Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

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.

Raymond Dimeo is a financial advisor at Meridian Wealth Group with 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory role, he has ownership interest in a real estate-related business in Tampa, Florida, shared with his spouse. Meridian Wealth Group offers personalized financial planning, discretionary and non-discretionary investment management, and recently added divorce financial consulting to its services. The firm serves individuals, high-net-worth clients, and various entities, using fundamental analysis and a long-term strategic approach tailored to client objectives.

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.

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.

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.

Andrea Dockery is a financial advisor with Alpha Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Alpha Advisors since 2006 and is also involved in real estate as a Broker Owner at RE/MAX Experts, LLC and related entities, a role she has held since 2012. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and manages affiliated private limited partnerships available to qualified clients.

Carl Dockery is a financial advisor with Alpha Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has served as a director of Aytu BioScience, Inc., a biotech company focused on treatments for complex central nervous system diseases, since 2016. Dockery is also involved in managing several private investment and holding companies. Alpha Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and sponsors affiliated private limited partnerships for qualified clients.

Kevin Ashcraft is a Series 65-registered advisor with Ashcraft Wealth Advisors LLC in Auburndale, FL. He has professional experience in consulting and analytics roles spanning from 2016 to the present. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating tax and accounting considerations through its affiliation with a CPA practice.

Kristin Di Meo is a financial advisor with Meridian Wealth Group in Dade City, FL. She holds the Series 65 designation and has over 19 years of industry experience, including roles at Litigation Support Advisors and Cbiz. Meridian Wealth Group offers personalized financial planning and investment management services for individuals, high-net-worth clients, and various entities. The firm incorporates fundamental analysis and modern portfolio theory within a long-term strategic framework and has recently added divorce financial consulting as a formal service.

Giexy Reyes is a financial advisor at Iliad Wealth Solutions in Lakeland, FL, with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Iliad Wealth Solutions, Reyes worked at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, Reyes is involved in the sale of investment-related and home-related products through affiliated companies. Iliad Wealth Solutions offers investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios with tools such as investment policy statements and Riskalyze.

Paul Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Ashcraft Wealth Advisors in 2014, he established Ashcraft Business Advisors in 2010. Outside of his advisory work, he is a licensed insurance agent and serves as the registered agent for G & S Family Hospitality Services, Inc. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating fundamental analysis with limited technical analysis and external research.

Gerald Black is a financial advisor with James I. Black & Company, holding a Series 66 credential and over 51 years of industry experience. He has been associated with James I. Black & Company since 1975 and has also worked with ITB Capital Advisors, LLC, and ITB Capital Management since 2005. Outside of his advisory work, he is a managing partner of an art studio. 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 asset-allocation strategies and both discretionary and non-discretionary account monitoring.

Tamara Jemison is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Mobilization Funding and USAA Investment Management Company. CPS Investment Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, and specialized plan services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, integrating accounting and insurance services through affiliated businesses.

Michael Ehlenbeck is a CFP® with 10 years of experience in the financial industry, currently serving at Core Wealth Advisors, Inc. since 2017. Prior to this, he worked for CPS Investment Advisors from 2015 to 2017. Outside of his advisory role, he holds a real estate sales associate license and occasionally assists with showing residential homes. Core Wealth Advisors is a team-based registered investment adviser providing financial planning, wealth management, and tax services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm manages approximately $702 million in discretionary assets and integrates accounting and tax capabilities alongside investment management.

Benjamin Greenman is a CFP® with two years of experience, currently serving as an advisor at Core Wealth Advisors, Inc. in Lakeland, FL. Before joining Core Wealth Advisors, he worked at Florida Southern College and All Saints Academy. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers integrated financial planning, wealth management, and tax services, managing discretionary portfolios primarily with ETFs, mutual funds, bonds, and selected equities.

Kenneth Moore is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, with seven years at the firm and a total of two years of industry experience. He holds the Series 65 designation and has prior work experience at CLA (CliftonLarsonAllen), Land South Management, Florida Southern College, and The First National Bank. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers integrated financial planning, wealth management, and tax services, managing approximately $702 million across several hundred accounts with a discretionary investment approach that includes ETFs, mutual funds, bonds, and selective equities.

Robert Eckenroth is a financial advisor at CPS Investment Advisors in Lakeland, FL, holding a Series 65 designation with 10 years of industry experience. He has been with CPS Investment Advisors since 2015 and is also affiliated with Barom Advisors, LLC. Outside of his advisory role, he is a partner at Synthesis Consulting Group, where he consults on real estate development projects. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach based on fundamental analysis and integrates closely with CPA firms and other professional services through its alliance model.

Gary Clark is a Series 65-licensed financial advisor with CPS Investment Advisors in Lakeland, FL, where he has worked since 2007. He has 17 years of industry experience. Clark holds several leadership roles in community and veterans organizations, including chairman positions with the Polk County Veterans Council, Flight to Honor Polk, and the Service Academy Nomination Committee for Congressman Scott Franklin. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, and corporate clients by providing discretionary portfolio management, financial planning, and plan-level 401(k)/403(b) oversight. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, and is notable for its integration with affiliated accounting and insurance businesses.

Anthony Corrao is a CFP® with 14 years of experience in financial advising. He has been with CPS Investment Advisors since 2012. Outside of his advisory role, he serves as Board Chair of the Central Florida Speech & Hearing Center. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and integrates with CPA firms and other professional services through an alliance model.