Elena Panco is a CFP® professional with one year of experience currently with BakerAvenue. She has held roles at Baker Avenue Wealth Management and Baker Avenue Asset Management since 2021 and previously worked at First Republic Bank and Bank of America. BakerAvenue Asset Management is an SEC-registered multi-team firm serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative and fundamental approaches, along with alternative investments and tax planning support.

Alexander Martin is a financial advisor with Arax Advisory Partners in Largo, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include work with Schechter Investment Advisors, Schechter Wealth, Enlightened Finance LLC, and Trustee Empowerment & Protection, Inc. He is also the owner of 309 Harborview Lane Consulting, a small business providing strategy, technology, and administrative assistance. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and is notable for its scale and recent consolidations.

Zachary Wagner is a financial advisor at Northern Trust Securities, Inc. in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, OJM Group, and several small businesses. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs with integrated brokerage and custody services.

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.

Luke Andrews is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and 11 years of industry experience. Prior to joining Inspire Advisors in 2019, he worked at Belleair Wealth Management from 2015 to 2019. Outside of his advisory role, Andrews serves as Vice Chair and Foundation Committee Representative for the Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies including index-based, strategic, and tactical allocations.

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. His prior experience includes roles at Bank of America and Merrill. Capital Investment Advisors, LLC is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines integrated financial planning with discretionary portfolio management, utilizing ETF-based model portfolios and specialized offerings such as family-office style services and pension consulting.

Joseph Allen is a financial advisor at Inspire Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Tampa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based and tactical allocations.

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.

Cydney Jones is a CFP® professional with six years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2021. Prior to joining CGN Advisors, she worked at ProVise Management Group from 2017 to 2020. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse clientele, including individual clients, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging third-party managers and conducting regular portfolio reviews.

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. in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Calton, he worked at GWN Securities, Inc. and held various positions at Winn Dixie. Outside of his advisory role, he is a registered representative under the DBA Loggerhead Wealth Management, providing life insurance and financial services. Calton & Associates is a multi-team registered investment adviser that also operates as a 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, as well as commission-based brokerage and insurance products, utilizing a mix of analytical approaches and third-party sub-advisers.

Zachary Klempner is a financial advisor at Accurate Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including at Avila Golf and Country Club. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, and educational services. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing most accounts on a discretionary basis while allowing client-imposed restrictions.

Samantha Gyeszat is a financial advisor at Accurate Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Bison Advisors and Truadvice, LLC. Outside of her advisory work, she is involved as a stylist promoting and selling nail and hand care products with Color Street. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in assets.

Ali El Sayed is a CFP® with six years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. His prior roles include positions at Morgan Stanley and Franklin Templeton. Outside of his advisory work, El Sayed is also a soccer referee with the Florida Soccer Referees organization. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and integrates multiple affiliated businesses and platform relationships as part of its comprehensive service model.

Kenneth Remsen is a CFP® professional with two years of experience in the financial services industry. He is currently with USAA Investment Services Company and has held previous roles at USAA Life Insurance Company, Fidelity Investments, and the Florida Air National Guard. Outside of his advisory work, he has experience with WalletWise, LLC and a 15-year tenure with the Clay County School District. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily 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.

Kyle Klatt is a financial advisor with Calton & Associates, Inc. in Tampa, FL. He holds a Series 66 credential and has two years of industry experience, including roles at multiple firms such as MassMutual Life Insurance Co. and RedHawk Wealth Advisors. Outside of his advisory work, he is the CEO and owner of Pylon Ventures LLC, an independently owned LLC. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and commission-based brokerage and insurance products. The firm utilizes a combination of proprietary programs and third-party money managers, applying various analytical approaches to build client portfolios.

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.

Trevor Taylor is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC. His career includes roles at AAG Capital Inc, Intervest International, and Bertelsen And Taylor Asset Management, among others. Outside of advisory work, he is involved in fixed annuities and life insurance sales, dedicating time to solving income and life insurance needs for clients. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in its asset allocation strategies and manages approximately $1.71 billion in regulatory assets.

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 65 and Series 63 licenses. His prior work includes roles at Franklin Templeton Financial Services Corp. and Franklin Distributors, LLC. 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, managing portfolios with a range of securities and specialized exposures tailored to client objectives.