Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 22 years of industry experience. His prior work includes roles at Raymond James and Wells Fargo Advisors. He is also owner of Ennistymon, LLC, a support company related to financial advisory operations. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Christopher Licata Jr. is a financial advisor with StoneX Advisors Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining StoneX in 2019, he worked at IFS Securities for five years. Outside of his advisory role, he participates as a lecturer and co-signer of checks for the Knights of Columbus Council 17162 in Seminole. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes proprietary models, third-party money managers, and multiple platforms to offer tailored investment solutions with ongoing due diligence.

Wallace Sutton is a financial advisor at Cornerstone Wealth with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including Mutual Securities, Inc., Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors, Inc. Sutton has served as a guest speaker at Florida State University, discussing investments with economic class students. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through model portfolios that emphasize ETFs, mutual funds, individual equities, and fixed income.

George Goodroe is a CFP® with over 31 years of experience in the financial industry. He has worked at Capital Analysts since 2023 and previously spent nine years at Lincoln Investment and 22 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and several portfolio options, operating with a fiduciary standard and emphasizing advisor-provided consultation tailored to client needs.

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Kidwell serves as a trustee and board member for several local organizations, including the St. Petersburg Police Athletic League and St. Petersburg College. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models, third-party managers, and a diverse range of investment instruments, and it offers a business advisory practice for middle-market owners.

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Elizabeth Duggan is a financial advisor with Intellicents Investment Solutions Inc in St. Petersburg, FL. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Intellicents, she worked at TRG Financial, Inc and TRG Advisors, Inc, as well as in healthcare systems including the VA Greater Los Angeles Healthcare System and Kaiser Permanente. Intellicents Investment Solutions Inc serves retirement plan sponsors, administrators, and individual clients, providing services such as retirement plan consulting, HSA consulting, and wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets.

Alan Ashworth is a CFA® charterholder with 35 years of industry experience. He has been with The London Company of Virginia since 2016. The firm provides discretionary portfolio management to individual and institutional clients through various investment vehicles, managing approximately $14.9 billion in assets. The London Company of Virginia employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital and downside protection.

Solomon Kilgroe is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Cyndeo Wealth Partners, he worked at Dimmitt Automotive Group and UBS Financial Services. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm offers customized portfolio solutions through its own models or third-party sub-advisers and operates a private investment vehicle for accredited investors.

Miao Zhu is a CFP®, CFA®, and Series 65 credentialed financial advisor with five years of industry experience. She is currently with Advisory Services Network and also owns and manages ZHU Tax Advisory LLC, a tax CPA practice providing tax preparation and advice to individuals and small businesses. Prior to her current roles, she worked at Thomas S Beck CPA, PA, The Mosaic Company, and Salo LLC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting services, managing approximately $8.6 billion in client assets with tailored strategies across a broad range of investment types.

Brian Sallee is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Inspire Advisors, he worked at Avorit, DSM Technology Consultants, and Concerto Cloud Services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing with proprietary tools and uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Constance Capco is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Northern Trust Securities, Inc. in St. Petersburg, FL for 25 years. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Robert Cerrito is a financial advisor at Gradient Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including The Prudential Insurance Company of America and Walser Wealth Management Company. He is also co-owner of Cerrito & Stanfill Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Mark Hajek is a Series 65-licensed advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Capital Markets IQ and Mariner Platform Solutions, as well as entrepreneurial ventures such as Orange Paw LLC and Tango Boys LLC. He is also a member of HHH Holdings, LLC and Hokie Hokie LLC, both involved in administrative and liquid asset management activities in St. Petersburg, FL. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and plan services with an emphasis on institutional integration and fiduciary support.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Paul Murphy is a financial advisor with Calton & Associates, Inc. in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he is involved in non-investment businesses, including serving as director of a home-building company and owning a property management firm. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting, along with access to third-party money managers. The firm offers a range of program structures and investment approaches tailored to client goals and risk profiles, combining both advisory and brokerage services.

Christopher Cokinis is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at American Global Wealth Management, Lincoln Investment, Calton & Associates, and several other financial firms. He also serves as Director of Supervision and Business Development at West Coast Financial Group Inc., where he supervises investment professionals and supports their business development. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, investment monitoring, financial planning, and access to third-party and affiliated asset managers, employing a process that incorporates client discussions, asset allocation plans, and periodic portfolio reviews.

Robert Clippard is a financial advisor with Capitol Securities Management, Inc. in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2014 and also serves as president of Retire Early Financial, where he is involved in insurance sales. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, delivering advice via a network of representatives who create client-specific investment policies.

Derek Gage is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Cornerstone Wealth and has previously worked at Purshe Kaplan Sterling Investments, Sutton Wealth Advisors, TCV Trust & Wealth Management, and Genworth. He also serves as an investment analyst at Sutton Wealth Advisors, where he performs due diligence, prepares portfolio analyses, and participates in the investment management committee. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting primarily through model portfolios emphasizing ETFs, mutual funds, and individual securities.