Jack Neeson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and began his advisory career in 2025. Prior to joining Elevate, he worked at US Energy Development Corporation and spent several years in educational roles at Orchard Park High School and Middle School. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm designs investment strategies based on client objectives, risk tolerances, and time horizons, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Dylan Paskell is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Hillcrest Healthcare Communities Inc. and Southern Grace Coffee Co. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis, strategic and tactical asset allocation, and a combination of long- and short-term investment approaches, utilizing mutual funds, ETFs, and individual equities.

Edward Dropic is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company for over two decades. Outside of advisory roles, he is involved in insurance brokerage activities through multiple entities, including his ownership of Medicus Wealth Consultants, LLC. Simplicity Wealth serves a diverse client base that includes individual investors, retirement plans, corporate entities, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, provides model portfolios with ongoing monitoring and rebalancing, and offers a technology-driven platform for advisers, including a third-party asset management program (TAMP).

John Farren is a financial advisor with Prospera Financial Services, Inc. in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Legg Mason Wood Walker, Incorporated. Outside of advising, he is involved in a watersports rental business based in St. Pete Beach. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

Dante Rubino is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds the Series 65 designation. Prior to joining Elevate, he worked at the Town of Windsor and has been involved in educational roles at the University of South Florida and Mathnasium. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs a range of investment strategies tailored to clients’ financial profiles, utilizing fundamental analysis and strategic asset allocation while coordinating with other professionals for implementation.

Dominic Colantonio is a financial advisor at Elevate Financial Planning and Wealth Management with Series 65 registration and one year of industry experience. His prior roles include positions at Green Lemon and the Lely Players Club, as well as employment in education and the food service industry. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management, utilizing a team-based approach and a mix of fundamental analysis, strategic and tactical asset allocation, and various investment vehicles. The firm coordinates with clients’ other professionals and conducts periodic portfolio reviews to monitor and adjust investments.

Anthony Patten is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. His prior work experience includes roles at Perfect Site, Snag, and Inverness Country Club, among others. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and both strategic and tactical asset allocation across mutual funds, ETFs, and individual equities, often leveraging third-party managers and turnkey asset management platforms.

Wade Crawford is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. Prior to joining the firm, he operated a lawn care business for five years and worked at Freeman Lumber for three years. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm tailors investment strategies using fundamental analysis and strategic asset allocation, often incorporating mutual funds, ETFs, and individual equities in client portfolios.

Evan Atchley is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at OssFin LLC and Mueller Reports. Outside of financial services, he has experience in various industries including hospitality and landscaping. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, using a mix of mutual funds, ETFs, and individual equities, and leverages third-party managers and turnkey platforms to implement and monitor portfolios.

Weston Walker is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. His background includes roles at Elevate as well as positions outside the industry, such as at Robert Trent Jones Golf Trail and Auburn University. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and a mix of strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and third-party managers to tailor investment strategies to each client’s financial profile.

Aleksandra Gierszewska is a ChFC® designated advisor with 16 years of industry experience, currently affiliated with Mutual Advisors, LLC. Her prior experience includes a decade at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved as an operations manager for a retail deli business. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs both discretionary and non-discretionary strategies, using a combination of active and passive approaches tailored to client objectives through various analytical methods and third-party tools.

Weston Newman is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Yale Capital Corp., where he has worked since 2017, following roles at Goodpasture Gray and HSBC Securities (USA) Inc. Yale Capital Corp. provides investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions. The firm focuses on customized portfolios using fundamental analysis, emphasizing dividend-bearing and tax-efficient assets while employing tax-sensitive strategies to manage trading costs and tax impact.

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners in St. Petersburg, FL, holding Series 65 and Series 63 licenses with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integration.

Christina King is a financial advisor with The AmeriFlex Group in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Raymond James & Associates and SagePoint Financial. She also serves as a director involved in investment relations at The AmeriFlex Group. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of over 170 advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model portfolios and manager relationships.

Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Jonathan Colquitt is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to his advisory role, he is the managing partner of Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and a combination of strategic and tactical asset allocation to tailor investment strategies, using mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.

Edward Brown is a CFP®-designated financial advisor with 34 years of industry experience. He has been with G. A. Repple & Company since 2016. Outside of his advisory role, he is also involved in fixed insurance sales and financial planning as an insurance agent. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, as well as multiple investment programs including ETF-focused and Biblically-Responsible Investing models.

William Ohme is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with two years of industry experience. He has held roles at Trinity Wealth Securities, LLC and Elevate Financial Planning, and previously worked in education at UNF Coggin College of Business and Newsome High School. Ohme is also a licensed fixed insurance agent. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs tailored investment strategies involving fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, using mutual funds, ETFs, and individual equities.

Dillon Nemeth is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments and MassMutual. He is also the managing partner of Elevate Insurance Agency Services LLC, where he is involved in fixed insurance sales. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients, employing fundamental analysis and asset allocation strategies. The firm coordinates with clients’ other professionals and leverages third-party managers and platforms to implement investment strategies.