Jean Gadd is a financial advisor with OnePoint BFG Wealth Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her previous roles include positions at Northwestern Mutual Wealth Management Company and other firms. She is also a 50% owner of Urban Woodcrafters, a non-financial business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, and charitable organizations. The firm employs a mix of proprietary models and third-party managers tailored to client-specific objectives and incorporates technology and operational outsourcing into its service delivery.

James Warren Jr. is a financial advisor at G. A. Repple & Company with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mangrove Financial Group since 2016. Outside of his advisory role, Warren is involved in multiple independent representative activities in network marketing and insurance services, including legal, dental, and life insurance. 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 portfolio construction and offers discretionary and non-discretionary management, as well as multiple account options including Biblically-Responsible Investing strategies.

Michelle Ludwig is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Treger & Associates LLC for 22 years. Ludwig has also operated Ludwig Investments Inc. since 1996. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and offers services including private placement due diligence and allocation for qualified investors.

Jesse Brownfield is a financial advisor at Sequent Planning, LLC in Tampa, FL, holding a Series 65 designation. He has experience working with several firms since 2018, including Phase Financial and BayTrust Financial, and has served as an insurance agent specializing in fixed annuities and life insurance since 2020. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes diversified investment strategies and risk management.

Dhaval Desai is a CFP® professional with 19 years of experience in the financial services industry. He has been with USAA Investment Services Company since 2018 and also holds roles with affiliated USAA entities dating back to 2014. Outside of his advisory work, he is a silent partner in the National Board for Neonatal Resuscitation. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals to third-party advisors rather than managing client assets directly.

Donald Rhomberg is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Jaffe Tilchin since 2008 and also operates Rhomberg Financial, where he is involved in insurance sales and management activities across various lines such as life, disability, and property and casualty insurance. Additionally, he has interests in offshore fishing charters and lodging bookings. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, provides private placement due diligence, and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client support.

Sean Lyons is a Series 65-licensed financial advisor with Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL. He has one year of industry experience and previously worked at Charter Communications and Auburn University. Outside of his advisory role, Sean works as a restaurant server. 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 utilizes fundamental analysis and strategic asset allocation across various investment vehicles, coordinating with clients’ other professionals to manage held-away assets and regularly reviewing portfolios.

Leonardo Irizarri is a Series 65-licensed advisor at Csenge Advisory Group, LLC with six years of industry experience. He has held roles at several firms, including Wealth Transfer Advisors, LLC, Park Avenue Securities LLC, and Guardian Life Insurance Co. Since 2016, he has been involved with Wealth Transfer Consultants, LLC, an independent insurance agency where he serves as an agency supervisor and insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm’s investment approach integrates fundamental and technical analysis, employing a relative strength methodology with a top-down market and risk assessment process.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. 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 employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Storm Benson 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 previously worked at Trinity Wealth Securities, Florida Financial Advisors, and SHB Financial Group, among other roles. His background also includes experience outside finance in hospitality and retail businesses. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients, utilizing strategic asset allocation and a combination of fundamental analysis and tactical approaches. The firm employs a multi-adviser team and integrates third-party managers and technology platforms to tailor investment strategies and coordinate with clients’ other professionals.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Calton & Associates in 2003, he worked at Morgan Stanley DW Inc. for four years. Outside of advising, he is an independent insurance agent appointed with various companies. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and other business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

Gary Garcia II is a CFP®-certified financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and several regional firms. Outside of his advisory work, he is president of 3G Consultants LLC, a business consulting firm focusing on sales, growth strategies, and operational improvements. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.

Marc Labadie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Investments, Labadie Financial, The Row Group, M HOLDINGS SECURITIES, Inc., and C R Myers & Associates. Outside of his advisory role, he is involved with M&O Marketing/Labadie Financial as a producer focused on sales of fixed indexed annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and, after client discussion, options or short sales.

Don Adwell is a financial advisor with Capital Analysts, holding a Series 65 credential and 14 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Adwell serves as a volunteer board member for the Tampa Firefighters Museum and as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Capital Analysts serves a diverse clientele including individual and 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, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Michael Mandarino is a financial advisor at G. A. Repple & Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intervest International Equities Corp and 123 Investing LLC. Outside of his advisory role, he is involved in several insurance-related businesses and serves on the executive committee of the AUSA Suncoast Chapter. He is also CEO of Soterios LLC, a government contracting firm working with disabled veterans, and has participated in a Christian-based documentary titled Blind Eyes Opened. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to construct portfolios aligned with clients’ goals and offers multiple program options, including ETF-focused and Biblically-Responsible Investing models.

Nathan Croyle is a financial advisor at Arax Advisory Partners in Tampa, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at SRS Capital Advisors, LLC dba Norte Advisors, LLC, and Norte Advisors, LLC, as well as nearly a decade leading N8 Enterprises LLC. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, external managers, and a variety of traditional and alternative investments, supported by advanced analytics and AI tools.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 49 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Calton & Associates for 39 years. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates is a multi-team firm serving individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning alongside brokerage and insurance products, using a combination of analytical approaches and third-party managers to build client portfolios.

Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jeremy Leeds is a CFP® professional at BLBB Advisors with three years of industry experience. He has worked at BLB & B Advisors, LLC since 2020 and was previously associated with Temple University for four years. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and specialized strategies, including a Global Macro ETF strategy and an equity covered-call overlay for additional portfolio income.

Marc Ardizzone is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has 17 years of industry experience. Mr. Ardizzone has been with Jaffe Tilchin since 2008 and is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and institutional consulting, including private placement due diligence and management of pooled investment vehicles.