Cory Wood is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance Company. 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 uses a combination of discretionary and non-discretionary approaches and leverages third-party manager arrangements and AI-enabled research tools to support its investment process.

John Besse is a financial advisor with Fifth Third Securities, Inc. in Bayonet Point, Florida. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities, he worked at Truist Investment Services and SunTrust in various advisory roles. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct-indexing options.

Mia Garcia is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has prior experience at DBG Financial Group, Inc. and Terrana, Perez & Salgado, P.A. In addition to her advisory role, she is involved in insurance sales including long-term care, fixed annuities, fixed life insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through both advisory and promoter arrangements.

Robert Wood is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at SPC since 2017 and previously held positions at Parkland Securities, Next Financial Group, and Mutual Service Corporation. Outside of his advisory role, Wood operates as a registered tax return preparer during tax season. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Ryan Morrison is a CFP® and ChFC® with 20 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having joined in 2023. His prior experience includes roles at Fisher Investments, TD Ameritrade Investment Management, Td Ameritrade, Inc., and Scottrade, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Daniel Ventura is a CFP® professional with 14 years of industry experience. He has worked at J.P. Morgan Securities from 2012 to 2022 before joining Sanctuary Advisors, LLC and Sanctuary Securities, Inc. in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, retirement plan consulting, and utilizes a range of analytical approaches, acting as a fiduciary when a written advisory agreement exists.

John Kalafatis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He served in the United States Navy for 22 years before transitioning to roles with First Command and Transamerica-affiliated firms. He is also the owner of Velden Wealth LLC, a business intended to support his advisory practice should staff be hired. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. Their approach incorporates proprietary portfolio construction tools and oversight from Morningstar Investment Management, focusing primarily on asset allocation and retirement planning guidance across a large client base.

Cameron Lizotte is a financial advisor with Fifth Third Securities, Inc. in Palm Harbor, FL, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, Cameron worked at Fifth Third Bank and held positions at Gulf and Bay Club and Lakewood Ranch Country Club. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple programs on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a wide range of portfolio management strategies.

James Noto is a CFP® professional with 43 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2018. His prior roles include positions at Summit Brokerage Services Inc. and Raymond James Financial Services, Inc. He owns Wealthbuilders Financial Group Inc., a consulting services firm, and serves as treasurer for the Bradford Park Association. Additionally, he volunteers teaching Financial Peace University at Refuge Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning, portfolio management, and retirement plan services using a combination of firm and third-party investment models.

Thomas Solfio is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Sanctuary Advisors since 2022. Outside of his advisory role, he works as an independent contractor delivering food through Uber Eats. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers various portfolio management solutions through a network of independent adviser representatives and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Benjamin Kleck is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Costanzo Financial Advisors and TD Bank N.A. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and acts as a sub-advisor to other advisory programs.

James Anna is a financial advisor at Lincoln Investment with a CFP® designation and over 31 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 22 years at Legend Equities Corporation. He is also involved in the sale of life insurance, fixed annuities, long-term care, and health insurance. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through advisor-led and firm-managed models, access to third-party managers, and operates with both wrap and non-wrap platform options.

Richard Decker is a CFP® professional with 18 years of industry experience. He is currently with Principal Financial Services and has prior experience at LPL Financial, Raymond James, and USAA IMCO. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Meghan Leonard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Pioneer Investment Management USA Inc. and American General Life Insurance. She is based in Land O Lakes, Florida. Valic Financial Advisors serves U.S.-domiciled 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 for portfolio construction and management.

Alfred Costanzo is a Series 65 registered advisor with seven years of industry experience. He is currently with Brookstone Capital Management LLC and has previously worked at Florida Financial Advisors, Trinity Wealth Securities L.L.C., and several other firms. Outside of his advisory role, he is involved in managing short-term rental properties. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment vehicles, offering discretionary portfolio management through its proprietary platforms and sub-advisory relationships.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has previously worked at Fifth Third Securities and Fifth Third Bank. Mankin is also involved in Latitude Capital LLC, a home-based business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Brian Strickland is a financial advisor at Guardian Life with 18 years of industry experience. He holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2007. Outside of his primary advisory role, he receives compensation through health insurance referral arrangements with Westshore Benefits. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from in-house and third-party managers.

Leigh Guido is a financial advisor with SPC and Sigma Financial Corporation, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015. He is also an independently licensed insurance agent appointed with various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through multiple account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Steven Marcano is a CFP® professional with 19 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after an 18-year tenure at T. Rowe Price Investment Services, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions.

Rafael Miranda is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has been in the financial services industry since 2016, including ten years at Truist Bank before joining Truist Advisory Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a mix of discretionary and non-discretionary manager relationships supported by an AI-enabled Equity Research team and supervisory oversight.