Dominick Calderazzo is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 1995. Outside of his advisory role, Calderazzo is a certified Christian life coach providing personal and family life coaching. Calton & Associates serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and brokerage and insurance products. The firm offers various portfolio management programs and employs a mix of analytical approaches in its investment strategies.

Matthew Rush is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Excalibur Financial Group, Principal Securities Incorporated, Principal Life Insurance Company, and Newma Housing Fund. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, offers private placement due diligence, and advises on a private fund focused on volatility/arbitrage and options trading strategies.

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.

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.

Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience with Horace Mann Investors, Inc. and several Florida Educator Insurance entities. In addition to his advisory role, he is an agent at Florida Educator Insurance LLC doing business as GAC Wealth Management Solutions, involved in the sale of life insurance and fixed annuities. Capital Analysts serves a diverse range of clients, including individuals, high-net-worth investors, trusts, foundations, and institutional clients, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management, supported by an in-house Investment Management & Research team that uses a proprietary mutual fund screening process.

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.

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.

Nathan Helms is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital Inc, having previously worked at LPL Financial and Ameriprise Financial Services, Inc. He maintains several business entities for tax and investment purposes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning among other services. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing most accounts on a discretionary basis.

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.

Robert Leone is an investment advisor representative with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been self-employed since 2003 and is involved in several business activities related to insurance sales and medical receivables factoring. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm manages diverse portfolios emphasizing value, safety, quality, and risk control, with approximately $1.71 billion in regulatory assets under management.

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.

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.

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.

William Allen Jr. is a financial advisor with Calton & Associates, Inc. in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, Invest Financial Corp., Geneos Wealth Management, Inc., and CUNA Brokerage Services, Inc. Allen is also the owner of Bay Financial Solutions, LLC, an investment-related business. Calton & Associates is a multi-team registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing firm-sponsored programs and third-party money managers, with a mix of analytical approaches that may include non-traded alternatives and covered-call strategies when suitable.

Cristian Troncoso is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with two years of industry experience. He has been with Jaffe Tilchin since 2021 and was a student prior to that. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm provides advisory and portfolio management services, financial planning, institutional consulting, and private placement investment assistance, with distinctive features including private fund operational integration and performance-based fee structures.

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.