Griffin Kiernan is an advisor at Csenge Advisory Group, LLC in Clearwater, FL, holding Series 63 and Series 65 credentials. He has approximately one year of industry experience, including prior roles at Waverly Advisors, Fidelity Investments, and Bessemer Trust. 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, customizing portfolios through discretionary management or model-based allocations.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.

Jesus Pinedo is a financial advisor at Savvy with 13 years of industry experience and holds a Series 65 designation. Prior to joining Savvy in 2024, he worked at Geos Exploration Consulting LLC and Marketwise Private Asset Management LLC. He is also co-owner of Render Business Solutions LLC, a business consulting and translation services firm. 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 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 third-party platforms.

Sebastien Gilles is a CFP® professional affiliated with Van Clemens Wealth Management, LLC in Tampa, FL, with four years of industry experience. He previously worked with Florida Financial Advisors, Trinity Wealth Securities, and other firms before joining Van Clemens in 2026. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm employs a variety of investment strategies, including discretionary and non-discretionary portfolio management, and utilizes third-party managers alongside an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Robert Cerrito is a financial advisor at Gradient Advisors, LLC based in St. Petersburg, FL. He holds a Series 65 designation and has been working in the financial services industry since 2017. Outside of his advisory roles, he has served with the Dunedin Fire Department since 2021. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and employing a combination of fundamental, technical, and cyclical analysis in portfolio management.

David Vileno is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at OSAIC, American Portfolios Financial Services, Inc., and National Securities Corporation. In addition to his advisory role, he owns and operates Strategic Tax Consulting, Inc., providing tax preparation and accounting services in Tampa, FL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Ernest Carrera is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Wealthcare Advisory Partners and Independent Financial Partners, and has been associated with LPL Financial since 2015. Outside of his advisory role, he is a licensed pilot and owns an aircraft through a private business entity. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach that combines fundamental stock selection with quantitative tools and diversified portfolios, while also offering ERISA fiduciary services and operating affiliated broker-dealer and private equity businesses.

Thomas Rouse is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 65 credential and 36 years of industry experience. His career includes roles at Proequities, Inc. and his own firm, Rouse Financial Strategies. 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 a range of program structures and investment approaches tailored to client goals, combining fiduciary advisory services with commission-based brokerage and insurance products.

James Gariboldi is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in roles at Global View Capital Advisors, Global View Capital Insurance Services, and other firms including Agfa HealthCare Corporation and Paul Pryor Travel Bags, Inc. Outside of advisory work, he manages Yellow Dog Trading Company, LLC, a business focused on novelty gifts. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach centered on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, and it integrates proprietary research and execution infrastructure to extend discretionary management across various asset types.

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Caroline Sorokos is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and SunTrust Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by investment strategies developed by Morningstar Investment Management.

Christina Filosi is a financial advisor with Cary Street Partners in Tampa, FL, holding a Series 66 credential and three years of industry experience. Prior to joining Cary Street Partners in 2024, she worked at Morgan Stanley and has a background that includes full-time education as well as roles in the banking and hospitality sectors. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a range of niches such as state and municipal government entities and insurance company clients.

Austin Burnett is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Prior to his advisory roles, he worked in the restaurant industry and as a teacher. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, employing a range of investment strategies tailored to clients’ goals and risk tolerances.

William Allen Jr. is a financial advisor at Calton & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corp. Outside of his advisory role, he is the owner of Bay Financial Solutions, LLC. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm employs tailored investment recommendations and manages multiple program structures, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Michael Gilmartin is a financial advisor with Lifemark Securities Corp. in Palm Harbor, FL, holding a Series 66 designation and with 20 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. He also operates Gilmartin Financial Services, through which he provides life and health insurance products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s investment approach is suitability-driven, incorporating risk assessments and offering programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options.

Shane Isaac is a financial advisor with Capital Analysts in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Lincoln Investment LLC since 2016 and has been associated with The Gabor Agency since 1996. 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm programs.

Taylor Glad is a financial advisor at Symmetry Partners with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Fidelity Investments, and The Vanguard Group. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, offering model portfolios, separately managed accounts, and outsourced advisory services.

Philip Franco is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation and with one year of industry experience. His career history includes roles at Calton & Associates and previous experience outside the industry, including positions at Virtuoso Valet and the University of Tampa. 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 tailored investment recommendations through various program structures and combines brokerage and insurance operations alongside its advisory services.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and previously at PlanMember Securities Corp and Equitable Advisors. Harris is also president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and has experience selling life insurance and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house investment teams and non-discretionary advisors, employing proprietary screening processes and providing retirement-plan advice via a nationwide network of independent representatives and firm-managed programs.

Montana Herron is a financial advisor with USAA Investment Services Company holding a Series 66 designation and four years of industry experience. Prior to joining USAA, Herron worked at Morgan Stanley, NYLife Securities, New York Life Insurance Company, and Regions Bank among other firms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers Retirement Income Strategy Reports and refers clients to Charles Schwab for investment products and account services, operating mainly as a retirement-advice intermediary rather than a portfolio manager.