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.

Colin Denney is a CFP®-certified financial advisor with Capital Analysts and Lincoln Investment, bringing three years of industry experience. Prior to joining Capital Analysts in 2023, he worked at Stewardship Advisory Group and has a background in education with Liberty University and Sante Fe Christian School. He is also involved in insurance sales and servicing through his ownership and agent roles at Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that uses a proprietary screening process to build model portfolios.

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 credentials and bringing 23 years of industry experience. He has a background that includes long-term roles with Horace Mann Companies and Florida Educators Insurance. Outside of advising, Cucchi is involved in youth sports as a 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, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a proprietary mutual-fund screening process.

Bruce Shindelman is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 42 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Jaffe Tilchin Investment Partners serves 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 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 at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at West Coast Financial, Lincoln Investment, Lutz Prep, and PlanMember Securities Corporation. Outside of financial advising, he serves as a substitute teacher and soccer coach at Lutz Prep and coaches soccer at Brooks DeBartolo Collegiate High School. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

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 financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Independent Financial Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a mix of actively managed and passive strategies, alternative investments, and annuity management.

Angela Seguro is a financial advisor with Capital Analysts who holds the Series 66 designation and has 10 years of industry experience. She has worked at Lincoln Investment and West Coast Financial Inc since 2017, and previously at Cuna Brokerage Services, Inc. and Suncoast Credit Union from 2015 to 2017. In addition to her advisory role, she is involved in life insurance and fixed annuity sales. Capital Analysts serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, trusts, and charitable organizations. The firm offers 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.

Kyle Wright is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 11 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2013 and holds a Series 65 designation. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, and institutional consulting services. The firm manages a range of accounts and provides private placement due diligence and capital allocation for qualified investors.

Sean Davis is a CFP® with 21 years of industry experience and is currently an investment advisor representative at Latitude Advisors, LLC. He also operates his own CPA practice, Sean Davis CPA, PA, where he provides tax preparation, accounting, and consulting services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Bret Smith is a financial advisor at Capital Analysts with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Lincoln Investment Planning, Inc. and West Coast Financial Group, Inc. throughout his career. Outside of advising, he is a 50% owner of Secure America First, LLC, where he teaches firearms training courses, and he serves on the finance committee and as a deacon at Creekside Church in Lutz, Florida. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house investment management team and a proprietary mutual-fund screening process.