Christina Filosi is a financial advisor at Cary Street Partners with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background also includes several years in full-time education and experience in client-facing roles at various organizations. Cary Street Partners serves a wide range of clients including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

William Allen Jr. is a financial advisor at Calton & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corp. Outside of his advisory role, he is the owner of Bay Financial Solutions, LLC. 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 employs tailored investment recommendations and manages multiple program structures, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

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.

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Philip Franco is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation and with one year of industry experience. His career history includes roles at Calton & Associates and previous experience outside the industry, including positions at Virtuoso Valet and the University of Tampa. 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 tailored investment recommendations through various program structures and combines brokerage and insurance operations alongside its advisory services.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. and PlanMember Securities Corp for over two decades. Harris is also president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and has experience selling life insurance and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on fiduciary responsibility, utilizing proprietary investment models and a range of advisory services tailored to client needs.

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 at Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and involvement with LaserOps Arcade. 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 various program structures, including wrap programs and separate account platforms, and integrates both commission-based and fee-based services tailored to client goals and risk profiles.

Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers services including tax and impact overlay, unified managed accounts, and a Private Wealth Consulting program for clients with $1 million or more.

Gerard Trask is a Series 65-credentialed advisor with 13 years of industry experience, currently serving at Archer Investment Corporation since 2013. He has operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc., where he has been active for 18 years. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Spiros Vassilakos is a financial advisor with Csenge Advisory Group, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, LPL Financial, and Lion Street Financial. He also owns Athenian Private Client Group, which provides life, disability, and long-term care insurance services. Csenge Advisory Group delivers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach combining fundamental and technical analysis, with portfolio customization through discretionary or model-based management.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Strategic Wealth Designers in 2025, he spent 20 years with Prudential Insurance Company of America and Pruco Securities, LLC. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies, often implementing these plans on a discretionary basis.

Ryan Kiernan is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley and Fidelity Investments. 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 combines commission-based product sales with asset management fees through its dual registration as both a registered investment adviser and broker-dealer.

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 provides fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of managed program options and access to multiple third-party investment advisers.

Andres Castro is a financial advisor at Independent Financial Partners in Tampa, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliates. Independent Financial Partners is a national firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm is noted for its retirement-plan advisory and pension consulting capabilities, serving individual, charitable, corporate, and high-net-worth clients.

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 at Creative Planning with 11 years of industry experience and holds a Series 66 designation. He has previously worked at Cetera Wealth Services, Triad Advisors, and Summit Financial Consultants. In addition to his advisory role, Klein is registered as 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 a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.