Joseph Sissel is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at Union Financial, Inc. from 2021 to 2024. In addition to his advisory roles, he has been involved in consulting on HVAC enclosures through Bay to Bay Balancing, a business he operated from 1994 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Dustin Cali is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2022, and previously spent 10 years at J.P. Morgan Securities. He is a partner at Praetego Tax & Bookkeeping, LLC, where he prepares tax returns and provides tax advice. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing various analytical approaches and fiduciary practices, with a platform that includes multiple custodians and affiliations with asset management firms.

Rada Hayes is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Bank and U.S. Bancorp Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Trevor Hull is a CFP® professional with four years of industry experience, currently with Brookstone Capital Management LLC. His prior experience includes roles at Valais Wealth Management, Beacon Global Advisor Network, Blacktower Financial Management (US) LLC, Trinity Wealth Securities, and Florida Financial Advisors. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Charles Minotto is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Securities, and Edward Jones. Minotto is based in Odessa, Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through a point-in-time financial planning approach, operating within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Patrice Davis is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services and its affiliated entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Daniel Jeanneret is a financial advisor with Eagle Strategies (NY Life) based in Land O Lakes, Florida. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. He operates Jeanneret Financial Strategies, focusing on brokering insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Dianna Gallo is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley, E*TRADE Capital Management, Facet Wealth, and T. Rowe Price. Gallo is based in New Port Richey, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Carolyn Yamada is a CFP® professional with 28 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2008. She also has a long-term association with Hoa, spanning over 30 years. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm implements portfolios using proprietary mutual funds and ETFs with an emphasis on tax-aware strategies and interactive planning tools.

Sarah Fowler is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Integrity Alliance and ASB Financial since 2021, following a 15-year tenure at Bankers Life and related entities. Outside of her advisory role, she serves as president of Fuquay Insurance, Inc., and works as a sales representative for TruPath Retirement, focusing on fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting services. The firm utilizes various investment approaches and platforms to build portfolios tailored to client needs while providing support services to other registered investment advisers.

Joseph Rossman is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at One Source Advisory and various positions before entering the financial industry. Outside of his advisory duties, he sells annuities, long-term care, and life and disability insurance through Crump and PPN under his current firm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and corporations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers, with investment implementation typically carried out on a discretionary basis by these managers.

Anthony Adamo Jr. is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2013 to 2018. Outside of his advisory role, he co-owns and helps manage a short-term rental cabin in Ellijay, Georgia. Independent Financial Partners serves a nationwide network of independent advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and provides both discretionary and non-discretionary account management, with notable capabilities in retirement-plan advisory and pension consulting.

Howard Adcock is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Kestra Advisory and related entities since 1997 and leads The Adcock Financial Group, which he founded in 1996. Outside of his advisory work, Adcock serves on the boards of St. Joseph's Children's Hospital Foundation, St. Joseph's Baptist Hospital, and the Florida Aquarium, and he is chair of the Greater Tampa Bay Chamber. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment advice supported by in-depth due diligence. The firm serves large institutional investors and offers access to multiple management platforms and pooled employer plan arrangements.

Marc Turgeon is a financial advisor with Principal Financial Services in Odessa, FL, holding a Series 63 designation and 33 years of industry experience. He previously worked at Mass Mutual from 1989 to 2021 before joining Principal Securities Inc and Principal Life Insurance Company in 2021, and founding Turgeon Wealth Advisors in 2022. Outside of his advisory work, he is involved in the sales and servicing of outside insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Sheila Hill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager‑selection program through third-party managers. The firm combines discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration across its platform.

Leslie Wyatt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wyatt has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2007. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

Eileen Mccarthy Ritter is a financial advisor with Lincoln Investment who holds Series 63 and Series 66 licenses and has 38 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is the owner of Teachers Sharing Answers, a life and fixed annuity sales business she has operated since 1989. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Phillip Kline is a CFP® with 12 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James and Charles Schwab during his career. He is based in Land O' Lakes, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.