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Elyott S

CFP®, Series 66, Series 63

Clearwater, FL

Csenge Advisory Group, LLC

Elyott Silverstein is a CFP® professional with seven years of experience in the financial services industry. He currently works with Csenge Advisory Group, LLC and has prior experience at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory role, he manages administrative operations for Hive Metrics, a psychometric services consultancy, and runs a resale business specializing in collectibles and gaming products. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market framework, offering customizable portfolio management through discretionary or model-based strategies.

Founder/Business Owner Retired Approaching retirement
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Christopher C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Christopher Csenge is a CFP® professional with 13 years of experience in financial advisory. He is currently with Csenge Advisory Group, LLC and previously worked at Integrity Alliance, LLC and Lion Street Financial. Csenge Advisory Group serves individuals, high net worth clients, charities, and corporate/business clients with investment advisory and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, emphasizing a relative strength methodology and a top-down market and risk approach.

Founder/Business Owner Retired Approaching retirement
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Eric C

CFP®, Series 63, Series 65

Clearwater, FL

Csenge Advisory Group, LLC

Eric Caisse is a CFP® with 28 years of industry experience, currently serving as a partner and Chief Investment Officer at Csenge Advisory Group, LLC, where he has worked since 2001. His prior experience includes roles at FSC Securities Corporation and Lion Street Advisors. He serves on the boards of BEATCC, a nonprofit organization, and the CMT Association. Csenge Advisory Group provides asset management, financial planning, and retirement plan consulting services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, offering customized portfolio allocations primarily using mutual funds and ETFs.

Founder/Business Owner Retired Approaching retirement
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Weston N

CFA®, Series 63, Series 65

St. Petersburg, FL

Yale Capital Corp.

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.

Tax-loss harvesting Private / alternative investments Liquidity event planning Wealth management Founder/Business Owner
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Amanda M

Series 65, Series 63

St Petersburg, FL

OnePoint BFG Wealth Partners

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners 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. Molina holds the Series 65 and Series 63 designations. 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 uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Christina K

Series 66

St Petersburg, FL

The AmeriFlex Group

Christina King is a financial advisor at The AmeriFlex Group with seven years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates and SagePoint Financial. King is also a director involved in investment relations and trading activities at The AmeriFlex Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Henry K

Series 63, Series 65

Clearwater, FL

Csenge Advisory Group, LLC

Henry Kulig III is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at FSC Securities Corporation, Lion Street Advisors, and Integrity Alliance, LLC. He is also an independent insurance agent involved in the sale of insurance products. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a rigorous, top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary management.

Founder/Business Owner Retired Approaching retirement
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Jack K

CFP®, Series 63, Series 65

St. Petersburg, FL

Manning & Napier Advisors, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Sean B

Series 63, Series 65

Clearwater, FL

Csenge Advisory Group, LLC

Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Founder/Business Owner Retired Approaching retirement
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Chance C

Series 65

St. Petersburg, FL

Earned Wealth Advisors, LLC

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Doctor or Medical Professional Dentist Founder/Business Owner
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Edward B

CFP®, Series 63

St. Petersburg, FL

G. A. Repple & Company

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.

Planning for children with special needs Divorce financial planning General retirement planning
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Jacqueline N

ChFC®, Series 63, Series 65

Largo, FL

StoneX Advisors Inc.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various platforms and third-party managers.

ESG / Sustainable investing
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Christine B

Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Christine Bristow is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Cuna Brokerage Services, and Vermont State ECU. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with an emphasis on relative strength methodology and a top-down market approach, customizing portfolios through discretionary management or model-based allocations.

Founder/Business Owner Retired Approaching retirement
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Cheyne P

Series 63, Series 65

St. Petersburg, FL

Yale Capital Corp.

Cheyne Pace is a financial advisor at Yale Capital Corp. with 27 years of industry experience. He has been with Yale Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he serves as a managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, private investment funds, and U.S. institutions, focusing on tax-efficient, dividend-bearing securities and employing fundamental analysis with customized portfolios. The firm manages assets on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.

Tax-loss harvesting Private / alternative investments Liquidity event planning Wealth management Founder/Business Owner
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Melissa W

Series 65

Saint Petersburg, FL

JMG Financial Group LTD

Melissa Walsh is a financial advisor at JMG Financial Group LTD with 24 years of industry experience. She holds a Series 65 designation and has been with JMG Financial Group since 2001. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
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Christopher J

Series 66

St.Petersburgh, FL

KCD Financial, Inc.

Christopher Johanson is a financial advisor at KCD Financial, Inc. He holds a Series 66 credential and has recently begun his career in the industry. His prior work experience includes roles at the University of Maine and Mission Critical Delivery. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services while utilizing both internal and third-party management programs catering to a range of investment strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Ian W

Series 66

St. Petersburg, FL

Prospera Financial Services, inc.

Ian Wilson is a financial advisor with Prospera Financial Services, Inc. in St. Petersburg, FL. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Alinea Engage and Naviant. Prospera Financial Services, Inc. is an enterprise-scale advisory and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors, offering investment advisory and financial planning services across multiple platforms with a combination of firm models, third-party sub-advisers, and customizable allocations.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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David M

Series 63, Series 65

St. Petersburg, FL

XML Financial Group

David Margulies is a financial advisor with XML Financial Group in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans, through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and combines fundamental and technical analysis with access to alternative investments and third-party managers to tailor portfolios to client needs.

Founder/Business Owner
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Stephen M

Series 63, Series 66

Treasure Island, FL

Lanark Financial, Inc.

Stephen Miller is a financial advisor with NBC Securities, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked with JHS Capital Advisors, Inc. since 2010 and has operated his own CPA practice since 1999. Outside of his advisory role, Miller is involved as a non-operating member and financial decision-maker in restaurant ventures. Lanark Financial, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, utilizing discretionary manager selection and a combination of fundamental and technical analysis.

Tax-loss harvesting Wealth management Business exit / sale strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy B

Series 63, Series 65

Saint Petersburg, FL

Ausdal Financial Partners, Inc.

Timothy Bodner is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and ProEquities Inc. Outside of his advisory role, he is the president and owner of Infinity Tax and Financial, a tax preparation and outside insurance sales business. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset types and combines broker-dealer and insurance activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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