Jennifer Facini is a CFP® professional with 15 years of experience in financial advisory roles. She has worked at Brighton Jones LLC since 2021 and previously held positions at ARS Wealth Advisors, Fidelity, and Chase Investment Services Corp. Jennifer also serves as an adjunct finance faculty member at Southern New Hampshire University. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and utilizes both public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Francisco Lasanta Gorbea 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 2025. Prior to this role, his work experience includes positions at HMS Host, Walmart, and Publix. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily for individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances, utilizing mutual funds, ETFs, individual equities, and third-party asset management platforms.

Jeffrey Marston is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He spent 22 years at Cadaret, Grant & Co., Inc. before joining Calton & Associates. Outside of his firm role, he owns and manages client accounts at Marston & Burton Inc., an investment-related business. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products, using a range of analytical approaches and offering firm-sponsored and third-party managed account programs.

Fred Barnard Jr. is a financial advisor with Capital Analysts in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation for 17 years and has been with Lincoln Investment for nine years. In addition to advisory work, Barnard is also a licensed producer of investment-related insurance products with multiple companies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

John Thomas is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 13 years of industry experience. He has held positions at Morgan Stanley and MassMutual and currently holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as the live video director for Greater Travelers Rest Baptist Church and owns JT2 Aero, a recreation and automotive business. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement investment assistance. The firm manages accounts on both discretionary and non-discretionary bases and provides specialized services including private fund operational support and advisory to performance-fee pooled vehicles.

Kai Schuster is a financial advisor at Madison Partners in Tampa, FL, holding Series 66 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Fisher Investments, Pacific Select Distributors, LLC, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Ian Giovinco is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked in the financial services sector since 2003, including roles at Omni Resource Group and Minnesota Life Insurance Co. In addition to his advisory work, he owns and operates an estate planning law practice and teaches continuing education courses. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, providing discretionary portfolio management and financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.

Christopher Collins is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and previously spent 20 years at Warren Wealth Associates and Commonwealth Financial Network. Collins is also a part-owner of Warren Wealth Associates, a private entity involved in securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by offering wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management, serving both individual and institutional clients.

Seth Jennings is a financial advisor with Zacks Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at firms including Fisher Investments and Chartwell Investment Partners. Outside of finance, he is the founder and co-owner of Lift Hero Apparel LLC, a fitness apparel and gym gear business. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and manages mutual funds and ETFs while supporting third-party wrap and unified managed account platforms.

Joseph Jianos is a financial advisor with Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Capitol Securities Management since 1987 and serves as president of an affiliated insurance agency. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, consulting, and wrap fee programs through both broker-dealer and registered investment adviser platforms. The firm offers a range of managed programs, including discretionary and non-discretionary accounts, and emphasizes due diligence in selecting third-party money managers.

James Cashmore is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Capitol Securities Management, Inc. since 2020. His prior experience includes roles at Franklin/Templeton Distributors, Inc. and Multi-Bank Securities, Inc. in addition to periods outside the industry. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing advisory services through IAR-managed programs, separately managed accounts, and third-party money managers.

Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.

Shane Smith is a CFP® and ChFC® with 22 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and has prior experience at Private Advisor Group, LLC, LPL Financial, and MSI Financial Services, Inc. His business activities include providing fixed insurance products through various carriers. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm utilizes a multi-team approach, blending customized and model portfolios with third-party solutions, and offers access to a variety of investment instruments and digital platforms.

Steven Nelson is a Series 65 licensed advisor with 16 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent over a decade at EJM Investments, LLC and its affiliated firms. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

Jared Mcdaniel is a CFP® and CFA®-designated advisor with 18 years of industry experience. He is currently affiliated with Cornerstone Wealth and has previously worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of asset classes and third-party managers.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Trinity Wealth Securities LLC and IFS Securities Inc. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party platforms and managers to tailor investment strategies to clients’ goals and risk tolerance.