Mark Roberts is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 15 years with CreativeOne Securities. Outside of his advisory work, he is involved in educational workshops for local businesses and veterans planning, and he has authored books available on Amazon. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Fazal Dasankop is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and bringing 33 years of industry experience. He has worked at Jaffe Tilchin since 2008 and at Comprehensive Asset Management & Servicing, Inc. since 2009. In addition to his advisory role, he is president of Dasankop and Associates and serves as a consultant building networks for independent physician associations. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, conducts private placement due diligence, and provides integrated private fund operational services.

Jack Lynch is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Calton & Associates, he worked at Florida Financial Advisors and has held roles at Apple, ThirdChannel, and Nike. Outside of finance, he owns and operates a drone photography business focused on real estate imagery. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

Adam Sinclair is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Tampa, FL, with six years of industry experience. He has held positions at Charles Schwab & Co., Inc. and CliftonLarsonAllen Wealth Advisors, where he has worked since 2021. Sinclair holds Series 63 and Series 65 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios overseen by an Investment Committee and integrates multidisciplinary planning by drawing on experts within its parent firm, CliftonLarsonAllen LLP.

Nathan Lenz is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments, WealthShield LLC, and I&A Consulting. Outside of his advisory role, he owns Makari Group LLC, an external recruiting firm based in St. Petersburg, FL. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, he is involved as an agent with Tropical Realty, where he refers prospects. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Jarrod Rutledge is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. He previously worked at Independent Financial Partners and has been associated with LPL Financial since 2010. Rutledge markets fixed insurance products through his DBA, Provident Wealth Management Group. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios, third-party managers, and option strategies, supported by a network of approximately 153 advisors operating under various trade names.

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.

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.

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.

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.

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.