Marc Labadie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Investments, Labadie Financial, The Row Group, M HOLDINGS SECURITIES, Inc., and C R Myers & Associates. Outside of his advisory role, he is involved with M&O Marketing/Labadie Financial as a producer focused on sales of fixed indexed annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and, after client discussion, options or short sales.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Symmetry Partners, he worked at Morgan Stanley and Fidelity Investments, and earlier held a position at Twin River Casino. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and advises registered investment companies including mutual funds and an ETF. The firm employs a quantitative, research-driven investment approach using Modern Portfolio Theory and factor-based methods across various asset types.

Perry Nafziger is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes tenures at LPL Financial and Independent Financial Partners before joining IHT Wealth Management in 2018. In addition to his advisory role, he provides tax preparation and accounting services through Perry FG Tax and sells insurance products via Equity Wealth Management. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of over 150 advisors.

Shawn Clark is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Kalos Management, PMB Capital Management, and Center Street Securities. In addition to his advisory role, Clark is involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance products such as term life and indexed universal life insurance. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets with a focus on tailored investment strategies and institutional retirement plan services.

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Kenneth Allgood is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. He is also the owner of Allgood Financial Services, which provides income tax preparation, and operates an eBay business selling new and used goods. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities, utilizing a range of analytical approaches to build portfolios tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary management with options including wrap programs, separately managed accounts, and Biblically-Responsible Investing models.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012, with prior experience at Common Cents Wealth Advisors and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through Allegiant Tax Services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Mark Johnson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with The Tranel Financial Group, 818 Capital Group, Money Concepts Capital Corp, CR Fitness Holdings LLC, and Youfit Health Clubs. Johnson serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment approaches, with ongoing account monitoring and access to various execution platforms.

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets.

Michelle Malacinski is a financial advisor with Vanderbilt Advisory Services in New Port Richey, FL, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America, as well as Trustmont Advisory Group, Inc. She serves on the boards of several nonprofit organizations, including Connections Job Development Program and One Community Now, Inc., where she participates in community planning and fundraising activities. Vanderbilt Advisory Services works with a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Matthew Mills is a financial advisor with Continuum Advisory, LLC, holding a Series 65 designation and based in Tampa, FL. He began his advisory career in 2025 with Mosaic Financial Group after six years at Keystone Powdered Metal Co. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Brad Fuller is a financial advisor at Trek Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and several technology companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, utilizing evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human review.

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.

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.

Michelle Beall is a financial advisor at Bison Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for HCA Healthcare for 14 years. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Donald Todd is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OneSeven. His prior work includes roles at SunTrust Investment Services and various wealth management firms. Outside of advising, he is president and owner of Military Pike Racing Stables, where he buys, sells, and races thoroughbreds. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

Michael Prendergast is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Virtue Capital Management since 2024 and previously was with Horter Investment Management, LLC. Outside of advising, he owns and operates Key Tax & Financial Services, LLC, which provides income tax preparation and accounting services for individuals and small businesses. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisors. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.