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.

Christopher Athens is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 credential and six years of industry experience. His work history includes roles at Elevate Insurance Agency Services LLC and Florida Financial Advisors. Athens is also a managing partner at Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management offers customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm uses a multi-adviser team to tailor investment strategies through fundamental analysis and strategic asset allocation, managing portfolios that commonly include mutual funds, ETFs, and individual equities.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, Robinson is an agent for Tropical Realty, where he refers prospects. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various analytical approaches and manager platforms to build and manage client asset allocations.

Cheyne Pace is a financial advisor at Yale Capital Corp. with 27 years of industry experience. He has been with Yale Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he serves as a managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, private investment funds, and U.S. institutions, focusing on tax-efficient, dividend-bearing securities and employing fundamental analysis with customized portfolios. The firm manages assets on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mutual/United of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering a range of insurance products and provides LegalShield services. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account solutions and third-party money managers primarily through a platform relationship with Envestnet.

Melissa Walsh is a financial advisor at JMG Financial Group Ltd with 24 years of industry experience. She has been with JMG Financial Group since 2001 and holds a Series 65 designation. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing wealth management, portfolio management, and consulting services. The firm follows a planning-based, long-term investment approach with strategic asset allocation, employing various investment vehicles and tax-aware techniques tailored to client needs.

Christopher Johanson is a financial advisor at KCD Financial, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining KCD Financial, Johanson worked at Guided Financial Advisory and has experience at the University of Maine and Mission Critical Delivery. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, portfolio appraisal services, and access to third-party management programs, with investment strategies tailored to clients’ goals and risk tolerance.

Justin Zhang 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 Elevate, he attended the University of North Carolina at Chapel Hill and has work experience in retail and hospitality. Elevate Financial Planning and Wealth Management offers customized financial planning and both discretionary and non-discretionary portfolio management to individual and high-net-worth clients. The firm employs a multi-adviser team approach, tailoring investment strategies using fundamental analysis and a mix of long- and short-term allocations across mutual funds, ETFs, and individual equities.

Ian Wilson is a financial advisor at Prospera Financial Services, Inc. in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Alinea Engage, Naviant, and Epic. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Margulies is a financial advisor with XML Financial Group in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans, through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and combines fundamental and technical analysis with access to alternative investments and third-party managers to tailor portfolios to client needs.

Stephen Miller is a financial advisor with Lanark Financial, Inc. holding Series 63 and Series 66 licenses and has 33 years of industry experience. His prior roles include positions at Jhs Capital Advisors, Inc. and his ongoing work with S. Miller, C.P.A. He is also involved as a non-operating member and financial decision-maker in restaurant ventures. Lanark Financial, Inc. serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm offers a combination of discretionary and non-discretionary investment management and advisory services, utilizing third-party sub-advisers, overlay managers, and model portfolios.

Waldo Zayas is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with IHT Wealth Management since 2018 and has prior experience at LPL Financial and Independent Financial Partners. Zayas offers fixed annuities through various insurance carriers as part of his activities outside of his primary advisory role. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, diversified model portfolios, and option strategies, while also providing ERISA fiduciary services and integrating various custodial and sponsored program platforms.

Joseph Arena is a financial advisor at Quartz Partners Investment Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Quartz Partners since 2015, with prior roles at PageOne Financial, Inc. and Etico Wealth Management. Quartz Partners serves a diverse client base, including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through discretionary accounts, overlays, and model delivery arrangements.

Cade Scarborough is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 credential and has held roles at the New Orleans Country Club and Loyola University New Orleans. 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 strategic asset allocation using mutual funds, ETFs, and individual equities, with regular portfolio reviews and coordination with clients’ other professionals.

Dominick Calderazzo is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life coaching. Calton & Associates serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and brokerage and insurance products. The firm offers various portfolio management programs and employs a mix of analytical approaches in its investment strategies.

Timothy Bodner is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and ProEquities Inc. Outside of his advisory role, he is the president and owner of Infinity Tax and Financial, a tax preparation and outside insurance sales business. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset types and combines broker-dealer and insurance activities.

Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.