Jonathan Heise is a financial advisor at Forecast Financial LLC in Newberry, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Forecast Financial LLC since 2016. Forecast Financial LLC is an independent investment adviser that provides discretionary portfolio management to individuals, households, and small businesses. The firm includes general financial planning and consultation with ongoing investment management and applies a strategic asset allocation approach utilizing various investment vehicles, with periodic rebalancing and limited tactical adjustments.

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Tyler Chacon is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior experience includes roles at Tapfin/EY, Cetera Investment Services, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior roles include positions at Raymond James Financial Services and Lentz Dodd Financial Group. Outside of advisory work, he is also an independent insurance producer and serves as president and managing member of related business entities. Lentz Advisors is a state-registered investment adviser managing approximately $40.4 million across 47 client relationships. The firm offers discretionary investment management, financial planning, and qualified retirement plan consulting, with a focus on tactical asset allocation and comprehensive institutional retirement plan services.

Stephen Smith is a financial advisor at Smith Asset Management Co., LLC in Chiefland, FL. He holds a Series 65 designation and has three years of industry experience, including prior service in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to a range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm creates customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytical approaches tailored to client objectives and risk tolerance.

James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with the firm since 2010. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, and offers discretionary portfolio management alongside comprehensive financial planning.

George Mallini is a financial advisor at Together Planning with 10 years of industry experience. He holds a Series 65 designation and has worked at Ameris Bank and Together Planning during his career. Together Planning serves individuals, families, charitable organizations, small businesses, and SIMPLE IRA plan participants, offering financial planning, integrated planning with investment management, and asset-management-only services. The firm manages approximately $156 million in client assets and employs a disciplined investment process combining fundamental and cyclical analysis with Modern Portfolio Theory.

Judson Mallini is a CFP® professional with 19 years of industry experience, currently serving at Together Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Gainesville, FL. Together Planning serves individuals, families, charitable organizations, small businesses, and SIMPLE IRA plan participants. The firm offers financial planning and investment management services tailored to client goals, employing a mix of fundamental and cyclical analysis alongside Modern Portfolio Theory, managing approximately $156 million in assets for about 177 clients.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with the US Army and as an instructor at Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, employing various analytic approaches tailored to client needs and conducting ongoing account monitoring.

Lisa Chacon is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL. She holds a Series 66 designation and has 18 years of industry experience, including 16 years with her current firm. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning services.

Cale Flage is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Lowry Financial Advisors since 2017. His prior experience includes roles at Commonwealth Financial Network and Cetera Advisors LLC. Outside of his advisory work, he operates a business consulting practice based in Gainesville, FL. Lowry Financial Advisors is a small, three-advisor firm providing financial planning and wealth management services to individuals, families, and pension or profit-sharing plans. The firm emphasizes a planning-centric approach using portfolio analysis tools like Monte Carlo simulations and modern portfolio theory, and it primarily operates through project-based or retainer engagements rather than discretionary asset management.

Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

Lia Bertelson is a financial advisor at Together Planning with 10 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she worked at St. David's Episcopal Preschool for four years. Together Planning provides financial planning and portfolio management services to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm combines written financial plans with ongoing monitoring and uses both firm-developed model portfolios and Independent Managers, including ESG-oriented options, for investment management.

Luke Meetre is a financial advisor at Koss-Olinger Consulting, LLC., holding a Series 65 credential with one year of industry experience. Prior to joining Koss Olinger in 2025, he worked at Walgreens and has experience in education, having taught at several schools from 2015 to 2025. Koss Olinger serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Timothy Roark is a CFP® with 14 years of industry experience, currently serving at Koss-Olinger Consulting, LLC. since 2011 and Koss Olinger & Company since 2017. His prior experience includes a role at Valmark Securities, Inc. from 2011 to 2025. Outside of his advisory work, he serves on the Boards of Trustees for Oak Hall School and Dance Alive National Ballet in Gainesville, FL. Koss Olinger Consulting, LLC. provides financial planning, investment supervisory services, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process called The Wealth Navigator System™ and integrates both fundamental and technical analysis in portfolio construction.

Adam Varnedoe is a financial advisor at Koss-Olinger Consulting, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Koss Olinger and affiliated firms since 2013. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning. The firm uses a structured, client-centered planning process called The Wealth Navigator System™ and employs a range of investment strategies, managing over $2.2 billion in assets with a focus on clients meeting certain investable asset or net worth thresholds.