Michael Tringali is a CFP® and PFS™ with 24 years of experience in financial advising. He is the principal at Fee-Only Financial Advisors, LLC, an independent firm he founded in 2016, and has operated Michael J. Tringali, P.A. since 1991. Outside of his advisory work, he serves as finance director and executive committee member of the YMCA of the Suncoast's Citrus County branch and is involved with several nonprofit and community organizations, including a charitable foundation investment committee and a private trust providing educational scholarships. Fee-Only Financial Advisors, LLC manages approximately $25.7 million across 17 client relationships, serving individuals, trusts, estates, and corporate/business clients. The firm employs an investment approach based on academic research and Modern Portfolio Theory, offering diversified portfolios with tax-aware strategies and coordinated financial planning services.

Paul Truesdell is a ChFC® credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Truesdell Wealth, Inc., where he has worked since 2013, and he also serves as president and sole shareholder of Truesdell Consulting, Inc., which engages in insurance and securities litigation as well as broadcast journalism on a limited basis. Truesdell Wealth, Inc. is a registered investment adviser managing discretionary portfolios primarily for individuals aged 55 and older or near retirement. The firm employs a process-driven investment approach combining quantitative and qualitative analysis and offers time-billed investment advice alongside separately managed accounts.

Teresa Christensen is a CFP® professional with 15 years of industry experience. She operates Christensen Consulting, a sole proprietorship through which she contracts exclusively with Coats Financial Planning. Christensen works from Dunnellon, FL, and meets with clients in Kentucky quarterly. Coats Financial Planning is a fee-only firm serving individuals, trusts, estates, and small businesses. The firm employs a retainer model focused on asset allocation and long-term, buy-and-hold strategies with core holdings in no-load mutual funds and ETFs.

Raymond Oconnell is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Altus Wealth and Tax and Coppell Advisory Solutions. Outside of advisory work, he is CEO and COO of Altus Wealth and Tax, where he educates business owners and high-net-worth professionals on wealth-building and tax strategies. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm offers portfolio management through approved third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical methods in its investment approach.

Michael Riley is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Simplicity Wealth and The Leaders Group Inc., and previously worked for Mutual Trust Asset Management, Inc. and Calton & Associates, Inc. Riley serves on the board of trustees for Academy at the Lakes and is a board member of the local Salvation Army chapter. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides integrated technology and operational support for other advisers.

James Staines is a financial advisor at Principal Advised Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Wealth and Income Strategies, Inc. He is also involved in community activities as a State Committeeman in Florida. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party investment models and operates within the Principal Financial Group family, enabling access to affiliated products and coordinated oversight.

Alfredo Arenas is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Mutual of Omaha Insurance Company, PFS Investments Inc., Primerica Financial Services, and Around The Clock Mortgage, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, with advisors typically recommending MOIS-approved model portfolios and coordinating with third-party managers.

Brian Wakefield is a Series 66-licensed financial advisor at Simplicity Wealth with seven years of industry experience. His prior roles include positions at Edward Jones and several investment and estate planning firms. He also offers estate and financial planning services, including fixed insurance products and tax preparation, through Estate & Retirement Resources. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as additional overlays like tax optimization and customized screening.

Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Estate and Retirement Resources, Inc. In addition to his advisory role, Riley provides tailored insurance solutions to clients and estates as a registered insurance agent. Simplicity Wealth serves a broad mix of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services that range from financial planning to managed account platforms and employing a fund-of-funds style investment approach using ETFs, mutual funds, and individual securities.

Steven Holland is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with three years of industry experience. He has been associated with InvestSafe Financial since 2011, where he owns and operates a business focused on assisting retirees with retirement accounts through seminars and client meetings. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios and platforms to tailor investment strategies based on clients’ financial situations, goals, and risk tolerances.

Robert Pitzer is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with integrated third-party platform relationships.

Donna Mcphillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cetera Investment Services and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Colleen Lavon is a financial advisor with PNC Wealth Management in Ocala, Florida, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage investments primarily via mutual funds and ETFs.

Tyler Chappell is a financial advisor with Truist Advisory Services in Ocala, FL. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Wedderburn is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Truist Advisory Services, he was employed at V.Y. Star Credit Union and studied at Florida State University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools.

Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA over a 13-year span. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Alex Fontana is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having worked previously at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Michael Stelogeannis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank. Outside of his advisory role, he is a managing member of M2C Group LLC, a rental property holding company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at BB&T Securities before joining Truist and has been with Truist Advisory Services since 2019. Outside of her advisory role, she teaches yoga classes locally and participates in charity fundraising events through yoga partnerships. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver tailored investment solutions.

Nathaniel De Jesus is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has previously worked with firms including MassMutual and MML Investors Services. His background includes roles outside of finance, such as with Coca Cola Beverages of Florida and Walmart Logistics. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.