Andrew Foss is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, with 10 years of industry experience. He holds a Series 65 designation and has been with Core Wealth Advisors since 2013. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm integrates financial planning, wealth management, and tax services, managing approximately $702 million across several hundred client accounts using primarily ETFs, mutual funds, bonds, and select equities.

James Nelson is a CFP® with 29 years of experience in financial advisory roles. He is currently with Realta Investment Advisors, Inc. and Realta Equities, Inc., having previously worked at firms including Kalos Management and Family Financial Services of Florida. Beyond his advisory work, Nelson serves as a consultant for a funeral home business and sits on the Board of Directors for Advent Health Central Florida Polk Region. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and implements diversified portfolio strategies using various investment vehicles, while offering multiple third-party manager programs and tools for held-away account management.

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® 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.

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.

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.

Janet Knight is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and 20 years of industry experience. She previously worked at Foundations Investment Advisors LLC, MML Investors Services, Financial Guide For Women, and MassMutual Life Insurance Company. Janet is also active as an insurance agent through Jan Knight Insurance, focusing on education and sales of insurance products. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment methodologies including modern portfolio theory and quantitative analysis.

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.

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 with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and JPMorgan Chase. Primerica Advisors serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party programs, along with financial and business consulting.