Alexander Cross is a financial advisor at Mutual Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. He is also a member and manager of DCH Wealth Management, LLC and holds a part-time insurance agent role. Mutual Advisors, LLC manages approximately $6.75 billion and serves over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a combination of active and passive investment strategies tailored to client objectives.

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 at Mutual Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked with Mutual Advisors since 2018, previously serving at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. He is also involved in DCH Wealth Management, LLC, a separate administrative business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individual, institutional, trust, and retirement plan clients with a range of services including asset management, financial consulting, and ERISA plan advisory, using a combination of passive and active investment strategies tailored to client objectives.

Kory Lenz is a CFP® professional with 13 years of industry experience, currently affiliated with M Holdings Securities, Inc. He has worked at Thomas Financial Group since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, Lenz is a member of Tampa Connection, a local nonprofit networking group, where he is completing a year-long project. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Truist Financial Corporation for 16 years. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of investment solutions, combining third-party managers and in-house resources across traditional and alternative strategies.

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.

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. Prior to joining Fortis in 2025, he worked at Corient and CI Doyle Private Wealth. He serves as treasurer of The Squires Club, a men's social club in St. Petersburg, FL. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using discretionary management, various investment styles, and ESG options, managing $1.615 billion in assets as of the end of 2025.

Jeffrey Marston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 22 years before joining Calton & Associates. Outside of his advisory role, Marston owns and manages MARSTON & BURTON INC, an investment-related business based in Fairhope, AL. Calton & Associates serves individual investors, retirement plans, trusts, and estates, 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, with investment recommendations tailored to client goals and risk tolerance through a variety of program structures and analytic approaches.

Fred Barnard Jr. is a financial advisor with Capital Analysts in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation for 17 years before joining Lincoln Investment, where he has been since 2017. Barnard is also a licensed insurance producer with multiple companies. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes in-house investment management supported by proprietary mutual fund screening and model portfolios.

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 experience in the financial services industry. He is currently with Independence Square Holdings, LLC and has prior experience at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC is a multi-team firm serving clients with investment advisory services through a team-based approach.

Erin Emnett is a financial advisor at EverSource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at J.W. Cole Financial, Rogan & Associates, Bank of America, and Merrill. Emnett was also a financial planner at Rogan & Associates, an independent RIA. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, consulting, and back-office support, operating multiple investment programs and providing tailored portfolio strategies and private market access.

Shaun Mathena is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and has one year of industry experience. He has previously worked at Northwestern Mutual and American Mortgage Services, and currently serves as Vice President of Superior Mortgage Solutions, a mortgage company. Mathena is also an insurance agent with Fiduciary First Advisors. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs both model and custom strategies using quantitative analysis and tactical asset allocation, and acts as a subadviser and referral agent to other investment advisers.

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 previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. KCD Financial, Inc. is a multi-team registered investment adviser and introducing 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 both proprietary and third-party management programs tailored to clients’ goals and risk tolerances.

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 Wells Fargo Clearing and Morgan Stanley. He is also a registered insurance agent involved in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, with a focus on model portfolio construction, ongoing monitoring, and due diligence of third-party managers.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. 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 range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

James Petkoson is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Calton & Associates since 2010. 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 both commissionable brokerage and insurance products alongside advisory services and employs multiple program structures tailored to client goals and risk tolerance.

Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.