Luis Villavicencio is a financial advisor at Savvy with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc., IFP Securities, LLC, American United Life, and OneAmerica Securities. Outside of his advisory role, he serves as a pastor at Iglesia El Sembrador Wesleyano in Clearwater, Florida. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based core strategies with tailored solutions such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Gregory Reichold Jr. is a CFP® professional with 17 years of industry experience, currently serving at HighPoint Planning Partners. He has been with HighPoint Advisor Group and LPL Financial since 2014. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Nadine Barnes is a financial advisor at United Capital Financial Advisors with a Series 65 credential and seven years of industry experience. Her prior work includes roles at Digital Bridge, Citrix, PROSEGUR, Bankers Life, and Marakon, a Charles River Associates company. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform, FinLife Partners, supporting other independent advisors.

Elyott Silverstein is a CFP® professional with seven years of experience in the financial services industry. He currently works with Csenge Advisory Group, LLC and has prior experience at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory role, he manages administrative operations for Hive Metrics, a psychometric services consultancy, and runs a resale business specializing in collectibles and gaming products. 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 framework, offering customizable portfolio management through discretionary or model-based strategies.

Christopher Csenge is a CFP® professional with 13 years of experience in financial advisory. He is currently with Csenge Advisory Group, LLC and previously worked at Integrity Alliance, LLC and Lion Street Financial. Csenge Advisory Group serves individuals, high net worth clients, charities, and corporate/business clients with investment advisory and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, emphasizing a relative strength methodology and a top-down market and risk approach.

Kevin Rodgers is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Eric Caisse is a CFP® with 28 years of industry experience, currently serving as a partner and Chief Investment Officer at Csenge Advisory Group, LLC, where he has worked since 2001. His prior experience includes roles at FSC Securities Corporation and Lion Street Advisors. He serves on the boards of BEATCC, a nonprofit organization, and the CMT Association. Csenge Advisory Group provides asset management, financial planning, and retirement plan consulting services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, offering customized portfolio allocations primarily using mutual funds and ETFs.

Kenneth Haelsig Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2016. 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 multiple program structures and uses a variety of analytic approaches, combining discretionary and non-discretionary management tailored to client goals and risk tolerance.

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both educational and entrepreneurial roles prior to joining the firm. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm employs a structured investment platform with standardized asset-allocation models and offers access to private investment solutions alongside coordinated planning resources.

Weston Newman is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Yale Capital Corp., where he has worked since 2017, following roles at Goodpasture Gray and HSBC Securities (USA) Inc. Yale Capital Corp. provides investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions. The firm focuses on customized portfolios using fundamental analysis, emphasizing dividend-bearing and tax-efficient assets while employing tax-sensitive strategies to manage trading costs and tax impact.

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. Molina holds the Series 65 and Series 63 designations. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Christina King is a financial advisor at The AmeriFlex Group with seven years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates and SagePoint Financial. King is also a director involved in investment relations and trading activities at The AmeriFlex Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Henry Kulig III is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at FSC Securities Corporation, Lion Street Advisors, and Integrity Alliance, LLC. He is also an independent insurance agent involved in the sale of insurance products. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a rigorous, top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary management.

Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.

Edward Brown is a CFP®-designated financial advisor with 34 years of industry experience. He has been with G. A. Repple & Company since 2016. Outside of his advisory role, he is also involved in fixed insurance sales and financial planning as an insurance agent. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, as well as multiple investment programs including ETF-focused and Biblically-Responsible Investing models.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various platforms and third-party managers.

Christine Bristow is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Cuna Brokerage Services, and Vermont State ECU. 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 combination of fundamental and technical analysis with an emphasis on relative strength methodology and a top-down market approach, customizing portfolios through discretionary management or 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.