Daniel Howell is a CFP® with 12 years of experience in the financial industry, currently serving at CWA Asset Management Group since 2022. He previously worked at Camarda Wealth Advisory Group and Fidelity, and he has been involved in residential real estate sales and management through Florida Homes Realty & Mortgage since 2016. Howell also manages residential real estate rentals for family-held properties. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs in-house research, proprietary models, and a combination of active and quantitative strategies, offering globally diversified portfolios tailored to client objectives.

John Durant is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with American Independent Securities Group, LLC and previously worked at L.M. Kohn & Company and Ameriprise Financial Services, Inc. In addition to his advisory role, Durant is a licensed insurance agent offering life, health, long-term care, and variable annuity insurance products. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Virginia Schlosser is a financial advisor with Royal Fund Management, LLC in Jacksonville, FL, holding a Series 65 credential and three years of industry experience. She is also involved with Schlosser Insurance Services LLC as an independent licensed insurance agent focusing on life, health, and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and offers both discretionary and held-away account management while operating at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Ivan Hernandez is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Alive Credit Union, Trinity Wealth Securities, Florida Financial Advisors, Synovus Bank, and Publix. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, and offers customized portfolios using diversified funds, individual securities, independent managers, and specific program structures aligned with client objectives.

Austin Ryan is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, Raymond James Financial Services, and Fidelity Brokerage Services LLC. He is also involved with McAdams Group, LLC, where he works in fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, corporations, and other advisers. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of discretionary and non-discretionary services.

Jeffrey Thorsen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 registrations and 27 years of industry experience. His prior roles include positions at Independent Advisor Alliance, Sanchez Wealth Management Group, and LPL Financial. Outside of advisory work, he assists with the accounting and finance of a family business operated by his son and holds a real estate associate license to represent himself, friends, and family. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Jared Cales is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ChangePath, LLC and Petros Advisory Services, LLC. Outside of his advisory role, he is the owner of Phileo Advisory, a non-investment-related business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies supported by quantitative and fundamental analyses.

Christopher Handlee is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with LPL Financial since 2008. Handlee is involved with Keystone Financial Strategies Group, where he dedicates part of his time to non-variable insurance activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and other portfolio management techniques.

Ty La Victoire is a financial advisor at Portfolio Medics, LLC in Jacksonville, FL, holding a Series 65 designation with three years of industry experience. Prior to joining Portfolio Medics, he worked at Trinity Wealth Securities, Florida Financial Advisors, and the University of San Francisco. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

Nicholas Diterlizzi is a financial advisor with MissionSquare Retirement in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at ICMA Retirement Corporation since 2006. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Patrick Evans is a financial advisor with Stonex Advisors Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he manages a rental property in Fort Collins, Colorado. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment approaches, including advisor-managed portfolios and third-party money managers, supported by integrated platforms and multiple account structures.

Stephen Schuller is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He previously worked at Dorsey & Company, Inc. for 30 years before joining Prospera in 2021. Outside of his advisory role, he manages Stephen Schuller, LLC, a business brokerage consulting on the purchase and sale of operating businesses through the Florida Business Exchange. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Ryan Bailey is a CFP® with nine years of industry experience. He is currently with Facet and has held prior roles at CovingtonAlsina, Fidelity Investments, Charles Schwab, and Robinhood Financial. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focusing on ETFs and uses technology-driven processes for tax-optimized implementation and portfolio management.

James Moore Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Timucúan Asset Management Inc. since 2005. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm employs a fundamental, business-oriented value investing approach with concentrated portfolios and multi-year holding periods, and distinguishes itself by managing pooled investment vehicles alongside separate accounts.

William Braude is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Since 2012, he has been affiliated with NBC Securities, Inc. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms.

Robert Larios is a financial advisor with Saxony Capital Management, LLC in Jacksonville, FL. He holds Series 63, Series 65, and Series 66 designations and has 31 years of industry experience, including 20 years with Saxony Securities. Saxony Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model, offering discretionary asset management alongside hourly or flat-fee planning, utilizing various investment techniques including fundamental, technical, and quantitative analysis.

Alan Joyce is a financial advisor with Rossby Financial, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include 21 years at Raymond James & Associates and leadership positions at Coral Reef Advisors LLC and The Alan R Joyce Company LLC, a consulting business serving real estate and structured settlement sellers. He is also a partner in The Britus Group LLC, a management company with no current operations. Rossby Financial provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate clients. The firm employs multiple analytical methods to tailor investment strategies to clients’ risk tolerance and uses various platforms, including third-party managers and direct-indexing solutions, to implement customized portfolios.

Lea Bush is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with several firms including Florida Care Assurance Group and MMA Group, Inc. Outside of her advisory role, she is involved in financial education through her ownership of Rise N Shine Services, LLC, and serves on the boards of nonprofit organizations Ability Tree First Coast and The Bosses Table. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative and technical investment approach supported by proprietary algorithmic research.

Michael Maddock is a financial advisor with Principal Advised Services in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and CitiBank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration within the Principal Financial Group family, providing access to affiliated products and services.

Stacy Summerlin is a financial advisor at Gibbs Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has also been involved with Summerlin Benefits Consulting Inc since 2012. Outside of advisory work, Summerlin is the owner and president of SBC Financial LLC, a non-investment-related business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients' financial situations, goals, and risk tolerance to select and monitor model portfolios rather than managing individual securities.