Hosler Wall III is a CFP® and PFS™ with 28 years of experience in financial advising. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following tenures at Wall Advisors Inc. and Wall Foss Advisors, Inc. He is also the managing member and majority owner of Wall Titus, LLC, a CPA firm that provides tax, accounting, business advisory, and mergers and acquisitions services. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of investment management, financial planning, and retirement plan consulting services.

Bryson Macchione is a financial advisor at Calton & Associates, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2018, following seven years at Bank of America and Merrill. Outside of his advisory role, Macchione serves on the board of directors for his local Salvation Army chapter and is involved in several entrepreneurial ventures, including a distribution company and an online retail business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and utilizes multiple analytic approaches, combining commission-based brokerage and insurance products with advisory services.

Michael Sinicola is an investment advisor representative with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding a Series 65 designation and six years of industry experience. His prior roles include work with AAG Capital, Inc. since 2022 and positions at Accurate Advisory Group and Accurate Sports Management. He serves on the board of Schwarber's Neighborhood Heroes, a charitable organization. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and other investment services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets.

Jerry Johnson is a CFP® with 43 years of industry experience, currently affiliated with Sequent Planning, LLC. His prior roles include positions at Osaic, Calton & Associates, Inc., and Next Financial. He is also involved in selling Medicare plans through seminars and phone consultations. Sequent Planning, LLC operates as a multi-team SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services, employing a structured risk framework and a mix of firm-developed models and third-party managers.

Nathan Helms is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital Inc, having previously worked at LPL Financial and Ameriprise Financial Services, Inc. He maintains several business entities for tax and investment purposes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning among other services. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing most accounts on a discretionary basis.

Robert Leone is an investment advisor representative with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been self-employed since 2003 and is involved in several business activities related to insurance sales and medical receivables factoring. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm manages diverse portfolios emphasizing value, safety, quality, and risk control, with approximately $1.71 billion in regulatory assets under management.

Paul Morgis is a CFP® and ChFC® with 36 years of industry experience. He has worked at Vicus Capital, Inc. (formerly PFG Financial Advisors) since 2002 and at Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis with a variety of strategies and provides both discretionary and non-discretionary portfolio management, digital advice, and specialized fiduciary consulting services.

Shane Isaac is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has worked at Lincoln Investment LLC since 2016 and The Gabor Agency since 1996. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that employs proprietary screening processes and multiple investment options.

Thomas DiCesare is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Wall Advisors, Inc. and Land South Group. Outside of his advisory role, DiCesare is involved in several business ventures including ownership of DiCesare Holdings, LLC, which focuses on real estate and consulting, and serving as Vice President and Real Estate Broker at Capital Access Group, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office services, utilizing both traditional and alternative investment strategies.

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.

Mathew Waymire is an investment advisor representative at Accurate Wealth Management, LLC with 16 years of industry experience. He has worked at Waymire and Associates, Accurate Advisory Group, AAG Capital, Inc., and has been with Accurate Wealth Management since 2022. Outside of his advisory role, he is also involved in insurance advisory services through Accurate Advisory Group. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm’s investment approach emphasizes value, safety, quality, and risk control, managing most accounts on a discretionary basis while allowing client-imposed restrictions and utilizing subadvisers when appropriate.

Leonard Durso is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Beacon, he worked at Midland National Life Insurance Company and Flexible Plan Investments LTD. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Jeffrey Couzens is a CFP® with 27 years of experience in the financial services industry. He is a wealth advisor at CWM, LLC and has previously held roles at firms including Royal Alliance Associates, Inc. and Karn Couzens and Associates, Inc. Outside of his advisory work, he is a managing member of a dog daycare and boarding business co-owned with his brother. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm uses a discretionary investment approach with model portfolios and combines multiple analysis methods and customization tools, emphasizing retirement plan services and fiduciary processes.

Stephanie Lally is a financial advisor at Citigroup Global Markets with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Edgewater Family Wealth, BCW Financial Consultants LLC, and multiple Raymond James entities. She is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as swap dealer and futures commission merchant.

Lisa Hunt is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2019. Prior to that, she was with Raymond James in various capacities from 2012 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages some portfolios with exposure to alternative and digital-asset products.

Larry Lutz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Global Atlantic, ProEquities, Protective Life, and AIG Capital Services. He is involved with the Heartland Institute of Financial Education, where he promotes and provides financial education courses to businesses and employer groups. Additionally, he occasionally refers clients for wills and trusts services through Net Law. Transamerica Financial Advisors serves a diverse client base, including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, offering integrated retirement plan services and proprietary as well as externally managed investment solutions.

William Nelson is a financial advisor at Kestra Advisory with 42 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2020 and previously worked at Calton & Associates, Inc. for 33 years. Nelson serves as secretary and treasurer on the board of directors for P. G Sarres Inc., where he is involved in financial accounting and lease negotiations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, using multiple management platforms and third-party solutions within its supervisory framework.

Russell Mercier is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Fisher Investments and Big Financial Services LLC. Mercier is also active as an insurance agent with Trident Retirement Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm manages approximately $49.8 billion through model portfolio and direct asset management programs, emphasizing standardized model and platform services.

Franklin Lefler Jr. is a CFP® with 31 years of industry experience, currently serving at Truist Advisory Services. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary strategies supported by AI-enabled research and integrated inter-affiliate resources.

Daniel Parker is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at BankFlorida and several other organizations across various industries. Parker is also involved with BankFlorida in an investment services capacity. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on delegation to investment adviser representatives.