Philip Franco is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation and with one year of industry experience. His career history includes roles at Calton & Associates and previous experience outside the industry, including positions at Virtuoso Valet and the University of Tampa. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers tailored investment recommendations through various program structures and combines brokerage and insurance operations alongside its advisory services.

Tatiana Stratigaki is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2023. Her prior roles include positions at Goldman Sachs, Cetera Advisor Networks, United Capital, and Girard Securities. She is also a licensed insurance agent. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios combining ETFs, mutual funds, individual securities, and alternative investments with a long-term, opportunistic approach.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. and PlanMember Securities Corp for over two decades. Harris is also president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and has experience selling life insurance and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on fiduciary responsibility, utilizing proprietary investment models and a range of advisory services tailored to client needs.

Montana Herron is a financial advisor with USAA Investment Services Company holding a Series 66 designation and four years of industry experience. Prior to joining USAA, Herron worked at Morgan Stanley, NYLife Securities, New York Life Insurance Company, and Regions Bank among other firms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers Retirement Income Strategy Reports and refers clients to Charles Schwab for investment products and account services, operating mainly as a retirement-advice intermediary rather than a portfolio manager.

David Pearlman is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He previously worked at APW Capital, Inc. and Wells Fargo Clearing/Wells Fargo Advisors. Pearlman holds Series 63 and Series 66 licenses. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and provides private placement due diligence and capital allocation to private funds for qualified investors.

Charles Okelley is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including prior roles at LPL Financial LLC and Summit Brokerage Services Inc. Outside of advisory activities, he is a business owner of Atlantic Coast Realty Advisors, Inc. IHT Wealth Management serves individuals, high-net-worth clients, corporate and institutional entities, and retirement plan sponsors through discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm utilizes a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to clients’ objectives and risk tolerances.

Scott Powell is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Aegis Capital Corp. since 2010 and is also president and owner of Powell Financial Group, which focuses on fixed insurance products, health insurance, long-term care, and disability income. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Braden Doherty is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and involvement with LaserOps Arcade. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides various program structures, including wrap programs and separate account platforms, and integrates both commission-based and fee-based services tailored to client goals and risk profiles.

Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers services including tax and impact overlay, unified managed accounts, and a Private Wealth Consulting program for clients with $1 million or more.

Spiros Vassilakos is a financial advisor with Csenge Advisory Group, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, LPL Financial, and Lion Street Financial. He also owns Athenian Private Client Group, which provides life, disability, and long-term care insurance services. Csenge Advisory Group delivers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach combining fundamental and technical analysis, with portfolio customization through discretionary or model-based management.

Brandon Nichols is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Citi, Stridepoint, and Angels Senior Living before joining Verus. Nichols is also involved with The Pinnacle Group, a non-variable insurance business. Verus Capital Partners is a fee-based advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring investment strategies to clients’ time horizons, risk tolerance, and tax considerations.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Strategic Wealth Designers in 2025, he spent 20 years with Prudential Insurance Company of America and Pruco Securities, LLC. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies, often implementing these plans on a discretionary basis.

Michele Del Sordo is a financial advisor with Vanderbilt Advisory Services in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Prior to joining Vanderbilt, Michele worked at J.W. Cole Financial, Inc. and LPL Financial LLC. Outside of advising, Michele serves as an executor of an estate. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and digital platform access, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Ryan Kiernan is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley and Fidelity Investments. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines commission-based product sales with asset management fees through its dual registration as both a registered investment adviser and broker-dealer.

Mathew Waymire is an investment advisor representative at Accurate Wealth Management, LLC with 16 years of industry experience. He has worked at Waymire and Associates, Accurate Advisory Group, AAG Capital, Inc., and has been with Accurate Wealth Management since 2022. Outside of his advisory role, he is also involved in insurance advisory services through Accurate Advisory Group. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm’s investment approach emphasizes value, safety, quality, and risk control, managing most accounts on a discretionary basis while allowing client-imposed restrictions and utilizing subadvisers when appropriate.

Leonard Durso is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Beacon, he worked at Midland National Life Insurance Company and Flexible Plan Investments LTD. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Michael Tilchin is a financial advisor at Jaffe Tilchin Investment Partners, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Tilchin & Associates for ten years before joining Jaffe Tilchin Wealth Management in 2020. Jaffe Tilchin Investment Partners serves individual and institutional clients with services including investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers both discretionary and non-discretionary account management and conducts private placement due diligence for qualified investors.

Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment management and financial planning services.

Michael Jones is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked at Jaffe Tilchin since 2007 and APW Capital, Inc. since 2009. Jones is also a minority partner in Jaffe Tilchin Wealth Management and serves as president of M. Scott Jones & Associates, Inc. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and offers private placement investment services, including acting as adviser to a privately placed fund focused on volatility/arbitrage and options trading strategies.

Luis Sanabria is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and T. Rowe Price. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of managed program options and access to multiple third-party investment advisers.