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 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and work outside finance at LaserOps Arcade and Rogers Lawn Service and Landscaping. 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 a range of investment programs and combines advisory and commission-based product sales through its dual registration as both a registered investment adviser and broker-dealer.

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. Based in Tampa, FL, he has been with Navy Federal entities since 2023. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both tailored and automated investment solutions.

Gerard Trask is a Series 65-credentialed advisor with 13 years of industry experience, currently serving at Archer Investment Corporation since 2013. He has operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc., where he has been active for 18 years. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

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, with 10 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 20 years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods and may delegate trading to sub-advisers while maintaining responsibility for client suitability.

Michele Del Sordo is a financial advisor with Consolidated Portfolio Review Corp in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Michele’s prior roles include tenure at J.W. Cole Financial, LPL Financial, and Principal Financial Services. Outside of advisory work, Michele serves as an executor of an estate. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs strategic asset allocation supported by fundamental and technical analysis through both proprietary model portfolios and allocations to third-party advisors.

Ryan Kiernan is a Series 66 credentialed financial advisor at Calton & Associates, Inc. in Tampa, FL, with six years of industry experience. His prior work includes roles at Morgan Stanley, Fidelity Investments, and Raymond James Financial Services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, providing portfolio management, financial planning, and retirement consulting. The firm offers multiple program structures and employs a range of analytic approaches, combining both fee-based and commissionable products.

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.

Cameron Stewart is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 designations and 10 years of industry experience. His prior roles include seven years at United Brokerage Services Inc and a brief position at Oasis Pavers & Pools. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting with flexible engagement options.

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.

Andres Castro is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates from 2021 to 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm serves individual, charitable, corporate, and high-net-worth clients, offering a decentralized advisory model with options for discretionary and non-discretionary management, as well as specialized retirement-plan consulting and trustee services.

Tony Pruitt is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial, Wells Fargo Clearing, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved with a spouse’s non-investment related business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a fiduciary-based model that combines proprietary technology platforms with third-party managers and a variety of investment strategies.

Ryan Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 66 license. Prior to his current role, he has been affiliated with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2011. Outside of his advisory work, he serves as Vice President and volunteer board member of a condominium association in Orlando, FL. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions using both discretionary and non-discretionary strategies.

Corey Ward is a CFP® professional with 17 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held roles at Impact Partnership Wealth, Market Guard, Campbell & Co. Wealth Advisors & CPAs, Grow Financial Federal Credit Union, Cuso Financial Services, and TIAA-CREF. Ward is based in Tampa, FL. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, leveraging a combination of internal and external strategists, model portfolios, and technology tools to support client investment decisions.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting services.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.

Timothy Schultz is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with J. W. Cole Advisors and J. W. Cole Financial since 2014. Outside of his advisory role, he is the owner and photographer for Black & Whote Ventures LLC, a photography business he has operated since 2004. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Peter Sagorski is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2011. In addition to his advisory work, he is licensed as an insurance broker and sells fixed insurance products including annuities, life policies, disability, and long-term care insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.