Colin Wiens is a CFP® professional with 16 years of experience at Larson Financial Group, LLC and Larson Financial Securities, LLC. He serves as a board member for 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 primarily to doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it provides specialized pension consulting and private-equity services.

Christopher McGarvey is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. His prior experience includes roles at Wall Advisors, Inc. and T. Rowe Price Advisory Services, Inc. Outside of advisory work, he holds executive roles in two non-investment-related businesses, including McGarvey Financial, Inc. and an online retail company affiliated with his spouse. 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, offering both discretionary and non-discretionary portfolio management and multi-family office services.

William Tatro is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. He has worked at Foundations Investment Advisors LLC and Myfedretirementwerks Insurance Services, LLC since 2021, and is president of Bass Financial Advisors, where he provides advisory services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Stephen Webb is a Series 65-licensed financial advisor with Kovack Advisors, Inc. in Lakeland, FL, with 10 years of industry experience. He previously worked at OneAmerica Securities and American United Life. Webb serves on the board of PAC Dream Centers, a nonprofit assisting victims of human trafficking, and is a board member for Sylvestor Shores, advising on park property and neighborhood matters. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, using a combination of internally developed models and third-party managers, with ongoing monitoring and rebalancing supported by an Envestnet workflow.

Jennifer Anderson is a financial advisor at Bay Colony Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior roles at firms including CETERA Financial Specialists LLC, Securities America, and LPL Financial. Anderson serves as a board member for Ashburnham Community Church in Massachusetts. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, while also providing family office and concierge services alongside institutional retirement fiduciary offerings.

Kacie Rogers is a CFP®-certified financial advisor with 11 years of industry experience, currently with Larson Financial Group, LLC. She has been with Larson Financial since 2016, serving in both the group and its affiliated broker-dealer, Larson Financial Securities. Outside of her advisory work, Rogers has written and self-published a creative short story unrelated to finance. Larson Financial Group provides 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 custom discretionary programs using strategic and tactical approaches, supplemented by AI-assisted research tools.

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.

Edgar Thomas is a financial advisor at Tucker Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Alternativ Wealth and Claraphi Advisory Network. In addition to his advisory role, he serves as president and CEO of Thomas Advisory Services, Inc., where he assists senior citizens with legal, tax, and healthcare document preparation. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through integration with the CAIS platform.

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.

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.

Maggie Yi is a financial advisor at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase and Park Avenue Securities. Yi is based in Davenport, FL. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Bryan Hernandez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Hernandez also holds active life and variable annuity insurance licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

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.

Mc Cree Stults is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has been with Commonwealth and J Phillips Investments since 2019. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.