Horter Investment Management, LLC for nine years before joining Virtue Capital Management in 2019. Evanish has been self-employed as an independent agent specializing in life insurance and fixed or indexed annuities since 1987. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and qualified plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a multi-team approach and utilizes tactical, strategic, and dynamic investment methods, supported by due diligence on third-party managers and model strategies.

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 at Integrity Advisory Solutions in Tampa, FL, holding a Series 65 credential. She has been in the industry since 2021, with prior experience at Rise Management and Gemini Financial Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms.

Richard Sharpe is a financial advisor with Capital Analysts and holds Series 65 and Series 63 licenses. He has 17 years of industry experience, including roles at PlanMember Securities Corporation and West Coast Financial. Outside of his advisory work, he is involved in education as a substitute teacher and soccer coach at local schools in Lutz and Tampa, Florida. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing portfolio management and retirement-plan advice through a network of independent advisors and in-house teams. The firm combines discretionary and non-discretionary investment management with proprietary screening processes and collaborates with third-party managers and institutional partners.

Michael Farmer is a CFP® with 13 years of experience in financial services, currently with USAA Investment Services Company. His prior roles include positions at Charles Schwab Bank and various USAA financial affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering non-comprehensive Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Hunter Mills is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked at several firms including MyFundedFutures and The Retirement Planners. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing a mix of long- and short-term approaches with portfolios typically including mutual funds, ETFs, and individual equities.

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.