Dominic Colantonio is a financial advisor at Elevate Financial Planning and Wealth Management with Series 65 registration and one year of industry experience. His prior roles include positions at Green Lemon and the Lely Players Club, as well as employment in education and the food service industry. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management, utilizing a team-based approach and a mix of fundamental analysis, strategic and tactical asset allocation, and various investment vehicles. The firm coordinates with clients’ other professionals and conducts periodic portfolio reviews to monitor and adjust investments.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Valic Financial Advisors and joined IHT Wealth Management and LPL Financial in 2022. Dewitt also operates a separate financial business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting. The firm tailors portfolios using proprietary models, third-party managers, and discretionary mandates, employing fundamental value screening and quantitative optimization in its investment process.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nancy Barron and Associates, Inc., CL Wealth Management, LLC, and JHS Capital Advisors, LLC. Richardson is currently based in Temple Terrace, FL. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a range of investment platforms and strategies, including the use of third-party money managers and various analytical approaches.

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

Quinn Berven is a financial advisor at Capital Analysts with a Series 65 designation and one year of industry experience. His prior work includes roles at Lincoln Investment, Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also involved in insurance services and fixed annuity sales through Transparent Financial Services, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Kevin Demers is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 13 years of industry experience. He has been with various USAA-affiliated entities since 2012, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to assist with retirement planning and refers clients to Charles Schwab for investment products and account services.

Gregory Reichold Jr. is a CFP® with 17 years of industry experience currently serving at Highpoint Planning Partners. He has been associated with Highpoint Advisor Group and LPL Financial since 2014. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

William Saccone Rodriguez is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds a Series 66 credential and previously worked at Manderson Wealth Strategies and Principal Securities. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Nadine Barnes is a financial advisor at United Capital Financial Advisors with a Series 65 credential and seven years of industry experience. Her prior work includes roles at Digital Bridge, Citrix, PROSEGUR, Bankers Life, and Marakon, a Charles River Associates company. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform, FinLife Partners, supporting other independent advisors.

Anthony Patten is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. His prior work experience includes roles at Perfect Site, Snag, and Inverness Country Club, among others. 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 fundamental analysis and both strategic and tactical asset allocation across mutual funds, ETFs, and individual equities, often leveraging third-party managers and turnkey asset management platforms.

Matthew Graham is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has worked at West Coast Financial and Lincoln Investment since 2017. Outside of advising, he serves as a deacon and treasurer at Creekside Church and is involved in business development as Chief Growth Officer and co-owner of West Coast Financial Group. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by proprietary mutual fund screening and a nationwide network of independent advisors.

Joe Malave is a CFP® with 30 years of experience in the financial industry, currently serving at Capitol Securities Management, Inc. He has held prior roles at Raymond James & Associates, UBS Financial Services, Kestra Investment Services, and other firms. Outside of his advisory work, he is involved with ETU LLC, where he works as a musical DJ and entertainer. Capitol Securities Management serves individual investors, including high-net-worth clients, as well as institutional, corporate, and retirement plan clients. The firm offers portfolio management, financial planning, and consulting services through both discretionary and non-discretionary investment programs and operates as both a broker-dealer and registered investment adviser.

Wade Crawford is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. Prior to joining the firm, he operated a lawn care business for five years and worked at Freeman Lumber for three years. 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 tailors investment strategies using fundamental analysis and strategic asset allocation, often incorporating mutual funds, ETFs, and individual equities in client portfolios.

Elyott Silverstein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory work, he manages administrative operations for Hive Metrics, a psychometric services consultancy, and runs Silent Verses, an online resale business focused on collectibles and gaming products. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary or model-based strategies.

Christopher Csenge is a CFP® professional with 13 years of experience in financial advisory. He is currently with Csenge Advisory Group, LLC and previously worked at Integrity Alliance, LLC and Lion Street Financial. Csenge Advisory Group serves individuals, high net worth clients, charities, and corporate/business clients with investment advisory and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, emphasizing a relative strength methodology and a top-down market and risk approach.

Janet Christiansen is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and United Capital Financial Advisors, where she worked for 17 years. She also offers fixed life, health insurance, and fixed annuity options to clients. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while incorporating active equity portfolios, tax-aware direct indexing, and integrates fintech tools and third-party sub-adviser strategies.

Evan Atchley is a financial advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at OssFin LLC and Mueller Reports. Outside of financial services, he has experience in various industries including hospitality and landscaping. 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 fundamental analysis and strategic asset allocation, using a mix of mutual funds, ETFs, and individual equities, and leverages third-party managers and turnkey platforms to implement and monitor portfolios.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.

Michael Jensen is a financial advisor at IHT Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Jensen is also an agent for The Guardian Network®, selling Guardian Disability insurance. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm delivers tailored advice through a network of advisors using proprietary model portfolios and third-party managers, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

John Scott is a Financial Advisor at Realta Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Kovack Advisors, Inc. He serves on the Board of Directors for Advent Health Zephyrhills Hospital. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies using in-house and third-party managers, supported by platforms such as NOVA and Pontera.