Clearwater, FL Office

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.

Leonardo Irizarri is a Series 65-licensed advisor at Csenge Advisory Group, LLC with six years of industry experience. He has held roles at several firms, including Wealth Transfer Advisors, LLC, Park Avenue Securities LLC, and Guardian Life Insurance Co. Since 2016, he has been involved with Wealth Transfer Consultants, LLC, an independent insurance agency where he serves as an agency supervisor and insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm’s investment approach integrates fundamental and technical analysis, employing a relative strength methodology with a top-down market and risk assessment process.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

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.

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.

Brian Bristow is a financial advisor at Csenge Advisory Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at firms including Ridgeback Securities, Ltd, The Ridgeback Group, LLC, Jiffy.AI, CUNA Brokerage Services, Inc., CUNA Mutual Group, M HOLDINGS SECURITIES, Inc., and Equity Services, Inc. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach to portfolio management, offering customized discretionary and model-based investment solutions.

William Vahey is a CFA® charterholder with two years of industry experience. He is currently with Csenge Advisory Group, LLC and has prior experience at Piper Sandler, Innovedge Research Solutions, and Wellington Management. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market/sector/manager/risk process.

Allen Taylor is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including Covenant Wealth Partners, LLC, Integrity Alliance, LLC, and Lion Street Financial. Outside of advising, Taylor teaches a finance class at Auburn University through a community outreach program and serves as president of his neighborhood homeowners association. He is also involved in aviation through ownership of aircraft-related LLCs and volunteers on the finance committee at Hunter Street Baptist Church. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down, relative-strength investment approach and offers customized portfolio allocations primarily using mutual funds and ETFs.

Brandon Stukus is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining Csenge Advisory Group in 2026, he worked at OSAIC, Lincoln Financial Advisors, and Kestra Advisory Services and Investment Services. Outside of his financial advisory role, he teaches no-gi Brazilian Jiu-Jitsu fundamentals to adults and works as a DJ for local events and private parties. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation, offering customized portfolios through discretionary or model-based management.

Brennan Decima is a CFP® professional at Csenge Advisory Group, LLC with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, 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.

Sean Moneypenny is a CFP® professional with 14 years of industry experience, currently serving at Csenge Advisory Group, LLC since 2020. His prior experience includes roles at Bank of America, Merrill, Arcus Capital Partners, and Fidelity Brokerage Services. Outside of financial advising, he holds an ownership interest in a retail bridal store, Love a Bridal Boutique, in Jacksonville, Florida. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment approach combining fundamental and technical analysis with a rigorous relative-strength methodology, primarily utilizing mutual funds and ETFs to customize portfolios according to client goals.

John Csenge Jr. is a CFP®-designated financial advisor with 46 years of industry experience. He is the owner of Csenge Advisory Group, LLC and has worked at notable firms including Lion Street Advisors and FSC Securities Corporation. Csenge also serves as a board member for the Diocese of St. Petersburg, where he reviews and assesses the pension plan provisions and investment performance. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation.

Elyott Silverstein is a CFP® with seven years of industry experience currently with Csenge Advisory Group, LLC. He previously worked at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory role, Silverstein manages Hive Metrics, LLC, a psychometric services consultancy, and operates a collectibles resale business under Silent Verses. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based strategies.

Christopher Csenge is a CFP® professional with 13 years of experience in financial advisory. He is currently with Csenge Advisory Group, LLC and previously worked at Integrity Alliance, LLC and Lion Street Financial. Csenge Advisory Group serves individuals, high net worth clients, charities, and corporate/business clients with investment advisory and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, emphasizing a relative strength methodology and a top-down market and risk approach.

Eric Caisse is a CFP® with 29 years of industry experience, currently serving as a partner and Chief Investment Officer at Csenge Advisory Group, LLC, where he has worked since 2001. His previous roles include positions at FSC Securities Corporation and Lion Street Advisors. He is a board member of the CMT Association and of the nonprofit BEATCC, and he owns Caisse Asset Group, which holds intellectual property related to proprietary investment management processes. 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 combined fundamental and technical analysis approach with an emphasis on relative strength methodology and customizes portfolios using discretionary management or model-based allocations.