Brandon Nichols is a financial advisor at Verus Capital Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Citi, Stridepoint, and Angels Senior Living before joining Verus. Nichols is also involved with The Pinnacle Group, a non-variable insurance business. Verus Capital Partners is a fee-based advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring investment strategies to clients’ time horizons, risk tolerance, and tax considerations.

Michele Del Sordo is a financial advisor with Consolidated Portfolio Review Corp in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Michele’s prior roles include tenure at J.W. Cole Financial, LPL Financial, and Principal Financial Services. Outside of advisory work, Michele serves as an executor of an estate. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs strategic asset allocation supported by fundamental and technical analysis through both proprietary model portfolios and allocations to third-party advisors.

Keri Finkenbinder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kennedy Park Wealth Management and Turtle Nest Planning. She is also the owner of OJAS Wealth Management, an independent advisory business based in Tampa, FL. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs delivered through a centralized Investment Management Team and Wealth Portfolio Managers.

Stephanie Lally is a financial advisor at Citigroup Global Markets with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Edgewater Family Wealth, BCW Financial Consultants LLC, and multiple Raymond James entities. She is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as swap dealer and futures commission merchant.

John Murdock is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and TD Bank. Outside of finance, he pursues painting under the professional name John Murdock Art and occasionally sells his work. 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 and non-discretionary manager relationships supported by AI-enabled research tools and integrates services across its affiliated broker-dealer and bank platforms.

Aiad Abdelshaheed is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory role, he is co-owner of AVJE LLC, a business involved in managing rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Aaron Ellison is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Tampa, FL. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, The Oxford Club, Heritage Financial Consultants, and Lincoln Financial Advisors Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory services. 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 and non-discretionary consulting with third-party platform support and uses AI-enabled tools in its research process.

Charles Conner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Investment Services, Inc. and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party managers and AI-enabled research tools to support its investment strategies.

David Burkhardt is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Fifth Third Securities, Inc. in Tampa, FL, and has previously worked in various roles across industries including hospitality and automotive consulting. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, allowing clients to select strategies aligned with their risk profiles, and operates as a wholly owned subsidiary of Fifth Third Bank.

Zachary Roman is a financial advisor with TLG Advisors, Inc. in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Oxford Wealth Group LLC, and various automotive groups. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, with services delivered through independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Mark Moore is a CFP® with 32 years of industry experience, currently with Commonwealth Financial Network and PBJ Wealth Management since 2019. He previously worked at Wells Fargo Advisors from 2013 to 2019. He also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Lisa Hunt is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2019. Prior to that, she was with Raymond James in various capacities from 2012 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages some portfolios with exposure to alternative and digital-asset products.

Joseph Shadduck is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1999. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios across a broad range of securities and insurance products.

Sita Monti is a CFP® professional with 16 years of experience in the financial industry. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley, E*TRADE Securities, and Ameriprise Financial Services. Outside of her advisory work, she teaches various forms of yoga and is the founder of LivAfrika, a volunteer retail sales effort that donates all proceeds to its mission. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through a combination of “point-in-time” financial plans and optional managed account solutions.

Robert Fincher is a financial advisor at CIBC Private Wealth Advisors, Inc. in Tampa, FL, holding Series 65, Series 63, and Series 66 licenses with 16 years of industry experience. He has been with CIBC National Trust Company since 2017 and previously worked at Atlantic Trust Company, N.A. for one year. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a governance structure involving internal investment teams and committees to create customized portfolio solutions, combining proprietary products and external managers, and offers services including financial, estate, and philanthropic planning as well as specialized family office solutions.

James Deshaies is a CFP® professional with 13 years of experience in financial advising. He is currently with Schwab Wealth Advisory, where he has worked since 2026, and has prior experience at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA in various financial advisory and investment management roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice using standardized asset allocation models and research tools while allowing clients to retain final trading decisions.

Melissa Kelly is a financial advisor with D.A. Davidson & Co. in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Raymond James in various capacities from 2000 to 2025 before joining her current firm in 2026. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Myles Dudley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He is based in Tampa, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.