Matthew James Bostwick

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.

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

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.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.