Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Heather Weber is a Managing Director and Wealth Management Advisor with Merrill, based in the Tampa Bay area. She has been a financial advisor since 1997 and joined Merrill in 2006. Her practice focuses on serving active and retired executives of public companies, particularly those in the transportation sector and individuals affiliated with defense-related industries. She advises clients with complex wealth profiles, emphasizing concentrated equity positions, borrowing against concentrated stock, diversification planning, and integrating these within broader financial and investment strategies. Heather's experience includes portfolio construction, retirement and estate planning considerations, and facilitating access to credit solutions through Bank of America as appropriate. She works closely with clients to evaluate strategies addressing the risks and opportunities of holding concentrated stock positions, including borrowing against equity holdings and coordinated planning alongside independent tax and legal advisors. Her approach centers on helping clients make informed decisions aligned with their financial objectives, time horizon, and risk tolerance. She earned a Bachelor of Science degree from the University of Florida and a Master of Science degree from Tennessee State University. Heather holds the Certified Private Wealth Advisor® (CPWA®) designation and the Chartered Retirement Plans Specialist™ (CRPS™) designation. She is a sustaining member of the Junior League and has served on the Military Affairs Committee for the Tampa Chamber of Commerce. Her personal interests include hiking, pickleball, and skiing.

William Hughes is the sole advisor at William D Hughes, an independent firm based in Odessa, FL. He holds Series 65 and Series 66 licenses and has nine years of industry experience. In addition to his advisory work, Hughes operates a licensed accounting practice, William D Hughes CPA, where he provides accounting services. The firm offers portfolio management for individual and high-net-worth clients, focusing on equities and fixed-income securities. Its investment approach includes fundamental analysis and combines long-term and short-term strategies tailored to client objectives and risk tolerance.

Daniel Streetman is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Patina Financial Partners, LLC. He previously worked at CWM, LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is active in the Porsche 356 Florida Owners Group, where he serves as Southwest Events Coordinator and Membership Chair. Patina Financial Partners is a state-registered advisory providing discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs an evidence-based, long-term investment approach using low-cost, passively managed or rules-based vehicles, and regularly utilizes unaffiliated Independent Managers and restricted-access funds without receiving third-party compensation.

Nicholas Baker is a financial advisor at AURE Investments with seven years of industry experience. He holds a Series 65 designation and has held prior roles at Fisher Investments, Hecla Mining Company, KPMG, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporate clients. The firm uses a combination of quantitative and qualitative analysis across equity, fixed-income, and alternative strategies, and offers services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Andrew Page is a Series 65-licensed advisor at Moorgate Capital Management with experience spanning roles at Darwin Wealth Management, Amazon Web Services, and Boston Consulting Group. He operates Blue Horseshoe Equities, a family-owned LLC focused on trading stocks and options. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients, employing a research-intensive, asset-allocation driven approach with an emphasis on risk-aware implementation and periodic portfolio reviews.

Donald Reynolds is the sole advisor at Reynolds Capital Management, Inc. in Safety Harbor, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Reynolds Capital Management since 2005, also working at Rogers Quimby & Associates from 2005 to 2017. Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment strategies that incorporate fundamental and technical analysis, including the use of derivatives and options, with regular portfolio reviews and client evaluations.

Roshan Shikarpuri is the principal of Roshan Private Wealth Management, LLC and holds the PFS™ designation. He has over 40 years of experience in accounting through his work at Shan Shikarpuri & Associates, CPA's, PA, which he has been associated with since 1984. His involvement in both wealth management and accounting reflects a dual professional focus. Roshan Private Wealth Management, LLC provides discretionary asset management and portfolio monitoring primarily for high-net-worth clients. The firm customizes investment strategies based on client goals and risk tolerance, utilizing fundamental and technical analysis, option writing, and cash management while conducting regular portfolio reviews and accommodating client-imposed investment restrictions.

