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.

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 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.

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 has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. Guimaray holds Series 65 and Series 63 licenses. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering personalized investment strategies and access to third-party management programs.

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, 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 Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Calton & Associates since 2010, following earlier roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. 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 advisory and brokerage services with tailored investment recommendations and a variety of program structures including firm-managed wrap programs and separate account platforms.

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.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Steven Cere is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and BB&T Securities. Outside of his advisory role, he is an owner of a real estate holding company in Dunedin, Florida. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base that includes individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of strategies.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals 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.

Nicholas Giallourakis is a financial advisor at NFSG Corporation with 24 years of industry experience. He holds the Series 66 designation and has worked at NewBridge Securities Corporation since 2016. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a variety of instruments and offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Riskalyze and SEI Investments Management Corp. He also serves as a Senior Advisor Consultant, assisting financial advisors with Aptus Capital Advisors’ investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, combining technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.