Mark Flanagan is a financial advisor with CSP Financial Group LLC, holding a Series 65 designation and seven years of industry experience. He is also the owner of Mercer, Flanagan & Company, P.C., a CPA firm he has managed since 2000. Flanagan has held roles at several financial firms, including LifeTyme Financial Group and Flanagan Financial LLC. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, uses third-party managers such as Matson Money, and includes tax-efficient management of workplace accounts.

Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.

Christopher Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial LLC and Principal Securities and is involved with Mark Scheidter & Associates, a DBA for his LPL business in Tampa, FL. Ferrell also acts as an agent for fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee programs.

Andrew Whitten is a financial advisor with PFG Private Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with PFG Private Wealth Management since 2016 and previously worked at Perry Financial Group. Outside of his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory, emphasizing asset allocation and regular monitoring.

Juan Melendez Calero is a financial advisor with DMK Advisor Group, Inc., holding a Series 65 designation and 31 years of industry experience. He has been with DMK Advisor Group since 2022 and has spent 17 years at NFP Securities, Inc. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm emphasizes the use of mutual funds and exchange-traded funds in its investment models, combining technical and fundamental analysis with daily monitoring and periodic rebalancing.

Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with LPL Financial and Excalibur Financial Group prior to joining PSI Advisors. Outside of his advisory role, Zimmerman is involved in non-variable insurance and fixed group benefits activities. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a range of analytical methods and offers discretionary and non-discretionary management through various advisory platforms, including wrap fee programs and separately managed account strategies.

Jacob Stinson is a financial advisor with Thrive Capital Management, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Thrive in 2026, he worked at Oxford Wealth Group, Walser Wealth Management Company, Proxy Wealth Advisors, and Wells Fargo in various roles. Outside of his advisory work, Stinson has been involved in short-term and long-term real estate rental activities as a sole proprietor. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations by providing discretionary portfolio management, financial planning, seminars, and access to private placements. The firm employs diversified model portfolios, fundamental analysis, and utilizes third-party sub-advisors to tailor investment strategies.

Jeffrey Rodriguez Aponte is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and International Financial Solutions. Outside of advisory services, he is president of Tampasaos, LLC, which owns a small hotel, and also holds a leadership role at 360ONE LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing a mix of fundamental, technical, and qualitative analyses to tailor client portfolios across mutual funds, ETFs, individual equities, and third-party manager programs.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

Kerry Devaughn is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Trajan Wealth, Fisher Investments, and Nationwide Securities. In addition to his advisory role, he is involved in insurance sales, offering various insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios by allocating to unaffiliated independent managers and low-cost funds, focusing on long-term strategies while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors, he worked at Mark Scheidter & Associates for two years and has held various roles at educational institutions including Charleston Southern University and the University of Massachusetts Amherst. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a variety of analytical methods and manages accounts with both discretionary and non-discretionary approaches, incorporating algorithmic and advisor-enhanced solutions.

Ryan Gavin is a CFA® charterholder with seven years of industry experience. He has worked at Summit Wealth Partners, LLC since 2021 and previously with Naples Global Advisors LLC, Florida Gulf Coast University, and Lee Health. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Ryan Johns is a financial advisor with Vital Capital LLC, holding a Series 65 license and bringing 12 years of industry experience. He previously worked at SFG Wealth Advisors LLC and The Strategic Financial Alliance, Inc., and has operated as an independent contractor since 2017. In addition to his advisory role, Johns is also an attorney involved in legal research, trial work, and litigation consultation. Vital Capital LLC serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm’s team uses fundamental and technical analysis to tailor investment decisions to clients’ objectives and risk tolerance, incorporating alternative investments and private offerings as appropriate.

Jacob Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mapleridge Ranch and Liberty University. Perry also works as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to implement trading strategies, emphasizing asset allocation, regular monitoring, and fair allocation of limited investment opportunities.

Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through multiple advisory platforms and managed account strategies.

Matthew Barrovecchio is a CFP® professional with 21 years of industry experience. He has worked at The Vanguard Group Inc. for 20 years and has been with Christian Financial Advisors since 2024. His credentials include the Series 66 designation. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Joseph Dipaolo is a financial advisor with DiPaolo Financial Group, Inc. in Lutz, Florida, holding CFP® and ChFC® designations and the Series 65 license, with 14 years of industry experience. He has worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, and has been affiliated with DiPaolo Financial Group since 2007. Outside of advising, he serves as president of the North Tampa chapter of the Society for Financial Awareness and is CEO of Advisors Choice Lending, Inc., a mortgage lending company. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm offers coordinated estate planning, retirement and college planning, and tax consulting, and emphasizes ongoing client communication and regular portfolio reviews.

Harold Schwartz is a financial advisor at DMK Advisor Group, Inc. with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and Del Mar Group, where he has served as president since 1993. Outside of his advisory work, Schwartz is a managing member and 50% owner of Coquina Key Publishing, LLC. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, supported by a combination of technical and fundamental analysis.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.