Christine Bristow is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Ridgeback Securities, GWFS Equities, Cuna Brokerage Services, Vermont State ECU, and LPL Financial. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market/sector/manager/risk process, offering customized portfolio management through discretionary and model-based allocations.

Mark Roberts is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 15 years with CreativeOne Securities. Outside of his advisory work, he is involved in educational workshops for local businesses and veterans planning, and he has authored books available on Amazon. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Jack Lynch is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and several other firms. Outside of his advisory work, he owns Jack Lynch LLC, a drone photography business specializing in real estate photography and videography. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a mix of analytical approaches and third-party money managers through formal due diligence.

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.

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.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, Robinson is an agent for Tropical Realty, where he refers prospects. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various analytical approaches and manager platforms to build and manage client asset allocations.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mutual/United of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering a range of insurance products and provides LegalShield services. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account solutions and third-party money managers primarily through a platform relationship with Envestnet.

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.

Waldo Zayas is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with IHT Wealth Management since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Zayas offers fixed annuities through various insurance carriers as part of his activities outside of his primary advisory role. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, diversified model portfolios, and option strategies, while also providing ERISA fiduciary services and integrating various custodial and sponsored program platforms.

Joseph Arena is a financial advisor at Quartz Partners Investment Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Quartz Partners since 2015, with prior roles at PageOne Financial, Inc. and Etico Wealth Management. Quartz Partners serves a diverse client base, including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through discretionary accounts, overlays, and model delivery arrangements.

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.

Dominick Calderazzo is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life coaching. Calton & Associates serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and brokerage and insurance products. The firm offers various portfolio management programs and employs a mix of analytical approaches in its investment strategies.

Ralph Chaudron is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Securities America Advisors, Inc. and the Chaudron Odom Group, Inc. Outside of his advisory role, he is involved with Chaudron Financial Group, where he provides insurance sales and advisory services. Calton & Associates is a registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm manages client portfolios through firm-sponsored programs and third-party money managers, employing a variety of analytical approaches and offering both fee-based and commission-based products.

Christopher Nardi is a financial advisor at Cary Street Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and BB&T prior to joining Cary Street Partners. Nardi serves as a board member for The Children's Dream Fund and Leadership Tampa Bay, organizations focused on community support and regional leadership. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, and serves specialized institutional niches including state and municipal government entities and insurance companies.

John Dallin 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 worked in the hospitality industry and has experience in education spanning several years. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing a mix of mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

Griffin Kiernan is an advisor with Csenge Advisory Group, LLC in Clearwater, FL, holding Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience at Waverly Advisors, Fidelity Investments, and Bessemer Trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a focus on relative strength and a top-down approach to portfolio management, offering customized discretionary and model-based allocations.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.

Aidan Files is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 designation and one year of industry experience. He has previously worked at Florida Financial Advisors, LLC and Globe Life Insurance, and has a background that includes several roles outside of finance, including teaching positions. Files is also a financial consultant involved in fixed insurance sales through Elevate Insurance Agency Services LLC. Elevate Financial Planning and Wealth Management is a registered investment adviser that provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances and utilizes a range of investment vehicles and third-party platforms, maintaining ongoing client relationships through periodic reviews and rebalancing.

Sebastien Gilles is a CFP® professional at Van Clemens Wealth Management, LLC with four years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, among other firms. Gilles is also involved in fixed insurance sales and securities sales in related business activities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving a range of wealth levels. The firm customizes portfolios using both discretionary and non-discretionary approaches, employing methods such as modern portfolio theory, fundamental and technical analysis, and access to third-party managers alongside in-house models.

Braden Carnes is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. Prior to his current role, he has worked in various positions including at Texas Roadhouse as a server. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.