Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Ralph Chaudron is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 63 designation and having 39 years of industry experience. His career includes long tenures at Securities America, Inc., and the Chaudron Odom Group, Inc. He is also involved with Chaudron Financial Group, offering insurance sales and advisory services. Calton & Associates serves individual investors, retirement plans, trusts, and retail clients by providing portfolio management, fee-based financial planning, and access to third-party money managers. The firm employs various investment strategies and program structures tailored to client goals, risk tolerance, and liquidity needs, combining brokerage and advisory services through its dual registration.

Christopher Nardi is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory Services and BB&T. Outside of advising, he serves on the boards of The Children's Dream Fund, a wish-granting organization for children with life-threatening illnesses, and Leadership Tampa Bay, a regional leadership program. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing a range of traditional and opportunistic investment strategies.

Kevin Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 65 designation and 11 years of industry experience. He has worked at Darwin Wealth Management, LLC since 2014 and is also involved with Darwin Insurance Group, LLC, where he offers fixed insurance and annuity products as a licensed agent. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management and retirement plan consulting, employing a multi-strategy investment process across various asset classes.

Robert Dobbs Jr. is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. Outside of his advisory work, he is a certified Pickleball Professional and teaches pickleball lessons. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

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®-certified financial advisor with four years of industry experience, currently with Van Clemens Wealth Management, LLC in Tampa, FL. He has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Gilles is also involved in fixed insurance sales through Florida Financial Insurance. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a range of methods, including modern portfolio theory and third-party managers, serving both non-high-net-worth and high-net-worth clients.

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 designation and 35 years of industry experience. He has worked at Calton & Associates since 2019 and previously at Proequities, Inc. from 2010 to 2019, while also operating Rouse Financial Strategies since 2006. 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 combines advisory and brokerage services, tailoring investment recommendations based on client goals, risk tolerance, time horizon, and liquidity needs.

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 various roles, including positions at Agfa HealthCare Corporation and Paul Pryor Travel Bags, Inc. Outside of his advisory work, he manages Yellow Dog Trading Company, LLC, a novelty gifts business. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods, supported by its proprietary research platform that covers thousands of mutual funds and ETFs.

Benjamin Clark is a CFP® with three years of industry experience, currently associated with Simplicity Wealth. He also founded Clark Wealth LLC, where he has been involved since 2022, focusing on wholesale insurance sales. Prior to his current roles, Clark worked at Universal Financial Consultants and Southeast Personnel Leasing. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through a turnkey asset management program.

Susan Thompson is a financial advisor with Avantax Planning Partners, Inc. in Tampa, FL, holding a Series 65 license and bringing 26 years of industry experience. She has worked at HK Financial Services, Inc. since 2019 and previously spent 20 years at Peninsula Asset Management Inc. In addition to her financial advisory role, she is a Principal and CPA at Christopher Smith Leonard Bristow Stannel Wells PA, a regional accounting firm, and serves as a Director/Trustee of The Saunders Foundation, a nonprofit private foundation. Avantax Planning Partners provides investment advisory and retirement-plan services to individuals, businesses, charitable organizations, and qualified plans. The firm employs a style allocation model strategy managed by an internal committee and offers discretionary management with tax-intelligent overlays, serving clients across a range of wealth levels.

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 previously worked 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, with investment advice and model portfolios developed by Morningstar Investment Management.

Christina Filosi is a financial advisor at Cary Street Partners with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background also includes several years in full-time education and experience in client-facing roles at various organizations. Cary Street Partners serves a wide range of clients including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

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. Before his advisory career, he held positions in the restaurant and education sectors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, using a range of strategies and third-party management programs tailored to clients' goals and risk tolerance.

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.

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Taylor Glad is a financial advisor at Symmetry Partners with five years of industry experience. His prior work includes roles at Morgan Stanley, Fidelity Investments, and The Vanguard Group. He holds Series 63 and Series 66 licenses. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as adviser to registered investment companies, including mutual funds and an ETF. The firm uses a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods across various investment vehicles.