Thomas Harper is a Series 65-credentialed advisor with Gradient Advisors, LLC, where he has worked since 2018 and has 13 years of industry experience. He is also involved with Heritage Financial Wealth Management, Senior Insurance & Retirement Benefits Group, Fidelity Atlantic, and Black Card Consulting, a data management and consulting business he owns. Additionally, he volunteers with the Senior Benefits Foundation, conducting Social Security and Medicare workshops. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and third-party money managers to tailor client portfolios, typically on a non-discretionary basis.

Leonardo Irizarri is a financial advisor at Csenge Advisory Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Wealth Transfer Advisors, LLC and Wealth Transfer Consultants, LLC since 2016. Outside of advising, he serves as an agency supervisor and insurance agent at Wealth Transfer Consultants, an independent insurance agency. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down approach to tailor portfolios through discretionary or model-based management.

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.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Crystal Beach, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Calton & Associates since 2003. Outside of his advisory role, he is an independent insurance agent appointed with various companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple program structures and combines brokerage, insurance, and advisory services.

Marc Labadie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Investments, Labadie Financial, The Row Group, M HOLDINGS SECURITIES, Inc., and C R Myers & Associates. Outside of his advisory role, he is involved with M&O Marketing/Labadie Financial as a producer focused on sales of fixed indexed annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and, after client discussion, options or short sales.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 48 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals with various program structures and analytic approaches.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.

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.

Armand Atkinson is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with NBC Securities, Inc. since 2015. Outside of his advisory role, he is involved in property management through ATKEY MANAGEMENT LLC. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, utilizing a mix of fundamental and technical analysis alongside discretionary and non-discretionary management options.

Maria Atkinson is a financial advisor with NBC Securities, Inc. in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. She has worked with NBC Securities, Inc. since 2015. Outside of her advisory role, Maria is a Senior Manager of Global Marketing and Business Analysis at SYKES Enterprises, where she manages budgets and forecasts for the sales and marketing team. Lanark Financial, Inc. offers investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering advice through multiple fee-based advisory programs and managed-account platforms, utilizing discretionary manager selection, model portfolios, and overlay management.

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.

Andrew Stauff is a financial advisor with Trajan Wealth, L.L.C. in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2017. In addition to his advisory role, Andrew also works as an insurance agent through Trajan Wealth Insurance Solutions. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach tailored to clients’ risk tolerances and tax situations, integrating investment management with coordinated tax, estate, and insurance services.

Kory Lenz is a CFP® professional with 13 years of industry experience, currently affiliated with M Holdings Securities, Inc. He has worked at Thomas Financial Group since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Lenz is a member of Tampa Connection, a local nonprofit networking group, where he is completing a year-long project. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Financial Corporation for 16 years. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of investment solutions, combining third-party managers and in-house resources across traditional and alternative strategies.

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.

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.

Erin Emnett is a financial advisor at EverSource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at J.W. Cole Financial, Rogan & Associates, Bank of America, and Merrill. Emnett was also a financial planner at Rogan & Associates, an independent RIA. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, consulting, and back-office support, operating multiple investment programs and providing tailored portfolio strategies and private market access.

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.

Michael Gilbert is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Morgan Stanley. He is also a registered insurance agent involved in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, with a focus on model portfolio construction, ongoing monitoring, and due diligence of third-party managers.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.