Marcus Heinrich is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Heinrich has worked at Forum Financial Management since 2002, including a break between 2018 and 2019, and was also involved with F.A.M., LLC from 2014 to 2018. Outside of his advisory role, he is a sole proprietor involved in insurance sales. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Henderson is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding a Series 66 license and having 22 years of industry experience. His career includes roles at Merrill, Morgan Stanley DW Inc., Platinum Wealth Partners, and Mutual Securities prior to joining Mutual Advisors. Outside of his advisory work, he is a member-manager of DCH Wealth Management, LLC, an administrative business. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional investors, managing portfolios through a combination of active and passive strategies emphasizing diversification and alignment with client objectives. The firm is notable for its scale of institutional work, managing approximately $9.45 billion across 154 advisors, and its use of multiple analytical approaches and third-party tools to customize client allocations.

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.

Peter Frantzis is a financial advisor with Cyndeo Wealth Partners, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a trustee of a family trust and an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies using proprietary models and third-party managers, covering a broad range of asset classes, and offers specialized business advisory services for middle-market owners.

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.

James Mcginty is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at CI Doyle Private Wealth, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer of The Squires Club, a men's social club in St. Petersburg, FL. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management with a flexible investment approach that includes passive, active, tactical, and ESG-aware strategies, as well as access to specialist and sub-advisory strategies.

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.

Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.

Shane Smith is a CFP® and ChFC® with 22 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and has prior experience at Private Advisor Group, LLC, LPL Financial, and MSI Financial Services, Inc. His business activities include providing fixed insurance products through various carriers. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm utilizes a multi-team approach, blending customized and model portfolios with third-party solutions, and offers access to a variety of investment instruments and digital platforms.

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.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Trinity Wealth Securities LLC and IFS Securities Inc. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party platforms and managers to tailor investment strategies to clients’ goals and risk tolerance.

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.