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.

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 CFP®-designated financial advisor with 32 years of industry experience. He is currently with Lanark Financial, Inc. and has worked at Jhs Capital Advisors, Inc. since 2010. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and other institutional clients. The firm operates multiple fee-based advisory programs and managed-account platforms, utilizing discretionary manager selection, model portfolios, and overlay management strategies.

Grant Dobbs is a CFP® and Series 65-registered financial advisor at Mutual Advisors, LLC with two years of industry experience. Prior to joining Mutual Advisors, he worked at Directed Capital and spent several years in educational roles at Florida State University and Canterbury School of Florida. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies supported by third-party tools and maintains approximately $8.5 billion in assets under management.

Cynthia Ochal is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. Her career includes roles at Cascade Wealth Management, Cascade Financial Management, and Cabot Lodge Securities LLC. Outside of advisory work, she is involved in managing rental property and insurance-related activities through separate business ventures. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and local portfolio oversight, integrating fundamental and tactical approaches with tax-aware tools and alternative investment options.

Meagan Calvert is a financial advisor with StoneX Advisors Inc. in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at UBS Financial Services, Inc., Cadaret Grant & Co., Inc., Cetera, and Raymond James & Associates, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a range of proprietary and third-party investment solutions implemented through various platforms, supporting both discretionary and non-discretionary account structures.

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.

Gregory Bourne is a financial advisor at Cyndeo Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Investments for 18 years. Bourne is based in St. Petersburg, FL. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized portfolios using both proprietary and third-party models, investing across multiple asset classes, and offers specialized business advisory services for middle-market owners.

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.

Roger Evanish Jr. is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Virtue Capital Management since 2019. Prior to that, he spent nine years at Horter Investment Management and has been self-employed as an independent agent specializing in life insurance and fixed or indexed annuities since 1987. 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 advisers. The firm employs a model-driven investment approach using mutual funds and ETFs, offers a range of services including financial planning and ERISA consulting, and provides a financial education course for pre-retirees.

William Sines is a financial advisor at BFC PLANNING, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Berthel Fisher & Company Financial Services, Inc., Senior Financial Services, the University of Central Florida, and The Party Corp. Outside of his advisory role, he has engaged in tax preparation and accounting services, as well as office cleaning operations. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives offering flexible fee arrangements and multiple investment platforms.

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.

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.