Thomas Kelly is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 31 years of industry experience. He has been with T. Rowe Price since 2007. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income strategies, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement and emphasizes model portfolios, tax-aware rebalancing, and online planning tools.

Fawn Lane is a financial advisor at Lincoln Investment with 20 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Lincoln Investment, she worked at IHT Wealth Management LLC, Independent Financial Partners, and LPL Financial. Lane is also the owner of Bay Area Wealth Management, Inc., which engages in insurance sales and service as a DBA for her Lincoln business. Lincoln Investment serves a diverse client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, model portfolios, and brokerage and insurance services, managing assets with both strategic and tactical investment approaches.

Douglas Krug is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. He previously provided administrative support to Mariner Independent Advisor Network and has held roles at LPL Financial LLC and various educational institutions. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, delivering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple advisory programs and third-party asset managers.

Tereza Tancau is a financial advisor with Fifth Third Securities, Inc. in Wesley Chapel, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Fifth Third Securities since 2013 and affiliated with Fifth Third Bank since 2005. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Colin Denney is a CFP® and Series 66 license holder with three years of industry experience. He is currently affiliated with Lincoln Investment and has prior experience at Capital Analysts and Stewardship Advisory Group. Denney is also involved in insurance, serving as an agent and managing member of two insurance-related businesses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment solutions, utilizing both strategic and dynamic approaches to portfolio management.

Larry Bryant is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including over four decades at Principal Securities INC and running L Bryant Financial Services since 2015. Outside of advisory work, he sells and services group health policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Simon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 license and 10 years of industry experience. He has worked at T. Rowe Price across multiple periods since 2014, including his current role beginning in 2022, and has also held positions at Raymond James Financial Services and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households focusing on retirement goals through a program that includes online planning tools, annual reviews, and model portfolio allocations.

Erik Stad is a financial advisor with Valic Financial Advisors in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2016 and previously held positions at Sunamerica Capital Services, Inc. and SunAmerica Asset Management from 2000 to 2016. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supporting a large client base through a network of over 1,200 advisors.

Gary Cucchi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at Horace Mann Companies and Florida Educators Insurance, and he is involved in several business ventures including ownership of commercial real estate and a gym. He also serves as coach and president of the Tampa Trojans Baseball Club, a youth baseball organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios and managed programs, employing both strategic and tactical investment approaches.

Paul Carpentier is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with PNC Investments and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Kenneth Van Asdonk is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His background includes roles at One Source Advisory, Principal Life Insurance Company, Principal Securities Inc, and Citigroup. Outside of finance, he serves as a youth soccer referee in his community. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Drew Nickle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at BB&T Bank and its affiliated entities before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platform partnerships and uses AI-enhanced research to support its investment decisions.

Ellen Brandt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2009 and is also the owner of two Etsy shops, EllenRobin Designs, LLC and Robin Brandt Etsy Shop, where she creates print-on-demand and handmade merchandise as a weekend hobby. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment advisor.

Stephen Davis is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an assistant wrestling coach at JW Mitchell High School. Outside of his advisory role, he works as a delivery driver during holidays. 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-developed UMA models with optional tax and ESG overlay services.

Sean Calleja is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. Outside of his financial career, he is a managing member of an LLC created with his family to manage a residential rental property. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment advisory services, combining strategic and tactical approaches through a dedicated Investment Management & Research team.

Ted Albrecht is a CFP® with 26 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at firms including Journey Strategic Wealth, LPL Financial, and J.P. Morgan Securities. Albrecht operates MDL Wealth Management, an investment-related business based in Tampa, FL. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled and private investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction strategies.

Ahmet Kildis is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2018, he worked at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

James Spiers is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently affiliated with TLG Advisors, Inc., where he has been associated through The Leaders Group, Inc. since 2016. Spiers also has roles with Alliance Insurance Group and Alliance Financial Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers comprehensive financial planning, fiduciary services, and a direct-to-consumer digital program called Starlight Portfolios.

Daniel Graham is a financial advisor with Principal Financial Services in Palm Harbor, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 1999. Graham serves as a board member of the Florida Dream Center, where he participates in quarterly meetings focused on brand development and fundraising and volunteers regularly. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nikolaus Lancaster is a financial advisor with Schwab Wealth Advisory in Tampa, FL, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has a background at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models.