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.

Scott Jaffe is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Jaffe Tilchin Wealth Management since 2007 and previously spent 12 years at Comprehensive Asset Management & Servicing. Mr. Jaffe is also a majority partner of Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and private placement investment assistance, managing accounts on both discretionary and non-discretionary bases and providing model portfolios, third-party manager selection, and private fund 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.

Deborah Rosenthal is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience and holds a Series 65 designation. She has been a licensed real estate broker since 1981. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm offers a range of solutions including discretionary and non-discretionary account management, private placement due diligence, and integrates private fund operational services into client servicing.

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.

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.

Anna Massey is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. She holds a Series 65 designation and has experience working at Trent Capital Management and Gate City Signs and Graphics. Massey joined Jaffe Tilchin in 2025 and has been with the firm for one year. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, financial planning, institutional consulting, and private placement services, managing accounts on both discretionary and non-discretionary bases and conducting due diligence for qualified investors.

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.

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Colton Nussel is a financial advisor at Advisory Services Network with a Series 65 credential and two years of industry experience. He has previously worked at Drew Capital Group and Paychex Inc. In addition to his advisory role, he is an insurance agent involved in the sale and service of insurance and annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement-plan consulting through a network of 208 independent advisers managing approximately $8.6 billion in client assets.

Gary Cucchi is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms such as Horace Mann Companies and Florida Educators Insurance, and currently owns several business ventures including a gym and insurance agencies. Outside of finance, he is involved in youth sports as the 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, and businesses, offering portfolio management through both discretionary and non-discretionary approaches. The firm employs a proprietary mutual-fund screening process and partners with Lincoln Investment and Pershing/BNY to provide a range of investment and retirement plan services.

Bruce Shindelman is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages accounts on discretionary and non-discretionary bases and offers private placement due diligence and allocations for qualified investors.

Amanda Tilchin is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at PricewaterhouseCoopers, LLP for six years and was involved with Tilchin & Associates for ten years. In addition to her advisory role, Ms. Tilchin is a Certified Public Accountant with Tilchin Consultants, LLC, where she prepares tax returns and provides consulting services. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors, integrating private fund operational services into client servicing.

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 with Capital Analysts and holds Series 65 and Series 63 licenses. He has 17 years of industry experience, including roles at PlanMember Securities Corporation and West Coast Financial. Outside of his advisory work, he is involved in education as a substitute teacher and soccer coach at local schools in Lutz and Tampa, Florida. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing portfolio management and retirement-plan advice through a network of independent advisors and in-house teams. The firm combines discretionary and non-discretionary investment management with proprietary screening processes and collaborates with third-party managers and institutional partners.

Richard Happle is a CFP®-credentialed financial advisor with 43 years of industry experience. He has been with Jaffe Tilchin Investment Partners since 2020 and previously worked at HD Vest Advisory Services and Jaffe Tilchin Wealth Management. Outside of investment advisory, he provides insurance consultation and policy services as a licensed agent. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and private placement services, managing accounts on both discretionary and non-discretionary bases.

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

John Steele Jr. is a Series 65 credentialed advisor with RFG Advisory, LLC, based in Lutz, FL. He has two years of industry experience, including roles at Fisher Investments and Independent Financial Partners prior to joining RFG Advisory. RFG Advisory serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a variety of model strategies and third-party platforms.