Edward Dropic is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved in multiple insurance brokerage activities, including serving as proprietor of Medicus Wealth Consultants, LLC. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Luis Villavicencio is a financial advisor at Savvy with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc., IFP Securities, LLC, American United Life, and OneAmerica Securities. Outside of his advisory role, he serves as a pastor at Iglesia El Sembrador Wesleyano in Clearwater, Florida. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based core strategies with tailored solutions such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Eduardo Augsten is an advisor at Concurrent Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Ameriprise Financial Services. He is also president of Medallion Advisory, Inc., a support company involved in accounting for his S-corp. Concurrent Asset Management primarily provides investment management, OCIO, and TAMP/UMA services to other registered investment advisers and pooled investment vehicles. The firm focuses on model-based portfolio construction using ETFs, mutual funds, and select individual securities, serving mainly other advisers rather than individual retail clients.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining IHT in 2022, he worked at Valic Financial Advisors from 2015 to 2022. He also operates Ryan DeWitt Financial, LLC, a business entity established for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a proprietary investment process combining fundamental value screening and quantitative optimization.

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.

Gregory Reichold Jr. is a CFP® professional with 17 years of industry experience, currently serving at HighPoint Planning Partners. He has been with HighPoint Advisor Group and LPL Financial since 2014. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

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.

Glenn Holmes is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He has previously worked at JP Morgan Securities LLC and Raymond James & Associates. Holmes holds Series 63 and Series 66 licenses and is a partner at Concurrent Investment Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Andrew Argen is a CFP® with six years of industry experience, currently serving as a financial advisor at Facet in Tampa, FL. His prior work includes roles at Raymond James & Associates, Empower Financial Services, and Morgan Stanley. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management primarily using ETFs. The firm emphasizes holistic financial planning through a Total Financial Life Resources framework and does not charge percentage-of-AUM fees.

Elyott Silverstein is a CFP® professional with seven years of experience in the financial services industry. He currently works with Csenge Advisory Group, LLC and has prior experience at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory role, he manages administrative operations for Hive Metrics, a psychometric services consultancy, and runs a resale business specializing in 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 employs a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market framework, offering customizable 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.

Matthew Menkhaus is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Concurrent, he worked at Fidelity Investments and served as a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

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.

Kevin Rodgers is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Eric Caisse is a CFP® with 28 years of industry experience, currently serving as a partner and Chief Investment Officer at Csenge Advisory Group, LLC, where he has worked since 2001. His prior experience includes roles at FSC Securities Corporation and Lion Street Advisors. He serves on the boards of BEATCC, a nonprofit organization, and the CMT Association. Csenge Advisory Group provides asset management, financial planning, and retirement plan consulting services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, offering customized portfolio allocations primarily using mutual funds and ETFs.

Kenneth Haelsig Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2016. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a variety of analytic approaches, combining discretionary and non-discretionary management tailored to client goals and risk tolerance.

Sheridan Murphy is a financial advisor with United Advisor Group in Tampa, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining United Advisor Group in 2023, he worked with Cambridge Investment Research Advisors and Fidelity Investments among other firms. He is also the president and owner of Modern Wealth Methods. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying a strategic and tactical asset allocation approach tailored to clients’ risk tolerance, tax strategy, and time horizons.

Charles Stennett is a financial advisor at Savvy with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Saltmarsh Financial Advisors, LLC and TIAA-CREF. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both educational and entrepreneurial roles prior to joining the firm. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm employs a structured investment platform with standardized asset-allocation models and offers access to private investment solutions alongside coordinated planning resources.