Benjamin Clark is a CFP® with three years of industry experience, currently affiliated with Simplicity Wealth in Clearwater, FL. He has worked at Simplicity Wealth since 2024 and also operates Clark Wealth LLC, where he is involved in wholesale insurance sales. Prior to his current roles, he held positions at Universal Financial Consultants and Ernst & Young Investment Advisers LLP. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm utilizes a fund-of-funds strategy incorporating ETFs, mutual funds, and individual securities, and offers a turnkey asset management platform with model portfolios, third-party manager oversight, and technology-driven solutions for advisers.

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Caroline Sorokos is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and SunTrust Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by investment strategies developed by Morningstar Investment Management.

Christina Filosi is a financial advisor with Cary Street Partners in Tampa, FL, holding a Series 66 credential and three years of industry experience. Prior to joining Cary Street Partners in 2024, she worked at Morgan Stanley and has a background that includes full-time education as well as roles in the banking and hospitality sectors. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a range of niches such as state and municipal government entities and insurance company clients.

Austin Burnett is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Prior to his advisory roles, he worked in the restaurant industry and as a teacher. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, employing a range of investment strategies tailored to clients’ goals and risk tolerances.

William Allen Jr. is a financial advisor at Calton & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corp. Outside of his advisory role, he is the owner of Bay Financial Solutions, LLC. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm employs tailored investment recommendations and manages multiple program structures, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Taylor Glad is a financial advisor at Symmetry Partners with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Fidelity Investments, and The Vanguard Group. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, offering model portfolios, separately managed accounts, and outsourced advisory services.

Philip Franco is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation and with one year of industry experience. His career history includes roles at Calton & Associates and previous experience outside the industry, including positions at Virtuoso Valet and the University of Tampa. 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 tailored investment recommendations through various program structures and combines brokerage and insurance operations alongside its advisory services.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and previously at PlanMember Securities Corp and Equitable Advisors. Harris is also president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and has experience selling life insurance and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house investment teams and non-discretionary advisors, employing proprietary screening processes and providing retirement-plan advice via a nationwide network of independent representatives and firm-managed programs.

Braden Doherty is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and work outside finance at LaserOps Arcade and Rogers Lawn Service and Landscaping. 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 investment programs and combines advisory and commission-based product sales through its dual registration as both a registered investment adviser and broker-dealer.

Gerard Trask is a Series 65-credentialed advisor with 13 years of industry experience, currently serving at Archer Investment Corporation since 2013. He has operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc., where he has been active for 18 years. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, with 10 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 20 years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods and may delegate trading to sub-advisers while maintaining responsibility for client suitability.

Ryan Kiernan is a Series 66 credentialed financial advisor at Calton & Associates, Inc. in Tampa, FL, with six years of industry experience. His prior work includes roles at Morgan Stanley, Fidelity Investments, and Raymond James Financial Services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, providing portfolio management, financial planning, and retirement consulting. The firm offers multiple program structures and employs a range of analytic approaches, combining both fee-based and commissionable products.

Cameron Stewart is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 designations and 10 years of industry experience. His prior roles include seven years at United Brokerage Services Inc and a brief position at Oasis Pavers & Pools. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting with flexible engagement options.

Andres Castro is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates from 2021 to 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm serves individual, charitable, corporate, and high-net-worth clients, offering a decentralized advisory model with options for discretionary and non-discretionary management, as well as specialized retirement-plan consulting and trustee services.

Tony Pruitt is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial, Wells Fargo Clearing, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved with a spouse’s non-investment related business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a fiduciary-based model that combines proprietary technology platforms with third-party managers and a variety of investment strategies.

Cody Klein is a financial advisor at Creative Planning with 11 years of industry experience and holds a Series 66 designation. He has previously worked at Cetera Wealth Services, Triad Advisors, and Summit Financial Consultants. In addition to his advisory role, Klein is registered as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting services.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.