Marc Wilkins is a financial advisor at Kestra Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan design, education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Joseph Arena is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Wealth, LLC and several other firms. Arena is based in St. Petersburg, Florida. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and various investment strategies, supported by an extensive network of affiliated service companies and product relationships.

Robert Lingenfelser is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Commonwealth since 2010 and also operates as an independent insurance agent. Lingenfelser owns and conducts fixed insurance sales through Lingenfelser Financial Services and Lingenfelser & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jay Natkow is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Suncoast Credit Union. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.

Geraldine Cook is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Franklin Templeton Financial Services Corp. and its affiliated entities before joining Transamerica in 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing Morningstar Investment Management’s proprietary software and model portfolios for asset allocation and retirement guidance.

John Wade is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2022. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management. He is based in Saint Petersburg, FL. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both execution and advisory support, employing diverse investment strategies across equity, balanced, and fixed income assets.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. 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 manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Seth Trickle is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Griffin Capital Securities, CPS Financial & Insurance Services, and Deawm Distributors, Inc. He also serves as a National Vice President and Annuity Wholesaler at GBS Insurance and Financial Services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services via a network of independent advisors and sub-advisors.

Robert Fradette is a CFP® and ChFC® with 37 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has held roles at Infinex Investments, Inc. since 2016 and Chelsea Groton Financial Services, Inc./Chelsea Groton Savings Bank since 2000. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s approach includes both advisory and brokerage solutions with a notable emphasis on non-discretionary assets.

Jonathan Decker is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2023, following 14 years at Bank of America and 25 years at Merrill. He serves as the Vice Chair of the University of South Florida St. Petersburg Business School Dean's Advisory Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

John Oliva is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Arbor Point Advisors, AXA Advisors, and New York Life. Oliva volunteers annually as a camp buddy at Camp Erin, a charitable organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Nathan Anderson is a CFP® with 11 years of industry experience, currently working at Empower Advisory Group since 2023. He previously held roles at Personal Capital Advisors Corporation, Mariner Wealth Advisors, and TD Ameritrade. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Stephanie Russell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities since 2018 and was previously with Key Investment Services from 2014 to 2018. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Joseph Auteri is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Nylife Securities Inc. since 1993 and has been involved with Tradecraft Financial Group LLC and Berardi & Auteri, LLC. Outside of his advisory work, he serves as an adjunct professor at Drexel University LeBow College of Business and is a director for the Ramsey Educational Development Institute, a nonprofit organization. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types, including fee-based advice, retirement plan consulting, and co-advisory relationships, with a primary focus on non-discretionary assets and tailored recommendations aligned with client and plan sponsor objectives.

Nichole Adams is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has worked at Corient Services LLC and Corient since 2023, with prior roles at Roosevelt Investments and Refined Benefits dba Sullivan. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Edward Stiles is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Equity Services, Inc. and Retirement Capital Advisors since 1996. His other business activities include fixed insurance sales conducted under the name Retirement Capital Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios and customized investment solutions, while enabling advisors to offer tailored advice under Commonwealth’s supervision.

Nathan Lopes is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has also worked at Park Avenue Securities. Prior to his advisory roles, he worked in education at Chapman University and Marin Academy High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

John Flanagan is an investment advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fifth Third entities since 2015. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to various program types including mutual fund and ETF models, SMA strategies, and direct indexing options.

Matthew Bash is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL. He holds the Series 66 designation and has three years of industry experience, all with Janney Montgomery Scott and its affiliate entities. Prior to his advisory career, he worked briefly at Indiana University of Pennsylvania’s Eberly College of Business. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Brittney Axsom is a Series 66-licensed financial advisor at Empower Advisory Group with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is also involved in a retail business, Tampa Bay Merch & Co, where she sells clothes, candles, bags, and stickers. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.