Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Lynn Smeraldo is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and 66 licenses and bringing 37 years of industry experience. Prior to joining IP Financial Advisory Services in 2022, she worked at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and other firms. She serves as a board member and membership chairman for the Dunedin Council of Organizations and is a member of the Rotary Club of Dunedin. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm constructs personalized portfolios and utilizes a range of analytical approaches, focusing on non-high-net-worth investors and retirement plan participants.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Leonardo Mateus Murcia is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, without managing client assets directly.

Justin Pullaro is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Core Planning and Moving Worth Forward, having previously worked at firms including Provenance Wealth Advisors, Horace Mann Companies, Columbia Advisory Partners, and operated Pullaro Financial Services for over two decades. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Ana Harwood is a financial advisor at Trustmont Advisory Group, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Management Solutions, LLC and Regenere. Outside of her advisory role, she is an investment advisor representative for AMH Advisory, LLC. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment advice, and portfolio management with a long-term investment approach. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

Jack Neeson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and began his advisory career in 2025. Prior to joining Elevate, he worked at US Energy Development Corporation and spent several years in educational roles at Orchard Park High School and Middle School. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm designs investment strategies based on client objectives, risk tolerances, and time horizons, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Dylan Paskell is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Hillcrest Healthcare Communities Inc. and Southern Grace Coffee Co. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis, strategic and tactical asset allocation, and a combination of long- and short-term investment approaches, utilizing mutual funds, ETFs, and individual equities.

Dante Rubino is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds the Series 65 designation. Prior to joining Elevate, he worked at the Town of Windsor and has been involved in educational roles at the University of South Florida and Mathnasium. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs a range of investment strategies tailored to clients’ financial profiles, utilizing fundamental analysis and strategic asset allocation while coordinating with other professionals for implementation.

Dominic Colantonio is a financial advisor at Elevate Financial Planning and Wealth Management with Series 65 registration and one year of industry experience. His prior roles include positions at Green Lemon and the Lely Players Club, as well as employment in education and the food service industry. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management, utilizing a team-based approach and a mix of fundamental analysis, strategic and tactical asset allocation, and various investment vehicles. The firm coordinates with clients’ other professionals and conducts periodic portfolio reviews to monitor and adjust investments.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Valic Financial Advisors and joined IHT Wealth Management and LPL Financial in 2022. Dewitt also operates a separate financial business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting. The firm tailors portfolios using proprietary models, third-party managers, and discretionary mandates, employing fundamental value screening and quantitative optimization in its investment process.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nancy Barron and Associates, Inc., CL Wealth Management, LLC, and JHS Capital Advisors, LLC. Richardson is currently based in Temple Terrace, FL. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a range of investment platforms and strategies, including the use of third-party money managers and various analytical approaches.

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

Quinn Berven is a financial advisor at Capital Analysts with a Series 65 designation and one year of industry experience. His prior work includes roles at Lincoln Investment, Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also involved in insurance services and fixed annuity sales through Transparent Financial Services, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Kevin Demers is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 13 years of industry experience. He has been with various USAA-affiliated entities since 2012, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to assist with retirement planning and refers clients to Charles Schwab for investment products and account services.

Gregory Reichold Jr. is a CFP® with 17 years of industry experience currently serving at Highpoint Planning Partners. He has been associated with Highpoint Advisor Group and LPL Financial since 2014. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

William Saccone Rodriguez is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds a Series 66 credential and previously worked at Manderson Wealth Strategies and Principal Securities. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Nadine Barnes is a financial advisor at United Capital Financial Advisors with a Series 65 credential and seven years of industry experience. Her prior work includes roles at Digital Bridge, Citrix, PROSEGUR, Bankers Life, and Marakon, a Charles River Associates company. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform, FinLife Partners, supporting other independent advisors.

Anthony Patten is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. His prior work experience includes roles at Perfect Site, Snag, and Inverness Country Club, among others. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and both strategic and tactical asset allocation across mutual funds, ETFs, and individual equities, often leveraging third-party managers and turnkey asset management platforms.

Matthew Graham is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has worked at West Coast Financial and Lincoln Investment since 2017. Outside of advising, he serves as a deacon and treasurer at Creekside Church and is involved in business development as Chief Growth Officer and co-owner of West Coast Financial Group. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by proprietary mutual fund screening and a nationwide network of independent advisors.