Kyriacos Antoniadis is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2012 and was with Independent Financial Partners from 2012 to 2019. Antoniadis provides investment advisory services through IHT Wealth Management, an independent registered investment advisor. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to construct diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Christopher Quinty is a CFP® with 14 years of experience in the financial services industry. He has worked at Cyndeo Wealth Partners since 2020 and previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and UBS Financial Services Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies across a broad range of asset classes and offers business advisory services for middle-market owners.

Mirza Duzel is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Capital Investment Advisors in 2026, he worked at Bank of America and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources, along with access to private investment solutions and formal pension consulting services.

Jeffrey Miller is a financial advisor with OnePoint BFG Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenure at Northwestern Mutual in various roles from 1987 to 2025. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs client-specific investment strategies using a combination of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Sean Moneypenny is a CFP® professional with 14 years of industry experience, currently serving at Csenge Advisory Group, LLC since 2020. His prior experience includes roles at Bank of America, Merrill, Arcus Capital Partners, and Fidelity Brokerage Services. Outside of financial advising, he holds an ownership interest in a retail bridal store, Love a Bridal Boutique, in Jacksonville, Florida. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment approach combining fundamental and technical analysis with a rigorous relative-strength methodology, primarily utilizing mutual funds and ETFs to customize portfolios according to client goals.

Adam Saldana is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016, following a brief tenure at Intervest International Equities Corp. Outside of his advisory role, he is also an insurance producer with Belpointe Insurance LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of strategies to meet client objectives and risk tolerance.

John Csenge Jr. is a CFP®-designated financial advisor with 46 years of industry experience. He is the owner of Csenge Advisory Group, LLC and has worked at notable firms including Lion Street Advisors and FSC Securities Corporation. Csenge also serves as a board member for the Diocese of St. Petersburg, where he reviews and assesses the pension plan provisions and investment performance. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation.

Austin Schrock is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. and Winn Dixie. Outside of his advisory role, Schrock is involved with 401K Help Desk LLC, where he assists in providing demos and marketing support related to ERISApedia’s 5500 database. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and combines fee-based and commission-based products through its dual registration as a registered investment adviser and broker-dealer.

Eric Branson is a financial advisor with Cyndeo Wealth Partners, holding a Series 63 designation and bringing 30 years of industry experience. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and UBS Financial Services. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with portfolio management, financial and wealth planning, and business advisory services. The firm offers customized investment solutions, fee-based insurance, access to third-party managers, and operates a private pooled investment vehicle for accredited investors.

Ali El Sayed is a CFP®-certified financial advisor with six years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Morgan Stanley and Franklin Templeton. Outside of finance, he serves as a soccer referee with Florida Soccer Referees. Brookwood Investment Group is a multi-advisor firm managing over $1 billion for more than 3,000 clients, offering a range of portfolio management, financial planning, and retirement-plan advisory services through a combination of passive, active, tactical, and blended investment strategies.

Kyle Klatt is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton & Associates, he has worked at several firms including MassMutual Life Insurance Co. and MML Investors Services LLC. Klatt is also the CEO and owner of Pylon Ventures LLC, an independently owned limited liability company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of investment program structures and combines advisory services with commissionable brokerage and insurance products through its dual registration.

Edward Pipkin Jr. is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise, American National Bank of Texas, and LPL Financial. He is also involved with Xtramile Financial Group and DPL Financial Partners, offering investment and insurance solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a multi-team approach with a broad array of investment tools and affiliated businesses, including a trust company and institutional pension consulting affiliate, to provide integrated financial planning and portfolio management services.

Zachary Sutton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cornerstone Wealth. He has previously worked at Mutual Securities, Purshe Kaplan Sterling Investments, and founded Sutton Wealth Advisors. In addition to his advisory role, he sells fixed life, disability, and long-term care insurance as an insurance agent. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, and corporations. The firm offers comprehensive portfolio management and financial planning services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Michael Connors is a financial advisor at McAdam LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Franklin Templeton Financial Services Corp., Franklin Distributors, LLC, and OSAIC Institutions, Inc. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, typically managing client accounts on a discretionary basis with a range of investment options and incorporates specialized exposures and consolidated reporting.

Charles Dhanraj is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BlackRock Investments and CITIGROUP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with oversight by an Investment Committee.

Scott Petrucci is a financial advisor at Vicus Capital, Inc. with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Vicus Capital since 2001, with prior roles at Cetera Wealth Services and Boxey Financial Services. Outside of his advisory work, Petrucci is a singer-songwriter performing under the name Johnny Arrowhead, writing and recording original music. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside standard advisory services.

Donald Todd is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OneSeven. His prior work includes roles at SunTrust Investment Services and various wealth management firms. Outside of advising, he is president and owner of Military Pike Racing Stables, where he buys, sells, and races thoroughbreds. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

Stanley Black is a financial advisor at Yale Capital Corp. with 15 years of industry experience. He holds a Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which manages timber land for investment and recreational use. Yale Capital Corp. serves high-net-worth individuals, families, private investment funds, and U.S. institutions by providing investment management and financial planning through separately managed accounts. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolios while offering discretionary management and negotiated performance-based fees for qualified clients.

Chandler Dutram is a financial advisor at RFG Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities, IFS Securities, and Florida Financial Advisors. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily uses discretionary management with a range of model strategies and third-party platforms, and it serves unique clients such as investment companies and state or municipal entities.

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity products. 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, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.