Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining CWA in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm uses in-house research and proprietary models, incorporating active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Michael Strahm is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at E*Trade Securities LLC and E*Trade Capital Management LLC from 2012 to 2019. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and a broker-dealer, offering multiple program structures and investment approaches tailored to client goals and risk tolerance.

Stephen Fallon is a CFP®-certified financial advisor at Capital Analysts with 31 years of industry experience. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 22 years. Fallon is also Vice President, Director, and owner of Suncoast Wealth Solutions, a financial planning and wealth management firm. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Mitchell Mulcahy is a financial advisor at RFG Advisory, LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Trinity Wealth Securities, LLC and Florida Financial Advisors. Mulcahy also has experience in other fields such as automotive sales and recreational services. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and certain institutional clients. The firm primarily delivers discretionary investment management using a range of model strategies and third-party platforms and also acts as a sub-adviser to multiple ETFs while providing access to alternative investments and retirement technologies.

Alexander Cross is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill, Platinum Wealth Partners, Inc., and Mutual Securities, Inc. He is also involved as a member and manager of DCH Wealth Management, LLC and works as an insurance agent. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm provides both discretionary and non-discretionary advisory services, employing a blend of active and passive strategies tailored through multiple analytical approaches and specialized platforms.

Marcus Heinrich is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Heinrich has worked at Forum Financial Management since 2002, including a break between 2018 and 2019, and was also involved with F.A.M., LLC from 2014 to 2018. Outside of his advisory role, he is a sole proprietor involved in insurance sales. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Henderson is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding a Series 66 license and having 22 years of industry experience. His career includes roles at Merrill, Morgan Stanley DW Inc., Platinum Wealth Partners, and Mutual Securities prior to joining Mutual Advisors. Outside of his advisory work, he is a member-manager of DCH Wealth Management, LLC, an administrative business. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional investors, managing portfolios through a combination of active and passive strategies emphasizing diversification and alignment with client objectives. The firm is notable for its scale of institutional work, managing approximately $9.45 billion across 154 advisors, and its use of multiple analytical approaches and third-party tools to customize client allocations.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Truist Financial Corporation for 16 years. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Peter Frantzis is a financial advisor with Cyndeo Wealth Partners, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a trustee of a family trust and an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies using proprietary models and third-party managers, covering a broad range of asset classes, and offers specialized business advisory services for middle-market owners.

Jason Haddad is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked with Independent Financial Partners and Blueprint Wealth Alliance. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, focusing on mutual funds and ETFs to tailor portfolios to client goals.

James McGinty is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Fortis in 2025, he worked at Corient and CI Doyle Private Wealth. He serves as treasurer of The Squires Club, a men's social club in St. Petersburg, FL. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using discretionary management, various investment styles, and ESG options, managing $1.615 billion in assets as of the end of 2025.

Jeffrey Marston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 22 years before joining Calton & Associates. Outside of his advisory role, Marston owns and manages MARSTON & BURTON INC, an investment-related business based in Fairhope, AL. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through a variety of program structures and analytic approaches.

Fred Barnard Jr. is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and Legend Equities Corporation prior to that. Barnard is also a licensed insurance producer for several firms, including American Equity Investment Life Insurance Company and North American Life Insurance Company. Capital Analysts serves a diverse client base ranging from individual investors to institutional entities, offering portfolio management, customized advisory solutions, and retirement-plan advice. The firm combines in-house discretionary investment management with third-party managers and operates a proprietary mutual fund screening process called CAPSL.

Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.

Shane Smith is a CFP® and ChFC® with 22 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and has prior experience at Private Advisor Group, LLC, LPL Financial, and MSI Financial Services, Inc. His business activities include providing fixed insurance products through various carriers. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm utilizes a multi-team approach, blending customized and model portfolios with third-party solutions, and offers access to a variety of investment instruments and digital platforms.

Erin Emnett is a financial advisor at Eversource Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc., Rogan & Associates, Inc., Bank of America, N.A., and Merrill. Erin also serves as a financial planner with Rogan & Associates, an RIA. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, utilizing multiple investment programs and offering both advisory and private markets solutions.

Shaun Mathena is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and has one year of industry experience. He has previously worked at Northwestern Mutual and American Mortgage Services, and currently serves as Vice President of Superior Mortgage Solutions, a mortgage company. Mathena is also an insurance agent with Fiduciary First Advisors. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs both model and custom strategies using quantitative analysis and tactical asset allocation, and acts as a subadviser and referral agent to other investment advisers.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. 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, and portfolio appraisal services, employing a range of investment strategies tailored to client goals and utilizing third-party management programs.