Christopher Licata Jr. is a financial advisor with StoneX Advisors Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining StoneX in 2019, he worked at IFS Securities for five years. Outside of his advisory role, he participates as a lecturer and co-signer of checks for the Knights of Columbus Council 17162 in Seminole. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes proprietary models, third-party money managers, and multiple platforms to offer tailored investment solutions with ongoing due diligence.

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Kidwell serves as a trustee and board member for several local organizations, including the St. Petersburg Police Athletic League and St. Petersburg College. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models, third-party managers, and a diverse range of investment instruments, and it offers a business advisory practice for middle-market owners.

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Elizabeth Duggan is a financial advisor with Intellicents Investment Solutions Inc in St. Petersburg, FL. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Intellicents, she worked at TRG Financial, Inc and TRG Advisors, Inc, as well as in healthcare systems including the VA Greater Los Angeles Healthcare System and Kaiser Permanente. Intellicents Investment Solutions Inc serves retirement plan sponsors, administrators, and individual clients, providing services such as retirement plan consulting, HSA consulting, and wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets.

Solomon Kilgroe is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Cyndeo Wealth Partners, he worked at Dimmitt Automotive Group and UBS Financial Services. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm offers customized portfolio solutions through its own models or third-party sub-advisers and operates a private investment vehicle for accredited investors.

Constance Capco is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Northern Trust Securities, Inc. in St. Petersburg, FL for 25 years. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Robert Cerrito is a financial advisor at Gradient Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including The Prudential Insurance Company of America and Walser Wealth Management Company. He is also co-owner of Cerrito & Stanfill Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Mark Hajek is a Series 65-licensed advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Capital Markets IQ and Mariner Platform Solutions, as well as entrepreneurial ventures such as Orange Paw LLC and Tango Boys LLC. He is also a member of HHH Holdings, LLC and Hokie Hokie LLC, both involved in administrative and liquid asset management activities in St. Petersburg, FL. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and plan services with an emphasis on institutional integration and fiduciary support.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Casey Jorgensen is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He currently works at Cyndeo Wealth Partners and has held previous roles at Dynasty Securities, Dynasty Wealth Advisors, Dynasty Financial Partners, Raymond James & Associates, and ROBERT W. BAIRD & Co. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm employs customized portfolios and access to third-party managers, operates a private pooled investment vehicle, and offers business advisory solutions that connect value-acceleration planning with personal financial and tax strategies.

Ralph Mazzuoccolo is a financial advisor at Vicus Capital, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Wealth Strategies and Cetera Wealth Services. Outside of his advisory roles, he has been involved with Sweat Life Dynasty, LLC and has experience as a group fitness instructor and Beachbody coach. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting services alongside its advisory offerings.

Scott Morrison is a financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Brave Family Advisors for 10 years. Outside of his advisory role, he serves as president of GOMO Properties LLC, a residential real estate investment business. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides specialized services including ERISA retirement plan advisory and trustee services.

Peter Franco is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gwn Securities Inc for 12 years. Franco also holds an insurance license for life, health, and variable annuities, primarily used to support his variable annuity business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with advisory services, tailoring investment recommendations to client objectives across multiple program structures.

Luke Andrews is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and 11 years of industry experience. Prior to joining Inspire Advisors in 2019, he worked at Belleair Wealth Management from 2015 to 2019. Outside of his advisory role, Andrews serves as Vice Chair and Foundation Committee Representative for the Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies including index-based, strategic, and tactical allocations.

Christopher Quinty is a CFP® with 14 years of experience in the financial services industry. He has worked at Cyndeo Wealth Partners since 2020 and previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and UBS Financial Services Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies across a broad range of asset classes and offers business advisory services for middle-market owners.

Joseph Allen is a financial advisor at Inspire Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Tampa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based and tactical allocations.

Jeffrey Miller is a ChFC® credentialed financial advisor with 36 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously spent over three decades at Northwestern Mutual in various roles spanning wealth management, investment management, and life insurance. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with an emphasis on discretionary portfolio management and formalized monitoring and rebalancing processes.

Eric Branson is a financial advisor with Cyndeo Wealth Partners, holding a Series 63 designation and bringing 30 years of industry experience. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and UBS Financial Services. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with portfolio management, financial and wealth planning, and business advisory services. The firm offers customized investment solutions, fee-based insurance, access to third-party managers, and operates a private pooled investment vehicle for accredited investors.

Kathleen Donnelly is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at multiple firms including Peak Brokerage Services and Sunbelt Partners. Outside of her advisory role, she owns Legacy Six Consulting, which provides insurance training for LA Chargers new recruits, and is involved in insurance brokerage activities through The Financial Partners Group. Blackridge Asset Management offers personalized financial planning and asset management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a client-driven investment process with a multiphase due diligence approach and provides services through fee-based portfolio management and sub-advisory arrangements.

Scott Petrucci is a financial advisor at Vicus Capital, Inc. with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Vicus Capital since 2001, with prior roles at Cetera Wealth Services and Boxey Financial Services. Outside of his advisory work, Petrucci is a singer-songwriter performing under the name Johnny Arrowhead, writing and recording original music. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside standard advisory services.