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.

Neal Engwall is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the CFP® and ChFC® designations and has been with the firm since 2010. Outside of his advisory role, he owns Engwall Enterprises LLC, specializing in custom cabinetry and millwork, and serves as president of the Christian Chamber of Commerce Tampa Bay. 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 mix of analytical approaches to develop individualized plans and offers a range of portfolio management options, including an ETF-focused program and a Biblically-Responsible Investing model.

Daniel Johnson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2013. Prior to his current role, he was employed by the U.S. Department of Health and Human Services and WCF Disaster Services. He is also an independent licensed insurance agent specializing in life, health, and annuity products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including access to select non-traded REITs and an options-writing overlay.

Gary Noveck is a financial advisor with Stonex Advisors Inc. and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of his advisory work, he is the owner of Noveck and Noveck, LLC, where he operates as an independent agent for traditional fixed insurance. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes multiple account structures and model-based solutions, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

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.

Joseph Ward is a CFP® with 18 years of industry experience, currently serving as an advisor at Brookwood Investment Group. He has held roles at firms including Redwood Private Wealth LLC and Belpointe Asset Management, and he is also involved with Ocean One Insurance Agency and Suncoast Insurance Solutions, focusing on insurance-related activities. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of strategies and offers both discretionary and non-discretionary management, supporting clients with ongoing monitoring and access to third-party managers and platforms.

Joseph Salerno Jr. is a financial advisor with Prosperity Capital Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Prosperity Capital Advisors and its affiliated entities since 2012, operating through Salerno Financial Group. Outside of advisory work, Mr. Salerno is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing a variety of mutual funds, ETFs, SMAs, and alternative solutions, and also offers institutional and sub-advisory services.

Todd Benschneider is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Calton & Associates in 2020, he worked at Paulson Investment Company, LLC. Outside of his advisory role, he provides clients and their families with automotive purchase negotiation services leveraging his past connections in the auto industry. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by 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, tailoring investment recommendations based on client goals, risk tolerance, and liquidity needs.

Michael Wooten is a CFP® and ChFC® with 16 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has previously worked at firms including Charles Schwab & Co., Inc. and USAA Financial Planning Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that incorporate third-party portfolio managers.

Carl Keil is a financial advisor at Regal Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 18 years. Outside of his advisory role, he is the sole member of S&P Enterprises, LLC, an umbrella LLC not currently active in business operations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority to implement and manage portfolios on behalf of clients through their financial advisers.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.

Brandon Stukus is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining Csenge Advisory Group in 2026, he worked at OSAIC, Lincoln Financial Advisors, and Kestra Advisory Services and Investment Services. Outside of his financial advisory role, he teaches no-gi Brazilian Jiu-Jitsu fundamentals to adults and works as a DJ for local events and private parties. 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 market, sector, manager, and risk evaluation, offering customized portfolios through discretionary or model-based management.

John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including UBS Financial Services and Gunnallen Financial. He has been with StoneX Advisors since 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a range of investment strategies and platforms, including proprietary models and third-party money managers.

Kristin Johnson is a financial advisor at IHT Wealth Management LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at IHT Wealth Management since 2019, previously serving at Independent Financial Partners and LPL Financial. IHT Wealth Management serves a range of clients including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Joseph Martinez is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Data Source Technology, Cerecore, Connect Partners, and 3-D Technology Group. Outside of advising, he serves as president of DataSource, a Tampa-based company, working 10-12 hours per week during trading hours. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, 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.

Christopher Licata Jr. is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. His prior roles include positions at IFS Securities and Platinum Planning, Inc. Outside of his advisory work, he serves as a lecturer and co-signer of checks for the Blessed Sacrament Catholic Church Knights of Columbus Council in Seminole, Florida. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, supporting various account structures and investment restrictions.

George Goodroe is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an in-house team with non-discretionary services via advisors and third-party managers.