Sean Davis is a CFP® with 21 years of industry experience and is currently an investment advisor representative at Latitude Advisors, LLC. He also operates his own CPA practice, Sean Davis CPA, PA, where he provides tax preparation, accounting, and consulting services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Brent Weiss is a financial advisor at Facet with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Facet in 2017, he worked at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, for tax-optimized model implementation and portfolio management.

Melissa Pinkerton is a financial advisor at Manning & Napier Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Belleair Wealth Management, Mercer Global Advisors, and Raymond James & Associates. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, pension plans, and government entities, while also managing discretionary separately managed accounts and offering retirement plan services. The firm’s investment approach combines top-down macro analysis with bottom-up security selection and employs systematic strategies overseen by an Investment Policy Group.

John Walters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at H D Vest for 12 years and has operated Lewalt Consulting Groupe, providing tax preparation and accounting services, for over two decades. Financial Gravity Family Office Services, LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

William Lichota is a financial consultant at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked in various roles including music production, where he has been active as a music producer and songwriter since 2017. His background also includes algorithmic trading of equities, commodities, FX, and cryptocurrencies through self-employment. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm tailors investment strategies using fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, often utilizing mutual funds, ETFs, and individual equities.

Jacob Reber is a financial advisor at Modern Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers a range of investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of model portfolios and third-party managers.

Colette Parrilli Robinson is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Agia and VALIC Financial Advisors. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Milton Bolton is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has been working at Elevate since 2026. Prior to this role, he has experience in hospitality and recreational services, including positions at Mellow Mushroom and Urban Air Trampoline Park. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a multi-adviser team approach, tailoring investment strategies through fundamental analysis and strategic asset allocation, and uses a range of investment vehicles including mutual funds, ETFs, and individual equities.

Lynn Smeraldo is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and 66 licenses and bringing 37 years of industry experience. Prior to joining IP Financial Advisory Services in 2022, she worked at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and other firms. She serves as a board member and membership chairman for the Dunedin Council of Organizations and is a member of the Rotary Club of Dunedin. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm constructs personalized portfolios and utilizes a range of analytical approaches, focusing on non-high-net-worth investors and retirement plan participants.

Jack Neeson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and began his advisory career in 2025. Prior to joining Elevate, he worked at US Energy Development Corporation and spent several years in educational roles at Orchard Park High School and Middle School. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm designs investment strategies based on client objectives, risk tolerances, and time horizons, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Dylan Paskell is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Hillcrest Healthcare Communities Inc. and Southern Grace Coffee Co. Elevate Financial Planning and Wealth Management offers customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis, strategic and tactical asset allocation, and a combination of long- and short-term investment approaches, utilizing mutual funds, ETFs, and individual equities.

Edward Dropic is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company for over two decades. Outside of advisory roles, he is involved in insurance brokerage activities through multiple entities, including his ownership of Medicus Wealth Consultants, LLC. Simplicity Wealth serves a diverse client base that includes individual investors, retirement plans, corporate entities, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, provides model portfolios with ongoing monitoring and rebalancing, and offers a technology-driven platform for advisers, including a third-party asset management program (TAMP).

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.

John Farren is a financial advisor with Prospera Financial Services, Inc. in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Legg Mason Wood Walker, Incorporated. Outside of advising, he is involved in a watersports rental business based in St. Pete Beach. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

Dante Rubino is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds the Series 65 designation. Prior to joining Elevate, he worked at the Town of Windsor and has been involved in educational roles at the University of South Florida and Mathnasium. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs a range of investment strategies tailored to clients’ financial profiles, utilizing fundamental analysis and strategic asset allocation while coordinating with other professionals for implementation.

Dominic Colantonio is a financial advisor at Elevate Financial Planning and Wealth Management with Series 65 registration and one year of industry experience. His prior roles include positions at Green Lemon and the Lely Players Club, as well as employment in education and the food service industry. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management, utilizing a team-based approach and a mix of fundamental analysis, strategic and tactical asset allocation, and various investment vehicles. The firm coordinates with clients’ other professionals and conducts periodic portfolio reviews to monitor and adjust investments.

Gregory Reichold Jr. is a CFP® with 17 years of industry experience currently serving at Highpoint Planning Partners. He has been associated with Highpoint Advisor Group and LPL Financial since 2014. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

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.

Anthony Patten is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. His prior work experience includes roles at Perfect Site, Snag, and Inverness Country Club, among others. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and both strategic and tactical asset allocation across mutual funds, ETFs, and individual equities, often leveraging third-party managers and turnkey asset management platforms.

Wade Crawford is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. Prior to joining the firm, he operated a lawn care business for five years and worked at Freeman Lumber for three years. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm tailors investment strategies using fundamental analysis and strategic asset allocation, often incorporating mutual funds, ETFs, and individual equities in client portfolios.