Christopher Nardi is a financial advisor at Cary Street Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and BB&T prior to joining Cary Street Partners. Nardi serves as a board member for The Children's Dream Fund and Leadership Tampa Bay, organizations focused on community support and regional leadership. 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 employs a broad investment menu and proprietary strategies, and serves specialized institutional niches including state and municipal government entities and insurance companies.

Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience with Horace Mann Investors, Inc. and several Florida Educator Insurance entities. In addition to his advisory role, he is an agent at Florida Educator Insurance LLC doing business as GAC Wealth Management Solutions, involved in the sale of life insurance and fixed annuities. Capital Analysts serves a diverse range of clients, including individuals, high-net-worth investors, trusts, foundations, and institutional clients, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management, supported by an in-house Investment Management & Research team that uses a proprietary mutual fund screening process.

Sebastien Gilles is a CFP® professional at Van Clemens Wealth Management, LLC with four years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, among other firms. Gilles is also involved in fixed insurance sales and securities sales in related business activities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving a range of wealth levels. The firm customizes portfolios using both discretionary and non-discretionary approaches, employing methods such as modern portfolio theory, fundamental and technical analysis, and access to third-party managers alongside in-house models.

David Vileno is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at OSAIC, American Portfolios Financial Services, Inc., and National Securities Corporation. In addition to his advisory role, he owns and operates Strategic Tax Consulting, Inc., providing tax preparation and accounting services in Tampa, FL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Nathan Helms is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital Inc, having previously worked at LPL Financial and Ameriprise Financial Services, Inc. He maintains several business entities for tax and investment purposes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning among other services. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing most accounts on a discretionary basis.

Robert Leone is an investment advisor representative with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been self-employed since 2003 and is involved in several business activities related to insurance sales and medical receivables factoring. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm manages diverse portfolios emphasizing value, safety, quality, and risk control, with approximately $1.71 billion in regulatory assets under management.

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Christina Filosi is a financial advisor with Cary Street Partners in Tampa, FL, holding a Series 66 credential and three years of industry experience. Prior to joining Cary Street Partners in 2024, she worked at Morgan Stanley and has a background that includes full-time education as well as roles in the banking and hospitality sectors. 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 utilizes a broad investment menu and proprietary strategies, serving a range of niches such as state and municipal government entities and insurance company clients.

William Allen Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, Invest Financial Corp., Geneos Wealth Management, Inc., and CUNA Brokerage Services, Inc. Allen is also the owner of Bay Financial Solutions, LLC, an investment-related business. Calton & Associates is a multi-team 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 firm-sponsored programs and third-party money managers, with a mix of analytical approaches that may include non-traded alternatives and covered-call strategies when suitable.

Cristian Troncoso is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with two years of industry experience. He has been with Jaffe Tilchin since 2021 and was a student prior to that. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm provides advisory and portfolio management services, financial planning, institutional consulting, and private placement investment assistance, with distinctive features including private fund operational integration and performance-based fee structures.

Allison Roper is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Jaffe Tilchin Investment Partners since 2013. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting, including private placement investment support. The firm manages accounts on both discretionary and non-discretionary bases and is notable for its role as adviser to a pooled investment vehicle with performance-based fees and integrated private fund operational services.

Shane Isaac is a financial advisor with Capital Analysts in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been affiliated with The Gabor Agency since 1996. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christian Isaly is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. and Hd Vest Advisory Services, Inc. for over two decades. Outside of advising, he supports a sand blasting business started by his son and serves in the Florida State Guard’s disaster response support staff. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house investment management and non-discretionary third-party managers, utilizing a proprietary mutual fund screening process called CAPSL.

Jackson Peters is an advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 credential and no prior industry experience. His background includes roles at Ferrari of Tampa Bay and Ferrari of Central Florida, as well as an extended period as a student. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers a range of services including investment advisory, portfolio management, financial planning, and private placement assistance, managing accounts on both discretionary and non-discretionary bases.

Jonathan Clifford is a CFP® with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Philip Franco is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Virtuoso Valet and ABMM, as well as experience at the University of Tampa. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, utilizing multiple analytical approaches and offering access to firm-sponsored programs and third-party money managers.

David Pearlman is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He previously worked at APW Capital, Inc. and Wells Fargo Clearing/Wells Fargo Advisors. Pearlman holds Series 63 and Series 66 licenses. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and provides private placement due diligence and capital allocation to private funds for qualified investors.

Braden Doherty is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors. 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 and manages client accounts through firm-sponsored programs or third-party money managers using a combination of analytical approaches.

Spiros Vassilakos is a financial advisor with Csenge Advisory Group, LLC, holding industry designations including Series 63, Series 65, and Series 66. He has 25 years of experience in the financial services industry, having previously worked at firms such as Cambridge Investment Research Advisors, Sagepoint Financial, and LPL Financial. Outside of his advisory work, he owns Athenian Private Client Group, which provides life, disability, and long-term care insurance services in Tarpon Springs, FL. Csenge Advisory Group serves individual, high net worth, charitable, and corporate clients with investment advisory and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk assessment process.

Brandon Nichols is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Citi, Stridepoint, and Angels Senior Living before joining Verus. Nichols is also involved with The Pinnacle Group, a non-variable insurance business. Verus Capital Partners is a fee-based advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring investment strategies to clients’ time horizons, risk tolerance, and tax considerations.