David Glazer is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Investment Services and Raymond James Financial 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, utilizing third-party platforms and AI-enabled research tools to support its investment strategies.

Jonathan Rojas is a financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Citigroup Global Markets Inc, U.S. Bank, and Raymond James Bank. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Granat is a financial advisor at Independent Financial Partners with two years of industry experience. He holds the Series 66 designation and has prior experience at Wilson Business Group, Tate High School, Pensacola State College, and Northwest Florida State College. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jacob Hoover is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Steward Partners, he worked in education at several institutions including Florida State University and the University of South Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services with both discretionary and non-discretionary portfolio management.

Jakob Muehlschlegel is a Series 66 licensed financial advisor with Independent Financial Partners, based in Tampa, FL. He has four years of industry experience and has worked at IFP Securities, LLC since 2021. His prior roles include positions at Synovus Bank, Finances for the Fearless, and involvement with Medinah and Bowes Creek Country Clubs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Tyler Trunko is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Trunko serves on the University of Tampa Board of Counselors, where he participates in alumni support activities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

Joseph Wheeler is a financial advisor at Independent Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at IFP Securities, LLC and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, Wheeler serves as a board member for the Maitland Club Homeowner's Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both discretionary and non-discretionary account management with notable retirement-plan advisory and pension consulting capabilities.

Jennifer Makras is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Raymond James Financial Services, Inc. and Morgan Stanley. Outside of her advisory role, she serves as Treasurer on the board of Vicki App Inc., where she manages fundraising and administrative activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Eric Klaus is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and IFP Securities. Outside of his advisory work, he serves as the head coach of the Alonso High School boys lacrosse team and owns a website connecting teens with odd jobs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, allowing clients to choose from various management options and is noted for its retirement-plan advisory and pension consulting capabilities.

Barry Glover II is a CFA® charterholder and holds the Series 66 credential, with 14 years of industry experience. He is currently with HB Wealth and has previously worked at Suntrust Advisory Services, Inc., SunTrust Bank, and GenSpring Family Offices. Outside of his advisory role, he serves as a board member for Swilled Dog Holdings, a family craft beverage business. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate entities. The firm employs a disciplined investment process that incorporates both quantitative and qualitative due diligence across public and private strategies.

Steven Hart is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. He is currently based in Seminole, FL. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining third-party portfolio management with advisor-directed 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.

Steven Garibay is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at several firms, including Specialized Advisors, Secure Investment Management, and MML Investor Services, and he also operates a licensed insurance agency under J.D. Mellberg Financial, LLC. Garibay has been with Brookstone Capital Management since 2019. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and proprietary funds, serving clients both directly and through relationships with other registered investment advisors.

Kevin Manning is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 63 designation and 33 years of industry experience. He has worked at Independent Financial Partners since 2010 and previously spent a decade with LPL Financial Corporation. Outside of financial advising, he is involved in real estate sales through a sole proprietorship with Coldwell Banker Realty. Independent Financial Partners is an enterprise firm with 261 advisors serving a nationwide client base that includes individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with flexible investment strategies and notable retirement-plan advisory and pension consulting services.

Elizabeth Roman is an advisor at Fifth Third Securities, Inc. based in Tampa, FL, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior work includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third‑party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker‑dealer, SEC‑registered investment adviser, and municipal advisor, with a range of strategies from mutual fund and ETF models to SMA and direct indexing options.

Sarah Fowler is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Integrity Alliance and ASB Financial since 2021, following a 15-year tenure at Bankers Life and related entities. Outside of her advisory role, she serves as president of Fuquay Insurance, Inc., and works as a sales representative for TruPath Retirement, focusing on fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting services. The firm utilizes various investment approaches and platforms to build portfolios tailored to client needs while providing support services to other registered investment advisers.

William Hamm Jr. is a CFP® and ChFC® with over 42 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and has held roles at IFP Advisors, Inc., Independent Financial Partners, LPL Financial, and IFP Securities, LLC. Outside of his advisory work, he serves as president of IFP Advisors, Inc., where he is involved in life insurance sales and executive benefits planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm supports a multi-advisor platform serving a diverse client base and provides both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Anthony Adamo Jr. is a financial advisor with Independent Financial Partners and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including five years at TIAA-CREF before joining Independent Financial Partners in 2018. Outside of his advisory role, he is involved in operating a short-term rental cabin business in Ellijay, Georgia, jointly owned with his spouse. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives serving a diverse client base, including individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with customizable investment strategies and notable capabilities in retirement-plan advisory and pension consulting.

Jerry Bulaclac Jr. is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 21 years of industry experience. He has worked at Independent Financial Partners since 2012 and was previously affiliated with LPL Financial. Outside of his advisory role, he operates RadiantVest, providing clients with portfolio management, retirement income planning, and wealth transfer strategies. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.