Donald Mc Neill is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. Prior to joining Transamerica, he worked at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. Outside of his advisory role, Mc Neill operates an eBay retail business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Madisyn Muller is a CFP® professional with five years of experience in financial services, currently affiliated with Principal Financial Services. Her work history includes roles at Principal Life Insurance Company, Principal Securities Inc, and One Source Advisory. She holds Series 66 registration and operates out of Lutz, Florida. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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.

Kwame Kenyatta is a financial advisor at Fifth Third Securities, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Fifth Third Bank, Wells Fargo, Capstone Logistics, and roles in clinical training and academia. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, combining third-party portfolio management with options such as mutual funds, ETFs, SMAs, and direct indexing.

Garrett Alabado is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience and holds a Series 66 designation. He has worked at Churchill Management Group since 2014 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

Steven Smitten is a financial advisor with GWN Securities Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has served as Managing Director at ABMM Financial since 2015, where he is responsible for recruiting and hiring financial professionals. Outside of advising, he is a notary public and a member of the Loyal Order of Moose. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Don Adwell is a Series 65-licensed financial advisor with Lincoln Investment in Lutz, FL, bringing 14 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011 and concurrently serves in the Tampa Fire Rescue department since 1987. Outside of his advisory role, Adwell is a volunteer board member for the Tampa Firefighters Museum and serves as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio options, utilizing both strategic and tactical investment approaches supported by in-house and third-party strategies.

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.

Charles Minotto is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, Edward Jones, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Jose Lopez is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and has also been self-employed since 2004. Outside of his advisory role, Lopez owns an online retail business and serves as an insurance agent, specializing in fixed and fixed-index annuities and life insurance products for conservative clients. Lincoln Investment serves individual clients, including high-net-worth 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 services and investment programs that combine strategic and tactical approaches, managing approximately $22.9 billion in advisory assets.

Adam Joseph is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Based in Tampa, FL, he has a decade of tenure with SunTrust Advisory Services. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program utilizing third-party managers and AI-enabled research tools.

William Nelson is a financial advisor at Kestra Advisory with 42 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2020 and previously worked at Calton & Associates, Inc. for 33 years. Nelson serves as secretary and treasurer on the board of directors for P. G Sarres Inc., where he is involved in financial accounting and lease negotiations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, using multiple management platforms and third-party solutions within its supervisory framework.

Russell Mercier is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Fisher Investments and Big Financial Services LLC. Mercier is also active as an insurance agent with Trident Retirement Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm manages approximately $49.8 billion through model portfolio and direct asset management programs, emphasizing standardized model and platform services.

Patrice Davis is a financial advisor with Truist Advisory Services in Odessa, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies, utilizing third-party managers and AI-enabled research tools to support its investment approach.

Sarai Vazquez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Raymond James & Associates and multiple affiliated Transamerica entities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement age planning. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, offering primarily non-discretionary investment recommendations to a large client base.

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.

Franklin Lefler Jr. is a CFP® with 31 years of industry experience, currently serving at Truist Advisory Services. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2009. 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, combining discretionary and non-discretionary strategies supported by AI-enabled research and integrated inter-affiliate resources.

Daniel Parker is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at BankFlorida and several other organizations across various industries. Parker is also involved with BankFlorida in an investment services capacity. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on delegation to investment adviser representatives.

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.