Christopher Ezzo is a financial advisor with Commonwealth Financial Network in Largo, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he is involved in commercial real estate property management in St. Petersburg, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Derrick Kowal is a financial advisor at Mariner Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Dustin Tibbitts is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Jazz Wealth Managers, Inc. for a decade and is the manager and owner of Jazz Aviation, LLC, a private airplane leasing business that assists with travel for business purposes. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

Christopher Moran is a CFP® certificant with 26 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2012 and previously worked at Prime Wealth Management. He is also the owner of BrightView Financial LLC, an entity established to facilitate business operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Connie Beerbohm is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with various SunTrust entities since 2013. Outside of her advisory role, she is involved as a Vice President and account signer in a family-owned business unrelated to investment advisory activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platform and manager relationships, with an emphasis on integrating inter-affiliate services within its large enterprise structure.

Clayton Haak is a Series 65-licensed financial advisor at Corient with two years of industry experience. His prior roles include positions at Brighton Jones and SevenBridge Financial. 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 corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Peter Weil is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He previously worked at LPL Financial for ten years before joining Benjamin F. Edwards in 2025. Outside of his advisory work, Weil operates a sailboat charter business and manages a small farm in Tampa that is developing a mango-growing operation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a variety of advisory programs and employs a mix of proprietary and third-party investment models with oversight from an Investment Strategy Committee.

Chery Victoria is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Outside of her advisory role, she is an independent business owner involved in direct sales of travel memberships and operates as an Amazon seller. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. 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 corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has worked at AJ Wealth, Charles Schwab, and Alliance Financial Group prior to joining Cerity Partners. Before entering the financial industry, she spent six years in full-time education and also worked at Nike, Inc. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., Spectrum Planning Group, and Publix Supermarkets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties where applicable.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Laura Tsiguloff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. She previously worked at Raymond James and Associates, Inc. for seven years and was associated with Feather Sound Country Club in 2023. 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 diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools in its investment process.

Steven Cantillo is a CFP® with 18 years of industry experience, currently serving at Corient. His prior work includes roles at Ernst & Young LLP and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including family office and corporate trustee capabilities.

Richard Brown is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and six years of industry experience. He has worked at Brookstone since 2020 and is also involved in insurance sales through Amerilife and Health Services of St Petersburg, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Charles Campana is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment since 2017, following a 22-year tenure at Legend Equities Corporation. Outside of his advisory role, he serves as President of CC Advisors, Inc., providing business consulting to small business owners and the self-employed on insurance, taxes, Medicare, real estate, and employee benefits. 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 range of financial planning and investment management services that combine strategic and tactical approaches overseen by an Investment Management & Research team.

Kevin Wunker is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. He has worked at Raymond James since 2022 and previously held roles at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Abner Cordova is a financial advisor with Raymond James & Associates holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Raymond James, he worked at the University Fitness Center and has experience in education roles at the University of Alabama and Bob Jones High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.