Michelle Malacinski is a financial advisor with Vanderbilt Advisory Services in New Port Richey, FL, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America, as well as Trustmont Advisory Group, Inc. She serves on the boards of several nonprofit organizations, including Connections Job Development Program and One Community Now, Inc., where she participates in community planning and fundraising activities. Vanderbilt Advisory Services works with a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Theodore Kuczarski III is a CFP® with 19 years of industry experience, currently advising at OnePoint BFG Wealth Partners. He previously held roles at Northwestern Mutual in various capacities from 2005 to 2026. Outside of finance, he provides bass fishing instruction in Baltimore. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, combining third-party managers, custodian platforms, and proprietary strategies tailored to client objectives and risk tolerances.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cetera and Cetera Financial Specialists LLC for 20 years. Outside of advisory work, he owns Covenant Tax & Insurance Services, which provides tax preparation and planning. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm utilizes proprietary and third-party model portfolios with a range of asset classes and allows financial advisers to select and oversee account allocations.

Erica Grundza is a CFP® with eight years of industry experience, currently serving as a financial advisor at Root Financial Partners. Her prior experience includes roles at Betterment, Unique Wealth, LLC, Northwestern Mutual Investment Services LLC, Curtis Parry, The Ayco Company, L.P., Mercer Allied Company, L.P., and PNC Bank. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and online academies separate from advisory services.

William Wolcott is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2021. Prior to that, he held roles at Lincoln Investment Planning, Inc. and West Coast Financial Group. Wolcott is also licensed as an insurance agent, focusing on the sales of fixed insurance products including life, annuity, and long-term care insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michelle Beall is a financial advisor at Bison Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for HCA Healthcare for 14 years. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Michael Mccord is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at LPL Financial, LLC, and Independent Financial Partners. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection alongside quantitative tools and diversified model portfolios, and it offers a range of advisory and fiduciary services through a network of over 150 advisors.

Colin Denney is a CFP® with three years of industry experience, currently serving as a financial advisor at Capital Analysts. His work history includes roles at Lincoln Investment and Stewardship Advisory Group. In addition to his advisory work, he is involved as an insurance agent through two related businesses that focus on selling and servicing insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management strategies supported by an in-house Investment Management & Research team and offers a range of advisory services including custom portfolios and third-party manager selection.

David Goss is a CFP®-certified financial advisor with five years of industry experience, currently with Facet in Land O Lakes, FL. Prior to joining Facet in 2026, he worked at Tapfin/EY for five years and has additional experience in fitness training and adjunct teaching. He serves as an adjunct assistant professor at the University of Florida, teaching online graduate courses in music education, and works as a fitness trainer at EOS Fitness. Facet serves individual members across a wide range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs, offering services such as direct indexing and tax-optimized strategies without charging percentage-of-AUM investment fees.

Michael Prendergast is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Virtue Capital Management since 2024 and previously was with Horter Investment Management, LLC. Outside of advising, he owns and operates Key Tax & Financial Services, LLC, which provides income tax preparation and accounting services for individuals and small businesses. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisors. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.

Gary Cucchi is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes long-term roles at Horace Mann Companies and Florida Educators Insurance, and he is involved in various business activities including ownership interests in real estate and fitness ventures. Cucchi also serves as coach and president of a youth baseball team. Capital Analysts serves a diverse client base, including individuals, retirement plans, trusts, and corporate clients, offering both discretionary and non-discretionary portfolio management with access to third-party managers. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, and it supports a range of client agreements and advisory arrangements.

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

John Steele Jr. is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Independent Financial Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a mix of actively managed and passive strategies, alternative investments, and annuity management.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Stephan Collaro is a CFP® professional with 13 years of industry experience, currently advising at RMR Wealth Builders, Inc. He has held various roles within RMR Wealth Builders since 2011 and previously worked at Calton & Associates, Inc. Collaro is also a licensed real estate agent with Magnate Reality, LLC. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers diverse portfolio management and financial planning services, including specialist advisory options such as annuity management and digital asset programs.

Daniel George is a CFP® with nine years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has prior experience at Northwestern Mutual Investment Services LLC, Rebecca Bast, AGW Capital Advisors, and Gasparilla Capital. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of third-party managers, custodian platforms, and proprietary models to construct and manage client portfolios.

Dov Litov is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Lincoln Investment, Northbridge Financial Group, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, he referees youth soccer games in Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various investment programs tailored to client needs.

Alexander Hunt is a financial advisor at Sound Income Strategies, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including AMC Wealth Management, DiPaolo Financial Group, and Appleton Group. Outside of advising, he is involved with McAdams Group, LLC in fixed insurance sales and client acquisition advisory roles. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment LLC and Horace Mann Investors, Inc. In addition to his advisory role, he is an agent at Florida Educator Insurance LLC, where he sells life insurance and fixed annuities. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of advisory and model portfolio services.

Jonathan Clifford is a CFP® professional with five years of industry experience, currently serving at OnePoint BFG Wealth Partners. He previously worked at Northwestern Mutual Wealth Management Company and has experience with multiple financial firms. Clifford has also been involved in various roles outside finance, including work at ChickFilA and local community organizations. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, proprietary models, and technology-enhanced operational support to align portfolios with client-specific objectives and risk tolerances.