John Steele Jr. is a Series 65 credentialed advisor with RFG Advisory, LLC, based in Lutz, FL. He has two years of industry experience, including roles at Fisher Investments and Independent Financial Partners prior to joining RFG Advisory. RFG Advisory serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a variety of model strategies and third-party platforms.

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.

Bret Smith is a CFP® and ChFC® with 37 years of industry experience. He is affiliated with Capital Analysts and has held roles at Lincoln Investment Planning, Inc. and West Coast Financial Group, Inc. since 1986. Outside of financial advisory, he co-owns Secure America First, LLC, which provides firearms training, and serves on the finance committee and as a deacon at Creekside Church. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm uses both discretionary and non-discretionary investment management approaches, supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process.

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.

Lynn Smeraldo is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and 66 licenses and bringing 37 years of industry experience. Prior to joining IP Financial Advisory Services in 2022, she worked at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and other firms. She serves as a board member and membership chairman for the Dunedin Council of Organizations and is a member of the Rotary Club of Dunedin. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm constructs personalized portfolios and utilizes a range of analytical approaches, focusing on non-high-net-worth investors and retirement plan participants.

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.

Ana Harwood is a financial advisor at Trustmont Advisory Group, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Management Solutions, LLC and Regenere. Outside of her advisory role, she is an investment advisor representative for AMH Advisory, LLC. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment advice, and portfolio management with a long-term investment approach. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

Edward Dropic is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company for over two decades. Outside of advisory roles, he is involved in insurance brokerage activities through multiple entities, including his ownership of Medicus Wealth Consultants, LLC. Simplicity Wealth serves a diverse client base that includes individual investors, retirement plans, corporate entities, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, provides model portfolios with ongoing monitoring and rebalancing, and offers a technology-driven platform for advisers, including a third-party asset management program (TAMP).

Luis Villavicencio is a financial advisor at Savvy with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc., IFP Securities, LLC, American United Life, and OneAmerica Securities. Outside of his advisory role, he serves as a pastor at Iglesia El Sembrador Wesleyano in Clearwater, Florida. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based core strategies with tailored solutions such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Valic Financial Advisors for seven years before joining IHT Wealth Management and LPL Financial in 2022. Outside of his advisory roles, he operates Ryan DeWitt Financial, LLC, a business entity established for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates tailored to client objectives and risk tolerances.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2013, including a brief period at Nancy Barron and Associates, Inc. He is based in Temple Terrace, FL. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a range of analytic approaches, combining registered investment adviser and broker-dealer operations.

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

Kevin Demers is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 13 years of industry experience. He has been with various USAA-affiliated entities since 2012, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to assist with retirement planning and refers clients to Charles Schwab for investment products and account services.