Shabana Asif is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked with Bankers Life in various roles from 2006 to 2024. Additionally, she operates as an independent insurance agent through Level Four Insurance Agency. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individuals, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios managed internally or through sub-advisers.

Brendan Remus is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 66 credential and is the owner and advisor of So Simple Financial, LLC, where he dedicates a portion of his professional time. His prior experience includes roles at Park Avenue Securities and West Shore Financial Group. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs strategic and tactical investment approaches through proprietary model portfolios and third-party technologies, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

Roy Deloach is a financial advisor at Vicus Capital, Inc. in Tampa, FL, with 21 years of industry experience. He holds a Series 66 designation and has been with Vicus Capital (formerly PFG Financial Advisors) since 2005. In addition to his advisory role, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a range of strategies and technology platforms to provide tailored advisory and fiduciary services.

Trevor Monroe is a Series 66-licensed advisor at Larson Financial Group, LLC with four years of industry experience. He has previously worked at the University Center Club, Tower Club Florida, and Centre Club Tampa. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for research and client recommendations.

Luther Wrenn is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2013. In addition to his advisory role, he is a licensed insurance agent operating Wrenn Insurance Services, where he sells annuities and health insurance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm develops customized investment policies and employs a variety of analytical strategies, offering services that include access to select non-traded REITs and options-writing overlays.

Hosler Wall III is a CFP® and PFS™ with 28 years of experience in financial advising. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following tenures at Wall Advisors Inc. and Wall Foss Advisors, Inc. He is also the managing member and majority owner of Wall Titus, LLC, a CPA firm that provides tax, accounting, business advisory, and mergers and acquisitions services. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of investment management, financial planning, and retirement plan consulting services.

Bryson Macchione is a financial advisor with Calton & Associates, Inc. in Lakeland, FL, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, Ingram Advisory Services, and Investors Capital Corp. He serves on the board of directors for his local Salvation Army chapter and is involved in several entrepreneurial ventures, including partnerships in distribution and e-commerce businesses. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm manages client assets through proprietary and third-party platforms using a mix of analytical approaches and offers fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

Paul Morgis is a CFP® and ChFC® with 36 years of industry experience. He has worked at Vicus Capital, Inc. (formerly PFG Financial Advisors) since 2002 and at Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis with a variety of strategies and provides both discretionary and non-discretionary portfolio management, digital advice, and specialized fiduciary consulting services.

Thomas DiCesare is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Wall Advisors, Inc. and Land South Group. Outside of his advisory role, DiCesare is involved in several business ventures including ownership of DiCesare Holdings, LLC, which focuses on real estate and consulting, and serving as Vice President and Real Estate Broker at Capital Access Group, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office services, utilizing both traditional and alternative investment strategies.

Daniel Parker is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including BankFlorida and International Fire Protection. Daniel is also involved with BankFlorida in an investment services capacity. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and utilizes a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Ryan Bates is a financial advisor with AE Wealth Management, LLC in Lakeland, FL, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at Saxony Securities and Kalos Management. He serves as Chapter President for the American Financial Education Alliance in Polk County, FL, where he conducts financial education workshops. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis methods across various investment strategies.

Frank Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Empower Advisory Group and has held positions at Morgan Stanley and E*TRADE Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Digna Feliciano is a financial advisor at GWN Securities Inc. with 24 years of industry experience. She holds the Series 66 designation and has been with GWN Securities since 2015. Feliciano has served as a member at large and chapter treasurer for Delta Tau Lambda Sorority, Inc., previously holding the position of chapter president. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a combination of discretionary portfolio management and model portfolios, using various affiliated and unaffiliated sub‑advisers along with technology-driven platforms.

John Hall is a financial advisor with Truist Advisory Services in Lakeland, FL, holding the CFP® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including roles at SunTrust Bank and its affiliated advisory and investment services prior to Truist. He serves as a board member on the WEDU PBS Community Advisory Board, participating in programming discussions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christie Morrison is a ChFC® and Series 66-licensed financial advisor with two years of industry experience. She is currently with Truist Advisory Services and previously worked at Edward Jones. Outside of her advisory role, she is involved with Fleet Feet, a retail business specializing in running shoes and apparel, where she fits customers for footwear. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary manager relationships supported by third-party platforms and emphasizes inter-affiliate integration within the Truist enterprise.

Brendan Flannery is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management, utilizing proprietary mutual funds and ETFs. The firm serves individual investors and households, providing point-in-time financial plans and ongoing portfolio management tailored to retirement goals.

Nicholas Menzies is a financial advisor with Truist Advisory Services in Lakeland, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones, and spent over a decade with Polk County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate services and utilizes AI-enabled tools for research and manager oversight.

Steven Harris Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services since 2016 and previously at LPL Financial and Morgan Stanley & Co. LLC. Outside of his advisory role, he is president of Harris and Co. Investment Group LLC, a business managing a second home property used partly for rental purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a third-party manager selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enhanced equity research.

Richard Waters Jr. is a CFP® professional with 27 years of industry experience, currently associated with OSAIC Institutions, INC. His previous roles include positions at Infinex Investments, Ameriprise Financial Services, Centennial Bank, LPL Financial, and Truist Investment Services. Outside of advisory work, he contributes as a publishing author on financial advice for NFL players preparing for life after football and provides financial planning and counseling services to military personnel and their families through Magellan Financial. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary account management.

William Dyer is a CFP® with 23 years of industry experience, currently serving as an advisor at Truist Advisory Services since 2016. He has been affiliated with Truist Investment Services since 2007. Dyer serves as a floating board member for the San Juan Ranch HOA, where he participates in overseeing community maintenance and development projects. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, and integrates services across affiliated entities to deliver its investment solutions.