Leonardo Irizarri is a financial advisor at Csenge Advisory Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Wealth Transfer Advisors, LLC and Wealth Transfer Consultants, LLC since 2016. Outside of advising, he serves as an agency supervisor and insurance agent at Wealth Transfer Consultants, an independent insurance agency. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down approach to tailor portfolios through discretionary or model-based management.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. 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 employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Michael Crowne is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at RAC Securities, Rok Financial, and Innovation I360. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities tailored to client goals and risk tolerance.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Crystal Beach, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Calton & Associates since 2003. Outside of his advisory role, he is an independent insurance agent appointed with various companies. 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 tailored investment recommendations with multiple program structures and combines brokerage, insurance, and advisory services.

Gary Garcia II is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kingswood Wealth Advisors, LLC and has held roles at firms including Morgan Stanley and Resurgent Financial Advisors. Outside of his advisory work, he serves as president of 3G Consultants LLC, a business consulting firm focused on sales and growth strategies. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Nathan Croyle is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has prior work history at SRS Capital Advisors, LLC dba Norte Advisors, LLC, Norte Advisors, LLC, and N8 Enterprises LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 48 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals with various program structures and analytic approaches.

Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jeremy Leeds is a CFP® professional at BLBB Advisors with three years of industry experience. He has worked at BLB & B Advisors, LLC since 2020 and was previously associated with Temple University for four years. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and specialized strategies, including a Global Macro ETF strategy and an equity covered-call overlay for additional portfolio income.

Lee Mezrah is a financial advisor with M Holdings Securities, Inc. in Tampa, FL, holding a Series 63 designation and 34 years of industry experience. He has been with M Holdings Securities since 2001 and operates his own firm, Lee A. Mezrah, Inc., since 1994. Outside of advising, he serves as treasurer for a condominium association and is involved in managing several family business entities. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a variety of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, operating through a network of independent financial professionals and sponsored platforms.

Armand Atkinson is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with NBC Securities, Inc. since 2015. Outside of his advisory role, he is involved in property management through ATKEY MANAGEMENT LLC. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, utilizing a mix of fundamental and technical analysis alongside discretionary and non-discretionary management options.

Maria Atkinson is a financial advisor with NBC Securities, Inc. in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. She has worked with NBC Securities, Inc. since 2015. Outside of her advisory role, Maria is a Senior Manager of Global Marketing and Business Analysis at SYKES Enterprises, where she manages budgets and forecasts for the sales and marketing team. Lanark Financial, Inc. offers investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering advice through multiple fee-based advisory programs and managed-account platforms, utilizing discretionary manager selection, model portfolios, and overlay management.

William Premock is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley and Wells Fargo Advisors. Outside of his advisory work, he manages operations for a boating LLC through which he charters his boat occasionally. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, supported by both affiliated and independent sub-advisers.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Joyce is based in St. Petersburg, FL. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings through proprietary models and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.

Brian Serimian is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates through customized portfolios and a long-term investment approach.

Michael Lankford is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and based in Tampa, FL. He has one year of industry experience and previously worked for Hillsborough County Schools for sixteen years. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and a broad range of investment products.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has five years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

Michael Strahm is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at E*Trade Securities LLC and E*Trade Capital Management LLC from 2012 to 2019. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and a broker-dealer, offering multiple program structures and investment approaches tailored to client goals and risk tolerance.

Mitchell Mulcahy is a financial advisor with RFG Advisory, LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at Florida Financial Advisors, Trinity Wealth Securities, and Contend Capital. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, offering portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, alternative investments, and annuity management.