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.

Sean Moneypenny is a CFP® professional with 14 years of industry experience, currently serving at Csenge Advisory Group, LLC since 2020. His prior experience includes roles at Bank of America, Merrill, Arcus Capital Partners, and Fidelity Brokerage Services. Outside of financial advising, he holds an ownership interest in a retail bridal store, Love a Bridal Boutique, in Jacksonville, Florida. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment approach combining fundamental and technical analysis with a rigorous relative-strength methodology, primarily utilizing mutual funds and ETFs to customize portfolios according to client goals.

John Csenge Jr. is a CFP® professional with 46 years of industry experience, currently serving at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC Securities Corporation. Csenge serves as a board member for the Diocese of St. Petersburg, where he oversees pension plan provisions and investment policy compliance. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate businesses. The firm employs a top-down, relative strength investment approach and customizes portfolios through discretionary management or model-based allocations.

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 41 years of industry experience. She has worked at firms including Peak Brokerage Services and NEXT Financial Group. Outside of advisory work, she owns Legacy Six Consulting, which provides insurance training for LA Chargers recruits. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm employs model-based portfolio management and offers estate-planning support via an online platform.

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.

Stanley Black is a financial advisor at Yale Capital Corp. with 15 years of industry experience. He holds a Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which manages timber land for investment and recreational use. Yale Capital Corp. serves high-net-worth individuals, families, private investment funds, and U.S. institutions by providing investment management and financial planning through separately managed accounts. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolios while offering discretionary management and negotiated performance-based fees for qualified clients.

Chandler Dutram is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities L.L.C., IFS Securities, Inc., Florida Financial Advisors, and Florida State University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

William Comber is a CFP® professional with one year of industry experience. He is currently with RFG Advisory, LLC and previously worked at Members Trust Company and Family First Life. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various model strategies, alternative investments, and annuity management.

Grant Dobbs is a CFP® and Series 65 licensed advisor with two years of industry experience. He currently works at Mutual Advisors, LLC and previously was with Directed Capital. His background includes roles in education, having worked at Florida State University and Canterbury School of Florida. Mutual Advisors, LLC serves a diverse clientele ranging from individual investors to institutional clients, including sovereign wealth funds. The firm employs a blend of active and passive investment strategies and utilizes multiple analytical approaches to tailor portfolios according to clients’ objectives.

Meagan Calvert is a financial advisor at StoneX Advisors Inc. with seven years of industry experience. She holds a Series 66 credential and has previously worked at UBS Financial Services, Cadaret Grant & Co., Cetera, Raymond James & Associates, and Abbey, Adams, Byelick & Mueller LLP. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs both independent advisors and an in-house Private Client Group, implementing strategies through proprietary models, third-party money managers, and various platforms to offer customized investment solutions.

Mario Trevino is a financial advisor with Navy Federal Investment Services, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked with several firms including Merrill, Raymond James Financial, and Cetera Investment Services prior to joining Navy Federal in 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Gregory Bourne is a financial advisor at Cyndeo Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Investments for 18 years. Bourne is based in St. Petersburg, FL. 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 portfolios using both proprietary and third-party models, investing across multiple asset classes, and offers specialized business advisory services for middle-market owners.

William Sines is a financial advisor at BFC PLANNING, Inc. with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Berthel Fisher & Company Financial Services, Inc. and Senior Financial Services. Outside of his advisory role, he is involved in tax preparation and accounting services, as well as operating an office cleaning business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a broad client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and emphasizes flexible fee arrangements and the use of multiple program structures and third-party platforms.

Gregory Mitro is a financial advisor at Founders Financial Alliance, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves on the boards of The Florida Aquarium, Tampa Connection, and the American Dental Association, including chairing the Making Waves Society at The Florida Aquarium. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a family-office style program combining management, planning, and tax analysis under a flat fee.

Adam Hess is a financial advisor at Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING Investments, UBS Financial Services, and Capital Wealth Planning. In addition to his advisory work, he is an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm customizes investment strategies using proprietary models and third-party managers, managing approximately $2.58 billion and providing integrated insurance and retirement rollover solutions.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.