At Caliber Wealth Advisory, we work with individuals and families who want a more thoughtful, coordinated approach to financial planning. Many of our clients come to us because their financial decisions—investments, retirement, and taxes—have been handled separately. Over time, that can make things feel fragmented or unclear. Our role is to bring everything together into a structured, integrated plan so each decision supports the next. We help guide: Retirement planning and income strategy Tax-aware investment decisions Portfolio management and long-term planning As a fee-only fiduciary, we provide advice that is fully aligned with our clients’ interests—no commissions, no product incentives. Our approach is grounded in three principles: Leadership. Discipline. Care. We tend to work best with clients who value clarity, long-term thinking, and a trusted relationship—not just transactional advice. If you’re ever looking for a second perspective or a more coordinated approach, you can learn more here: 👉 Caliber Wealth Advisory

David Karp is the sole advisor at Karp & Associates in Clearwater, FL, holding a Series 66 designation with 26 years of industry experience. He has managed his independent advisory firm since 1997 and previously operated under his own name from 1987 to 2020. Karp & Associates provides fee-based investment management and retirement-plan advisory services to individuals, families, trusts, estates, fiduciaries, charitable organizations, corporations, and business owners. The firm employs an asset-allocation centered investment process grounded in Modern Portfolio Theory, offering discretionary portfolio management, risk-management strategies, and participant education for ERISA plans.

Keith Amburgey is a CFP® with 16 years of industry experience and has been with Rutherford Asset Planning, Inc. since 2009. He is based in Tampa, FL, and holds a Series 63 license. Rutherford Asset Planning, Inc. provides discretionary investment management and family-office services to individuals, trusts, estates, and business entities, managing approximately $181 million across about 77 client relationships. The firm serves both high-net-worth and individual clients, emphasizing an asset-allocation first approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers integrated legal, tax, and investment services through an in-house licensed attorney.

William Vardell is a financial advisor with Vardell Strategies LLC in Clearwater, FL. He holds a Series 65 designation and has experience at several firms, including Jeffrey Mehler, LLC, and Mirador. Vardell Strategies LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and other advisers, using a variety of analytical methods and investment strategies. The firm also offers stand-alone financial planning and may act as a subadviser to unaffiliated advisers.

Darryl Poisson is a financial advisor at DJP Wealth Management, LLC in Tampa, FL, with 18 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2010. In addition to his advisory role, he is a licensed insurance agent in Florida. DJP Wealth Management provides discretionary investment management, financial planning, and pension consulting services to individuals, employee benefit plans, charitable organizations, and corporations. The firm customizes portfolios using a combination of fundamental, technical, charting, and cyclical analysis, and offers a diverse range of investment options including equities, debt, mutual funds, ETFs, options, and derivatives.

Leo Wagner III is a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has worked at 1st Financial LLC since 2011 and BrokersXpress, LLC since 2010. Wagner is also an independent insurance agent representing several companies, focusing on fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, offering tailored investment services across a range of securities. The firm employs a conservative investment approach combining technical and fundamental analysis with ongoing portfolio monitoring.

Alexander Skijus is a financial advisor at True Life Wealth Management, LLC in Tampa, FL, holding a Series 65 credential and with 11 years of industry experience. He has worked at True Life Wealth Management since 2018 and previously at Sandy Morris Financial. Outside of his advisory role, Mr. Skijus is the owner and sole agent of Life Capital Strategies, an independent insurance agency. True Life Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management and financial plans. The firm employs a variety of analytical methods and a long-term trading approach, and it also provides a subscription newsletter that may include specific buy/sell recommendations.

Kevin Kuo is the sole advisor at Kevin Investments and holds a Series 65 designation with one year of industry experience. He has a background in dentistry, working as an endodontist and root canal specialist at Kevin Dental, PLLC. Kevin Investments is a newly formed advisory firm that provides tailored financial and investment planning services to individuals and high-net-worth clients. The firm emphasizes passive index funds and ETFs, employing various analytical methods to inform recommendations, and delivers services primarily through one-time financial plans without discretionary portfolio management.

Paige Gunn is the principal of Gunn Financial Advisors, LLC in Safety Harbor, FL, holding a Series 66 license with 11 years of industry experience. Her prior experience includes roles at The Harwood Insurance Group, Harwood Financial Group, and Palm Harbor Group, LLC. Outside of advisory services, she is a licensed insurance agent and involved in managing a non-investment-related real estate holding company. Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth clients, trusts, and qualified retirement plans. The firm also offers ERISA-plan services to plan sponsors, employing tailored investment programs that incorporate fundamental and technical analysis along with modern portfolio theory.