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.

Blaine Laverick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes long-term tenure at Principal Life Insurance Co and Principal Securities Inc. He is based in Bradenton, FL. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.

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 at Benjamin F. Edwards & Company, Inc. with 45 years of industry experience. He previously worked at LPL Financial for 10 years. Outside of his advisory work, he operates a sailboat charter business and owns a small farm in Tampa, FL, where mangos are grown for future income. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charities, and institutions. The firm offers fee-based wrap programs and a variety of investment strategies, combining custody, execution, and trading services to support both employee and independent-contractor advisors.

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 a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Paul Goodson is a financial advisor with SPC in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2013. Goodson offers financial services and fee-based wealth management through his DBA, Goodson Wealth Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through programs such as the SIGMA Managed Account, working with Fidelity/NFS for custody and execution.

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.

Vito Tango is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kenneth Crowley is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to multiple investment solutions including discretionary and non-discretionary management, alternative investments, and integrated trust and insurance services.