George Goodroe is a CFP® with over 31 years of experience in the financial industry. He has worked at Capital Analysts since 2023 and previously spent nine years at Lincoln Investment and 22 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and several portfolio options, operating with a fiduciary standard and emphasizing advisor-provided consultation tailored to client needs.

Brian Sallee is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Inspire Advisors, he worked at Avorit, DSM Technology Consultants, and Concerto Cloud Services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing with proprietary tools and uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he is involved in non-investment businesses, including serving as director of a home-building company and owning a property management firm. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting, along with access to third-party money managers. The firm offers a range of program structures and investment approaches tailored to client goals and risk profiles, combining both advisory and brokerage services.

Daniel Clements is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 license with one year of industry experience. His background includes roles at Swan Financial, Independent Financial Partners, and teaching positions at The University of Tampa and Florida State University. He also worked at the World Equestrian Center and RL Global Logistics. 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 multiple program structures and combines various analytic approaches, operating as both a registered investment adviser and broker-dealer.

John Miller is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Miller has worked at Foundations Investment Advisors since 2024 and previously spent seven years at AE Wealth Management, LLC. In addition to his advisory role, he serves as a classroom instructor providing financial education through the American Financial Education Alliance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, delivering advice through a network of nearly 300 investment adviser representatives.

Steven Fisher is a CFP® with 39 years of industry experience currently affiliated with Capital Analysts. He previously worked for Legend Equities Corporation from 1995 to 2017 before joining Lincoln Investment in 2017. Outside of his advisory roles, he serves as an elder and president of the board at Northeast Presbyterian Church in St. Petersburg, FL. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary portfolios using proprietary screening, and offers a range of advisory services including custom portfolios and ERISA plan advisory.

Elena Panco is a CFP® professional with one year of industry experience, currently serving as an advisor at BakerAvenue. Her prior experience includes roles at First Republic Bank, Bank of America, and Herbert Hotel LLC. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies that combine fundamental, quantitative, and technical analysis.

Alexander Martin is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Schechter Investment Advisors, Schechter Wealth, and Enlightened Finance LLC. In addition to his advisory role, he owns a small business consulting firm focused on strategy, technology, and administrative assistance. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, offering a range of services including financial planning and advisory services to private funds.

Peter Franco is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gwn Securities Inc for 12 years. Franco also holds an insurance license for life, health, and variable annuities, primarily used to support his variable annuity business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with advisory services, tailoring investment recommendations to client objectives across multiple program structures.

Luke Andrews is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and 11 years of industry experience. Prior to joining Inspire Advisors in 2019, he worked at Belleair Wealth Management from 2015 to 2019. Outside of his advisory role, Andrews serves as Vice Chair and Foundation Committee Representative for the Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies including index-based, strategic, and tactical allocations.

Mirza Duzel is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Capital Investment Advisors in 2026, he worked at Bank of America and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources, along with access to private investment solutions and formal pension consulting services.

Joseph Allen is a financial advisor at Inspire Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Tampa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based and tactical allocations.

Sean Moneypenny is a CFP® professional with 14 years of industry experience, currently serving at Csenge Advisory Group, LLC since 2020. His prior experience includes roles at Bank of America, Merrill, Arcus Capital Partners, and Fidelity Brokerage Services. Outside of financial advising, he holds an ownership interest in a retail bridal store, Love a Bridal Boutique, in Jacksonville, Florida. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment approach combining fundamental and technical analysis with a rigorous relative-strength methodology, primarily utilizing mutual funds and ETFs to customize portfolios according to client goals.

Cydney Jones is a CFP® professional with six years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2021. Prior to joining CGN Advisors, she worked at ProVise Management Group from 2017 to 2020. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse clientele, including individual clients, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging third-party managers and conducting regular portfolio reviews.

John Csenge Jr. is a CFP® professional with 46 years of industry experience, currently serving at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC Securities Corporation. Csenge serves as a board member for the Diocese of St. Petersburg, where he oversees pension plan provisions and investment policy compliance. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate businesses. The firm employs a top-down, relative strength investment approach and customizes portfolios through discretionary management or model-based allocations.

Austin Schrock is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. and Winn Dixie. Outside of his advisory role, Schrock is involved with 401K Help Desk LLC, where he assists in providing demos and marketing support related to ERISApedia’s 5500 database. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and combines fee-based and commission-based products through its dual registration as a registered investment adviser and broker-dealer.

Kyle Klatt is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton & Associates, he has worked at several firms including MassMutual Life Insurance Co. and MML Investors Services LLC. Klatt is also the CEO and owner of Pylon Ventures LLC, an independently owned limited liability company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of investment program structures and combines advisory services with commissionable brokerage and insurance products through its dual registration.

Michael Prendergast is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Virtue Capital Management since 2024 and previously was with Horter Investment Management, LLC. Outside of advising, he owns and operates Key Tax & Financial Services, LLC, which provides income tax preparation and accounting services for individuals and small businesses. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisors. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.

Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.