Justin Cabibi is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at GWFS Equities, Cetera, Regions Bank, and Bbtis. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with approximately $26.4 billion in discretionary assets under management.

Joseph Arena is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Foreside Fund Services, LLC, Global X Management Company LLC, Pinnacle Associates Ltd, and KPMG LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Jay Natkow is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Suncoast Credit Union. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.

Geraldine Cook is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Franklin Templeton Financial Services Corp. and its affiliated entities before joining Transamerica in 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing Morningstar Investment Management’s proprietary software and model portfolios for asset allocation and retirement guidance.

John Wade is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Oppenheimer, where he has been since 2022. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Brock Himan is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior firms include Merrill, UBS Financial Services, and BB&T Securities. He serves as a board member for Truth In Nature, a Christian youth program based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. 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 manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Jordan Giranda is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient, he held roles at EY/Tapfin and Uber. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Seth Trickle is a financial advisor with TLG Advisors, Inc. in St Pete Beach, FL, holding Series 66 and Series 63 licenses and with 14 years of industry experience. His prior roles include positions at Griffin Capital Securities, Cps Financial & Insurance Services, Inc., and Deawm Distributors, Inc. He also serves as National VP and Annuity Wholesaler in an insurance business outside of his advisory role. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management through manager selection and ongoing monitoring, offering both traditional and direct-to-consumer digital investment programs.

Robert Fradette is a CFP® and ChFC® professional with 38 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has held roles at infinex Investments, Inc. since 2016 and Chelsea Groton Financial Services, Inc./Chelsea Groton Savings Bank since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Jonathan Decker is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2023, following 14 years at Bank of America and 25 years at Merrill. He serves as the Vice Chair of the University of South Florida St. Petersburg Business School Dean's Advisory Council. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

John Oliva is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at Arbor Point Advisors, AXA Advisors, and New York Life, among others. Outside of advising, he volunteers annually at Camp Erin, a charitable organization supporting youth. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services including managed programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging both fundamental and technical investment approaches.

Nathan Anderson is a CFP® professional at Empower Advisory Group with 12 years of industry experience. He has worked at several firms, including Personal Capital Advisors Corporation, Mariner Wealth Advisors, and TD Ameritrade. Anderson is based in Parrish, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stephanie Russell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities since 2018 and was previously with Key Investment Services from 2014 to 2018. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Joseph Auteri is a financial advisor with Eagle Strategies (NY Life) based in Apollo Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Nylife Securities Inc. since 1993, and leadership positions at Tradecraft Financial Group LLC and Berardi & Auteri, LLC. Outside of advisory work, he serves as an adjunct professor at Drexel University’s LeBow College of Business and is a director of the Ramsey Educational Development Institute, a nonprofit organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Nichole Adams is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has worked at Corient Services LLC and Corient since 2023, with prior roles at Roosevelt Investments and Refined Benefits dba Sullivan. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Nathan Lopes is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities during his career. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of integrated lending and alternative investment options.

John Flanagan is an advisor at Fifth Third Securities, Inc. based in Largo, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience, all with Fifth Third Securities and Fifth Third Bank since 2015. Fifth Third Securities serves a diverse client base, including individual, institutional, and high-net-worth clients, offering both advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed options.

Matthew Bash is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL. He holds the Series 66 designation and has three years of industry experience, all with Janney Montgomery Scott and its affiliate entities. Prior to his advisory career, he worked briefly at Indiana University of Pennsylvania’s Eberly College of Business. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.