Weston Newman is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Yale Capital Corp., where he has worked since 2017, following roles at Goodpasture Gray and HSBC Securities (USA) Inc. Yale Capital Corp. provides investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions. The firm focuses on customized portfolios using fundamental analysis, emphasizing dividend-bearing and tax-efficient assets while employing tax-sensitive strategies to manage trading costs and tax impact.

Tanner Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his financial advisory career, he spent five years in full-time education. Outside of advising, he works as a relationship manager for RAPID!, a company focused on ePayroll solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million using a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Christopher Davitt is a CFA® charterholder and holds the Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial advisory industry, including a lengthy tenure at Raymond James & Associates. His work history also includes roles at Proxima Wealth Advisors LLC and Proxima Wealth Partners LLC. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Timothy Beauregard is a CFP® professional at Simplicity Wealth with four years of industry experience. He previously worked at Focus Financial Planning for six years and has held roles at Simplicity Group and Wholehan Marketing since 2005. Outside of his advisory work, Beauregard is involved in Medicare product sales and holds a regional vice president position focused on fixed annuities marketing. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, complemented by ongoing portfolio monitoring, tax optimization options, and a formal due diligence process for third-party managers.

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. Molina holds the Series 65 and Series 63 designations. 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 uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Christina King is a financial advisor at The AmeriFlex Group with seven years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates and SagePoint Financial. King is also a director involved in investment relations and trading activities at The AmeriFlex Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Henry Kulig III is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at FSC Securities Corporation, Lion Street Advisors, and Integrity Alliance, LLC. He is also an independent insurance agent involved in the sale of insurance products. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a rigorous, top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary management.

Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Earl Hudgens is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 47 years of industry experience. Prior to joining Concurrent in 2026, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 28 years. Outside of his advisory role, he is a co-owner of H2 LLC, an investment-related company involved in land real estate and estate administration. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a team of about 240 advisors and uses a long-term, portfolio-driven investment approach with ETFs, mutual funds, and selected individual securities.

Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Grace Basilone is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Morgan Stanley. She also operates under Tidwell-Premock-Basilone Private Wealth Management, providing investment advice to clients. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm employs a long-term investment approach with customized portfolios consisting of ETFs, mutual funds, individual securities, and alternative investments.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.

Edward Brown is a CFP®-designated financial advisor with 34 years of industry experience. He has been with G. A. Repple & Company since 2016. Outside of his advisory role, he is also involved in fixed insurance sales and financial planning as an insurance agent. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, as well as multiple investment programs including ETF-focused and Biblically-Responsible Investing models.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various platforms and third-party managers.

Solomon Reeves is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has worked at multiple firms including Fortune 360 Group LLC and Investacorp, and he currently serves as managing partner of FMG Properties LLC, which is involved in real estate. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets across multiple offices, offering both discretionary and non-discretionary portfolio management along with plan fiduciary services and participant education.

David Montgomery is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OneDigital Investment Advisors, Fidelis Fiduciary Management, Independent Financial Partners, and LPL Financial. 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 manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach combined with opportunistic rebalancing.

Andrew Werner is a financial advisor with M Holdings Securities, Inc. in Tampa, FL. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Robert W. Baird, Harwood Advisory Group, and Mezrah Financial, where he currently works as a financial analyst. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing both discretionary portfolio management and third-party sub-advisors.

Christine Bristow is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Cuna Brokerage Services, and Vermont State ECU. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with an emphasis on relative strength methodology and a top-down market approach, customizing portfolios through discretionary management or model-based allocations.

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.