Michael Mehltretter is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of finance, he has served with the Buffalo Fire Department since 1991. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joshua Hanby is a financial advisor with Calton & Associates, Inc. in Lady Lake, FL. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, all with Calton & Associates since 2001. In addition to his advisory role, Hanby is an insurance agent providing clients with information on various insurance products. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning. The firm combines RIA, broker-dealer, and insurance registrations to offer a range of investment and insurance products, managing client assets via proprietary programs and third-party managers with formal due diligence.

Kyler Reinhold is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Eversource Wealth Advisors, he served in the U.S. Navy. Eversource Wealth Advisors serves individual and institutional clients, including families, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors utilizing various investment platforms and a private markets program.

Frankie Brin is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having joined both firms in 2023. Prior to that, he worked for eight years at International Assets Advisory. Outside of his advisory role, Brin owns Brin Financial and serves as an appointed agent for fixed insurance products through multiple agencies. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering an integrated advisory, brokerage, and plan-administration structure.

Heather Franklin is a Series 65-licensed financial advisor with Sequent Planning, LLC, bringing four years of industry experience. She has worked at Sequent Planning since 2022 and previously was affiliated with American Retirement Specialist, LLC. Outside of advisory services, she also works as an insurance agent offering insurance products to clients. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and delivers services through a network of independent advisers using a mix of firm-developed models, third-party managers, and customized allocations.

Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with one year of experience. He holds the ChFC® designation and Series 63 license. Prior to joining Gradient Advisors in 2025, he worked at ASB Financial since 2020 and American Senior Benefits from 2016 to 2020. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates client approval of transactions and utilizes risk analysis and multiple methods of portfolio management.

Stephen Schneider is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Alphastar Capital Management and holds leadership roles outside of his advisory work as CEO of Securenet Financial, LLC, which focuses on life insurance and annuity sales, and as owner of Securenet Tax, LLC, a tax preparation and planning service. Alphastar Capital Management serves a diverse client base including individuals, high-net-worth clients, businesses, and retirement plans. The firm delivers discretionary investment management, financial planning, and subadvisory services using a combination of firm-designed model portfolios and advisor-directed strategies across a broad range of asset types.

Clemente Palacios is a financial advisor at Alexander Capital Wealth Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Nicc & Clem Incorporated, and several banking institutions. Outside of his advisory role, he serves as Vice President and Board Member of a homeowners association and operates an insurance agency specializing in life and annuity products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

David Zupek is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Concorde and related entities since 2012 and founded Tada Wealth Advisors, Inc., where he continues to be active. Zupek also provides tax planning and estate-related services through Foremost Financial Planning, Inc. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external resources, and provides a range of services including alternative investment options and ERISA-compliant fiduciary advice.

Niccole Palacios is a financial advisor at Alexander Capital Wealth Management LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, US Bank, and Guaranteed Rate. Outside of advising, she engages in mindset and performance coaching and music projects through her sole proprietorship, All I Did Was Me. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down, asset-allocation approach using proprietary technical analysis and fundamental review, managing portfolios through multiple advisory teams and third-party money managers.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

John Ressler is a financial advisor at Simplicity Wealth with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sagepoint Financial Inc, and his own Ressler Insurance & Financial Services. Ressler also serves as president of Strategic Wealth Planning Group, where he sells life insurance and fixed annuities. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering customizable portfolio management and a third-party manager due diligence process alongside technology and operational services for advisers.

Brian Godfrey is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Rooted Financial Services, LLC. He also offers insurance products through Rooted Financial, LLC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Dawn Carey is a financial advisor at Impact Partnership Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at SmartLife Financial Group LLC, Trac Asset Management LLC, and Revere Securities, LLC. Outside of advisory work, she is also active as an insurance agent at Phoenix Wealth Management. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of firm-managed and third-party strategies.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2018. In addition to his advisory role, Antonov owns a financial and retirement planning business under the DBA Global Cornerstone and has over twenty years of experience as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that uses multiple analytical approaches to guide portfolio management.

Liam Barningham is a financial advisor with Empower Advisory Group holding a Series 66 designation and zero years of industry experience. His prior work includes roles at Empower Financial Services, LPL Financial, United Southern Bank, and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Charles Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Wildwood, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Andrew Patrick is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with OSAIC Institutions, Inc. (formerly INFINEX Investments, Inc.) for 19 years and previously worked at Citizens First Bank and Amsouth Investment Management Company LLC. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive focus on both discretionary and non-discretionary asset management.

Pamela Hyde is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 11 years of industry experience, including nine years with SunTrust Investment Services and SunTrust Advisory Services. Outside of her advisory role, she serves as Secretary/Treasurer for the Orangewood Shores homeowners association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a research team that uses AI-enabled tools, to deliver tailored investment solutions.