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.

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.

Brian Sallee is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Inspire Advisors, he worked at Avorit, DSM Technology Consultants, and Concerto Cloud Services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing with proprietary tools and uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes prior roles at Newport Coast Securities, Inc. and J P Turner & Company Capital Management, LLC. Outside of advising, he is involved as a director of Viking F Construction, a homebuilding financing venture. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of analytical investment approaches, including fundamental, technical, charting, and cyclical methods, with formal due diligence on third-party money managers and model portfolios.

Daniel Stange is a financial advisor at Trajan Wealth, L.L.C. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an insurance agent, occasionally offering clients insurance products such as annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and documented in an investment policy statement.

Daniel Clements is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Swan Financial, Independent Financial Partners, and teaching positions at the University of Tampa and Florida State University. 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, utilizes multiple investment approaches, and manages accounts through firm-sponsored programs or third-party managers.

John Miller is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at AE Wealth Management, LLC, HFG Advisors, and has managed his own firm, JD Miller & Associates, since 2014. Miller also teaches financial planning classes through the American Financial Education Alliance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to tailor investment strategies.

Steven Fisher is a CFP® with 40 years of industry experience. He currently works at Capital Analysts and has previously held roles at Lincoln Investment and Legend Equities Corporation. Outside of advising, he serves as an elder and president of a church board. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Luke Rubino is an advisor at Elevate Financial Planning and Wealth Management with Series 65 credentials and one year of industry experience. His prior work includes roles at VanEck and involvement in business operations at Bubble Down Car Wash. Additionally, he has experience working in education and healthcare-related businesses. 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 uses fundamental analysis and strategic asset allocation, incorporating mutual funds, ETFs, and individual equities, and leverages third-party managers and asset management platforms to implement tailored investment strategies.

Elena Panco is a CFP® professional with one year of experience currently with BakerAvenue. She has held roles at Baker Avenue Wealth Management and Baker Avenue Asset Management since 2021 and previously worked at First Republic Bank and Bank of America. BakerAvenue Asset Management is an SEC-registered multi-team firm serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative and fundamental approaches, along with alternative investments and tax planning support.

Alexander Martin is a financial advisor with Arax Advisory Partners in Largo, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include work with Schechter Investment Advisors, Schechter Wealth, Enlightened Finance LLC, and Trustee Empowerment & Protection, Inc. He is also the owner of 309 Harborview Lane Consulting, a small business providing strategy, technology, and administrative assistance. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and is notable for its scale and recent consolidations.

Peter Franco is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Gwn Securities Inc and IC Advisory Services, Inc. In addition to his advisory role, he is self-employed in life and health insurance, maintaining a license to renew variable annuity 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 and financial planning, offering both direct management and third-party money manager recommendations through a range of analytical approaches.

Luke Andrews is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and 11 years of industry experience. Prior to joining Inspire Advisors in 2019, he worked at Belleair Wealth Management from 2015 to 2019. Outside of his advisory role, Andrews serves as Vice Chair and Foundation Committee Representative for the Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies including index-based, strategic, and tactical allocations.

Mirza Duzel is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Bank of America and Merrill. Capital Investment Advisors, LLC is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines integrated financial planning with discretionary portfolio management, utilizing ETF-based model portfolios and specialized offerings such as family-office style services and pension consulting.

Joseph Allen is a financial advisor at Inspire Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Tampa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based and tactical allocations.

Sean Moneypenny is a CFP® professional with 14 years of industry experience, currently serving at Csenge Advisory Group, LLC since 2020. His prior experience includes roles at Bank of America, Merrill, Arcus Capital Partners, and Fidelity Brokerage Services. Outside of financial advising, he holds an ownership interest in a retail bridal store, Love a Bridal Boutique, in Jacksonville, Florida. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment approach combining fundamental and technical analysis with a rigorous relative-strength methodology, primarily utilizing mutual funds and ETFs to customize portfolios according to client goals.

Cydney Jones is a CFP® professional with six years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2021. Prior to joining CGN Advisors, she worked at ProVise Management Group from 2017 to 2020. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse clientele, including individual clients, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging third-party managers and conducting regular portfolio reviews.

John Csenge Jr. is a CFP®-designated financial advisor with 46 years of industry experience. He is the owner of Csenge Advisory Group, LLC and has worked at notable firms including Lion Street Advisors and FSC Securities Corporation. Csenge also serves as a board member for the Diocese of St. Petersburg, where he reviews and assesses the pension plan provisions and investment performance. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation.

Austin Schrock is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton, he worked at GWN Securities, Inc. and held various positions at Winn Dixie. Outside of his advisory role, he is a registered representative under the DBA Loggerhead Wealth Management, providing life insurance and financial services. Calton & Associates is a multi-team registered investment adviser that also operates as a 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, as well as commission-based brokerage and insurance products, utilizing a mix of analytical approaches and third-party sub-advisers.