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 a financial advisor at IHT Wealth Management LLC based in Tampa, FL. He holds Series 63 and Series 65 credentials and has recently entered the industry, beginning his career in 2025. Prior to joining IHT Wealth Management, he worked at LPL Financial and has experience in various roles outside finance including education and retail. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities. The firm provides discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, using a combination of proprietary model portfolios, third-party managers, and systematic investment strategies.

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.

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.

Gregory Mitro is a financial advisor at Founders Financial Alliance, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves on the boards of The Florida Aquarium, Tampa Connection, and the American Dental Association, including chairing the Making Waves Society at The Florida Aquarium. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a family-office style program combining management, planning, and tax analysis under a flat fee.

Adam Hess is a financial advisor at Cyndeo Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Capital Wealth Planning. Hess also operates as an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners, offering portfolio management, financial and wealth planning, family office services, and business advisory. The firm provides customized investment solutions, access to third-party managers, and operates a private investment vehicle targeting income and diversification beyond traditional fixed income.

Matthew Barnett is a financial advisor at USAA Investment Services Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including 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 and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

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.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.

Melissa Pinkerton is a financial advisor at Manning & Napier Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Belleair Wealth Management, Mercer Global Advisors, and Raymond James & Associates. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, pension plans, and government entities, while also managing discretionary separately managed accounts and offering retirement plan services. The firm’s investment approach combines top-down macro analysis with bottom-up security selection and employs systematic strategies overseen by an Investment Policy Group.

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.

John Walters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at H D Vest for 12 years and has operated Lewalt Consulting Groupe, providing tax preparation and accounting services, for over two decades. Financial Gravity Family Office Services, LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Glen Mcgaha is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2016. In addition, he has over 20 years of experience at Bayside Insurance. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

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.

Colette Parrilli Robinson is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Agia and VALIC Financial Advisors. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. 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-market allocations, offering both discretionary and non-discretionary portfolio management.

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.

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.