John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Kristina Rodriguez is a financial advisor at Invst, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting for nine years. Outside of her advisory role, she is a Certified Financial Therapist and professional speaker through her ownership of Money Clarity & Co., LLC, and she serves on multiple nonprofit boards including The Lakeland TigerTown Rotary Club and Love is Fur Ever Dog Rescue. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and employs model portfolios and third-party strategists when appropriate.

Matthew Mills is a financial advisor with Continuum Advisory, LLC, holding a Series 65 designation and based in Tampa, FL. He began his advisory career in 2025 with Mosaic Financial Group after six years at Keystone Powdered Metal Co. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2016, having also worked at StoneX Securities Inc. since 2011. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Kristin Johnson is a financial advisor at IHT Wealth Management LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at IHT Wealth Management since 2019, previously serving at Independent Financial Partners and LPL Financial. IHT Wealth Management serves a range of clients including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Joseph Martinez is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Data Source Technology, Cerecore, Connect Partners, and 3-D Technology Group. Outside of advisory work, Martinez serves as president of DataSource, a Tampa-based company, where he dedicates 10-12 hours per week. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Brad Fuller is a financial advisor at Trek Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners. His prior career includes roles in technology and healthcare-related companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a mix of rules-based, evidence-based, fundamental, and technical analysis, and employs artificial-intelligence tools under human review for research and portfolio management.

Christopher Licata Jr. is a financial advisor with StoneX Advisors Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining StoneX in 2019, he worked at IFS Securities for five years. Outside of his advisory role, he participates as a lecturer and co-signer of checks for the Knights of Columbus Council 17162 in Seminole. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes proprietary models, third-party money managers, and multiple platforms to offer tailored investment solutions with ongoing due diligence.

Wallace Sutton is a financial advisor at Cornerstone Wealth with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Mutual Securities, Inc., Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors, Inc. Sutton has served as a guest speaker at Florida State University, discussing investments with economic class students. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through model portfolios that emphasize ETFs, mutual funds, individual equities, and fixed income.

George Goodroe is a CFP® with 31 years of experience in the financial services industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm uses an in-house Investment Management & Research team for portfolio management and offers discretionary and non-discretionary investment services with customized and model portfolios.

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Kidwell serves as a trustee and board member for several local organizations, including the St. Petersburg Police Athletic League and St. Petersburg College. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models, third-party managers, and a diverse range of investment instruments, and it offers a business advisory practice for middle-market owners.

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Elizabeth Duggan is a financial advisor with Intellicents Investment Solutions Inc. She holds Series 65 and Series 63 designations and has two years of industry experience. Prior to joining Intellicents, she worked at TRG Financial, Inc. and TRG Advisors, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities. The firm offers consulting and wealth management services, emphasizing long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer.

Solomon Kilgroe is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Cyndeo Wealth Partners, he worked at Dimmitt Automotive Group and UBS Financial Services. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm offers customized portfolio solutions through its own models or third-party sub-advisers and operates a private investment vehicle for accredited investors.

Brian Sallee is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Inspire Advisors, he worked at Avorit, DSM Technology Consultants, and Concerto Cloud Services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing with proprietary tools and uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Constance Capco is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Northern Trust Securities, Inc. in St. Petersburg, FL for 25 years. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Robert Cerrito is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience and has worked at multiple firms including Prudential Insurance Company of America and Walser Wealth Management Company. He is also co-owner and Investment Advisor Representative of Cerrito & Stanfill Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Mark Hajek is a Series 65-licensed advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Capital Markets IQ and Mariner Platform Solutions, as well as entrepreneurial ventures such as Orange Paw LLC and Tango Boys LLC. He is also a member of HHH Holdings, LLC and Hokie Hokie LLC, both involved in administrative and liquid asset management activities in St. Petersburg, FL. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and plan services with an emphasis on institutional integration and fiduciary support.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.