Jack Knapton is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. His prior experience includes multiple roles at Waldron Private Wealth and positions at PNC Bank and MassMutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, government entities, and pooled investment vehicles, while also managing discretionary separately managed accounts and offering retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and systematic approaches.

Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.

Edward Brown is a CFP®-designated financial advisor with 34 years of industry experience. He has been with G. A. Repple & Company since 2016. Outside of his advisory role, he is also involved in fixed insurance sales and financial planning as an insurance agent. 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 develop individualized portfolios and offers both discretionary and non-discretionary management, as well as multiple investment programs including ETF-focused and Biblically-Responsible Investing models.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various platforms and third-party managers.

Christine Bristow is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Cuna Brokerage Services, and Vermont State ECU. 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 combination of fundamental and technical analysis with an emphasis on relative strength methodology and a top-down market approach, customizing portfolios through discretionary management or 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 with Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Calton & Associates, he worked at Florida Financial Advisors and has held roles at Apple, ThirdChannel, and Nike. Outside of finance, he owns and operates a drone photography business focused on real estate imagery. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

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, he is involved as an agent with Tropical Realty, where he refers prospects. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

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.

Lea Levines is a CFP®-certified financial advisor with 14 years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. She previously worked at BNY Mellon for 16 years. Outside of her advisory role, she serves on the Vestry of St. Ann's Episcopal Church and holds leadership positions as Co-Chair of the Finance Committee and Chair of the Investment Committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

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 with KCD Financial, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining KCD Financial, he worked at Guided Financial Advisory and spent five years at the University of Maine. KCD Financial, Inc. serves individual clients, including high-net-worth individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party management programs and a range of investment strategies tailored to client goals and risk tolerance.

Ian Wilson is a financial advisor with Prospera Financial Services, Inc. in St. Petersburg, FL. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Alinea Engage and Naviant. Prospera Financial Services, Inc. is an enterprise-scale advisory and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors, offering investment advisory and financial planning services across multiple platforms with a combination of firm models, third-party sub-advisers, and customizable allocations.

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 at Lanark Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Jhs Capital Advisors, Inc. since 2010, alongside operating his own CPA practice since 1999. Outside of financial advising, he is a member and investing partner in two restaurant ventures, providing business oversight and financial decision-making. Lanark Financial offers investment management, financial planning, and advisory services to a range of clients, including high-net-worth individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in assets across multiple advisor teams and provides tailored advice through discretionary and non-discretionary arrangements.

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.

Dominick Calderazzo is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 31 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 and goal achievement coaching. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, combining advisory and commission-based brokerage and insurance services.

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.