Amy Lorraine Gates

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Heather Weber is a Managing Director and Wealth Management Advisor with Merrill, based in the Tampa Bay area. She has been a financial advisor since 1997 and joined Merrill in 2006. Her practice focuses on serving active and retired executives of public companies, particularly those in the transportation sector and individuals affiliated with defense-related industries. She advises clients with complex wealth profiles, emphasizing concentrated equity positions, borrowing against concentrated stock, diversification planning, and integrating these within broader financial and investment strategies. Heather's experience includes portfolio construction, retirement and estate planning considerations, and facilitating access to credit solutions through Bank of America as appropriate. She works closely with clients to evaluate strategies addressing the risks and opportunities of holding concentrated stock positions, including borrowing against equity holdings and coordinated planning alongside independent tax and legal advisors. Her approach centers on helping clients make informed decisions aligned with their financial objectives, time horizon, and risk tolerance. She earned a Bachelor of Science degree from the University of Florida and a Master of Science degree from Tennessee State University. Heather holds the Certified Private Wealth Advisor® (CPWA®) designation and the Chartered Retirement Plans Specialist™ (CRPS™) designation. She is a sustaining member of the Junior League and has served on the Military Affairs Committee for the Tampa Chamber of Commerce. Her personal interests include hiking, pickleball, and skiing.

William Hughes is the sole advisor at William D Hughes in Odessa, FL, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Waddell & Reed Inc for one year and operates a licensed CPA practice alongside his advisory services. Hughes also serves as an insurance agent for various carriers through W&R Insurance Agencies. His firm provides ongoing portfolio management to individual and high-net-worth clients, focusing on equities and fixed-income securities. The investment approach uses fundamental analysis and includes both long- and short-term trading, with accounts reviewed at least quarterly and customized to each client’s objectives and risk tolerance.