Jack Radosevich is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Latitude Advisors since 2009 and has maintained a concurrent role at GWN Securities Inc. since the same year. In addition to his advisory work, Radosevich has served as a CPA and supervisor at Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobbs PA since 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining CWA in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm uses in-house research and proprietary models, incorporating active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Mitchell Mulcahy is a financial advisor at RFG Advisory, LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Florida Financial Advisors and Trinity Wealth Securities. Outside of advisory roles, he is also an agent with Financial Independence Group, LLC, which specializes in insurance for variable and VUL products. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, serving a diverse client base with portfolio management, financial planning, and alternative investment access.

Alexander Cross is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill, Platinum Wealth Partners, Inc., and Mutual Securities, Inc. He is also involved as a member and manager of DCH Wealth Management, LLC and works as an insurance agent. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm provides both discretionary and non-discretionary advisory services, employing a blend of active and passive strategies tailored through multiple analytical approaches and specialized platforms.

Marcus Heinrich is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Heinrich has worked at Forum Financial Management since 2002, including a break between 2018 and 2019, and was also involved with F.A.M., LLC from 2014 to 2018. Outside of his advisory role, he is a sole proprietor involved in insurance sales. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Henderson is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding a Series 66 license and having 22 years of industry experience. His career includes roles at Merrill, Morgan Stanley DW Inc., Platinum Wealth Partners, and Mutual Securities prior to joining Mutual Advisors. Outside of his advisory work, he is a member-manager of DCH Wealth Management, LLC, an administrative business. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional investors, managing portfolios through a combination of active and passive strategies emphasizing diversification and alignment with client objectives. The firm is notable for its scale of institutional work, managing approximately $9.45 billion across 154 advisors, and its use of multiple analytical approaches and third-party tools to customize client allocations.

William Dale is a CFP®, ChFC®, and Series 66 professional with 20 years of industry experience. He currently serves as an advisor at Navy Federal Investment Services, LLC and has prior experience with USAA Life Insurance Company and USAA Investment Services Company. Dale is involved in several industry committees and boards, including the Financial Institution Insurance Council Committee, Procu Credit Union Association, and the Osaic Financial Institutions Advisory Board. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs using third-party portfolio managers.

Peter Frantzis is a financial advisor with Cyndeo Wealth Partners, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a trustee of a family trust and an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies using proprietary models and third-party managers, covering a broad range of asset classes, and offers specialized business advisory services for middle-market owners.

Jason Haddad is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked with Independent Financial Partners and Blueprint Wealth Alliance. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, focusing on mutual funds and ETFs to tailor portfolios to client goals.

James McGinty is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Fortis in 2025, he worked at Corient and CI Doyle Private Wealth. He serves as treasurer of The Squires Club, a men's social club in St. Petersburg, FL. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using discretionary management, various investment styles, and ESG options, managing $1.615 billion in assets as of the end of 2025.

Jason Stuber is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of his advisory role, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and he is an independent insurance agent through Bayfront Wealth and Insurance. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Marissa Nehlsen is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Berthel Fisher since 2013. Outside of her advisory role, she is involved in leadership coaching, training, and public relations for nonprofit organizations, including serving as a certified specialist in values-based leadership and working with The Foundation Latin America. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.

Marc Nufrio is a financial advisor with Stonex Advisors Inc. and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., and OneAmerica Securities, Inc. Outside of his advisory work, he is involved in insurance sales through Nufrio Financial Group LLC and holds a limited real estate license as a Realtor. 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 in-house resources to implement strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

Shane Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Independence Square Holdings, LLC and has prior experience at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC is a multi-team firm serving clients with investment advisory services through a team-based approach.

Shaun Mathena is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and has one year of industry experience. He has previously worked at Northwestern Mutual and American Mortgage Services, and currently serves as Vice President of Superior Mortgage Solutions, a mortgage company. Mathena is also an insurance agent with Fiduciary First Advisors. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs both model and custom strategies using quantitative analysis and tactical asset allocation, and acts as a subadviser and referral agent to other investment advisers.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. Guimaray holds Series 65 and Series 63 licenses. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering personalized investment strategies and access to third-party management programs.

Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Netlaw, School Loan 411 LLC, and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, he is involved in marketing and sales of insurance and advisory services through affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-driven approach based on technical and quantitative methods, supported by proprietary research, to manage client portfolios according to risk profiles and investment objectives.

Steven Prawl is a financial advisor at G. A. Repple & Company with seven years of industry experience. He holds a Series 66 designation and has worked at Mangrove Financial since 2014. Outside of his advisory role, he owns Pinion Insurance Solutions, LLC, which sells health, life, and annuity insurance products. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to develop individualized portfolios and offers both discretionary and non-discretionary management, along with model strategies including ETF-focused and Biblically-Responsible Investing programs.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.