Andrea Margaret Bernard

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

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.

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

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.

Enzo Cespedes-Correa is an Assistant Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management in Tampa, FL. He is a Certified Private Wealth Advisor® professional with experience in financial services since 2017 across five major banks & investment firms. Academic background includes an MBA and Bachelor’s in Finance from Florida International University and a CPWA® from the Yale School of Management. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services.