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.

Michael Rees is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, The Sherwin Group, Securities America, and National Planning Corporation. Outside of his advisory work, he is president of Bay View Capital, Inc., where he engages in consulting and manages an insurance agency, as well as overseeing the purchase and sale of liquor licenses in Florida. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing a blend of fundamental and technical analysis, tactical trading, and access to alternative investments, supported by platform relationships with major custodians and affiliated managers.

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 at &PARTNERS with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Morgan Stanley prior to joining &PARTNERS. He also serves as co-trustee for his father's trusts. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Yvette Heatly is a financial advisor with Truist Advisory Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services, Morgan Stanley, and several other firms before joining Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

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.

Carlos Jimenez is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wise and Amscot Financial, as well as service in the United States Marine Corps. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model tied to Empower’s administrative platforms. The firm offers “point-in-time” financial plans and optional managed account solutions, operating at a large scale with a higher client-to-advisor ratio compared to many peers.

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.

Greg Kokemuller is a financial advisor at T. Rowe Price Advisory Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James and several fund distributor firms. Kokemuller is based in Parrish, Florida. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm invests exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo simulations for retirement planning.

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 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 with Empower Advisory Group in St. Petersburg, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at Northwestern Mutual and Tyler Technologies, and has been involved in AI-generated search engine results rating through SDL, Inc. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning services, which are supported by its large scale and close affiliation with Empower’s broader financial 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.

Roseann Monteleone is a financial advisor at SPC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has held prior roles at Bank of America, Merrill, Independent Financial Partners, and Sigma Financial Corporation. Outside of her advisory work, she conducts financial literacy education workshops and provides general business consulting services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary advice through multiple account programs and maintains strategic partnerships including a key relationship with Fidelity.

Christine Condeni is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. She has been with Creative Planning since 2015, except for a brief period in 2017 when she was not employed. The firm provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. Creative Planning employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.