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.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member of the 44 Strong Foundation, a 501(c)(3) organization, and acts as a bankruptcy trustee. 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 and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jiles Kirkland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Raymond James and Wells Fargo Advisors. Kirkland is also involved with Northshore Investment Group as an owner and independent contractor. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach, constructing customized portfolios using a variety of asset classes and serving over 10,000 clients with approximately $9.9 billion in assets under management.

Warren Bowman is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He is also the owner of Proactive Financial Planning, a support company related to his advisory activities. Concurrent Investment Advisors provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, mutual funds, and other securities, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Bret Smith is a financial advisor with Capital Analysts, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2005 and has longstanding ties to West Coast Financial Group, Inc., where he has been active since 1986. Outside of his advisory role, Mr. Smith is a co-owner of SECURE AMERICA FIRST, LLC, where he teaches firearms training classes, and he serves on the finance committee and as a deacon at Creekside Church. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and institutional clients. The firm employs a proprietary mutual-fund screening process and offers discretionary portfolio management with a range of customization options, supported by an in-house Investment Management & Research team.

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.

Kalyan Kavili is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Benchmark Investments, Inc. among other firms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using affiliated and unaffiliated managers and supports insurance-linked account management alongside affiliated financial entities.

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 at IP Financial Advisory Services LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corp. Outside of her advisory role, she serves as Membership Chairman on the Board of Directors 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, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on customized portfolios and refers clients to unaffiliated third-party investment advisors while providing a range of services that include actuarial analysis and insurance consulting.

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.

John Feast is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials with 28 years of industry experience. His prior work includes 13 years at Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Tiahna Lilavois is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Socius Family Office, Truist Bank N.A., and Wells Fargo Bank N.A. Concurrent Investment Advisors is an enterprise-scale firm with approximately 161 advisors serving over 10,000 clients and managing around $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans, employing a long-term, customized investment approach.

George Hoos is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James, and GLUH Investment of Sarasota LLP. He is also the owner of Cavalier Asset Management LLC. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets using customized, long-term portfolio strategies.

Ricky Black is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and 40 years of industry experience. He has worked with West Coast Financial and Lincoln Investment since 2015 and has been associated with Horace Mann Investors Inc since 1984. In addition to his advisory role, he is appointed as an agent for Medicare Advantage and Medicare supplement insurance with multiple providers. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in individualized asset allocations.

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.

Eduardo Augsten is an advisor at Concurrent Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Ameriprise Financial Services. He is also president of Medallion Advisory, Inc., a support company involved in accounting for his S-corp. Concurrent Asset Management primarily provides investment management, OCIO, and TAMP/UMA services to other registered investment advisers and pooled investment vehicles. The firm focuses on model-based portfolio construction using ETFs, mutual funds, and select individual securities, serving mainly other advisers rather than individual retail clients.