Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Michelle Engle is a financial advisor with Capital Analysts based in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Lincoln Investment Planning, LLC, Legend Advisory, LLC, and Ameriprise Financial Services, Inc. In addition to her advisory work, she provides life and disability insurance to clients. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with access to third-party managers and customizable portfolio options.

Robert Thigpen is a financial advisor at Cyndeo Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Hoornstra Financial Group. Outside of his advisory role, he manages an agricultural farm land entity with limited administrative duties. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and consulting. The firm uses customized investment models and a broad range of asset classes, and it offers specialized business advisory services for middle-market clients.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

Eric Voegeli is a financial advisor with Diversify Advisory Services, LLC and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has worked with firms including DFPG Investments Inc and Discover Financial Services. He is currently based in Parrish, Florida. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and financial planning services tailored to client goals and risk tolerance.

James Warren Jr. is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has previously worked at Mangrove Financial Group, Marathon Marketing, Pfs Investments Inc, and Primerica Financial Services. Outside of his advisory role, he is involved in several non-investment business activities including independent representation in network marketing, legal and life insurance services, and acting as a referral partner for health and senior medical services. G. A. Repple & Company provides investment advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerances and offers both discretionary and non-discretionary portfolio management, as well as multiple investment program options including Biblically-Responsible Investing.

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Joyce is based in St. Petersburg, FL. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings through proprietary models and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.

Stephen Fallon is a CFP® with 31 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 22 years. Fallon is also Vice President, Director, and Owner of Suncoast Wealth Solutions, a financial planning and wealth management firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house research team employing proprietary screening processes, with a model that allows advisors to provide customized services and outside business activities alongside advisory services.

Mitchell Mulcahy is a financial advisor with RFG Advisory, LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at Florida Financial Advisors, Trinity Wealth Securities, and Contend Capital. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, offering portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, alternative investments, and annuity management.

Alexander Cross is a financial advisor at Mutual Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. He is also a member and manager of DCH Wealth Management, LLC and holds a part-time insurance agent role. Mutual Advisors, LLC manages approximately $6.75 billion and serves over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a combination of active and passive investment strategies tailored to client objectives.

Marcus Heinrich is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Heinrich has worked at Forum Financial Management since 2002, including a break between 2018 and 2019, and was also involved with F.A.M., LLC from 2014 to 2018. Outside of his advisory role, he is a sole proprietor involved in insurance sales. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Henderson is a financial advisor at Mutual Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked with Mutual Advisors since 2018, previously serving at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. He is also involved in DCH Wealth Management, LLC, a separate administrative business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individual, institutional, trust, and retirement plan clients with a range of services including asset management, financial consulting, and ERISA plan advisory, using a combination of passive and active investment strategies tailored to client objectives.

William Dale is a financial advisor with Navy Federal Investment Services, LLC, holding CFP® and ChFC® designations and over 19 years of industry experience. His prior roles include positions at USAA Life Insurance Company and USAA Investment Services Company. He serves on several industry-related boards and committees, including the Financial Institution Insurance Council Committee and Procu Credit Union Association. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional overlay services through established custodians.

Peter Frantzis is a financial advisor with Cyndeo Wealth Partners, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a trustee of a family trust and an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies using proprietary models and third-party managers, covering a broad range of asset classes, and offers specialized business advisory services for middle-market owners.

James McGinty is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Fortis in 2025, he worked at Corient and CI Doyle Private Wealth. He serves as treasurer of The Squires Club, a men's social club in St. Petersburg, FL. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using discretionary management, various investment styles, and ESG options, managing $1.615 billion in assets as of the end of 2025.

Fred Barnard Jr. is a financial advisor at Capital Analysts with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 17 years at Legend Equities Corporation. Barnard holds the Series 63 and Series 65 designations. He is also a licensed producer for multiple insurance companies, including American Equity Investment Life Insurance Company and North American Life Insurance Company. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients, offering discretionary and non-discretionary portfolio management, advisor-managed and custom portfolios, and ERISA retirement plan advisory services. The firm’s investment decisions are guided by an in-house research team that employs proprietary screening and model portfolios.

Jason Stuber is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of advising, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and is an independent insurance agent offering annuity transactions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a range of portfolios and strategies.

Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.