Adam Saldana is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, MSI Financial Services, and Intervest International. In addition to his advisory role, he is an insurance producer with Belpointe Insurance LLC. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and third-party model managers.

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.

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® 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.

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.

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.

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.

Anna Massey is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. She holds a Series 65 designation and has experience working at Trent Capital Management and Gate City Signs and Graphics. Massey joined Jaffe Tilchin in 2025 and has been with the firm for one year. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, financial planning, institutional consulting, and private placement services, managing accounts on both discretionary and non-discretionary bases and conducting due diligence for qualified investors.

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.

Colton Nussel is a financial advisor at Advisory Services Network with a Series 65 credential and two years of industry experience. He has previously worked at Drew Capital Group and Paychex Inc. In addition to his advisory role, he is an insurance agent involved in the sale and service of insurance and annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement-plan consulting through a network of 208 independent advisers managing approximately $8.6 billion in client assets.

John Scott is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Elevate, he worked at Brad H. Cox Racing and Dicks Sporting Goods, and has experience in academic and community settings at the University of Kentucky and the Jewish Community Center. Elevate Financial Planning and Wealth Management serves individual and high-net-worth clients with customized financial planning and portfolio management through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, using a combination of mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals to implement financial strategies.

Jonathan Dahl is a financial advisor at Principal Advised Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, TD Ameritrade, and other financial institutions. His current role includes providing investment advice to Principal retirement plan participants regarding distribution options at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary investment management program, leveraging proprietary models and third-party methodologies while operating as part of the Principal Financial Group family.

Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.