Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Alexander Bedford is a financial advisor at Modera Wealth Management, LLC with Series 65 credentials. He has been in the industry since 2026 and has prior experience at Ignite Financial Advisors and Florida Financial Advisors. Outside of finance, he was involved with Fewer Left Turns LLC, related to Crumbl Cookies, from 2023 to 2026. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside traditional investment management.

John Ceparano is a CFP®, PFS™, and Series 65-registered advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2014 and previously worked at Business Blocks, Inc. from 1993 to 2019. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Brian Mcginnis is a financial advisor at Bison Wealth, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Pacific Financial Group, Inc., IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Mcginnis is also the owner and president of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm uses a blend of tactical and strategic allocations across liquid and private-market investments and employs option-based overlay strategies through an affiliated sub-adviser.

Robert Hockett is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes a long tenure at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel, as well as roles at Domus Advisors LLC and multiple periods at Modera Wealth Management. Outside of his advisory work, he is the founder of ThePracticeConsultant.com, LLC, a business consulting firm, and is also involved in automotive repair management through ownership of Rallan Bros Auto Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

Neil Mahoney is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior work history includes roles at Domus Advisors LLC, Oak Wealth Advisors LLC, ABW Advisors, LLC, and Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including LPL Financial and Independent Financial Partners. Stratis is also a licensed insurance agent in Florida specializing in life, health, and variable insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and alternative investment access, utilizing tactical and strategic allocations across liquid and private market strategies.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2018 and has been an independent insurance agent since 2005. Antonov owns and operates Global Cornerstone, a financial and retirement planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and manages nearly $1 billion in assets across approximately 3,220 clients.

Ryan Jenkins is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. He has worked at AmeriLife since 2012 and currently serves as Managing Director of AmeriLife of Citrus County, overseeing agents and producing insurance sales and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Patrick Fitzpatrick is a financial advisor with Truist Advisory Services in Brooksville, Florida, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been affiliated with SunTrust entities since 2013, including roles at SunTrust Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Joseph Di Vincenzo is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and previously worked with USAA Financial Advisors. Di Vincenzo operates out of Brooksville, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and access to third-party manager programs, combining discretionary and non-discretionary approaches with integrated inter-affiliate resources.

Justin Rooks is a financial advisor with &Partners, LLC, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked for Edward Jones from 2010 to 2024. Outside of his advisory role, Rooks is involved in several family farming and agricultural businesses. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary and third-party strategies through platforms like Envestnet.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining Independent Advisor Alliance in 2025, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Stevens also has involvement with TruNorth Divorce Solutions, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement consulting, utilizing discretionary and non-discretionary portfolio management along with various analytical techniques and technology platforms.

Chad Rowland is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust entities since 2015, including roles at Suntrust Investment Services and Suntrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

James Whittemore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been associated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Nordia Hue is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Orlando, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, J.P. Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she manages a travel consulting business. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with municipal advisory registration and provides a range of managed-account options, including direct indexing and tax-overlay services.

Daniel Sullivan is a CFP® professional with 30 years of experience in the financial advisory industry. He has been associated with Truist Advisory Services and Truist Investment Services since 2016. Based in Brooksville, FL, Sullivan holds Series 63 and Series 65 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Lisa Drake is a financial advisor at Creative Planning with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Cetera Wealth Services, NFP Retirement, and LPL Financial. Drake serves as a board member and president of the American Retirement Association and acts as a retirement plan consultant with SageView Advisory Group, providing fiduciary oversight and regulatory guidance to plan sponsors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.