Tracy Kinder is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds the Series 65 designation and previously worked at Claraphi Advisory Network, LLC for nine years. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs customized, risk-based model allocations incorporating fundamental, technical, and modern portfolio theory analyses, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Colin Wiens is a Certified Financial Planner® with 15 years of industry experience, currently serving at Larson Financial Group, LLC since 2010. He holds the Series 66 designation and is a board member of Lakeland Volunteers in Medicine, a community health clinic providing free healthcare to underserved populations. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.

Christopher Mcgarvey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent seven years at Wall Advisors, Inc. Outside of his advisory role, he is president and owner of McGarvey Financial, Inc., a company formed for tax purposes, and serves as vice president of an online retail business run by his spouse. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Stephen Webb is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and previously worked at OneAmerica Securities and American United Life. Webb serves as a board member for PAC Dream Centers, a nonprofit helping victims of human trafficking, and advises on neighborhood and park property matters as a trustee for Sylvestor Shores. Kovack Advisors, Inc. is a multi-team investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-based, model-driven investment approach supported by Envestnet technology.

Trisha Perez is a financial advisor with Bison Wealth, LLC, holding Series 65 and Series 63 licenses. She began her career in financial services in 2023 and has worked at multiple firms, including API Financial Advisors, TruChoice Financial Group, Goldenridge Financial Network, and Tax Free Wealth Group. Outside of her advisory roles, she is involved with Storm Praise Publishing, LLC and Storm Praise Design & Consulting, LLC. Bison Wealth serves a broad client base, including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm’s investment approach combines tactical and strategic allocations across various asset classes and includes distinctive services such as a turnkey asset management platform and option-based overlay strategies.

Adam Saldana is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016, following a brief tenure at Intervest International Equities Corp. Outside of his advisory role, he is also an insurance producer with Belpointe Insurance LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of strategies to meet client objectives and risk tolerance.

Kacie Rogers is a CFP® with 10 years of experience in financial advising, currently serving at Larson Financial Group, LLC. She has been with Larson Financial and its affiliated entities since 2016. Outside of her advisory role, she has written and self-published a creative short story unrelated to finance. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm offers a combination of model portfolios and custom discretionary programs, employing both strategic and tactical investment approaches along with affiliated broker-dealer and private-equity activities.

Jacob Fisher is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Larson Financial Group, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a blend of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, including option overlays and separately managed account strategies.

Mark Gray is a financial advisor with Creative Financial Designs, Inc. in Plant City, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Creative Financial Designs and its affiliate cfd Investments, Inc. since 2009. Outside of his advisory role, he serves as president of Mark Gray Financial, an independent insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

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.

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.

Jerry Johnson is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Sequent Planning, LLC. His prior work includes positions at Osaic, Calton & Associates, and Next Financial, as well as operating Johnson Brothers & Kurios, Inc., a personal S corporation established to manage his advisory business. In addition to financial advising, he is involved in Medicare plan sales through his roles with MedEd and Senior Market Sales. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser with a multi-team structure that serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement-plan services, employing a structured risk framework and diversified investment strategies implemented by a network of approximately 97 independent advisers.

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.

Jennifer Wright is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Lincoln Investment. She previously worked at Ameriprise Financial Services, Inc. for 17 years. Outside of her advisory role, she manages a marketing consulting business and volunteers as Assistant Secretary for the Plant City Lions Club. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches through a combination of in-house and third-party strategies.