Thomas Hopkins is a financial advisor at Latitude Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Latitude Advisors and GWN Securities Inc. since 2010. Outside of his advisory role, he is involved in insurance sales focusing on long-term care, life, and disability policies, and owns a vacation property rental. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

Craig Preisendefer is a CFP® professional with 13 years of industry experience, currently serving at Latitude Advisors, LLC since 2015. He is also engaged in business consulting through VisionWide Consulting and involved in insurance sales. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Sean Davis is a CFP® with 21 years of industry experience and is currently an investment advisor representative at Latitude Advisors, LLC. He also operates his own CPA practice, Sean Davis CPA, PA, where he provides tax preparation, accounting, and consulting services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Michelle Flynn is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWN SECURITIES, Inc. since 2018. Outside of advisory work, Flynn serves as a voluntary board member for the City of Cocoa Beach Firefighters Pension Board and is involved in health and benefits consulting within the aviation industry. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Lisa Guthrie is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. She holds a Series 63 designation and has operated her own CPA practice, Guthrie & Co. PC, providing tax, accounting, and audit services since 1994. Her background includes roles at Latitude Advisors and GWN Securities, and she is also licensed as an insurance agent focusing on life, health, and long-term care insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional clients with financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing, primarily on a discretionary basis.

Kathryn Barton is a financial advisor with Latitude Advisors, LLC, holding a Series 65 credential and 24 years of industry experience. She has been a partner at Offutt Barton & Schlitt, LLC since 2014 and has worked with Latitude Advisors and GWN Securities Inc. since 2010. Barton serves as treasurer for the Vero Beach Rotary Charities Foundation and holds board positions with several nonprofit organizations, including the VNA and Hospice Foundation and the Humane Society of Vero Beach. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of internally managed and third-party model strategies, typically managing new client relationships on a discretionary basis.

Ernest Chisena III is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Latitude Advisors since 2009 and also has a background as an insurance agent, selling fixed insurance products including life, annuities, disability, and long-term care insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Cody Blumenfeld is a financial advisor at Latitude Advisors, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at Pawlan, Blumenfeld, Miscinski & Assoc., Ltd., Interactive Brokers LLC, and Cigna Healthcare. Outside of advising, he is a staff accountant handling monthly accounting and tax preparation for businesses and individuals. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a blend of model-based strategies and fundamental/quantitative analysis and manages most client relationships on a discretionary basis.

Jeffery Conner is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Latitude Advisors since 2009 and is also a principal and CPA at Fike, Conner and Associates, P.A. Outside of his advisory role, Conner serves as financial secretary for Mount Zion United Methodist Church and is president of Citizens Rights & Heritage Group, a nonprofit focused on public land use in Maryland. He is also vice chairperson of the Garrett County Planning Commission. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting services. The firm employs a range of proprietary and third-party model strategies with continuous account monitoring and rebalancing.

Donald Corl Jr. is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Latitude Advisors since 2010. Prior to and concurrently with Latitude, he has worked at GWN Securities Inc. since 2009. Outside of his advisory work, he is a licensed title-insurance agent and is involved in selling term life insurance and fixed annuity products. He also serves as a Republican Committee Representative in his local community. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party recommendations.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.

Harold Fike Jr. is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Latitude Advisors since 2009. In addition to his advisory role, he is a principal at Fike, Conner and Associates, P.A., an accounting firm, and serves as treasurer for Cornerstone Baptist Church in Cumberland, MD. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting, utilizing valuation-driven and momentum-based multi-asset model strategies supported by formal back-office partnerships and third-party signal providers.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Anna Levine is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Aon Securities, Aon Reinsurance Solutions, MUFG Bank, and PricewaterhouseCoopers. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients with financial planning, discretionary portfolio management, and pension consulting services. The firm uses a mix of valuation-driven and momentum-based multi-asset model strategies, along with third-party managers, to tailor portfolios according to client goals and risk tolerance.

John Heaney is a financial advisor with Latitude Advisors, LLC in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Latitude Advisors since 2010 and has been involved in insurance sales with various carriers since 2000. In addition to his advisory role, Heaney provides tax preparation and bookkeeping services as a CPA. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing the majority of client assets on a discretionary basis with continuous monitoring and rebalancing.

John Bivens is a financial advisor with Latitude Advisors, LLC in Yorkville, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Latitude Advisors and Gwn Securities Inc. since 2010. Outside of his advisory role, he owns Box2 Packaging, LLC, a packaging distribution business. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using valuation-driven and momentum-based models, third-party manager selection, and pension consulting, with an emphasis on continuous monitoring and tailored investment strategies.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

Ernest Schultz is a financial advisor at Latitude Advisors, LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he is involved in video production as a producer and owner of Clarkson Media and participates in advertising sales for MapToons, which creates business maps and directories for Chambers of Commerce in Nassau and Suffolk counties. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis and manages most new client relationships on a discretionary basis.