James Petkoson is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Calton & Associates since 2010. 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 both commissionable brokerage and insurance products alongside advisory services and employs multiple program structures tailored to client goals and risk tolerance.

Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Steven Cere is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and BB&T Securities. Outside of his advisory role, he is an owner of a real estate holding company in Dunedin, Florida. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base that includes individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of strategies.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Nicholas Giallourakis is a financial advisor at NFSG Corporation with 24 years of industry experience. He holds the Series 66 designation and has worked at NewBridge Securities Corporation since 2016. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a variety of instruments and offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection.

Brian Bristow is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at The Ridgeback Group, LLC, Jiffy.AI, and CUNA Mutual Group, including CUNA Brokerage Services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down process, offering customized portfolio management through discretionary and model-based allocations.

Kenneth Allgood is a financial advisor with G. A. Repple & Company in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. He is also the owner of Allgood Financial Services, which provides income tax preparation, and operates an eBay business selling new and used goods. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities, utilizing a range of analytical approaches to build portfolios tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary management with options including wrap programs, separately managed accounts, and Biblically-Responsible Investing models.

Kyle Medley is a financial advisor with M Holdings Securities, Inc. based in Tampa, FL, holding a Series 66 designation and six years of industry experience. Prior to joining M Holdings Securities and Thomas Financial in 2020, he worked at Sentry Insurance from 2015 to 2020. He is involved in sales of 401(k) and disability income plans through Thomas Financial. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations nationwide, offering advisory and brokerage services such as investment management, retirement plan consulting, and insurance advisory. The firm provides suitability-based recommendations with ongoing monitoring and utilizes a combination of portfolio managers and third-party sub-advisors to deliver investment management.

Saad Rahmouni Idrissi is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2022. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 educational institution. 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 multiple program structures and combines advisory and commission-based brokerage services.

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.

Jason Walters is a financial advisor with Cary Street Partners who holds the Series 63 and Series 66 designations and has 16 years of industry experience. Prior to joining Cary Street Partners in 2024, he held roles at Truist Advisory Services and BB&T from 2016 to 2024. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers a range of services such as portfolio management, financial planning, and fiduciary retirement plan services, utilizing proprietary strategies and AI tools alongside human oversight in its investment process.

Cheryl Bott is a CFP® professional with 19 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. She previously worked at Holifield Financial Advisory Services/Prosper Financial Advisers for eight years and United Capital Financial Advisers for one year. Outside of financial advising, she is co-owner of B&B Commercial Laundry Installation, LLC, a business focused on installing commercial laundry equipment. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers comprehensive services including financial planning, retirement plan consulting, and multi-family office solutions.

William Faassen is a CFP® professional with 19 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Thomas Financial Group, both since 2016. He is also a member of Chartbender LLC, a business unrelated to investment advisory services. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management options.

William Vahey is a CFA® charterholder with two years of industry experience. He is currently with Csenge Advisory Group, LLC and has prior experience at Piper Sandler, Innovedge Research Solutions, and Wellington Management. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market/sector/manager/risk process.

Gary Noveck is a financial advisor at StoneX Advisors Inc. with 44 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015. In addition to his advisory role, he owns and operates Noveck and Noveck, LLC, an independent traditional fixed insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple account structures and model-based solutions, employing both proprietary and third-party strategies.

Mark Johnson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with The Tranel Financial Group, 818 Capital Group, Money Concepts Capital Corp, CR Fitness Holdings LLC, and Youfit Health Clubs. Johnson serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment approaches, with ongoing account monitoring and access to various execution platforms.

Rameshwar Singh is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a member of DynamicShares LLC, involved in the development and distribution of investment products, and a partner in Rocky Island LLC, which engages in succession planning options for advisors. 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 variety of investment program structures and combines advisory and brokerage services, tailoring recommendations to client goals and risk tolerance.

Christopher Fidler is a financial advisor with NBC Securities, Inc. in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has been with NBC Securities since 2015. Outside of his advisory role, Fidler is involved in ecommerce through 99 ECOM LLC. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, combining discretionary manager selection, model portfolios, and overlay management, and operates as both a registered investment adviser and broker-dealer.