Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Peter Seriano is a CFP® professional with 19 years of experience in the financial services industry. He is currently with ProVise Management Group, LLC, where he has worked since 2022, following roles at Kestra Investment Services, Edward Jones, Merrill, and Bank of America. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm constructs diversified portfolios using mutual funds, ETFs, equities, and fixed income, and employs both discretionary and non-discretionary approaches.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Brodie Downing is a financial advisor at Severin Investments LLC in Clearwater, FL, holding a Series 65 designation with several years of experience across diverse roles including financial planning and education. His background includes positions at Elevate Financial Planning and Wealth Management, Northern Arizona University, and various roles in education and hospitality. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, institutional retirement advisory, 401(k) consulting, and estate-planning support. The firm employs actively managed models tailored through Investment Policy Statements and utilizes a combination of fundamental and technical analysis with tactical strategies.

Daniel Huehn is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 66, Series 65, and Series 63 licenses and bringing 11 years of industry experience. He has been with Rogan & Associates since 2015 and previously worked at J.W. Cole Financial, Inc. Huehn also serves as a power of attorney, trustee, and executor for his father. Rogan & Associates provides investment advisory and portfolio management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $709.6 million on a discretionary basis, employing a long-term, asset-allocation and diversification-focused approach tailored to each client's objectives and risk tolerance.

Matthew Szabad is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Noble Family Wealth. His prior roles include positions at Raymond James & Associates, USAA Investment Management Company, and USAA Financial Advisors. Noble Family Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, trusts, estates, and charitable organizations, focusing on relationships with aggregated minimum assets of $2 million. The firm employs a tactical allocation strategy across multiple asset classes, utilizing ETFs and active strategies to tailor portfolios to clients’ objectives and risk profiles.

Anthony Longo is a Series 65-licensed financial advisor at Caitlin John, LLC with two years of industry experience. He has worked at several firms including Kingsbury Financial Advisors and Steelbach, and has also served as an insurance agent specializing in fixed insurance sales. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, including fixed insurance products.

Jon Brethauer is a CFP® with 22 years of industry experience, currently serving at ProVise Management Group, LLC. He has been with ProVise since 2008 and also has a longstanding affiliation with Kestra Investment Services, LLC. Brethauer holds leadership roles as President of both ProVise Management Group, LLC and ProVise Management Company, Inc. He is a board member of BayCare Alliant Hospital and Morton Plant Mease Hospital, where he is involved in strategic planning and oversight. ProVise Management Group serves individuals—including high-net-worth clients—retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment vehicles and incorporates AI tools with human oversight while maintaining affiliations with various financial service entities.

Alexander Misarti is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account offerings.

Thomas Harrington is a CFP® professional with 25 years of industry experience. He is currently with Provise Management Group, LLC, where he has served since 2021. Prior to this, he worked at Kestra Investment Services LLC and Kestra Financial Services, Inc. Harrington also acts as a retirement plan advisor, managing client relationships and providing services for ERISA Qualified Plans. Provise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and custodial platforms, with a focus on ongoing supervision and comprehensive reporting.

Sefton Barnes is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Kingsbury Financial Advisors, Trinity Wealth Securities, Florida Financial Advisors, and Merrill. He also works as a fixed insurance agent in Tampa, focusing on fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm operates as an RIA-aggregator, supporting independent practices with tailored portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Brian Glas is a CFA® charterholder with 15 years of industry experience. He is currently part of the team at Noble Family Wealth, where he has worked since 2021. Prior to joining Noble Family Wealth, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using multi-asset diversification and primarily implements portfolios with ETFs, tailoring strategies to clients’ specific financial goals and risk profiles.

Joseph Arena is a financial advisor at Quartz Partners Investment Management in Clearwater, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at Quartz Partners since 2015 and is also associated with Etico Wealth Management. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management and advisory services. The firm integrates top-down macro analysis with bottom-up stock selection across various model series and offers discretionary account management, among other solutions.

Justin Whitmer is a financial advisor at ProVise Management Group, LLC with Series 65 and Series 66 credentials. He joined ProVise in 2026 and has prior experience working at P2 Alchemy LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting. The firm constructs portfolios using mutual funds, ETFs, equities, and fixed income, and offers discretionary and non-discretionary services with ongoing supervision and standalone planning options.

Jorge Perez is a financial advisor at DMK Advisor Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and American National Insurance Co. Perez is also president of Soper, Perez and Associates Inc., a general line property and casualty agency. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm combines discretionary active management and non-discretionary consultative services, using mutual funds and ETFs guided by technical and fundamental analysis, and operates uniquely as both a registered broker-dealer and an investment adviser sponsoring wrap accounts.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Daniel Mannix is a CFA® charterholder with 15 years of industry experience. He is a Senior Portfolio Manager at ProVise Management Group, LLC, where he has worked since 2020. Prior to joining ProVise, he spent eight years at Raymond James & Associates. Outside of his advisory role, he serves as an elder board member for Real Church, providing financial consultation on the church’s financial standing and capital investment proposals. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and employs both discretionary and non-discretionary approaches, with an emphasis on ongoing supervision and comprehensive reporting.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.