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.

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.

Marc Nufrio is a financial advisor with Stonex Advisors Inc. and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., and OneAmerica Securities, Inc. Outside of his advisory work, he is involved in insurance sales through Nufrio Financial Group LLC and holds a limited real estate license as a Realtor. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and in-house resources to implement strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

Shane Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Independence Square Holdings, LLC and has prior experience at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC is a multi-team firm serving clients with investment advisory services through a team-based approach.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. Guimaray holds Series 65 and Series 63 licenses. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering personalized investment strategies and access to third-party management programs.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. 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 a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Riskalyze and SEI Investments Management Corp. He also serves as a Senior Advisor Consultant, assisting financial advisors with Aptus Capital Advisors’ investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, combining technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Kelly Collins is a financial advisor at Yale Capital Corp. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, World Financial Group, and KeyBank. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions, employing fundamental analysis and tax-sensitive techniques to customize portfolios. The firm manages assets primarily on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.

Justin Kelly is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes.

Solomon Kilgroe is a financial advisor at Cyndeo Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments, Inc. Kilgroe serves on the board of directors for Eckerd College and is involved in a fitness-related business as a limited partner. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models and third-party managers, investing across various asset classes while integrating investment advice with comprehensive planning and business advisory services.

Patrick Dupont is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc. and McKay Wealth Management Group LLC. Outside of financial advisory roles, he has experience in the hospitality and service industries, including positions at The North Hero House Inn & Restaurant and Otter Creek Awnings. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and municipal entities. The firm employs a blend of internally managed model portfolios and customized allocations, utilizing technical and cyclical analysis to align investments with client objectives.

Amy Powell is a CFA® charterholder with 11 years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at Corient Services LLC, CIPW Service Company, LLC, Corient, and CI Doyle Private Wealth, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of model strategies and alternative investments, operating both proprietary and third-party platforms.

Cheryl Bott is a CFP® professional with 19 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. She previously worked at Holifield Financial Advisory Services/Prosper Financial Advisers for eight years and United Capital Financial Advisers for one year. Outside of financial advising, she is co-owner of B&B Commercial Laundry Installation, LLC, a business focused on installing commercial laundry equipment. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers comprehensive services including financial planning, retirement plan consulting, and multi-family office solutions.

David Lackore is a financial advisor at Cyndeo Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and PURSHE KAPLAN STERLING INVESTMENTS, Inc. before joining Cyndeo in 2020. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by offering portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies using firm-developed models, third-party managers, and access to separately managed and unified managed accounts.

Neal Engwall is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the CFP® and ChFC® designations and has been with the firm since 2010. Outside of his advisory role, he owns Engwall Enterprises LLC, specializing in custom cabinetry and millwork, and serves as president of the Christian Chamber of Commerce Tampa Bay. 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 a mix of analytical approaches to develop individualized plans and offers a range of portfolio management options, including an ETF-focused program and a Biblically-Responsible Investing model.

Daniel Johnson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2013. Prior to his current role, he was employed by the U.S. Department of Health and Human Services and WCF Disaster Services. He is also an independent licensed insurance agent specializing in life, health, and annuity products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including access to select non-traded REITs and an options-writing overlay.

Joseph Ward is a CFP® with 18 years of experience in the financial services industry. He is currently with Brookwood Investment Group and has held roles at several firms including Belpointe Asset Management and Brokers International Financial Services. Outside of his advisory work, he owns and operates insurance agencies focused on Medicare and property casualty insurance. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a mix of passive, active, tactical, and blended investment strategies.

Michael Wooten is a CFP® and ChFC® with 16 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has previously worked at firms including Charles Schwab & Co., Inc. and USAA Financial Planning Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that incorporate third-party portfolio managers.

Carl Keil is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 18 years. Outside of his advisory role, he is the sole member of S&P Enterprises, LLC, an umbrella LLC not currently active in business operations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority to implement and manage portfolios on behalf of clients through their financial advisers.