Daniel Mageras Jr. is a Certified Financial Planner® with 27 years of industry experience, currently serving at Independent Financial Partners. He has held roles at IFP Securities, LLC and LPL Financial. Mageras is a board member 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 nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. She has 13 years of industry experience, including roles at Arbor Point Advisors and Securities America Advisors, and also provides advisory services through Bay View Capital, Inc. in St. Petersburg, FL. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base ranging from individuals and high-net-worth clients to pension plans, corporations, and charitable organizations. The firm offers a variety of investment management and financial planning services delivered through multiple program models and access to a range of third-party platforms and alternative investments.

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.

John Galligan III is a financial advisor with Truist Advisory Services, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. since 2015. Outside of his advisory role, he serves as an election inspector for the Pinellas County Supervisor of Elections Office. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches combined with third-party platforms and AI-enhanced equity research.

Daniel Wolf is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with Truist Advisory Services since 2016. Outside of his advisory role, he manages an investment LLC that owns rental properties in Missouri. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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 \&PARTNERS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors LLC. He also serves as co-trustee for his father's trusts. \&PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers on the Envestnet platform.

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.

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 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 28 years of experience in the financial industry. He has been with Fifth Third Securities, Inc. since 2014. The firm provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and offers a range of managed account options, including advisor-directed models, separately managed accounts, and a unified program that integrates third-party managers and tax-overlay services.

Logan Scott is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Empower Financial Services. Outside of advising, he is involved with SDL, Inc., contributing to AI-generated search engine results rating. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning services.

Haley Mc Kay Daily Tibbitts is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 65 designation and three years of industry experience. Prior to joining Steward Partners in 2026, she worked at Jazz Wealth Managers, Inc. from 2022 to 2026. Her background also includes roles outside finance, such as managing The Tiki Tavern from 2020 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

George Goodroe is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. His prior roles include a long tenure at Legend Equities Corporation and a position at Capital Analysts. 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, ERISA retirement plan advice, and manages a diverse range of model portfolios using strategic and dynamic investment approaches.

Karen Cole is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked at several related firms including SunTrust Advisory Services, Bb&T, and their affiliated entities since 2009. Outside of her advisory role, she serves on the boards of the Straz Center for the Performing Arts and the Florida Orchestra, assisting with fundraising and community engagement. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

Alan Warren is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 1998. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, and manages accounts on a discretionary basis after client enrollment.