Christopher Athens is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 credential and six years of industry experience. His work history includes roles at Elevate Insurance Agency Services LLC and Florida Financial Advisors. Athens is also a managing partner at Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm uses a multi-adviser team to tailor investment strategies through fundamental analysis and strategic asset allocation, managing portfolios that commonly include mutual funds, ETFs, and individual equities.

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.

Melissa Walsh is a financial advisor at JMG Financial Group Ltd with 24 years of industry experience. She has been with JMG Financial Group since 2001 and holds a Series 65 designation. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing wealth management, portfolio management, and consulting services. The firm follows a planning-based, long-term investment approach with strategic asset allocation, employing various investment vehicles and tax-aware techniques tailored to client needs.

Christopher Johanson is a financial advisor at KCD Financial, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining KCD Financial, Johanson worked at Guided Financial Advisory and has experience at the University of Maine and Mission Critical Delivery. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, portfolio appraisal services, and access to third-party management programs, with investment strategies tailored to clients’ goals and risk tolerance.

David Bowman Sr. is a financial advisor with World Equity Group, Inc. in Parrish, Florida, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with World Equity Group since 2007 and has prior experience with Andy Bowman from 1999 to 2020. Outside of his advisory role, he serves as president of the Manatee Sportsmans Club, a fishing and social club focused on conserving the Manatee River, and is involved in managing a family tree and ornamental farm, as well as operating a technology coaching business. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, institutions, and business entities, utilizing managed portfolios through wrap-fee programs and discretionary third-party money managers. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides options such as Tax Overlay Management and ETF Select models for client accounts.

Justin Zhang 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 Elevate, he attended the University of North Carolina at Chapel Hill and has work experience in retail and hospitality. Elevate Financial Planning and Wealth Management offers customized financial planning and both discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm employs a multi-adviser team approach, tailoring investment strategies using fundamental analysis and a mix of long- and short-term allocations across mutual funds, ETFs, and individual equities.

Ian Wilson is a financial advisor at Prospera Financial Services, Inc. in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Alinea Engage, Naviant, and Epic. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Stephen Miller is a financial advisor with Lanark Financial, Inc. holding Series 63 and Series 66 licenses and has 33 years of industry experience. His prior roles include positions at Jhs Capital Advisors, Inc. and his ongoing work with S. Miller, C.P.A. He is also involved as a non-operating member and financial decision-maker in restaurant ventures. Lanark Financial, Inc. serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm offers a combination of discretionary and non-discretionary investment management and advisory services, utilizing third-party sub-advisers, overlay managers, and model portfolios.

Cade Scarborough is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 credential and has held roles at the New Orleans Country Club and Loyola University New Orleans. 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 mutual funds, ETFs, and individual equities, with regular portfolio reviews and coordination with clients’ other professionals.

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.

Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Robert Dobbs Jr. is a financial advisor at Mutual Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Platinum Wealth Partners, Wells Fargo Advisors, and Citigroup Global Markets. Outside of advising, Dobbs is a certified professional pickleball instructor who teaches individual and group lessons in St. Petersburg, FL. Mutual Advisors, LLC serves a wide range of clients including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through 154 advisors. The firm employs a mix of active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios to clients' objectives.

John Dallin 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 Elevate, he worked in the hospitality industry and has experience in education spanning several years. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing a mix of mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

Aidan Files is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 designation and one year of industry experience. He has previously worked at Florida Financial Advisors, LLC and Globe Life Insurance, and has a background that includes several roles outside of finance, including teaching positions. Files is also a financial consultant involved in fixed insurance sales through Elevate Insurance Agency Services LLC. Elevate Financial Planning and Wealth Management is a registered investment adviser that provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances and utilizes a range of investment vehicles and third-party platforms, maintaining ongoing client relationships through periodic reviews and rebalancing.

Jesus Pinedo is a financial advisor at Savvy with 13 years of industry experience and holds a Series 65 designation. Prior to joining Savvy in 2024, he worked at Geos Exploration Consulting LLC and Marketwise Private Asset Management LLC. He is also co-owner of Render Business Solutions LLC, a business consulting and translation services firm. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Robert Cerrito is a financial advisor at Gradient Advisors, LLC based in St. Petersburg, FL. He holds a Series 65 designation and has been working in the financial services industry since 2017. Outside of his advisory roles, he has served with the Dunedin Fire Department since 2021. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and employing a combination of fundamental, technical, and cyclical analysis in portfolio management.

Braden Carnes 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. Prior to his current role, he has worked in various positions including at Texas Roadhouse as a server. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

James Gariboldi is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in roles at Global View Capital Advisors, Global View Capital Insurance Services, and other firms including Agfa HealthCare Corporation and Paul Pryor Travel Bags, Inc. Outside of advisory work, he manages Yellow Dog Trading Company, LLC, a business focused on novelty gifts. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach centered on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, and it integrates proprietary research and execution infrastructure to extend discretionary management across various asset types.

Caroline Sorokos is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and SunTrust Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by investment strategies developed by Morningstar Investment Management.