Ryan Blumthal is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential. He has experience in financial services since 2023, including roles at Jotoro and Count5, and prior work in education. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ objectives, risk tolerances, and time horizons.

Stephen Fallon is a CFP® professional with 31 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Legend Equities Corporation for 22 years before joining Lincoln Investment, where he has been since 2017. Fallon is also Vice President, Director, and Owner of Suncoast Wealth Solutions, Inc., a financial planning and wealth management firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Andrew Stauff is a financial advisor at Trajan Wealth, L.L.C. in Tampa, FL, with 11 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. Andrew also works as an insurance agent through Trajan Wealth Insurance Solutions. Trajan Wealth provides discretionary and non-discretionary investment advisory services to a broad client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach, integrating tax, estate, and insurance planning within its advisory services.

Kory Lenz is a CFP® professional with 13 years of experience in the financial services industry, currently associated with M HOLDINGS SECURITIES, Inc. He has held positions at Thomas Financial Group and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Tampa Connection, a local nonprofit networking organization. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent firms. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management and a variety of platform providers and sub-advisors.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Truist Financial Corporation for 16 years. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Carter Bowman is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles in education at Eastern Kentucky University and Bardstown City Schools. 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 employs fundamental analysis and strategic and tactical asset allocation, utilizing a mix of mutual funds, ETFs, individual equities, and third-party managers to tailor investment strategies to each client’s financial profile.

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.

Francisco Lasanta Gorbea 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 2025. Prior to this role, his work experience includes positions at HMS Host, Walmart, and Publix. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Jeffrey Marston is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He spent 22 years at Cadaret, Grant & Co., Inc. before joining Calton & Associates. Outside of his firm role, he owns and manages client accounts at Marston & Burton Inc., an investment-related business. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products, using a range of analytical approaches and offering firm-sponsored and third-party managed account programs.

Fred Barnard Jr. is a financial advisor with Capital Analysts in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation for 17 years and has been with Lincoln Investment for nine years. In addition to advisory work, Barnard is also a licensed producer of investment-related insurance products with multiple companies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Erin Emnett is a financial advisor at Eversource Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc., Rogan & Associates, Inc., Bank of America, N.A., and Merrill. Erin also serves as a financial planner with Rogan & Associates, an RIA. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, utilizing multiple investment programs and offering both advisory and private markets solutions.

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 Morgan Stanley and Wells Fargo Clearing. Gilbert is also a registered insurance agent who speaks with clients about insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for other advisers.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Trust Company of America Securities, Freedom Investors Corp, and operates Gaston Financial Group. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and multiple platforms for asset management.

James Petkoson is a financial advisor at Calton & Associates, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2010. His prior experience includes roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. Outside of advisory work, he is an officer of a commercial rental property corporation and owns a residential rental property. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, employing a mix of analytical approaches and managing accounts through firm-sponsored programs or third-party money managers.

Matthew Versage is a CFP® with six years of industry experience. He currently works at Savvy and has prior experience at United Capital Financial Advisors, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank NA. He also serves in the U.S. Air Force, a role he has held since 2011. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm focuses on customized, primarily index-based, long-term investment strategies, incorporating active equity portfolios, tax-aware direct indexing, and specialized third-party sub-adviser solutions.

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 Series 66-licensed financial advisor at Cary Street Partners with 14 years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Merrill. Outside of his advisory role, he is an owner of S&L Real Estate Holdings, LLC, a real estate business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base including state and municipal government entities and insurance companies.

Alexander Benham is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Elevate, he worked in various roles including at the University of San Diego Athletics Department and PotomacWave Consulting. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients, offering customized financial planning and both discretionary and non-discretionary portfolio management through a multi-adviser team. The firm employs fundamental analysis and tactical asset allocation across mutual funds, ETFs, and individual equities, and often utilizes third-party managers and turnkey asset management platforms for implementation.

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.