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.

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. Prior to his advisory roles, he worked in the restaurant industry and as a teacher. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, employing a range of investment strategies tailored to clients’ goals and risk tolerances.

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.

Colin Mc Cleery is an advisor at Elevate Financial Planning and Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at The Federal Reserve Bank of Cleveland. His background also includes roles in the food and beverage industry. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients through a multi-adviser team. The firm employs a tailored investment approach utilizing fundamental analysis and strategic asset allocation, with portfolios commonly consisting of mutual funds, ETFs, and individual equities.

Allison Roper is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Jaffe Tilchin Investment Partners since 2013. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting, including private placement investment support. The firm manages accounts on both discretionary and non-discretionary bases and is notable for its role as adviser to a pooled investment vehicle with performance-based fees and integrated private fund operational services.

Camden Park is a financial advisor at Elevate Financial Planning and Wealth Management, holding a Series 65 designation with one year of industry experience. Prior to joining Elevate, Camden worked in various roles including at Exam Prep and Creative Stone Design. 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 tailors investment strategies using fundamental analysis and strategic asset allocation, managing portfolios across mutual funds, ETFs, and individual equities.

Shane Isaac is a financial advisor with Capital Analysts in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been affiliated with The Gabor Agency since 1996. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christian Isaly is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. and Hd Vest Advisory Services, Inc. for over two decades. Outside of advising, he supports a sand blasting business started by his son and serves in the Florida State Guard’s disaster response support staff. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house investment management and non-discretionary third-party managers, utilizing a proprietary mutual fund screening process called CAPSL.

Patryk Michniewicz is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at companies including Dicks Sporting Goods, Sams Club, and FedEx. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management services to individual and high-net-worth clients. The firm uses a multi-adviser team approach with tailored investment strategies that incorporate fundamental analysis, asset allocation, and a combination of long- and short-term investments, leveraging third-party managers and technology platforms for portfolio implementation.

Jackson Peters is an advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 credential and no prior industry experience. His background includes roles at Ferrari of Tampa Bay and Ferrari of Central Florida, as well as an extended period as a student. 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 offers a range of services including investment advisory, portfolio management, financial planning, and private placement assistance, managing accounts on both discretionary and non-discretionary bases.

Taylor Glad is a financial advisor at Symmetry Partners with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley, Fidelity Investments, and The Vanguard Group. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a range of clients, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs through a platform-centric model.

Jonathan Clifford is a CFP® with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.