Wade Crawford 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 the firm, he operated a lawn care business for five years and worked at Freeman Lumber for three years. 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 tailors investment strategies using fundamental analysis and strategic asset allocation, often incorporating mutual funds, ETFs, and individual equities in client portfolios.

Janet Christiansen is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and United Capital Financial Advisors, where she worked for 17 years. She also offers fixed life, health insurance, and fixed annuity options to clients. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while incorporating active equity portfolios, tax-aware direct indexing, and integrates fintech tools and third-party sub-adviser strategies.

Evan Atchley is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at OssFin LLC and Mueller Reports. Outside of financial services, he has experience in various industries including hospitality and landscaping. 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 a mix of mutual funds, ETFs, and individual equities, and leverages third-party managers and turnkey platforms to implement and monitor portfolios.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.

Michael Jensen is a financial advisor at IHT Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Jensen is also an agent for The Guardian Network®, selling Guardian Disability insurance. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm delivers tailored advice through a network of advisors using proprietary model portfolios and third-party managers, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

John Scott is a Financial Advisor at Realta Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Kovack Advisors, Inc. He serves on the Board of Directors for Advent Health Zephyrhills Hospital. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies using in-house and third-party managers, supported by platforms such as NOVA and Pontera.

Kyheroh Harrison is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Kevin Rodgers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, and various institutional clients. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based approach, supported by in-house specialists in tax and estate planning.

Kenneth Haelsig Jr. is a financial advisor at Calton & Associates, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2016. His prior experience includes positions at JHS Capital Advisors, LLC and Morgan Stanley. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various analytical approaches and third-party managers to build client asset allocations.

Weston Walker is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. His background includes roles at Elevate as well as positions outside the industry, such as at Robert Trent Jones Golf Trail and Auburn University. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and a mix of strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and third-party managers to tailor investment strategies to each client’s financial profile.

Sheridan Murphy is a financial advisor with United Advisor Group in Tampa, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining United Advisor Group in 2023, he worked with Cambridge Investment Research Advisors and Fidelity Investments among other firms. He is also the president and owner of Modern Wealth Methods. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying a strategic and tactical asset allocation approach tailored to clients’ risk tolerance, tax strategy, and time horizons.

Charles Stennett is a financial advisor at Savvy with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Saltmarsh Financial Advisors, LLC and TIAA-CREF. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has held roles at Deep South Lacrosse, Seminole State College, Island Wing Company, Saint Leo University, and Lake Mary High School. Capital Investment Advisors is a multi-team investment adviser that serves individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, ETF-based model portfolio approach tailored to client needs, supported by in-house tax and estate planning specialists.

Rene Tilchin is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with two years of industry experience. He has been associated with Jaffe Tilchin Wealth Management since 2009. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages both discretionary and non-discretionary accounts and provides private placement due diligence and allocations for qualified investors.

Syed Farooq is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at WestPark Capital, Devon Bank, and Merrill. Outside of advisory work, he serves as Vice President of Islamic residential finance at Devon Bank, where he originates mortgage loans. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and consulting services. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

Tanner Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his financial advisory career, he spent five years in full-time education. Outside of advising, he works as a relationship manager for RAPID!, a company focused on ePayroll solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million using a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Timothy Beauregard is a CFP® with four years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes six years at Focus Financial Planning and ongoing roles with Simplicity Group and Wholehan Marketing, where he has been involved in marketing and fixed insurance product sales. He is also engaged in Medicare product sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers through model portfolios, independent managers, and operational services.

Frederick Platt is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked for T. Rowe Price for nine years before joining USAA Investment Services Company and USAA Life Insurance Company in 2026. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Daniel George is a CFP®-certified financial advisor with nine years of industry experience. He currently works at OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Investment Services LLC, AGW Capital Advisors, and Gasparilla Capital. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Jonathan Colquitt is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to his advisory role, he is the managing partner of Elevate Insurance Agency Services LLC, where he focuses on fixed insurance sales. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs fundamental analysis and a combination of strategic and tactical asset allocation to tailor investment strategies, using mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.