Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portfolio Medics, LLC and MassMutual. He is also involved with an affiliated accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is an independent, state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides asset management and standalone financial planning services, employing fundamental analysis with strategic and tactical asset allocation, and operates with a single adviser using a designated custodian platform.

Holly Kelley is a financial advisor at HPS Solutions LLC with a Series 65 designation and four years of industry experience. She has worked at Core Wealth Advisors, Inc., Hamic Previte Sturwold PA, and PFS Investments, Inc., among other firms. In addition to her advisory role, she is an employee at Hamic Previte & Sturwold PA, a tax and accounting service business where she prepares tax returns and provides accounting consulting. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven, fundamental analysis approach, develops client-specific investment policies, and works with third-party money managers to implement portfolios.

Trisha Floyd is a financial advisor at Wise Financial Strategies, LLC in Lakeland, FL, holding the PFS™ designation. She has over 18 years of experience including roles at Ramos & Floyd CPAs PLLC and CliftonLarsonAllen LLP in public accounting. Wise Financial Strategies serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers advisory services including discretionary portfolio management in partnership with a third-party money manager, financial planning, and educational seminars, using a fundamentally driven, value-oriented investment approach with a long-term horizon.

Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

Dawson Ransome is the principal and sole advisor at Ransome Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in financial services since 2002 through various related entities. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis and uses both long-term and short-term strategies, including margin and option strategies where appropriate.

Pritam Dhavale is a financial advisor with Wealth Compounders LLC, holding a Series 65 designation and eight years of industry experience. He has been with Wealth Compounders since 2018 and has prior experience at Pre-Rush Inc. Wealth Compounders LLC is a small independent advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a combination of charting, fundamental and technical analysis, and implements various strategies including derivatives and options trading, with a focus on non-discretionary asset management.

Susan Adam is the principal of SA Investment Advisory in Brandon, FL, holding a Series 65 license with one year of industry experience. Before founding her advisory firm, she worked at ONE Medical and NOAH. In addition to her financial advisory work, she practices as a nurse practitioner for an internet-based telehealth company. SA Investment Advisory provides non-discretionary investment advice and consulting to individual and high-net-worth clients, focusing on tactical allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm does not manage client assets or provide discretionary portfolio management, instead offering tailored recommendations across a broad range of securities and charging hourly fees.

Bill Henley is a CFP® with 13 years of experience in financial advising. He is the principal of Henley Advisors, LLC, an independent advisory firm he founded in 2015. In addition to his advisory work, Henley is involved in a healthcare practice owned by his spouse, where he serves as Vice President and handles bookkeeping duties without compensation. Henley Advisors provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and retirement plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and engages third-party managers and sub-advisors to implement strategies.

Cedrick West is the sole advisor at Blue Compass Wealth Management, LLC in Brandon, Florida, with three years of experience in the financial industry. He holds the Series 65 designation and co-owns a certified public accounting firm, C. S. West & Associates, PA, which is unrelated to his advisory work. Blue Compass Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer retirement plans by providing discretionary investment management and financial planning. The firm employs a value-driven, fundamental investment approach with a long-term focus, working in partnership with an external money manager and utilizing Fidelity’s institutional platform for operational services.

Nathaniel Skelly is a CFP® with eight years of industry experience and is the sole advisor at Financial Pathway LLC. His prior experience includes positions at Edward Jones, Huntington National Bank, and Vocellis. Outside of his financial advisory work, he serves as a guide and host for an annual 10-day tour of Israel through Land of the Bible Tours. Financial Pathway is an independent firm serving individuals, charitable organizations, and businesses with tailored investment management, financial planning, and retirement plan consulting. The firm’s approach is based on Modern Portfolio Theory and factor analysis, emphasizing passive investment management using index funds and ETFs, and it provides employer and pension plan consulting alongside participant education.

Jeremy David is a financial advisor at Noble Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Noble Wealth Advisors, LLC, he worked at Northwestern Mutual and Raymond James. In addition to advisory services, he provides insurance through Noble Insurance Planners, LLC and tax preparation services via Noble Tax Strategies, LLC. Noble Wealth serves retail investors, including individuals and small businesses, offering a combination of discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-account rollover advice. The firm employs both passive and active investment strategies using ETFs, mutual funds, equities, and fixed income, and integrates fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

Allen Montgomery is a financial advisor with Capstone Wealth Management Corp. in Lakeland, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Capstone since 2012 and also serves as president and chief investment strategist of Montgomery Retirement Group, a firm he formed in 2006 that offers fixed products, life insurance, annuities, and qualified retirement plan administration. Capstone Wealth Management Corp. provides portfolio management and financial planning to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical asset allocation based on monetary measurements, relative valuations, and investor sentiment, with portfolios that may include individual securities, mutual funds, ETFs, and alternative investments.

John Christian is a CFP® professional with 43 years of experience in the financial industry. He has been with James I. Black & Company since 1988, serving as a vice president of the affiliated broker-dealer. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm manages approximately $144 million in assets for about 130 clients, offering customized and model portfolio solutions with a range of securities while maintaining primarily non-discretionary accounts.

Christopher Cook is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential and Bright Futures Wealth Management. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group, LLC is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm combines fundamental and technical analysis to build diversified portfolios and offers ongoing financial planning through a subscription-based “Personal CFO” platform.

Michael Garcia is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and New York Life Insurance. Garcia is also involved in non-variable insurance sales focusing on fixed life and fixed annuities. BRIA Capital Group is a small SEC-registered advisory firm serving individuals, high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management and ongoing financial planning, utilizing a blend of fundamental and technical analysis to build diversified portfolios aligned with client objectives and preferences.

Gary Reese is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked at Wealthbuilders Investments since 2024 and previously spent over two decades at Faith Investment Services of Ohio, LLC and Creative Financial Designs Inc. Reese holds insurance licenses in life and health. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and investors in pooled vehicles. The firm offers customized, long-term portfolio management grounded in fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles.

Mitchell Bruner is a financial advisor at Hurlburt Financial in Lakeland, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Hurlburt Financial, he worked in engineering and various other roles from 2016 to 2024. Hurlburt Financial serves individual and high-net-worth clients as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm follows a value-driven investment approach based on fundamental analysis and utilizes an affiliated CPA practice to integrate tax and accounting services.

Lawrence Milford is a financial advisor at Holistic Finance LLC in Lakeland, FL, with 13 years of industry experience. He holds the CFP® and CFA® designations along with Series 65 and Series 66 licenses. Prior to joining Holistic Finance, he worked at Ernst & Young LLP for 12 years and had a brief tenure at Workplace Options. Holistic Finance serves individual clients, including high-net-worth households, providing asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm employs fundamental analysis tailored to client objectives and offers a range of investment strategies, including private placements and alternative investments, combined with regular financial-planning reviews.