Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Michael Via is a financial advisor at Capitol Securities Management, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Capitol Securities Management since 2016 and previously spent 13 years at Frantzen Capital Management, Inc. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and utilizing a broad range of investment instruments.

Louis Tilchin is a majority partner at Jaffe Tilchin Investment Partners, LLC with 40 years of industry experience. He has been with Comprehensive Asset Management & Servicing since 2009 and is also a silent partner and owner of a property and casualty agency in Tampa. Additionally, he holds a private equity interest in a medical device company through MMB Marketing LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on discretionary and non-discretionary bases and is noted for its role advising pooled investment vehicles and integrating private fund operational services into client servicing.

Brad Fuller is a financial advisor at Trek Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners. His prior career includes roles in technology and healthcare-related companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a mix of rules-based, evidence-based, fundamental, and technical analysis, and employs artificial-intelligence tools under human review for research and portfolio management.

William Ferguson III is a financial advisor with Capital Analysts holding a Series 66 designation. He has held positions at Lincoln Investment, Oak & Ola, Bank of America, BentoBox, Stir It Up Ventures, Urban Brewers, and Ariete, with a variety of roles dating back to 2016. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm delivers investment management both discretely via an in-house team and non-discretely through advisors and third-party managers.

Wallace Sutton is a financial advisor at Cornerstone Wealth with over 42 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. Outside of his advisory role, Sutton serves as a guest speaker at Florida State University where he discusses investments with economics students. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that incorporate a range of investment vehicles and third-party managers.

Steven Newman is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Investments, LLC and World Investment Advisors, LLC. Outside of advisory services, he is also active as an insurance agent focusing on non-variable insurance and annuities. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering customized portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent representatives. The firm employs long-term investment strategies using mutual funds, ETFs, equities, and fixed income, with some clients served via third-party managers and wrap programs.

Zachary Underwood is a financial advisor with Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has recently begun his career in financial services. Prior to joining Elevate, he worked in various roles including in the hospitality industry and education. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management. The firm employs multi-adviser teams to provide strategic asset allocation and uses a range of investment vehicles including mutual funds, ETFs, and individual equities, often integrating third-party management platforms to implement and monitor client portfolios.

George Goodroe is a CFP® with over 31 years of experience in the financial industry. He is currently with Capital Analysts, joining the firm in 2023, and previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and an in-house investment management team that uses proprietary screening processes.

Karyna Shatrova is a financial consultant at Elevate Financial Planning and Wealth Management with a Series 65 credential and one year of industry experience. Her prior work includes roles at Directed Capital and WUSF Public Media, as well as academic positions at the University of South Florida and Financial-Legal College. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ objectives and risk tolerances through a variety of investment vehicles and third-party platforms.

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 at Intellicents Investment Solutions Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior roles include positions at TRG Financial, Inc., TRG Advisors, Inc., and healthcare systems such as the VA Greater Los Angeles Healthcare System and Johns Hopkins Hospital. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and utilizes a combination of mutual funds, ETFs, and collective investment trusts across its advisory services.

Alexander Rascionato is a financial advisor at William Joseph Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC for three years. Outside of his advisory role, he is involved with CMA Health Agency and CMA Financial Group, focusing on Medicare supplement and individual health plans as an agent. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors accessed through the AssetMark platform, employing various analytical methods to develop tailored investment policy statements and asset-allocation plans.

Alan Ashworth is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2016. His prior roles include positions at Great Lakes Advisors, LLC, Advanced Investment Partners, and Thompson Siegel & Walmsley LLC. The London Company of Virginia manages discretionary portfolios for individual and institutional clients, employing a conservative, long-term, bottom-up equity strategy that emphasizes balance-sheet optimization, fundamental analysis, and downside protection. The firm oversees approximately $14.9 billion in assets and serves over 5,500 clients through a team of around 30 investment professionals.

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 financial advisor at Advisory Services Network with six years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Zhu is the owner and managing member of ZHU Tax Advisory LLC, a tax CPA practice providing tax return preparation and advice to individuals and small businesses. She previously worked at The Mosaic Company and Thomas S Beck CPA, PA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerances.

Toby Dyer is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and First Command Advisory Services, among others. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client accounts directly.

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® with 27 years of industry experience, currently serving at Northern Trust Securities, Inc. in Tampa, FL, where she has worked for 25 years. She holds a Series 63 license and has spent her entire recent career with Northern Trust Securities. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that combine proprietary and third-party investment products.