Kevin Bachmann is a financial advisor with Cape Investment Advisory, Inc., holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has held roles at several firms, including First Asset Financial and Intervest International Equities Corp. He is also the owner of Bachmann Financial Group, an insurance brokerage and consulting business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm tailors asset allocation plans based on clients’ financial situations and uses both internal and external portfolio management resources with regular reviews.

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 with IHT Wealth Management LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial and several other firms in various roles. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm tailors portfolios using proprietary model portfolios, third-party managers, and discretionary mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Dennis Witthoeft is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, he is also employed in furniture sales at Havertys Furniture. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing multiple analytical approaches and a combination of advisory and brokerage 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.

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.

Gregory Mitro is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Founders Financial Alliance in 2021. Mitro serves on the boards of The Florida Aquarium and Tampa Connection, and acts as a liaison to the American Dental Association’s Council on Advocacy for Access and Prevention. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combined with periodic rebalancing and a variety of strategies including third-party manager solutions.

Christopher Maclellan is a CFA® charterholder currently with Citizens Private Wealth in Tampa, FL, where he has been since 2026. He has over 14 years of experience in the financial industry, including roles at Northern Trust and multiple entities within the Newport Group. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers both discretionary portfolio management and non-discretionary recommendations, supported by its affiliation with Citizens Bank, N.A.

Adam Hess is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Capital Wealth Planning. He also operates as an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners provides discretionary and non-discretionary portfolio management, financial planning, family office services, and business advisory to individuals, corporations, and middle-market business owners. The firm employs customized portfolio strategies using in-house models or external sub-advisers and manages a private pooled 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.

Angela Seguro is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment and West Coast Financial Inc since 2017, as well as Cuna Brokerage Services and Suncoast Credit Union from 2015 to 2017. She is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and in-house investment management.

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.

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 at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2015. In addition to his role there, he is the owner of Windward Wealth Management and a partner in Windward Insurance & Tax Services, where he is involved in insurance and tax preparation services. Calton & Associates is a registered investment adviser that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and the ability to manage assets directly or via third-party money managers, using a mix of analytical investment approaches.

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.