John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Francesca Streb is a CFP®-designated financial advisor at Facet with 13 years of industry experience. She previously worked at Tapfin/EY, Beachwood, USAA Financial Planning Services, and Fidelity Investments. Outside of her advisory role, she works as a restaurant server on weekends. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through virtual channels and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and applies technology-driven processes for tax optimization and portfolio management.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

Andy Jaikaran is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Gradient Advisors in 2024, he held roles in real estate and mortgage sales, including positions at Florida Homes Realty and Mortgage since 2020 and Money Tree Consulting from 2019 to 2024. He is also involved in investment advisory and insurance services through his ownership of Jaikaran Wealth Management and Jaikaran Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm operates a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives to offer advice and implementation support, managing approximately $1.39 billion in total platform assets.

Jordan Holding is a CFA® charterholder with five years of industry experience. He is affiliated with M Holdings Securities, Inc. and has previously worked with Lion Street Advisors, Mezrah Consulting, Morgan Stanley, and Deen King, M.D. P.A. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and custodial arrangements.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012, with prior experience at Common Cents Wealth Advisors and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through Allegiant Tax Services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Andrew La Forge is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Investment and West Coast Financial. La Forge serves as treasurer and board member of The Beach Responsibly Project, a nonprofit focused on Florida beach cleanups. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management team.

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 with Bison Wealth, LLC, holding a Series 65 designation and three years of industry experience. She worked at HCA Healthcare for 14 years prior to joining Bison Wealth in 2023. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment process focused on outcome-based, multi-manager strategies that include tactical and strategic allocations across liquid and private-market investments.

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®-certified financial advisor with Capital Analysts and Lincoln Investment, bringing three years of industry experience. Prior to joining Capital Analysts in 2023, he worked at Stewardship Advisory Group and has a background in education with Liberty University and Sante Fe Christian School. He is also involved in insurance sales and servicing through his ownership and agent roles at Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that uses a proprietary screening process to build model portfolios.

David Goss is a CFP® with five years of industry experience, currently serving as an advisor at Facet since 2026. Prior to Facet, he worked at Tapfin/EY for five years and has been a fitness trainer at EOS Fitness since 2020. He also teaches graduate-level music education courses as an adjunct assistant professor at the University of Florida. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, using technology-driven processes and model-based asset allocations primarily focused on exchange-traded funds. The firm offers a flat subscription pricing model rather than percentage-of-assets fees and integrates planning across its multi-advisor platform.

Michael Prendergast is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, Air Centers of Florida, Freeport McMoRan, and owns Key Tax & Financial Services, LLC, a business focused on income tax preparation, accounting, and insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management, financial planning, and consulting through a multi-team model, employing tactical, strategic, and dynamic approaches with oversight from an investment committee.

Gary Cucchi is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has a background that includes long-term roles with Horace Mann Companies and Florida Educators Insurance. Outside of advising, Cucchi is involved in youth sports as a coach and president of the Tampa Trojans Baseball Club. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a proprietary mutual-fund screening process.

Sabrina Frank is a financial advisor at Integrity Advisory Solutions in Tampa, FL, holding a Series 65 credential. She has been in the industry since 2021, with prior experience at Rise Management and Gemini Financial Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms.

Richard Sharpe is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at West Coast Financial, Lincoln Investment, Lutz Prep, and PlanMember Securities Corporation. Outside of financial advising, he serves as a substitute teacher and soccer coach at Lutz Prep and coaches soccer at Brooks DeBartolo Collegiate High School. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.