Norman Dayan is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including UBS Financial Services and Gunnallen Financial. He has been with StoneX Advisors since 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a range of investment strategies and platforms, including proprietary models and third-party money managers.

Christopher Licata Jr. is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. His prior roles include positions at IFS Securities and Platinum Planning, Inc. Outside of his advisory work, he serves as a lecturer and co-signer of checks for the Blessed Sacrament Catholic Church Knights of Columbus Council in Seminole, Florida. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, supporting various account structures and investment restrictions.

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Kidwell serves as a trustee and board member for several local organizations, including the St. Petersburg Police Athletic League and St. Petersburg College. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm customizes portfolios using proprietary models, third-party managers, and a diverse range of investment instruments, and it offers a business advisory practice for middle-market owners.

William Holden is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Manning & Napier and its affiliated entities since 2009. Outside of his advisory work, Holden serves on several nonprofit and community boards, including the St. Petersburg Free Clinic, Boy Scouts of America Greater Tampa Bay Area Council, St. Anthony’s Hospital, and SouthState Bank. Manning & Napier Advisors, LLC provides investment advisory services to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various products including pension plans and state or municipal entities. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and manages a range of strategies, including systematic and fixed income approaches.

Elizabeth Duggan is a financial advisor with Intellicents Investment Solutions Inc. She holds Series 65 and Series 63 designations and has two years of industry experience. Prior to joining Intellicents, she worked at TRG Financial, Inc. and TRG Advisors, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities. The firm offers consulting and wealth management services, emphasizing long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer.

Solomon Kilgroe is a financial advisor with Cyndeo Wealth Partners in St. Petersburg, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Cyndeo Wealth Partners, he worked at Dimmitt Automotive Group and UBS Financial Services. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm offers customized portfolio solutions through its own models or third-party sub-advisers and operates a private investment vehicle for accredited investors.

Constance Capco is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Northern Trust Securities, Inc. in St. Petersburg, FL for 25 years. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Robert Cerrito is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience and has worked at multiple firms including Prudential Insurance Company of America and Walser Wealth Management Company. He is also co-owner and Investment Advisor Representative of Cerrito & Stanfill Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Mark Hajek is a Series 65-licensed advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Capital Markets IQ and Mariner Platform Solutions, as well as entrepreneurial ventures such as Orange Paw LLC and Tango Boys LLC. He is also a member of HHH Holdings, LLC and Hokie Hokie LLC, both involved in administrative and liquid asset management activities in St. Petersburg, FL. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and plan services with an emphasis on institutional integration and fiduciary support.

Rhonda Holifield is a CFP® and holds a Series 65 license with 26 years of industry experience. She has worked at Waverly Advisors, LLC since 2023 and previously led Holifield Financial Advisory Services/Prosper Financial Advisers for 16 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides a range of services including investment management, financial planning, and multi-family office services, blending traditional equity and fixed-income strategies with alternative and private market allocations.

Casey Jorgensen is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He currently works at Cyndeo Wealth Partners and has held previous roles at Dynasty Securities, Dynasty Wealth Advisors, Dynasty Financial Partners, Raymond James & Associates, and ROBERT W. BAIRD & Co. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm employs customized portfolios and access to third-party managers, operates a private pooled investment vehicle, and offers business advisory solutions that connect value-acceleration planning with personal financial and tax strategies.

Ralph Mazzuoccolo is a financial advisor at Vicus Capital, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Wealth Strategies and Cetera Wealth Services. Outside of his advisory roles, he has been involved with Sweat Life Dynasty, LLC and has experience as a group fitness instructor and Beachbody coach. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting services alongside its advisory offerings.

Scott Morrison is a financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Brave Family Advisors for 10 years. Outside of his advisory role, he serves as president of GOMO Properties LLC, a residential real estate investment business. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides specialized services including ERISA retirement plan advisory and trustee services.

Peter Franco is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gwn Securities Inc for 12 years. Franco also holds an insurance license for life, health, and variable annuities, primarily used to support his variable annuity business. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with advisory services, tailoring investment recommendations to client objectives across multiple program structures.

Christopher Quinty is a CFP® with 14 years of experience in the financial services industry. He has worked at Cyndeo Wealth Partners since 2020 and previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and UBS Financial Services Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and financial consulting. The firm employs customized investment strategies across a broad range of asset classes and offers business advisory services for middle-market owners.

Jeffrey Miller is a ChFC® credentialed financial advisor with 36 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously spent over three decades at Northwestern Mutual in various roles spanning wealth management, investment management, and life insurance. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with an emphasis on discretionary portfolio management and formalized monitoring and rebalancing processes.

Eric Branson is a financial advisor with Cyndeo Wealth Partners, holding a Series 63 designation and bringing 30 years of industry experience. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and UBS Financial Services. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance and annuities. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with portfolio management, financial and wealth planning, and business advisory services. The firm offers customized investment solutions, fee-based insurance, access to third-party managers, and operates a private pooled investment vehicle for accredited investors.

Kathleen Donnelly is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at firms including Peak Brokerage Services and NEXT Financial Group. Outside of advisory work, she owns Legacy Six Consulting, which provides insurance training for LA Chargers recruits. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm employs model-based portfolio management and offers estate-planning support via an online platform.

Scott Petrucci is a financial advisor at Vicus Capital, Inc. with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Vicus Capital since 2001, with prior roles at Cetera Wealth Services and Boxey Financial Services. Outside of his advisory work, Petrucci is a singer-songwriter performing under the name Johnny Arrowhead, writing and recording original music. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside standard advisory services.

Stanley Black is a financial advisor at Yale Capital Corp. with 15 years of industry experience. He holds a Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which manages timber land for investment and recreational use. Yale Capital Corp. serves high-net-worth individuals, families, private investment funds, and U.S. institutions by providing investment management and financial planning through separately managed accounts. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolios while offering discretionary management and negotiated performance-based fees for qualified clients.