Shoug Mayson is a financial advisor at Spartan Capital Private Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC since 2017 and Windsor Street Capital, LP from 2016 to 2017. Outside of finance, he serves as CEO of Mayson Music LLC, an independent record label focused on artist promotion and music retail. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and business entities, emphasizing portfolio management and third-party manager selection. The firm provides both discretionary and non-discretionary arrangements and integrates brokerage and insurance activities under common ownership with Spartan Capital Securities.

Sean Orick is a financial advisor at Strategic Wealth Partners, Ltd. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Resources Investment Advisors, Triad Advisors, Independent Financial Group, Adviseme National Advisors, and Pension Advisors. Outside of his advisory role, he is the managing member of Southern Tides Consulting, LLC, a holding company. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The multi-advisor firm manages approximately $1.3 billion and employs a diversified investment approach combining fundamental, technical, and charting analysis.

William Hallmann is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has held various roles across firms including LPL Financial, Craft Asset Management, and Hallmann Financial Resources. In addition to his advisory work, Hallmann owns and manages a CPA firm, Hallmann Advisors, CPAs, P.C., specializing in tax preparation and accounting, and serves as Vice President at Bespoke Tax Strategy and PCA, P.C. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-term investment approach with tailored advisory relationships, utilizing fundamental, technical, and options strategies.

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Legend Advisory, LLC before joining Lincoln Investment Planning, LLC, where she has been since 2018. In addition to her advisory role, she provides life and disability insurance to clients. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network of independent advisors and an in-house investment management team that utilizes a proprietary mutual fund screening process.

Robert Thigpen is a financial advisor at Cyndeo Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Hoornstra Financial Group. Outside of his advisory role, he manages an agricultural farm land entity with limited administrative duties. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and consulting. The firm uses customized investment models and a broad range of asset classes, and it offers specialized business advisory services for middle-market clients.

David Tondreault is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes fifteen years at T. Rowe Price Investment Services, Inc. and a brief tenure at Ascensus. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, primarily using affiliated mutual funds and ETFs.

Jack Dickerson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Elevate, he worked in various hospitality and service roles, including positions at Chuy’s and Avenue Pub. 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 strategic asset allocation across mutual funds, ETFs, and individual equities, regularly reviewing and rebalancing portfolios to align with clients’ financial profiles.

Cole Carson is a Series 65-licensed financial advisor with Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL. He has one year of industry experience, including roles at RPAG/FlexPATH and Rimrock Capital Management, and has an academic background from the University of Miami. 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 and a mix of strategic and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and coordinates with clients' other professionals for implementation and ongoing portfolio reviews.

Charles Fisher Jr. is a financial advisor at Andersen with 24 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 65 designations. His prior experience includes 22 years at Reilly, Fisher & Solomon Investment Advisors and its predecessor firm. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Austin Young is a Series 65-licensed financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. His previous roles include positions at McReif Group and academic affiliations with Universidad De Valencia and the University of North Florida. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with tailored financial planning and portfolio management, utilizing fundamental analysis, strategic asset allocation, and a combination of investment approaches. The firm employs a multidisciplinary adviser team and incorporates third-party managers and technology platforms to implement and monitor portfolios.

Joseph Dise is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Compass Financial Management since 2020, Dise Wealth Management Incorporated from 2007 to 2020, Wells Fargo Clearing from 2003 to 2007, and Prudential Equity Group, LLC from 2000 to 2003. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million through a multi-advisor team, using a mix of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis to support various investment strategies.

Gavin Watson is an advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding Series 63 and Series 65 licenses. He joined Elevate in 2026 and has prior experience at Vanderbilt University and Vaquero Capital LLC. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team, employing fundamental analysis and a mix of strategic and tactical asset allocation across mutual funds, ETFs, and individual equities.

James Warren Jr. is a financial advisor at G. A. Repple & Company with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mangrove Financial Group since 2016. Outside of his advisory role, Warren is involved in multiple independent representative activities in network marketing and insurance services, including legal, dental, and life insurance. 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 portfolio construction and offers discretionary and non-discretionary management, as well as multiple account options including Biblically-Responsible Investing strategies.

Sean Lyons is a Series 65-licensed financial advisor with Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL. He has one year of industry experience and previously worked at Charter Communications and Auburn University. Outside of his advisory role, Sean works as a restaurant server. 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 utilizes fundamental analysis and strategic asset allocation across various investment vehicles, coordinating with clients’ other professionals to manage held-away assets and regularly reviewing portfolios.

Leonardo Irizarri is a Series 65-licensed advisor at Csenge Advisory Group, LLC with six years of industry experience. He has held roles at several firms, including Wealth Transfer Advisors, LLC, Park Avenue Securities LLC, and Guardian Life Insurance Co. Since 2016, he has been involved with Wealth Transfer Consultants, LLC, an independent insurance agency where he serves as an agency supervisor and insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm’s investment approach integrates fundamental and technical analysis, employing a relative strength methodology with a top-down market and risk assessment process.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. 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 employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Storm Benson 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 previously worked at Trinity Wealth Securities, Florida Financial Advisors, and SHB Financial Group, among other roles. His background also includes experience outside finance in hospitality and retail businesses. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients, utilizing strategic asset allocation and a combination of fundamental analysis and tactical approaches. The firm employs a multi-adviser team and integrates third-party managers and technology platforms to tailor investment strategies and coordinate with clients’ other professionals.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Calton & Associates in 2003, he worked at Morgan Stanley DW Inc. for four years. Outside of advising, he is an independent insurance agent appointed with various companies. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and other business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

Gary Garcia II is a CFP®-certified financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and several regional firms. Outside of his advisory work, he is president of 3G Consultants LLC, a business consulting firm focusing on sales, growth strategies, and operational improvements. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.