Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining IHT in 2022, he worked at Valic Financial Advisors from 2015 to 2022. He also operates Ryan DeWitt Financial, LLC, a business entity established for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a proprietary investment process combining fundamental value screening and quantitative optimization.

Byron Ison is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Optivise Advisory Services, First Advisors National, Protective Wealth Advisors, and Securities Solutions Group. Outside of advisory services, he is the owner and managing partner of Protective Financial Group, an insurance services firm based in Wesley Chapel, FL. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a diversified mix of firm-developed models, third-party managers, and customized strategies within a structured risk framework.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2013, including a brief period at Nancy Barron and Associates, Inc. He is based in Temple Terrace, FL. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a range of analytic approaches, combining registered investment adviser and broker-dealer operations.

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

David Goldin is a financial advisor at Accurate Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AAG Capital Inc. and The Clearwater Group. Outside of his advisory role, David holds a Florida real estate license and is involved in managing real estate transactions through his ownership of Goldin Properties LLC. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a variety of investment options with an emphasis on value, safety, quality, and risk control.

Gregory Reichold Jr. is a CFP® with 17 years of industry experience currently serving at Highpoint Planning Partners. He has been associated with Highpoint Advisor Group and LPL Financial since 2014. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

Rick Helbing is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously held roles at ChangePath, LLC, Partnervest Advisory Services, LLC, and Suncoast Advisory Group of Sarasota, Inc. He sold non-variable insurance products through Suncoast Advisory Group until 2015. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets under management.

Bryan Hamer is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Accurate Wealth Management, LLC and has prior experience with firms including International Assets Advisory, LLC, and 21st Century Financial. He is also the owner of Hamer Capital Group, Inc., a private label entity for securities business. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

William Saccone Rodriguez is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds a Series 66 credential and previously worked at Manderson Wealth Strategies and Principal Securities. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Nadine Barnes is a financial advisor at United Capital Financial Advisors with a Series 65 credential and seven years of industry experience. Her prior work includes roles at Digital Bridge, Citrix, PROSEGUR, Bankers Life, and Marakon, a Charles River Associates company. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform, FinLife Partners, supporting other independent advisors.

Glenn Holmes is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He has previously worked at JP Morgan Securities LLC and Raymond James & Associates. Holmes holds Series 63 and Series 66 licenses and is a partner at Concurrent Investment Advisors. 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 serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Matthew Graham is a financial advisor with Capital Analysts in Lutz, Florida, holding a Series 66 license and nine years of industry experience. He has worked with West Coast Financial and Lincoln Investment since 2017 and previously spent four years at Publix Super Market. Outside of his advisory role, Graham is the Chief Growth Officer and Co-Owner of West Coast Financial Group and serves as a deacon and treasurer at Creekside Church. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house Investment Management & Research team to guide investment decisions.

Andrew Argen is a CFP® with six years of industry experience, currently serving as a financial advisor at Facet in Tampa, FL. His prior work includes roles at Raymond James & Associates, Empower Financial Services, and Morgan Stanley. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management primarily using ETFs. The firm emphasizes holistic financial planning through a Total Financial Life Resources framework and does not charge percentage-of-AUM fees.

Mounia Mokdad is a CFP® professional with eight years of experience at Joel Isaacson & Co., LLC. She has worked exclusively at Joel Isaacson & Co., LLC since 2014. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in client assets and offers services including financial planning, portfolio management, tax advice, and family-office support.

Daniel Mercado is an investment advisor representative at Regal Investment Advisors LLC with one year of industry experience. Prior to joining Regal, he held roles at Optum, AbleTo Inc, Sila Solutions Group, and Medtronic. Outside of his advisory work, he serves as a senior program manager at Optum, focusing on healthcare program and project management. Regal Investment Advisors operates an enterprise-scale sub-advisory platform providing model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, executing day-to-day trading discretion within defined strategy parameters.

Elyott Silverstein is a CFP® professional with seven years of experience in the financial services industry. He currently works with Csenge Advisory Group, LLC and has prior experience at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory role, he manages administrative operations for Hive Metrics, a psychometric services consultancy, and runs a resale business specializing in collectibles and gaming products. 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 combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market framework, offering customizable portfolio management through discretionary or model-based strategies.

Christopher Csenge is a CFP® professional with 13 years of experience in financial advisory. He is currently with Csenge Advisory Group, LLC and previously worked at Integrity Alliance, LLC and Lion Street Financial. Csenge Advisory Group serves individuals, high net worth clients, charities, and corporate/business clients with investment advisory and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, emphasizing a relative strength methodology and a top-down market and risk approach.

Matthew Menkhaus is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Concurrent, he worked at Fidelity Investments and served as a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Paul O'Grady is a Series 65-licensed financial advisor with 16 years of industry experience, currently serving at Accurate Wealth Management, LLC. His career includes prior roles at Global Financial Private Capital, LLC and ongoing involvement with Clean Juice LLC. He is also a vice president at Clean Juice, a retail food and beverage business. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes asset allocations based on value, safety, quality, and risk control, managing approximately $1.71 billion in regulatory assets under management.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.