Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Grace Basilone is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Morgan Stanley. She also operates under Tidwell-Premock-Basilone Private Wealth Management, providing investment advice to clients. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm employs a long-term investment approach with customized portfolios consisting of ETFs, mutual funds, individual securities, and alternative investments.

Chance Coker is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Edelman Financial Engines and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios supported by an internal Investment Strategy Committee and third-party consultants.

Edward Brown is a CFP®-designated financial advisor with 34 years of industry experience. He has been with G. A. Repple & Company since 2016. Outside of his advisory role, he is also involved in fixed insurance sales and financial planning as an insurance agent. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, as well as multiple investment programs including ETF-focused and Biblically-Responsible Investing models.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various platforms and third-party managers.

David Montgomery is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OneDigital Investment Advisors, Fidelis Fiduciary Management, Independent Financial Partners, and LPL Financial. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach combined with opportunistic rebalancing.

Andrew Werner is a financial advisor with M Holdings Securities, Inc. based in Tampa, FL. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Mezrah Financial, Harwood Advisory Group, and Robert W. Baird. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Christine Bristow is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Cuna Brokerage Services, and Vermont State ECU. 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 combination of fundamental and technical analysis with an emphasis on relative strength methodology and a top-down market approach, customizing portfolios through discretionary management or model-based allocations.

Mark Roberts is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 15 years with CreativeOne Securities. Outside of his advisory work, he is involved in educational workshops for local businesses and veterans planning, and he has authored books available on Amazon. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Jack Lynch is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Calton & Associates, he worked at Florida Financial Advisors and has held roles at Apple, ThirdChannel, and Nike. Outside of finance, he owns and operates a drone photography business focused on real estate imagery. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

Adam Sinclair is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Tampa, FL, with six years of industry experience. He has held positions at Charles Schwab & Co., Inc. and CliftonLarsonAllen Wealth Advisors, where he has worked since 2021. Sinclair holds Series 63 and Series 65 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios overseen by an Investment Committee and integrates multidisciplinary planning by drawing on experts within its parent firm, CliftonLarsonAllen LLP.

Nathan Lenz is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments, WealthShield LLC, and I&A Consulting. Outside of his advisory role, he owns Makari Group LLC, an external recruiting firm based in St. Petersburg, FL. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, he is involved as an agent with Tropical Realty, where he refers prospects. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Jarrod Rutledge is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. He previously worked at Independent Financial Partners and has been associated with LPL Financial since 2010. Rutledge markets fixed insurance products through his DBA, Provident Wealth Management Group. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios, third-party managers, and option strategies, supported by a network of approximately 153 advisors operating under various trade names.

Steven Albritton is a CFP® professional with 25 years of industry experience, currently serving as Senior Vice President and Financial Advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also CEO of Stella Maris LLC, an operating company used for tax purposes. Concurrent Investment Advisors provides wealth management, financial planning, and retirement services to individuals, families, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Cheyne Pace is a financial advisor at Yale Capital Corp. with 27 years of industry experience. He has been with Yale Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he serves as a managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, private investment funds, and U.S. institutions, focusing on tax-efficient, dividend-bearing securities and employing fundamental analysis with customized portfolios. The firm manages assets on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.

Lea Levines is a CFP®-certified financial advisor with 14 years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. She previously worked at BNY Mellon for 16 years. Outside of her advisory role, she serves on the Vestry of St. Ann's Episcopal Church and holds leadership positions as Co-Chair of the Finance Committee and Chair of the Investment Committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mutual/United of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering a range of insurance products and provides LegalShield services. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account solutions and third-party money managers primarily through a platform relationship with Envestnet.

Francisco Diaz is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at IHT Wealth Management since 2019 and has been affiliated with LPL Financial since 2012. Diaz also has experience with Independent Financial Partners from 2012 to 2019. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Melissa Walsh is a financial advisor at JMG Financial Group Ltd with 24 years of industry experience. She has been with JMG Financial Group since 2001 and holds a Series 65 designation. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing wealth management, portfolio management, and consulting services. The firm follows a planning-based, long-term investment approach with strategic asset allocation, employing various investment vehicles and tax-aware techniques tailored to client needs.