David Vileno is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at OSAIC, American Portfolios Financial Services, Inc., and National Securities Corporation. In addition to his advisory role, he owns and operates Strategic Tax Consulting, Inc., providing tax preparation and accounting services in Tampa, FL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

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.

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.

William Allen Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, Invest Financial Corp., Geneos Wealth Management, Inc., and CUNA Brokerage Services, Inc. Allen is also the owner of Bay Financial Solutions, LLC, an investment-related business. Calton & Associates is a multi-team registered investment adviser, 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, utilizing firm-sponsored programs and third-party money managers, with a mix of analytical approaches that may include non-traded alternatives and covered-call strategies when suitable.

Michael Gilmartin is a financial advisor with Lifemark Securities Corp. in Palm Harbor, FL, holding a Series 66 designation and with 20 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. He also operates Gilmartin Financial Services, through which he provides life and health insurance products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s investment approach is suitability-driven, incorporating risk assessments and offering programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options.

Philip Franco is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Virtuoso Valet and ABMM, as well as experience at the University of Tampa. 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, utilizing multiple analytical approaches and offering access to firm-sponsored programs and third-party money managers.

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 held positions at PlanMember Securities Corp and Equitable Advisors. Outside of advisory work, he is president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and also engages in selling life insurance and fixed annuities. 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, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of advisors, with investment management provided both discretionary by an in-house team and non-discretionary via advisors and third parties.

Charles Okelley is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including prior roles at LPL Financial LLC and Summit Brokerage Services Inc. Outside of advisory activities, he is a business owner of Atlantic Coast Realty Advisors, Inc. IHT Wealth Management serves individuals, high-net-worth clients, corporate and institutional entities, and retirement plan sponsors through discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm utilizes a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to clients’ objectives and risk tolerances.

Scott Powell is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Aegis Capital Corp. since 2010 and is also president and owner of Powell Financial Group, which focuses on fixed insurance products, health insurance, long-term care, and disability income. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Paul Hayes is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Supreme Alliance LLC and Bankers Life, and also operated Hayes Property Management for six years. In addition to his advisory role, Hayes works as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and benefits consulting, often working with third-party investment advisors to tailor client portfolios.

Braden Doherty is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors. Calton & Associates is a registered investment adviser, 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 and manages client accounts through firm-sponsored programs or third-party money managers using a combination of analytical approaches.

Spiros Vassilakos is a financial advisor with Csenge Advisory Group, LLC, holding industry designations including Series 63, Series 65, and Series 66. He has 25 years of experience in the financial services industry, having previously worked at firms such as Cambridge Investment Research Advisors, Sagepoint Financial, and LPL Financial. Outside of his advisory work, he owns Athenian Private Client Group, which provides life, disability, and long-term care insurance services in Tarpon Springs, FL. Csenge Advisory Group serves individual, high net worth, charitable, and corporate clients with investment advisory and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk assessment process.

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.

Timothy Malone is a financial advisor at Secure Asset Management, L.L.C. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Life and Annuity Shop, Woodbury Financial Services, Inc., and Questar Asset Management, among others. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.

Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment management and financial planning services.

Luis Sanabria is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and T. Rowe Price. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of strategies including discretionary and non-discretionary management and integrates both fundamental and technical analysis in client solutions.

Andres Castro is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Independent Financial Partners, Castro worked at Northwestern Mutual in various capacities from 2021 to 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Ryan Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 66 license. Prior to his current role, he has been affiliated with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2011. Outside of his advisory work, he serves as Vice President and volunteer board member of a condominium association in Orlando, FL. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions using both discretionary and non-discretionary strategies.

Cody Klein is a financial advisor with Creative Planning, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera Wealth Services, Triad Advisors LLC, and Summit Financial Consultants. In addition to advising, he is 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 individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals.