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.

Kimberly Cox is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked at Lincoln Investment for a total of 12 years, with additional experience at United Planners Financial Services and West Coast Financial. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and dynamic investment approaches.

Jennifer Hall is a financial advisor with Truist Advisory Services in Lutz, Florida, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has concurrently worked at SunTrust Investment Services, Inc. since 2015. 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 utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to manage investment selection and oversight.

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.

Preston Duppins III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has prior experience at J.P. Morgan Securities, Morgan Stanley, and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to support client-directed investment decisions, conducting annual reviews without exercising discretionary trading authority.

Ramy Georgy is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2012 to 2024. Outside of finance, Georgy is involved in engineering consulting and owns several businesses in the recreation and restaurant sectors in Tampa, Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm’s integrated approach includes access to alternative investments and combines wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Manuel Velasquez is a financial advisor with Kestra Advisory, holding a Series 66 credential and one year of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2024 and is also engaged as a freight agent managing shipments across North America. Additionally, he has experience as a real estate agent, handling referrals and commissions in the property market. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, and serves a broad client base that includes large institutional investors and sovereign wealth funds.

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.

Richard Sharpe is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment and West Coast Financial since 2015. Outside of finance, Sharpe also teaches and coaches soccer at Lutz Prep and Brooks DeBartolo Collegiate High School. 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 advisory programs and manages assets using both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

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.

Lance Lehman is a CFP® professional with 18 years of industry experience. He is currently an advisor at Farther and previously worked at Atomi Financial Group dba Compound Planning, ARS Wealth Advisors Group, LLC, and Fisher Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

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.

Nicholas Greer is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. In addition to advisory services, he is also involved in life insurance and fixed annuity sales. 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 both advisor- and firm-managed portfolios, using a mix of strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

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.