Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at several firms, including Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA related to his advisory work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.

Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 18 years of industry experience. He has been with Kestra Advisory since 2016 and also operates Cormac Benefits Group, where he serves as owner and registered representative. Jacobs serves on the Dean’s Advisory Board for the Indiana University Northwest School of Business. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and vendor benchmarking. The firm supports complex investment solutions and serves large institutional investors, including sovereign wealth funds.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 13 years of industry experience. Her prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. She is also involved administratively with Bay View Capital Advisory Group, providing editorial review of recruiting materials. Osaic Advisory Services, LLC serves a broad client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers various investment and consulting services delivered through multiple program models, utilizing both proprietary and third-party platforms to build and manage portfolios.

Christine Meyer is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Transamerica Retirement Advisors, LLC. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017 and previously at Axa Advisors, LLC. Outside of her advisory role, Meyer is a practicing artist and serves as vice president on the board of the Art Center Manatee in Bradenton, FL, where she volunteers on the finance committee and assists with annual events. 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 model portfolios developed with Morningstar Investment Management and focuses on asset allocation, contribution guidance, and retirement planning, primarily offering non-discretionary recommendations at scale.

Peter Pastman is a financial advisor with Commonwealth Financial Network based in Saint Petersburg, FL. He holds the CFP® designation and has 16 years of industry experience. Prior to joining Commonwealth, he worked at Raymond James Financial Services and Goodrich Wealth Planning. He is also the owner of Keystone Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Todd Youngs is a CFA® charterholder with 12 years of industry experience, currently serving at Corient in St. Petersburg, FL. His prior roles include positions at CI Doyle Private Wealth, LLC, and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, utilizing advanced risk management and monitoring tools.

Anthony Krane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Raymond James Financial Services, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt Inc. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Yossi Yakar is a financial advisor with Equity Services, Inc. in Bradenton, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Equity Services and National Life Group since 2002. Outside of his advisory work, Yakar runs a YouTube channel focused on financial topics and is a certified pistol instructor offering concealed carry classes in Florida. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and specialized instruments, incorporating third-party asset managers and model portfolios.

Christopher Keller is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at CIPW Service Company, CI Doyle Private Wealth, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, continuous portfolio monitoring, and advanced risk management tools.

Jeffrey Smith is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held previous positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as co-trustee for his father's trusts, a role he has maintained since 1993. \u0026Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan services using a variety of analytical approaches and third-party strategies.

Yvette Heatly is a financial advisor with Truist Advisory Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked with Raymond James Financial Services Advisors and SunTrust Investment Services, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Lundin is a CFP® credentialed financial advisor at Corient with eight years of industry experience. His career includes roles at BMO Harris Bank and CI Doyle Private Wealth prior to joining Corient. Lundin is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Shawn Johnson is a financial advisor with MAI Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 25 years of industry experience. He has worked previously with WCG Wealth Advisors, LLC and Mml Investors Services Inc., and maintains ongoing business activities with Treloar & Heisel, LLC, which involves fixed insurance sales and related products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management and asset allocation across multiple strategies and offers additional services such as trust administration and insurance through affiliated entities.

Patrick Shepherd is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including TWRU CPAs & Financial Advisors, InfEnergy Solar Solutions, and CI Doyle Private Wealth. His current role at Corient includes tenure dating back to 2022. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliated entities.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Glickenhaus is a financial advisor with SPC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He has been associated with Sigma Financial Corporation since 2014. His other business activities include the sale of non-variable insurance products and annuities through approved channels of Sigma Financial Corp. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary investment advice through a large advisory network and various account programs, including the SIGMA Managed Account and Axis Platform.

Matthew Kiehl is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. His prior experience includes roles at Savant Capital Management and work outside finance in landscaping. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment strategy emphasizing low-cost indexing, buy-and-hold approaches, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Julie Flugel is a Certified Financial Planner® with 28 years of industry experience. She is affiliated with Janney Montgomery Scott and has been with the firm since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Scott Barlow is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2014. The firm serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account platform. Fifth Third Securities is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.