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.

Solomon Kilgroe is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Cyndeo Wealth Partners, he worked at Dimmitt Automotive Group and UBS Financial Services. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm offers customized portfolio solutions through its own models or third-party sub-advisers and operates a private investment vehicle for accredited investors.

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.

Robert Cerrito is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience and has worked at multiple firms including Prudential Insurance Company of America and Walser Wealth Management Company. He is also co-owner and Investment Advisor Representative of Cerrito & Stanfill Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Mark Hajek is a Series 65-licensed advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Capital Markets IQ and Mariner Platform Solutions, as well as entrepreneurial ventures such as Orange Paw LLC and Tango Boys LLC. He is also a member of HHH Holdings, LLC and Hokie Hokie LLC, both involved in administrative and liquid asset management activities in St. Petersburg, FL. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and plan services with an emphasis on institutional integration and fiduciary support.

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.

Casey Jorgensen is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He currently works at Cyndeo Wealth Partners and has held previous roles at Dynasty Securities, Dynasty Wealth Advisors, Dynasty Financial Partners, Raymond James & Associates, and ROBERT W. BAIRD & Co. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm employs customized portfolios and access to third-party managers, operates a private pooled investment vehicle, and offers business advisory solutions that connect value-acceleration planning with personal financial and tax strategies.

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.

Ralph Mazzuoccolo is a financial advisor at Vicus Capital, Inc. with 12 years of industry experience. He holds a Series 66 designation and has held roles at firms including Cornerstone Wealth Strategies and Cetera Wealth Services, LLC. Outside of advising, he has been involved in fitness instruction and coaching through his business Sweat Life Dynasty, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plans. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

Scott Morrison is a financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 10 years at Brave Family Advisors. Outside of his advisory work, he serves as president of GOMO PROPERTIES LLC, a residential investment real estate company. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and institutional sub-advisory services with an emphasis on multi-asset portfolios that include alternative investments.

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.