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 at Calton & Associates, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Securities America Advisors, Inc. and the Chaudron Odom Group, Inc. Outside of his advisory role, he is involved with Chaudron Financial Group, where he provides insurance sales and advisory services. Calton & Associates is a registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm manages client portfolios through firm-sponsored programs and third-party money managers, employing a variety of analytical approaches and offering both fee-based and commission-based products.

Christopher Nardi is a financial advisor at Cary Street Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and BB&T prior to joining Cary Street Partners. Nardi serves as a board member for The Children's Dream Fund and Leadership Tampa Bay, organizations focused on community support and regional leadership. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, and serves specialized institutional niches including state and municipal government entities and insurance companies.

Kevin Harwood is a financial advisor at Compass Financial Management LLC in Tampa, FL, holding a Series 65 credential with 12 years of industry experience. He previously worked at Darwin Wealth Management, LLC for 11 years and is also affiliated with Darwin Insurance Group, LLC, where he consults and offers fixed insurance and annuity products. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including allocations to equities, fixed income, mutual funds, and ETFs, utilizing both third-party managers and internally managed model portfolios.

Robert Dobbs Jr. is a financial advisor at Mutual Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Platinum Wealth Partners, Wells Fargo Advisors, and Citigroup Global Markets. Outside of advising, Dobbs is a certified professional pickleball instructor who teaches individual and group lessons in St. Petersburg, FL. Mutual Advisors, LLC serves a wide range of clients including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through 154 advisors. The firm employs a mix of active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios to clients' objectives.

John Dallin is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been with Elevate since 2026. Prior to joining Elevate, he worked in the hospitality industry and has experience in education spanning several years. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing a mix of mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

Griffin Kiernan is an advisor with Csenge Advisory Group, LLC in Clearwater, FL, holding Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience at Waverly Advisors, Fidelity Investments, and Bessemer Trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a focus on relative strength and a top-down approach to portfolio management, offering customized discretionary and 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.

Aidan Files is a financial advisor at Elevate Financial Planning and Wealth Management with a Series 65 designation and one year of industry experience. He has previously worked at Florida Financial Advisors, LLC and Globe Life Insurance, and has a background that includes several roles outside of finance, including teaching positions. Files is also a financial consultant involved in fixed insurance sales through Elevate Insurance Agency Services LLC. Elevate Financial Planning and Wealth Management is a registered investment adviser that provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances and utilizes a range of investment vehicles and third-party platforms, maintaining ongoing client relationships through periodic reviews and rebalancing.

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 at Van Clemens Wealth Management, LLC with four years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, among other firms. Gilles is also involved in fixed insurance sales and securities sales in related business activities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving a range of wealth levels. The firm customizes portfolios using both discretionary and non-discretionary approaches, employing methods such as modern portfolio theory, fundamental and technical analysis, and access to third-party managers alongside in-house models.

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.

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.

Braden Carnes is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation with one year of industry experience. Prior to his current role, he has worked in various positions including at Texas Roadhouse as a server. Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, and individual equities, and coordinates with clients’ other professionals for implementation.

Thomas Rouse is a financial advisor at Calton & Associates, Inc. with 36 years of industry experience. He holds a Series 65 designation and has worked at Calton & Associates since 2019, following nine years at Proequities, Inc. and overlapping 20 years at Rouse Financial Strategies. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to both firm-sponsored and third-party investment programs using various analytical approaches.

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.

Benjamin Clark is a CFP® with three years of industry experience, currently affiliated with Simplicity Wealth in Clearwater, FL. He has worked at Simplicity Wealth since 2024 and also operates Clark Wealth LLC, where he is involved in wholesale insurance sales. Prior to his current roles, he held positions at Universal Financial Consultants and Ernst & Young Investment Advisers LLP. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm utilizes a fund-of-funds strategy incorporating ETFs, mutual funds, and individual securities, and offers a turnkey asset management platform with model portfolios, third-party manager oversight, and technology-driven solutions for advisers.

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.