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.

Joel Thornton Jr. is a financial advisor at Invst, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Jarred Bunch Consulting, LLC since 2019 and Park Avenue Securities from 2009 to 2019. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

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 at Calton & Associates, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2018, following seven years at Bank of America and Merrill. Outside of his advisory role, Macchione serves on the board of directors for his local Salvation Army chapter and is involved in several entrepreneurial ventures, including a distribution company and an online retail business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and utilizes multiple analytic approaches, combining commission-based brokerage and insurance products with advisory services.

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 prior work experience at BankFlorida and several other organizations across various industries. Parker 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. 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 delegation to investment adviser representatives.

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 with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has 11 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through selected T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations delivered via an online planning tool.

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 bringing 18 years of industry experience. He has worked with Truist Advisory Services since 2016 and Truist Investment Services, Inc. since 2014. Outside of his advisory role, he is president of Harris and Co. Investment Group LLC, which manages a second home rental property in Rabun Gap, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches along with third-party platforms and AI-enabled research tools.

Richard Waters Jr. is a CFP® professional with 27 years of experience in financial advising. He is currently with OSAIC Institutions, Inc. and previously worked at Infinex Investments, Inc., Ameriprise Financial Services, and Centennial Bank. Waters contributes written financial advice for a book section focused on life planning for NFL players and provides financial counseling to military personnel and their families through Magellan Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

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.