James Anna is a CFP®-designated financial advisor at Lincoln Investment with 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. In addition to his advisory role, he is involved in the sale of life insurance, fixed annuities, long-term care, and health insurance. 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 a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Richard Decker is a CFP® professional with 18 years of industry experience. He is currently with Principal Financial Services and has prior experience at LPL Financial, Raymond James, and USAA IMCO. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Meghan Leonard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Pioneer Investment Management USA Inc. and American General Life Insurance. She is based in Land O Lakes, Florida. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Dov Litov is a financial advisor with Lincoln Investment, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Capital Analysts, LPL Financial, Northbridge Financial Group, and Ameriprise Financial Services. Outside of his advisory work, he serves as a grassroots soccer referee with the United States Soccer Federation in Florida. 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 a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches through a blend of in-house and third-party strategies.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017, and previously at Fifth Third Securities and Fifth Third Bank. Mankin is involved with Latitude Capital LLC, a home-based business entity used for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, offering access to multiple advisory programs, third-party asset managers, and a firm-managed separately managed account program.

Steven Marcano is a CFP® with 18 years of industry experience. He is currently an advisor at Schwab Wealth Advisory and Charles Schwab, having previously worked for T. Rowe Price Investment Services, Inc. from 2007 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

John Heinrich is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an internal investment oversight team.

George Holecsko is a CFP® and ChFC® with 18 years of industry experience. He is currently with Schwab Wealth Advisory and has worked previously at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA's various financial planning and investment management divisions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Paul Bullara III is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 41 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co. since 2015. Bullara manages and trains new producers and representatives in life insurance sales and service through his roles at two insurance brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Robert Mathisen Jr. is a financial advisor at Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon, with a combined 28 years in the financial industry. Mathisen serves as a board member for Champions for Children, a nonprofit focused on preventing child abuse. 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 both advisor-managed and firm-managed model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Kevin Arquette is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network in Lutz, FL. He has worked at Commonwealth and Wealthpoint Financial Planning since 2022 and previously spent nine years with The Harwood Insurance Group and Harwood Advisory Group. In addition to his advisory work, he spends part of his time conducting fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

John Crager is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously spent a decade with Horace Mann Insurance and Horace Mann Investors, Inc. Outside of his advisory role, he is the owner and president of Suncoast Insurance LLC, a property and casualty insurance firm. 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Darius Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Investment Services, Raymond James Financial Services, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and utilizes both discretionary manager relationships and non-discretionary consulting in its client services.

Barry Flagg is a CFP® and ChFC® credentialed advisor with 36 years of industry experience. He is registered with Kestra Advisory and Kestra Investment Services since 2016 and has been associated with Moore Thomas since 1986. Outside of his advisory role, Flagg is involved in speaking engagements on life insurance portfolio evaluation and manages Triangulum Financial Partners, focusing on client advising related to life insurance. He is also the founder and president of THEInsuranceAdvisor.COM, a life insurance research publisher, and contributes to curriculum development and ethics guidance related to life insurance for professional organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves very large institutional investors, including sovereign wealth funds, and supports discretionary and non-discretionary services with due diligence on recommended investments.

Jack Halvorsen is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial, he worked for Wealth Bridge Financial Group and held various roles outside of the financial industry, including positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Christopher Stino is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Planning Services and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Andrea Register is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Based in Tampa, FL, her career has been focused on providing investment advisory services within the firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Vincent Picciotto is a Series 66-registered financial advisor with Merrill in Tampa, FL, and has 26 years of industry experience. He has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

James Kossoff is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for 14 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.

Jodi Johnston is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and bringing 20 years of industry experience. She has worked with Raymond James and its affiliated entities since 2005 and is the owner of Levine Legacy Group, LLC, d/b/a Phoenix Financial Partners, operating as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public finance work through its affiliation with a municipal advisor.