Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Caroline Sorokos is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and SunTrust Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by investment strategies developed by Morningstar Investment Management.

Christina Filosi is a financial advisor with Cary Street Partners in Tampa, FL, holding a Series 66 credential and three years of industry experience. Prior to joining Cary Street Partners in 2024, she worked at Morgan Stanley and has a background that includes full-time education as well as roles in the banking and hospitality sectors. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a range of niches such as state and municipal government entities and insurance company clients.

Austin Burnett is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Prior to his advisory roles, he worked in the restaurant industry and as a teacher. 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 access to third-party management programs, employing a range of investment strategies tailored to clients’ goals and risk tolerances.

William Allen Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, Invest Financial Corp., Geneos Wealth Management, Inc., and CUNA Brokerage Services, Inc. Allen is also the owner of Bay Financial Solutions, LLC, an investment-related business. Calton & Associates is a multi-team 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 firm-sponsored programs and third-party money managers, with a mix of analytical approaches that may include non-traded alternatives and covered-call strategies when suitable.

Colin Mc Cleery is an advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at The Federal Reserve Bank of Cleveland. His background also includes roles in the food and beverage industry. 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 employs a tailored investment approach utilizing fundamental analysis and strategic asset allocation, with portfolios commonly consisting of mutual funds, ETFs, and individual equities.

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Camden Park is a financial advisor at Elevate Financial Planning and Wealth Management, holding a Series 65 designation with one year of industry experience. Prior to joining Elevate, Camden worked in various roles including at Exam Prep and Creative Stone Design. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary 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, managing portfolios across mutual funds, ETFs, and individual equities.

Patryk Michniewicz is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at companies including Dicks Sporting Goods, Sams Club, and FedEx. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients. The firm uses a multi-adviser team approach with tailored investment strategies that incorporate fundamental analysis, asset allocation, and a combination of long- and short-term investments, leveraging third-party managers and technology platforms for portfolio implementation.

Taylor Glad is a financial advisor at Symmetry Partners with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley, Fidelity Investments, and The Vanguard Group. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a range of clients, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs through a platform-centric model.

Philip Franco is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Virtuoso Valet and ABMM, as well as experience at the University of Tampa. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency that serves individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, utilizing multiple analytical approaches and offering access to firm-sponsored programs and third-party money managers.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and previously held positions at PlanMember Securities Corp and Equitable Advisors. Outside of advisory work, he is president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and also engages in selling life insurance and fixed annuities. Capital Analysts serves a diverse client base 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 through a nationwide network of advisors, with investment management provided both discretionary by an in-house team and non-discretionary via advisors and third parties.

Scott Powell is a financial advisor with Aegis Capital Corp. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Aegis Capital Corp. since 2010 and is also president and owner of Powell Financial Group, which focuses on fixed insurance products, health insurance, long-term care, and disability income. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Paul Hayes is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Supreme Alliance LLC and Bankers Life, and also operated Hayes Property Management for six years. In addition to his advisory role, Hayes works as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and benefits consulting, often working with third-party investment advisors to tailor client portfolios.

Braden Doherty is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors. 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 and manages client accounts through firm-sponsored programs or third-party money managers using a combination of analytical approaches.

Heath Mc Cullough is a financial advisor at Elevate Financial Planning and Wealth Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served five years in the U.S. Army. Outside of advising, he is involved with Elevate Insurance Agency Services LLC, where he works as a financial consultant focused on fixed insurance sales. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients through a multi-adviser team, providing customized financial planning and discretionary and non-discretionary portfolio management. The firm employs fundamental analysis, strategic and tactical asset allocation, and diverse investment approaches, coordinating with clients’ other professionals and using third-party managers and platforms for implementation.

Gerard Trask is a Series 65-credentialed advisor with 13 years of industry experience, currently serving at Archer Investment Corporation since 2013. He has operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc., where he has been active for 18 years. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, with 10 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 20 years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods and may delegate trading to sub-advisers while maintaining responsibility for client suitability.

Jesse Adkins is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has been with Elevate since 2026. Prior to joining Elevate, Jesse held roles in nonprofit and political environments, including positions with the Episcopal Diocese of East Tennessee and various political campaigns. 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 a combination of fundamental analysis, strategic and tactical asset allocation, and uses a mix of mutual funds, ETFs, and individual equities in its investment strategies.

Timothy Malone is a financial advisor at Secure Asset Management, L.L.C. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Life and Annuity Shop, Woodbury Financial Services, Inc., and Questar Asset Management, among others. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.