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.

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.

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.

Codiak Garland is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Transamerica in 2019, Garland worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolio oversight provided by Morningstar Investment Management. The firm manages a large client base primarily using non-discretionary assets, focusing on asset allocation and retirement guidance rather than standalone financial planning or high-net-worth clients.

Christine Condeni is a CFP® professional with nine years of experience in financial advisory services, currently with Creative Planning since 2015, with a brief hiatus in 2017. She is based in Saint Petersburg, FL. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental options such as direct indexing and tax-loss harvesting, supported by affiliated legal and trust services and a vertically integrated private markets platform.

Konstantin Bystritsky is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Fidelity Investments and CI Doyle Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Alan Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Royal Alliance Associates, Penn Mutual Life Insurance Company, and Raymond James Financial. He also serves as COO of New Day Financial Advisors, LLC, an insurance brokerage firm in St. Petersburg, FL. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Christopher Jay is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. He has previously worked at CI Doyle Private Wealth, LLC, and has been with Corient and its affiliated entities since 2022. Christopher is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, 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 manager solutions and uses risk management tools and continuous portfolio monitoring.

Angela Maraj is a financial professional with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of financial services, Maraj is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. 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 a variety of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by its Investment Management & Research team.

Aaron Motai is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Sabal Trust Company, TD Ameritrade, Charles Schwab, USAA, and T. Rowe Price. He is based in St. Petersburg, Florida. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team approach to portfolio management, utilizing both in-house strategies and third-party solutions while incorporating risk management tools and alternative investments when appropriate.

Lorin Bridge Jr. is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at Corient and affiliated entities since 2022, with prior experience at Reilly, Fisher & Solomon PA from 2006 to 2021. 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 employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and offering specialized services through various affiliates.

John Poff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2015 and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs, investment education, and personalized guidance on asset allocation, contribution rates, and retirement planning. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing assets primarily on a non-discretionary basis across a large client base.

Emily Dirgo is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at Charles Schwab Bank, SSB, in addition to her ongoing role at Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to offer investment recommendations and conducts annual account reviews without exercising discretionary trading authority.

Paul Habib is a financial advisor with Eagle Strategies (NY Life) based in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 14 years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Prowealth, LLC, where he serves as owner and broker of non-registered insurance products. Habib is also involved as a passive investor in several commercial property ventures and a restaurant group. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Puran Sugrim is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price and E*TRADE before joining PNC Investments in 2021. Outside of his advisory role, he is president of PNKS Associates LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees with PNC Bank online credentials. The firm uses algorithmic questionnaires for model selection and delegates portfolio implementation to third-party strategists.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with SunTrust Investment Services and Sun Trust Bank. He is based in St. Petersburg, FL. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing platform, focusing on assessments of client financial needs, risk tolerance, and time horizon.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Thomas Bagatini Alves is a financial advisor with PNC Wealth Management in Largo, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, TMH Federal Credit Union, Citi, Regions Bank, Lockton, and Currency Exchange International. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved mutual funds and ETFs for portfolio implementation.