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.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has worked at several firms including Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of 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 through a combination of independent advisors and an in-house Private Client Group. The firm uses a range of proprietary and third-party strategies supported by multiple platforms to implement customized investment solutions.

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.

Christine Bristow is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Ridgeback Securities, GWFS Equities, Cuna Brokerage Services, Vermont State ECU, and LPL Financial. 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/sector/manager/risk process, offering customized portfolio management through discretionary and model-based allocations.

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.

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.

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.

Griffin Kiernan is an advisor with Csenge Advisory Group, LLC in Clearwater, FL, holding Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience at Waverly Advisors, Fidelity Investments, and Bessemer Trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a focus on relative strength and a top-down approach to portfolio management, offering customized discretionary and model-based allocations.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.