Patrick Fitzpatrick is a financial advisor with Truist Advisory Services in Brooksville, Florida, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been affiliated with SunTrust entities since 2013, including roles at SunTrust Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc. 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 combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Joseph Di Vincenzo is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and previously worked with USAA Financial Advisors. Di Vincenzo operates out of Brooksville, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and access to third-party manager programs, combining discretionary and non-discretionary approaches with integrated inter-affiliate resources.

Michelle Best is a CFP® professional with over 23 years of experience in the financial services industry. She is currently affiliated with United Planners' Financial Services of America as a Limited Partner and has prior experience at firms including The Vanguard Group, CliftonLarsonAllen Wealth Advisors, and TIAA-CREF. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages a significant portion of its assets on a non-discretionary basis.

Marc Lawrence is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with SunTrust Investment Services and its affiliates since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Chad Rowland is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust entities since 2015, including roles at Suntrust Investment Services and Suntrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Darren Mc Quary is a Series 65-licensed financial advisor at AE Wealth Management, LLC with two years of industry experience. His prior roles include positions at Baum Financial Services and Scott Barnwell State Farm. He is also active as an insurance agent and tax preparer at Baum Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis methods, serving over 127,000 clients with a platform-focused approach.

James Whittemore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been associated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice, providing investment education and personalized portfolio guidance using proprietary software and model asset allocations developed in partnership with Morningstar Investment Management.

Agron Elmazi is a CFP® professional with 16 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2014, with a brief tenure at Fidelity Investments and Facet Wealth. Outside of finance, he has had short-term involvement in the restaurant industry. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with investable assets of approximately $250,000 or more.

Jason Kamp is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Brokers International Financial Services, Questar Asset Management, Questar Capital Corporation, and Professional Insurance Systems. Outside of advisory work, he is involved in insurance marketing and real estate sales, and owns an insurance agency. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of independent advisers. The firm employs a variety of investment strategies and provides discretionary portfolio management supported by multiple custodial platforms and program sponsors.

Daniel Sullivan is a CFP® professional with 30 years of experience in the financial advisory industry. He has been associated with Truist Advisory Services and Truist Investment Services since 2016. Based in Brooksville, FL, Sullivan holds Series 63 and Series 65 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

John Kent is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Before joining Allworth Financial in 2026, he worked at Fisher Investments for three years and Fidelity Brokerage Services LLC for five years, among other roles. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, and retirement plan consulting, using both quantitative and qualitative analysis to create customized investment strategies.

Michael Coombes is a financial advisor at Empower Advisory Group with two years of industry experience. He previously worked at Merrill for five years and Santander Bank for five years, and he served in the Massachusetts Army National Guard for eight years. Coombes holds Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kristi Bailey is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Travis Taylor is a financial advisor with Empower Advisory Group, holding a Series 65 designation and based in Spring Hill, FL. He has experience with Empower Financial Services since 2021 and has previously worked in the title industry. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Erin Rey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked with various Truist entities since 1995, including Truist Investment Services and SunTrust 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 combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Shawn Nazario is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Outside of his advisory role, he is involved with the Peninsula Baseball Umpires association, serving as a baseball umpire for local recreational and high school games. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach includes asset allocation guidance and personalized portfolio construction supported by Morningstar Investment Management’s proprietary tools.

Anthony Cefolo is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with T. Rowe Price since 2015. Outside of his advisory role, he works as a food delivery driver for Uber Eats and DoorDash. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features including tax-aware rebalancing and Monte Carlo-based retirement income projections.

Richard Shaw is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tanner Booth is a financial advisor at Edward Jones in Homosassa, Florida, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Gerald Gruber is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is an author of books based in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.