Aleksandra Gierszewska is a ChFC® designated advisor with 16 years of industry experience, currently affiliated with Mutual Advisors, LLC. Her prior experience includes a decade at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved as an operations manager for a retail deli business. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs both discretionary and non-discretionary strategies, using a combination of active and passive approaches tailored to client objectives through various analytical methods and third-party tools.

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners in St. Petersburg, FL, holding Series 65 and Series 63 licenses with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integration.

Christina King is a financial advisor with The AmeriFlex Group in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Raymond James & Associates and SagePoint Financial. She also serves as a director involved in investment relations at The AmeriFlex Group. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of over 170 advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model portfolios and manager relationships.

Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Jonathan Colquitt is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to his advisory role, he is the managing partner of Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and a combination of strategic and tactical asset allocation to tailor investment strategies, using mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.

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.

William Ohme is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with two years of industry experience. He has held roles at Trinity Wealth Securities, LLC and Elevate Financial Planning, and previously worked in education at UNF Coggin College of Business and Newsome High School. Ohme is also a licensed fixed insurance agent. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs tailored investment strategies involving fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, using mutual funds, ETFs, and individual equities.

Dillon Nemeth is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments and MassMutual. He is also the managing partner of Elevate Insurance Agency Services LLC, where he is involved in fixed insurance sales. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients, employing fundamental analysis and asset allocation strategies. The firm coordinates with clients’ other professionals and leverages third-party managers and platforms to implement investment strategies.

Alexander Fellios is a financial advisor with USAA Investment Services Company, holding a Series 66 credential and four years of industry experience. His prior work includes positions at USAA Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and VALIC Financial Advisors Inc. He also serves as an agent for AGIA, selling non-securities insurance products. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than directly managing client assets.

Christopher Athens is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 credential and six years of industry experience. His work history includes roles at Elevate Insurance Agency Services LLC and Florida Financial Advisors. Athens is also a managing partner at Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. 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 uses a multi-adviser team to tailor investment strategies through fundamental analysis and strategic asset allocation, managing portfolios that commonly include mutual funds, ETFs, and individual equities.

Melissa Walsh is a financial advisor at JMG Financial Group Ltd with 24 years of industry experience. She has been with JMG Financial Group since 2001 and holds a Series 65 designation. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing wealth management, portfolio management, and consulting services. The firm follows a planning-based, long-term investment approach with strategic asset allocation, employing various investment vehicles and tax-aware techniques tailored to client needs.

Christopher Johanson is a financial advisor at KCD Financial, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining KCD Financial, Johanson worked at Guided Financial Advisory and has experience at the University of Maine and Mission Critical Delivery. 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, portfolio appraisal services, and access to third-party management programs, with investment strategies tailored to clients’ goals and risk tolerance.

David Bowman Sr. is a financial advisor with World Equity Group, Inc. in Parrish, Florida, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with World Equity Group since 2007 and has prior experience with Andy Bowman from 1999 to 2020. Outside of his advisory role, he serves as president of the Manatee Sportsmans Club, a fishing and social club focused on conserving the Manatee River, and is involved in managing a family tree and ornamental farm, as well as operating a technology coaching business. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, institutions, and business entities, utilizing managed portfolios through wrap-fee programs and discretionary third-party money managers. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides options such as Tax Overlay Management and ETF Select models for client accounts.

Justin Zhang 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 2026. Prior to joining Elevate, he attended the University of North Carolina at Chapel Hill and has work experience in retail and hospitality. Elevate Financial Planning and Wealth Management offers customized financial planning and both discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm employs a multi-adviser team approach, tailoring investment strategies using fundamental analysis and a mix of long- and short-term allocations across mutual funds, ETFs, and individual equities.

Ian Wilson is a financial advisor at Prospera Financial Services, Inc. in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Alinea Engage, Naviant, and Epic. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Margulies is a financial advisor with XML Financial Group in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans, through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and combines fundamental and technical analysis with access to alternative investments and third-party managers to tailor portfolios to client needs.

Cade Scarborough is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 credential and has held roles at the New Orleans Country Club and Loyola University New Orleans. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation using mutual funds, ETFs, and individual equities, with regular portfolio reviews and coordination with clients’ other professionals.

Jerry Johnson is a CFP® with 43 years of industry experience, currently affiliated with Sequent Planning, LLC. His prior roles include positions at Osaic, Calton & Associates, Inc., and Next Financial. He is also involved in selling Medicare plans through seminars and phone consultations. Sequent Planning, LLC operates as a multi-team SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services, employing a structured risk framework and a mix of firm-developed models and third-party managers.

Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.