Kevin Rodgers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, and various institutional clients. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based approach, supported by in-house specialists in tax and estate planning.

Eric Caisse is a CFP® with 29 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 previous roles include positions at FSC Securities Corporation and Lion Street Advisors. He is a board member of the CMT Association and of the nonprofit BEATCC, and he owns Caisse Asset Group, which holds intellectual property related to proprietary investment management processes. Csenge Advisory Group provides investment advisory and retirement-plan consulting services 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 methodology and customizes portfolios using discretionary management or model-based allocations.

Kenneth Haelsig Jr. is a financial advisor at Calton & Associates, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2016. His prior experience includes positions at JHS Capital Advisors, LLC and Morgan Stanley. 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, utilizing various analytical approaches and third-party managers to build client asset allocations.

Weston Walker is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. His background includes roles at Elevate as well as positions outside the industry, such as at Robert Trent Jones Golf Trail and Auburn University. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and a mix of strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and third-party managers to tailor investment strategies to each client’s financial profile.

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has held roles at Deep South Lacrosse, Seminole State College, Island Wing Company, Saint Leo University, and Lake Mary High School. Capital Investment Advisors is a multi-team investment adviser that serves individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, ETF-based model portfolio approach tailored to client needs, supported by in-house tax and estate planning specialists.

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 in St. Petersburg, FL, holding Series 65 and Series 63 licenses 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. 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 employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integration.

Christina King is a financial advisor with The AmeriFlex Group in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Raymond James & Associates and SagePoint Financial. She also serves as a director involved in investment relations at The AmeriFlex Group. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of over 170 advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model portfolios and manager relationships.

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.

Jonathan Colquitt is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to his advisory role, he is the managing partner of Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and a combination of strategic and tactical asset allocation to tailor investment strategies, using mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

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 worked at several firms including Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of 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 through a combination of independent advisors and an in-house Private Client Group. The firm uses a range of proprietary and third-party strategies supported by multiple platforms to implement customized investment solutions.

William Ohme is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with two years of industry experience. He has held roles at Trinity Wealth Securities, LLC and Elevate Financial Planning, and previously worked in education at UNF Coggin College of Business and Newsome High School. Ohme is also a licensed fixed insurance agent. 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 tailored investment strategies involving fundamental analysis, strategic and tactical asset allocation, and a mix of long- and short-term approaches, using mutual funds, ETFs, and individual equities.

Christine Bristow is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Ridgeback Securities, GWFS Equities, Cuna Brokerage Services, Vermont State ECU, and LPL Financial. 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/sector/manager/risk process, offering customized portfolio management through discretionary and 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.

Jack Lynch is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and several other firms. Outside of his advisory work, he owns Jack Lynch LLC, a drone photography business specializing in real estate photography and videography. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a mix of analytical approaches and third-party money managers through formal due diligence.

Dillon Nemeth is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments and MassMutual. He is also the managing partner of Elevate Insurance Agency Services LLC, where he is involved in fixed insurance sales. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients, employing fundamental analysis and asset allocation strategies. The firm coordinates with clients’ other professionals and leverages third-party managers and platforms to implement investment strategies.