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. with seven years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2020, following two years at Paulson Investment Company, LLC. Outside of financial advising, he uses his past connections in the auto industry to assist clients and their families in negotiating vehicle purchases. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management, financial planning, and brokerage and insurance products. The firm employs a variety of analytical approaches and offers both firm-sponsored programs and third-party manager solutions.

David Carnahan is a financial advisor at Elevate Financial Planning and Wealth Management in Chattanooga, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Elevate, he held various positions including roles at Black Creek Club and Nashville Toons. 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, risk tolerances, and time horizons, utilizing a range of investment vehicles and third-party platforms.

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 credentials and three years of industry experience. Prior to joining Csenge Advisory Group in 2026, he worked at OSAIC, Lincoln Financial Advisors, and Kestra Advisory Services. Outside of finance, he teaches no-gi Brazilian Jiu-Jitsu to adults and works as a DJ at local events. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm combines fundamental and technical analysis with a relative strength methodology and a structured market approach, customizing portfolios through discretionary management or proprietary model allocations.

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.

Zachary Underwood is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has recently begun his career in financial services. Prior to joining Elevate, he worked in various roles including in the hospitality industry and education. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs multi-adviser teams to provide strategic asset allocation and uses a range of investment vehicles including mutual funds, ETFs, and individual equities, often integrating third-party management platforms to implement and monitor client portfolios.

George Goodroe is a CFP® with over 31 years of experience in the financial industry. He is currently with Capital Analysts, joining the firm in 2023, and previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and an in-house investment management team that uses proprietary screening processes.

Karyna Shatrova is a financial consultant at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Her prior work includes roles at Directed Capital and WUSF Public Media, as well as academic positions at the University of South Florida and Financial-Legal College. 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 and risk tolerances through a variety of investment vehicles and third-party platforms.

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Kidwell serves as a trustee and board member for several local organizations, including the St. Petersburg Police Athletic League and St. Petersburg College. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models, third-party managers, and a diverse range of investment instruments, and it offers a business advisory practice for middle-market owners.

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Elizabeth Duggan is a financial advisor at Intellicents Investment Solutions Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior roles include positions at TRG Financial, Inc., TRG Advisors, Inc., and healthcare systems such as the VA Greater Los Angeles Healthcare System and Johns Hopkins Hospital. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and utilizes a combination of mutual funds, ETFs, and collective investment trusts across its advisory services.

Erica Unterreiner is a financial advisor at Forefront with a Series 65 credential and one year of industry experience. She has previously worked at Calton & Associates, Summit Advisors, and Mutual of Omaha Investor Services. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination with customized portfolios and a multi-advisor structure.