Spiros Vassilakos is a financial advisor with Csenge Advisory Group, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, LPL Financial, and Lion Street Financial. He also owns Athenian Private Client Group, which provides life, disability, and long-term care insurance services. Csenge Advisory Group delivers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach combining fundamental and technical analysis, with portfolio customization through discretionary or model-based management.

Michael Tilchin is a financial advisor at Jaffe Tilchin Investment Partners, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Tilchin & Associates for ten years before joining Jaffe Tilchin Wealth Management in 2020. Jaffe Tilchin Investment Partners serves individual and institutional clients with services including investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers both discretionary and non-discretionary account management and conducts private placement due diligence for qualified investors.

Michael Jones is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked at Jaffe Tilchin since 2007 and APW Capital, Inc. since 2009. Jones is also a minority partner in Jaffe Tilchin Wealth Management and serves as president of M. Scott Jones & Associates, Inc. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and offers private placement investment services, including acting as adviser to a privately placed fund focused on volatility/arbitrage and options trading strategies.

Daniel Goldberg is a financial advisor with Principal Financial Services in Lutz, Florida. He holds the CFP® and ChFC® designations and has 31 years of industry experience. He has worked with firms including One Source Advisory LLC, Principal Securities Inc., Dbg Financial Group Inc., and Principal Life Insurance Co. Goldberg serves on the advisory board for the University of South Florida's Personal Financial Planning major and holds leadership roles in several local homeowner and office owner associations. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers under various arrangements.

Kelsey Costantini is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Bank of America and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a focus on strategic asset allocation, manager selection, and customized investment policy development.

Barbara Martin is a financial advisor with Truist Advisory Services in Dunedin, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Truist Investment Services, Chase Investment Services Corp., and Northwestern Mutual Investment Management. She has been with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured manager selection process.

Judy Ravenna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Suntrust Advisory Services, Inc. since 2016 and with Suntrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches and integrates third-party platforms and manager arrangements to support its AMC Advantage program, emphasizing inter-affiliate collaboration within the Truist enterprise.

Donald Mc Neill is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. In addition to his advisory duties, Mc Neill operates an eBay retail business outside of his financial services work. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Nina Law is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a variety of model portfolios and strategies overseen by an Investment Strategy Committee.

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 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, The Milwaukee Company, and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Kelli Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Transamerica Life Insurance Company, MetLife, Protective Life, Proequities Inc, and Ohio National Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management and offers both managed and non-discretionary investment recommendations.

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.

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 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.

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.