Annleah Culberson is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Northwestern Mutual. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection and features specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Robert Dobbs Jr. is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. Outside of his advisory work, he is a certified Pickleball Professional and teaches pickleball lessons. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

James Waters Jr. is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Wealth Strategies LLC, and Ameriprise Financial Services. Waters participates in community financial education through the Association of Financial Educators, providing free seminars on basic financial topics in Alabama. Csenge Advisory Group serves charitable organizations, corporations, and high-net-worth individuals, offering asset management, financial planning, and retirement plan consulting. The firm employs a systematic investment approach combining fundamental and technical analysis with a relative-strength methodology to construct customized portfolios primarily using mutual funds and ETFs.

Jesus Pinedo is a financial advisor at Savvy with 13 years of industry experience and holds a Series 65 designation. Prior to joining Savvy in 2024, he worked at Geos Exploration Consulting LLC and Marketwise Private Asset Management LLC. He is also co-owner of Render Business Solutions LLC, a business consulting and translation services firm. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

James Gariboldi is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including positions at Agfa HealthCare Corporation and Paul Pryor Travel Bags, Inc. Outside of his advisory work, he manages Yellow Dog Trading Company, LLC, a novelty gifts business. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods, supported by its proprietary research platform that covers thousands of mutual funds and ETFs.

Caroline Sorokos is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services and Suntrust Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Austin Burnett is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Before his advisory career, he held positions in the restaurant and education sectors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, using a range of strategies and third-party management programs tailored to clients' goals and risk tolerance.

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Taylor Glad is a financial advisor at Symmetry Partners with five years of industry experience. His prior work includes roles at Morgan Stanley, Fidelity Investments, and The Vanguard Group. He holds Series 63 and Series 66 licenses. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as adviser to registered investment companies, including mutual funds and an ETF. The firm uses a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods across various investment vehicles.

Matthew Waste is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Wings Financial Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers services including tax and impact overlay, unified managed accounts, and a Private Wealth Consulting program for clients with $1 million or more.

Gerard Trask is a financial advisor with Archer Investment Corporation in St. Petersburg, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Archer Investment Corporation since 2013 and has also operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm offers both discretionary portfolio management and model-based strategies, with an investment process that includes comprehensive financial assessments and diversified allocations across various asset classes.

Cameron Stewart is a financial advisor at Advisory Services Network with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes seven years at United Brokerage Services Inc and a year at Oasis Pavers & Pools. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing strategies based on clients’ objectives and risk tolerances.

Tony Pruitt is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Tony is connected to a home-based business called At Home with Joseph, which is unrelated to investments. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of investment strategies and third-party platforms to tailor client recommendations.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.

John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Michelle Engle is a financial advisor at Lincoln Investment with 12 years of industry experience. She has held positions at Lincoln Investment Planning, Legend Advisory, and Ameriprise Financial Services. In addition to her advisory role, she provides life and disability insurance to clients as an agent. 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 investment programs, utilizing both strategic and dynamic approaches managed by its Investment Management & Research team.

Ronald Zimmer is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 18 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also a co-vice president of softball for Northwest Youth Baseball and Softball, where he assists with organizing teams and addressing league-related concerns. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of investment programs with discretionary and non-discretionary options.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Blerina Hysi is a financial advisor at Focus Advisor Solutions, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services, combining enterprise scale with a high client and asset load per advisor.

Daniel Gaukel is a CERTIFIED FINANCIAL PLANNER™ at Corient with three years of industry experience. He has worked at Corient and its affiliated entities since 2022 and previously held roles at Reilly Fisher Solomon PA and the University of South Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.