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 license with one year of industry experience. His background includes roles at Swan Financial, Independent Financial Partners, and teaching positions at The University of Tampa and Florida State University. He also worked at the World Equestrian Center and RL Global Logistics. 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 provides multiple program structures and combines various analytic approaches, operating as both a registered investment adviser and broker-dealer.

John Miller is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Miller has worked at Foundations Investment Advisors since 2024 and previously spent seven years at AE Wealth Management, LLC. In addition to his advisory role, he serves as a classroom instructor providing financial education through the American Financial Education Alliance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, delivering advice through a network of nearly 300 investment adviser representatives.

Steven Fisher is a CFP® with 39 years of industry experience currently affiliated with Capital Analysts. He previously worked for Legend Equities Corporation from 1995 to 2017 before joining Lincoln Investment in 2017. Outside of his advisory roles, he serves as an elder and president of the board at Northeast Presbyterian Church in St. Petersburg, FL. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary portfolios using proprietary screening, and offers a range of advisory services including custom portfolios and ERISA plan advisory.

Ralph Mazzuoccolo is a financial advisor at Vicus Capital, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Wealth Strategies and Cetera Wealth Services. Outside of his advisory roles, he has been involved with Sweat Life Dynasty, LLC and has experience as a group fitness instructor and Beachbody coach. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting services alongside its advisory offerings.

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 worked for Brave Family Advisors for 10 years. Outside of his advisory role, he serves as president of GOMO Properties LLC, a residential real estate investment business. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides specialized services including ERISA retirement plan advisory and trustee services.

Elena Panco is a CFP® professional with one year of industry experience, currently serving as an advisor at BakerAvenue. Her prior experience includes roles at First Republic Bank, Bank of America, and Herbert Hotel LLC. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies that combine fundamental, quantitative, and technical analysis.

Alexander Martin is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Schechter Investment Advisors, Schechter Wealth, and Enlightened Finance LLC. In addition to his advisory role, he owns a small business consulting firm focused on strategy, technology, and administrative assistance. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, offering a range of services including financial planning and advisory services to private funds.

Peter Franco is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gwn Securities Inc for 12 years. Franco also holds an insurance license for life, health, and variable annuities, primarily used to support his variable annuity business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with advisory services, tailoring investment recommendations to client objectives across multiple program structures.

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.

Christopher Quinty is a CFP® with 14 years of experience in the financial services industry. He has worked at Cyndeo Wealth Partners since 2020 and previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and UBS Financial Services Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies across a broad range of asset classes and offers business advisory services for middle-market owners.

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. Prior to joining Capital Investment Advisors in 2026, he worked at Bank of America and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources, along with access to private investment solutions and formal pension consulting services.

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.

Jeffrey Miller is a ChFC® credentialed financial advisor with 36 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously spent over three decades at Northwestern Mutual in various roles spanning wealth management, investment management, and life insurance. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with an emphasis on discretionary portfolio management and formalized monitoring and rebalancing processes.

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® professional with 46 years of industry experience, currently serving at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC Securities Corporation. Csenge serves as a board member for the Diocese of St. Petersburg, where he oversees pension plan provisions and investment policy compliance. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate businesses. The firm employs a top-down, relative strength investment approach and customizes portfolios through discretionary management or model-based allocations.

Austin Schrock is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. and Winn Dixie. Outside of his advisory role, Schrock is involved with 401K Help Desk LLC, where he assists in providing demos and marketing support related to ERISApedia’s 5500 database. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and combines fee-based and commission-based products through its dual registration as a registered investment adviser and broker-dealer.

Eric Branson is a financial advisor with Cyndeo Wealth Partners, holding a Series 63 designation and bringing 30 years of industry experience. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and UBS Financial Services. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with portfolio management, financial and wealth planning, and business advisory services. The firm offers customized investment solutions, fee-based insurance, access to third-party managers, and operates a private pooled investment vehicle for accredited investors.

Kyle Klatt 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 & Associates, he has worked at several firms including MassMutual Life Insurance Co. and MML Investors Services LLC. Klatt is also the CEO and owner of Pylon Ventures LLC, an independently owned limited liability company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of investment program structures and combines advisory services with commissionable brokerage and insurance products through its dual registration.