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 with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His career includes roles at One Source Advisory, Principal Life Insurance Company, Principal Securities Inc, and Citigroup. Outside of his advisory work, he serves as a soccer referee for youth games in his local community. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Preston Washington is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Eastern Funding LLC, Citigroup, and City National Bank, along with roles outside finance such as at Ruth's Chris Steakhouse. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and uses third-party portfolio managers on its Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

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 with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Valic Financial Advisors and Agia. Calleja is also a managing member of an LLC formed with family members to manage a residential rental property. Lincoln Investment is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Ted Albrecht is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Hightower Advisors in Tampa, FL. His prior roles include positions at LPL Financial, JP Morgan Securities, and Journey Strategic Wealth. Outside of his primary advisory work, he is involved with MDL Wealth Management in Tampa. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with offerings spanning discretionary portfolio management, financial planning, and retirement consulting.

James Spiers is a financial advisor with TLG Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and over 25 years of industry experience. He has worked with The Leaders Group, Inc. since 2016 and Alliance Insurance Group since 2014. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent representatives and sub-advisors as well as a direct-to-consumer digital program called Starlight Portfolios.

Nikolaus Lancaster is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Maria Escalona Chaparro is a financial advisor with PNC Wealth Management in Tampa, FL. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at Morgan Stanley and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments to recommend portfolios managed via mutual funds and ETFs.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

David Livingston is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and third-party manager selection through its AMC Advantage program, employing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate resources.

William Daines II is a financial advisor at Principal Financial Services with over 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 registrations. His career includes long-term roles at Principal Life Insurance Company and Princor Financial Services Corporation since 1991, and he has operated Daines Financial since 2014. Outside of his advisory work, he serves on the Deacon Council at Idlewild Baptist Church. 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 direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Christopher Rivers is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment since 2022 and has prior experience at Waddell & Reed, VOYA Financial Advisors, and Ameriprise. In addition to his financial career, Rivers serves as Vice President on the Board of Directors for Immaculate Heart of Mary Roman Catholic Chapel, a religious nonprofit organization, and is a Corporal with the Hillsborough County Sheriff’s Office. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and various third-party managers.

Gunnar Gavin is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked in various roles within affiliated entities since 2007. Outside of advisory work, he serves as treasurer of a condominium association and is a partner in self-storage rental businesses. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

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.

Tiffany Leroy is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2023, and has held various roles within Charles Schwab and USAA from 2015 through 2023. Her prior experience includes six years at Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advisory approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering customized recommendations with client authorization required for trades.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.