Daniel Rodriguez is a Series 66 licensed financial advisor with Level Four Advisory Services, based in Tallahassee, FL, and has 14 years of industry experience. He has worked at Level Four Advisory Services since 2019 and previously spent seven years with Wealth Advisors - Southeast, Inc. In addition to his advisory role, Rodriguez serves as CEO of CRI TPA Services, LLC, a spinoff of Carr, Riggs & Ingram, where he is also affiliated as a CPA. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering fee-only financial planning, asset management, and retirement plan advisory services with a focus on tailored client solutions and integrated financial capabilities.

Akhtar Sattar is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment since 2016 and The Gabor Agency, Inc. since 2001. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management, supported by an in-house research team that uses a proprietary fund screening process.

Greg Sokolow is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been associated with The Gabor Agency, Inc. since 2011. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a combination of discretionary investment management by an in-house team and non-discretionary services via independent advisors and third-party managers.

Michael Leatzow is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Incoln Investment since 2016 and has been associated with The Gabor Agency, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Frank Mercer is a CFP® and Series 65-registered advisor with Southeast Asset Advisors, LLC, based in Tallahassee, FL. He has 28 years of industry experience and has been with Southeast Asset Advisors since 1991. He is also a partner in the accounting and consulting firm Lanigan & Associates, P.C., which shares office space with Southeast Asset Advisors. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, managing both discretionary and non-discretionary accounts. The firm offers personalized portfolio management across various asset classes and serves a range of clients including state and municipal governmental entities, with notable involvement in managing private funds through its affiliate Conifer Advisors.

David Kirk is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Lincoln Investment and Mass Mutual Investors Services. Outside of his advisory work, he maintains an active real estate license, focusing on referrals. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and businesses, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

James De Sanctis is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Lincoln Investment, Empower Financial Services, Merrill, Bank of America, Charles Schwab, and Black Diamond. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Stephen Mitchell is a financial advisor at Centaurus Financial, Inc. in Tallahassee, FL, with 17 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2008, also working with First Franklin Financial Services since 2007. Outside of his advisory roles, he manages a local community research project that creates an economic index gauging business activity in Tallahassee. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as advisory management of annuity and variable life sub-accounts.

Travis Barnes Jr. is a CFP® professional with 35 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His background includes roles at LPL Financial, Barnes Capital Group, and Lucile C. Dodd Trust, among others. He serves as a board member for the Westminster Retirement Community. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical approaches and technology platforms.

Crowyns Thervil is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 65 credential and 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Dennig is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served on the board of the Holy Comforter School since 2019 and is involved in several community organizations, including the Leon High School Foundation and the Leon High Lacrosse Athletic Boosters, where he holds the position of board president. Recently, he joined the finance committee of the local Young Life chapter. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and supporting a broad range of investment options.

Madison Madill is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Bank of America. Outside of her advisory role, Madison sells used clothing on the online platform Poshmark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools alongside supervisory oversight to support client investment decisions.

Peter Tychsen is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Gibbs Wealth Management, Brookstone Wealth Advisors, and Preservation Financial Group. Tychsen also serves as an instructor and educator, conducting financial education workshops for organizations such as the Society of Financial Advisors and the National Retirement Foundation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and employs fundamental, technical, and cyclical investment approaches across various strategies.

Melvin Pope III is a financial advisor at Integrity Alliance, LLC with 43 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Lion Street Advisors and Financial Partners of North Florida, where he serves as Managing Partner and insurance advisor. Additionally, he is a board member of the Florida Life and Health Insurance Guaranty Association, overseeing matters related to insurance company rehabilitation and liquidation. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party platforms.

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has been with both firms since 2011 and has operated a self-employed business since 2003. Outside of his advisory work, he is a sports broadcaster for Florida State University baseball and basketball games. Park Avenue Securities is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory services utilizing both proprietary and third-party strategies.

Monique Kabitzke is a Series 65 licensed financial advisor with Valic Financial Advisors in Tallahassee, FL, bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Pruco Securities LLC. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes a technology-driven, model-based investment approach.

April Schoen is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of advisory work, she conducts speaking engagements on retirement planning topics such as Social Security and Medicare. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies, including discretionary and non-discretionary account management.

John Curry is a financial advisor with Primerica Advisors in Tallahassee, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including over 27 years with Primerica Advisors and a concurrent relationship with Guardian Life Insurance Co. since 1990. Outside of his advisory work, he develops and markets educational materials and proprietary planning processes, and he occasionally speaks at industry events. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and financial planning needs.

Robert Kinney is a financial advisor with Primerica Advisors based in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance, where he has been associated since 2010. Outside of advising, he is a partner in Bear Subs, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Theresa Jackson is a certified financial planner (CFP®) with over 31 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has held prior roles at Independent Financial Partners, LPL Financial, and Nationwide Insurance Company. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.