Steven Hart is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fisher Investments, Personal Capital, Charles Schwab, and Edward Jones. Hart is currently based in Seminole, Florida. Fifth Third Securities, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers multiple program types through its Passageway Managed Account platform, combining advisor-directed models and third-party portfolio management with tax-efficient strategies.

Joshua Green is a CFP® professional with 15 years of experience in the financial services industry, currently associated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James and T. Rowe Price. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs. The firm provides discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions, supported by coordinated due diligence and custodial partnerships.

Austin Lentz is a Series 66-licensed financial advisor at Guardian Life with 11 years of industry experience. He has been with Guardian Life since 2016. Outside of his advisory role, he is involved with TAL Ventures, LLC, a joint husband-wife real estate venture. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers customized financial planning and investment strategies combining discretionary management and model-based approaches, with access to proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.

Tracy Timmerman is a Series 66-registered advisor with 28 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2016. Her prior experience includes roles at Mass Mutual Investors Services, American Wealth Services, LLC, and Ameriprise. Outside of her advisory work, she is involved as a hotspot host for Helium in St. Petersburg, Florida. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supported by Fidelity’s Managed Account Xchange platform.

Nadav Baum is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott for 10 years. Outside of his advisory role, Baum participates in community efforts through the Developmental Committee Peace Initiative, which focuses on raising awareness and funds against hate crimes, and serves on the Business Advisory Council at Indiana University of Pennsylvania. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Cameron Barrier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Penn Mutual Life Insurance Company, TQL, and FedEx. In addition to his advisory role, he is active as an insurance agent specializing in insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services and manages approximately $8.37 billion in discretionary assets under management.

Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Arkadios Capital, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA for a financial advisory office. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services using both firm- and third-party models with a combination of passive and active investment strategies.

Alejandro Goicoechea is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2016 and Suntrust Bank since 2013. Outside of his advisory role, he is employed in a casual dining restaurant as kitchen help. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection services, using a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tina Boeving is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and Securities America Advisors, Inc. Boeving is also involved with Bay View Capital, Inc., where she provides administrative advisory services. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment management and consulting services, utilizing a combination of fundamental and technical analysis, tactical trading, and access to alternative investments.

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.

Daniel Wolf is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with Truist Advisory Services since 2016. Outside of his advisory role, he manages an investment LLC that owns rental properties in Missouri. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

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.