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.

Onterio Graham is a financial advisor with Kestra Advisory, holding a Series 65 designation and seven years of industry experience. Prior to joining Kestra Advisory in 2025, he worked at EY/Tapfin for seven years and USF Federal Credit Union for two years. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services spanning fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Elisabeth Henderson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Transamerica Retirement Solutions and related entities since 2013. Outside of her advisory role, she is involved in authoring a cookbook and is the legal owner of an online apparel store managed by her son. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations supported by Morningstar Investment Management’s proprietary software and model asset allocations. The firm operates on a large scale with a focus on asset allocation, contribution guidance, and retirement planning education.

Andreas Schmitke is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 17 years with T. Rowe Price Investment Services, Inc. in Hudson, Florida. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service targets individual investors and households with significant investable assets and includes annual reviews supported by an interactive online planning tool.

Matthew Sines is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory work, he serves as a Senior Business Development Officer for Thrivent Advisor Network, focusing on recruiting financial advisors to the platform. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside Commonwealth’s managed model portfolios and distinct program structures.

Taylor Harroun is a CFP® professional with 17 years of industry experience. He has worked at Creative Planning since 2017 and was previously with T. Rowe Price Investment Services, Inc. from 2009 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing alongside supplemental strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Mark Dydzuhn is a financial advisor at Empower Advisory Group with 12 years of industry experience. He has worked at several firms including Raymond James Financial, Fisher Investments, and Regions Bank. Dydzuhn holds the Series 63, Series 66, and Series 65 designations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach includes integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.