Steven Albritton is a CFP® professional with 25 years of industry experience, currently serving as Senior Vice President and Financial Advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also CEO of Stella Maris LLC, an operating company used for tax purposes. Concurrent Investment Advisors provides wealth management, financial planning, and retirement services to individuals, families, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Lea Levines is a CFP®-certified financial advisor with 14 years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. She previously worked at BNY Mellon for 16 years. Outside of her advisory role, she serves on the Vestry of St. Ann's Episcopal Church and holds leadership positions as Co-Chair of the Finance Committee and Chair of the Investment Committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mutual/United of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering a range of insurance products and provides LegalShield services. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account solutions and third-party money managers primarily through a platform relationship with Envestnet.

Francisco Diaz is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at IHT Wealth Management since 2019 and has been affiliated with LPL Financial since 2012. Diaz also has experience with Independent Financial Partners from 2012 to 2019. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Stephen Dalfino is a financial advisor with Capital Analysts in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Capital Analysts since 2020 and also maintains roles with West Coast Financial Group and Lincoln Investment Planning, both since 2006. Outside of his advisory work, he is involved in insurance and annuity sales through West Coast Financial Group. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management through both model and custom portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes, and it supports a wide range of advisor activities and client service models.

James Hutchby is a financial advisor at Accurate Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Choreo, LLC, Greerwalker Wealth, Purshe Kaplan Sterling Investments, and Traverse Partners. Hutchby serves as a non-voting advisory board member for the Lowe's YMCA of Greater Charlotte. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in asset allocation and manages most accounts on a discretionary basis while allowing client restrictions and using subadvisers when appropriate.

Scott Greene is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include leadership positions at Greene Financial Group and Mutual Trust Co. of America Securities, among others. Outside of advisory work, he is involved as co-owner in medical software and billing companies and serves as president of a holding company focused on business development. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and cyclical analysis across various asset classes.

Ralph Sevelius Jr. is a CFP® professional with 17 years of industry experience currently serving at IHT Wealth Management LLC. His prior roles include positions at Raymond James & Associates and Provise Management Group, LLC. He is based in Wesley Chapel, FL. IHT Wealth Management serves individual and institutional clients with a range of services including discretionary asset management, financial planning, and ERISA consulting. The firm employs a blended investment approach using diversified model portfolios and algorithmic options, supported by operational features such as an affiliated broker-dealer and private equity ventures.

David Baland is a financial advisor at Concurrent Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and The Hamilton Group. Outside of his advisory work, he serves on the board of the NM Bio Park Society, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.

Robert Harwood is a financial advisor at Trustmont Advisory Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Darwin Wealth Management and Harwood Financial Group. Outside of advising, he is the founder and CEO of EINSTIENFI, a fintech software company that develops planning and practice tools for advisors. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment outlook supported by multiple research sources and manages discretionary accounts totaling approximately $1.3 billion as of the end of 2025.

Dov Litov is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Lincoln Investment, Northbridge Financial Group, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, he referees youth soccer games in Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various investment programs tailored to client needs.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James Financial Services and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and serves as social chair for Women in Financial Services. 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 operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in client assets, employing a long-term, customized investment approach.

Waldo Zayas is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with IHT Wealth Management since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Zayas offers fixed annuities through various insurance carriers as part of his activities outside of his primary advisory role. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, diversified model portfolios, and option strategies, while also providing ERISA fiduciary services and integrating various custodial and sponsored program platforms.

Michael Sinicola is an investment advisor representative with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding a Series 65 designation and six years of industry experience. His prior roles include work with AAG Capital, Inc. since 2022 and positions at Accurate Advisory Group and Accurate Sports Management. He serves on the board of Schwarber's Neighborhood Heroes, a charitable organization. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and other investment services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets.

Dominick Calderazzo is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life and goal achievement coaching. Calton & Associates serves individual investors, retirement plans, trusts, and estates, 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, combining advisory and commission-based brokerage and insurance services.

Jerry Johnson is a CFP® with 43 years of industry experience, currently affiliated with Sequent Planning, LLC. His prior roles include positions at Osaic, Calton & Associates, Inc., and Next Financial. He is also involved in selling Medicare plans through seminars and phone consultations. Sequent Planning, LLC operates as a multi-team SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services, employing a structured risk framework and a mix of firm-developed models and third-party managers.

Matthew Rush is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Excalibur Financial Group, Principal Securities Incorporated, Principal Life Insurance Company, and Newma Housing Fund. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, offers private placement due diligence, and advises on a private fund focused on volatility/arbitrage and options trading strategies.

Ralph Chaudron is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 63 designation and having 39 years of industry experience. His career includes long tenures at Securities America, Inc., and the Chaudron Odom Group, Inc. He is also involved with Chaudron Financial Group, offering insurance sales and advisory services. Calton & Associates serves individual investors, retirement plans, trusts, and retail clients by providing portfolio management, fee-based financial planning, and access to third-party money managers. The firm employs various investment strategies and program structures tailored to client goals, risk tolerance, and liquidity needs, combining brokerage and advisory services through its dual registration.

Christopher Nardi is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory Services and BB&T. Outside of advising, he serves on the boards of The Children's Dream Fund, a wish-granting organization for children with life-threatening illnesses, and Leadership Tampa Bay, a regional leadership program. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing a range of traditional and opportunistic investment strategies.

Kevin Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 65 designation and 11 years of industry experience. He has worked at Darwin Wealth Management, LLC since 2014 and is also involved with Darwin Insurance Group, LLC, where he offers fixed insurance and annuity products as a licensed agent. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management and retirement plan consulting, employing a multi-strategy investment process across various asset classes.