Kenneth Haelsig Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2016. 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 multiple program structures and uses a variety of analytic approaches, combining discretionary and non-discretionary management tailored to client goals and risk tolerance.

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both educational and entrepreneurial roles prior to joining the firm. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm employs a structured investment platform with standardized asset-allocation models and offers access to private investment solutions alongside coordinated planning resources.

Henry Kulig III is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at FSC Securities Corporation, Lion Street Advisors, and Integrity Alliance, LLC. He is also an independent insurance agent involved in the sale of insurance products. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a rigorous, top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary management.

Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Edward Brown is a CFP®-designated financial advisor with 34 years of industry experience. He has been with G. A. Repple & Company since 2016. Outside of his advisory role, he is also involved in fixed insurance sales and financial planning as an insurance agent. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, as well as multiple investment programs including ETF-focused and Biblically-Responsible Investing models.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various platforms and third-party managers.

Christine Bristow is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Cuna Brokerage Services, and Vermont State ECU. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with an emphasis on relative strength methodology and a top-down market approach, customizing portfolios through discretionary management or model-based allocations.

Jack Lynch is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Calton & Associates, he worked at Florida Financial Advisors and has held roles at Apple, ThirdChannel, and Nike. Outside of finance, he owns and operates a drone photography business focused on real estate imagery. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, he is involved as an agent with Tropical Realty, where he refers prospects. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Mutual of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering fixed annuities, disability, life, long-term care, Medicare supplemental, and critical illness insurance, and he also provides LegalShield services. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives who utilize approved model portfolios and managers.

Waldo Zayas is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with IHT Wealth Management since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Zayas offers fixed annuities through various insurance carriers as part of his activities outside of his primary advisory role. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, diversified model portfolios, and option strategies, while also providing ERISA fiduciary services and integrating various custodial and sponsored program platforms.

Joseph Arena is a financial advisor at Quartz Partners Investment Management in Clearwater, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at Quartz Partners since 2015 and is also associated with Etico Wealth Management. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management and advisory services. The firm integrates top-down macro analysis with bottom-up stock selection across various model series and offers discretionary account management, among other solutions.

Dominick Calderazzo is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life and goal achievement coaching. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, combining advisory and commission-based brokerage and insurance services.

Ralph Chaudron is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 63 designation and having 39 years of industry experience. His career includes long tenures at Securities America, Inc., and the Chaudron Odom Group, Inc. He is also involved with Chaudron Financial Group, offering insurance sales and advisory services. Calton & Associates serves individual investors, retirement plans, trusts, and retail clients by providing portfolio management, fee-based financial planning, and access to third-party money managers. The firm employs various investment strategies and program structures tailored to client goals, risk tolerance, and liquidity needs, combining brokerage and advisory services through its dual registration.

Christopher Nardi is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory Services and BB&T. Outside of advising, he serves on the boards of The Children's Dream Fund, a wish-granting organization for children with life-threatening illnesses, and Leadership Tampa Bay, a regional leadership program. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing a range of traditional and opportunistic investment strategies.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.

Sebastien Gilles is a CFP®-certified financial advisor with four years of industry experience, currently with Van Clemens Wealth Management, LLC in Tampa, FL. He has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Gilles is also involved in fixed insurance sales through Florida Financial Insurance. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a range of methods, including modern portfolio theory and third-party managers, serving both non-high-net-worth and high-net-worth clients.

Benjamin Clark is a CFP® with three years of industry experience, currently associated with Simplicity Wealth. He also founded Clark Wealth LLC, where he has been involved since 2022, focusing on wholesale insurance sales. Prior to his current roles, Clark worked at Universal Financial Consultants and Southeast Personnel Leasing. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through a turnkey asset management program.

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 at Cary Street Partners with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background also includes several years in full-time education and experience in client-facing roles at various organizations. Cary Street Partners serves a wide range of clients including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.