Christopher Johanson is a financial advisor with KCD Financial, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining KCD Financial, he worked at Guided Financial Advisory and spent five years at the University of Maine. KCD Financial, Inc. serves individual clients, including high-net-worth individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party management programs and a range of investment strategies tailored to client goals and risk tolerance.

David Baland is a financial advisor at Concurrent Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and The Hamilton Group. Outside of his advisory work, he serves on the board of the NM Bio Park Society, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.

Robert Harwood is a financial advisor at Trustmont Advisory Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Darwin Wealth Management and Harwood Financial Group. Outside of advising, he is the founder and CEO of EINSTIENFI, a fintech software company that develops planning and practice tools for advisors. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment outlook supported by multiple research sources and manages discretionary accounts totaling approximately $1.3 billion as of the end of 2025.

Ian Wilson is a financial advisor with Prospera Financial Services, Inc. in St. Petersburg, FL. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Alinea Engage and Naviant. Prospera Financial Services, Inc. is an enterprise-scale advisory and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors, offering investment advisory and financial planning services across multiple platforms with a combination of firm models, third-party sub-advisers, and customizable allocations.

David Margulies is a financial advisor with XML Financial Group in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans, through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and combines fundamental and technical analysis with access to alternative investments and third-party managers to tailor portfolios to client needs.

Stephen Miller is a financial advisor at Lanark Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Jhs Capital Advisors, Inc. since 2010, alongside operating his own CPA practice since 1999. Outside of financial advising, he is a member and investing partner in two restaurant ventures, providing business oversight and financial decision-making. Lanark Financial offers investment management, financial planning, and advisory services to a range of clients, including high-net-worth individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in assets across multiple advisor teams and provides tailored advice through discretionary and non-discretionary arrangements.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James Financial Services and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and serves as social chair for Women in Financial Services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in client assets, employing a long-term, customized investment approach.

Waldo Zayas is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with IHT Wealth Management since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Zayas offers fixed annuities through various insurance carriers as part of his activities outside of his primary advisory role. 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, diversified model portfolios, and option strategies, while also providing ERISA fiduciary services and integrating various custodial and sponsored program platforms.

Dominick Calderazzo is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life and goal achievement coaching. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, combining advisory and commission-based brokerage and insurance services.

Timothy Bodner is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and ProEquities Inc. Outside of his advisory role, he is the president and owner of Infinity Tax and Financial, a tax preparation and outside insurance sales business. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset types and combines broker-dealer and insurance activities.

Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Ralph Chaudron is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 63 designation and having 39 years of industry experience. His career includes long tenures at Securities America, Inc., and the Chaudron Odom Group, Inc. He is also involved with Chaudron Financial Group, offering insurance sales and advisory services. Calton & Associates serves individual investors, retirement plans, trusts, and retail clients by providing portfolio management, fee-based financial planning, and access to third-party money managers. The firm employs various investment strategies and program structures tailored to client goals, risk tolerance, and liquidity needs, combining brokerage and advisory services through its dual registration.

Christopher Nardi is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory Services and BB&T. Outside of advising, he serves on the boards of The Children's Dream Fund, a wish-granting organization for children with life-threatening illnesses, and Leadership Tampa Bay, a regional leadership program. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing a range of traditional and opportunistic investment strategies.

Kevin Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 65 designation and 11 years of industry experience. He has worked at Darwin Wealth Management, LLC since 2014 and is also involved with Darwin Insurance Group, LLC, where he offers fixed insurance and annuity products as a licensed agent. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management and retirement plan consulting, employing a multi-strategy investment process across various asset classes.

Robert Dobbs Jr. is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. Outside of his advisory work, he is a certified Pickleball Professional and teaches pickleball lessons. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.

Jesus Pinedo is a financial advisor at Savvy with 13 years of industry experience and holds a Series 65 designation. Prior to joining Savvy in 2024, he worked at Geos Exploration Consulting LLC and Marketwise Private Asset Management LLC. He is also co-owner of Render Business Solutions LLC, a business consulting and translation services firm. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Sebastien Gilles is a CFP®-certified financial advisor with four years of industry experience, currently with Van Clemens Wealth Management, LLC in Tampa, FL. He has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Gilles is also involved in fixed insurance sales through Florida Financial Insurance. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a range of methods, including modern portfolio theory and third-party managers, serving both non-high-net-worth and high-net-worth clients.

Ernest Carrera is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Wealthcare Advisory Partners and Independent Financial Partners, and has been associated with LPL Financial since 2015. Outside of his advisory role, he is a licensed pilot and owns an aircraft through a private business entity. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach that combines fundamental stock selection with quantitative tools and diversified portfolios, while also offering ERISA fiduciary services and operating affiliated broker-dealer and private equity businesses.

Thomas Rouse is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 65 credential and 36 years of industry experience. His career includes roles at Proequities, Inc. and his own firm, Rouse Financial Strategies. 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 program structures and investment approaches tailored to client goals, combining fiduciary advisory services with commission-based brokerage and insurance products.