Erik Stad is a financial advisor with Valic Financial Advisors in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2016 and previously held positions at Sunamerica Capital Services, Inc. and SunAmerica Asset Management from 2000 to 2016. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supporting a large client base through a network of over 1,200 advisors.

Manuel Velasquez is a financial advisor with Kestra Advisory, holding a Series 66 credential and one year of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2024 and is also engaged as a freight agent managing shipments across North America. Additionally, he has experience as a real estate agent, handling referrals and commissions in the property market. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, and serves a broad client base that includes large institutional investors and sovereign wealth funds.

Paul Carpentier is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with PNC Investments and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Kenneth Van Asdonk is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His background includes roles at One Source Advisory, Principal Life Insurance Company, Principal Securities Inc, and Citigroup. Outside of finance, he serves as a youth soccer referee in his community. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Drew Nickle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at BB&T Bank and its affiliated entities before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platform partnerships and uses AI-enhanced research to support its investment decisions.

Ellen Brandt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2009 and is also the owner of two Etsy shops, EllenRobin Designs, LLC and Robin Brandt Etsy Shop, where she creates print-on-demand and handmade merchandise as a weekend hobby. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment advisor.

Stephen Davis is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an assistant wrestling coach at JW Mitchell High School. Outside of his advisory role, he works as a delivery driver during holidays. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-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 with optional tax and ESG overlay services.

Lance Lehman is a CFP® professional with 18 years of industry experience. He is currently an advisor at Farther and previously worked at Atomi Financial Group dba Compound Planning, ARS Wealth Advisors Group, LLC, and Fisher Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Sean Calleja is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. Outside of his financial career, he is a managing member of an LLC created with his family to manage a residential rental property. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment advisory services, combining strategic and tactical approaches through a dedicated Investment Management & Research team.

Ted Albrecht is a CFP® with 26 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at firms including Journey Strategic Wealth, LPL Financial, and J.P. Morgan Securities. Albrecht operates MDL Wealth Management, an investment-related business based in Tampa, FL. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled and private investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction strategies.

Ahmet Kildis is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2018, he worked at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

James Spiers is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently affiliated with TLG Advisors, Inc., where he has been associated through The Leaders Group, Inc. since 2016. Spiers also has roles with Alliance Insurance Group and Alliance Financial Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers comprehensive financial planning, fiduciary services, and a direct-to-consumer digital program called Starlight Portfolios.

Daniel Graham is a financial advisor with Principal Financial Services in Palm Harbor, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 1999. Graham serves as a board member of the Florida Dream Center, where he participates in quarterly meetings focused on brand development and fundraising and volunteers regularly. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nikolaus Lancaster is a financial advisor with Schwab Wealth Advisory in Tampa, FL, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has a background at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Stephen Fee is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, Fee serves as president and managing member of Alpha Omega Legacy Wealth, a firm he established for marketing and managing financial consulting and fee-based services. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maria Escalona Chaparro is a financial advisor with PNC Wealth Management in Tampa, FL. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Morgan Stanley and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk band recommendations and invests in mutual funds and ETFs with annual rebalancing.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

Quinn Berven is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, and ASB Financial. Berven also maintained an insurance agent role involving fixed annuity sales during his time at Transparent Financial Services. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a range of strategic and tactical investment approaches managed by an in-house Investment Management & Research team and oversees approximately $22.9 billion in advisory assets.

David Livingston is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate shoots. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research, and is noted for its inter-affiliate integration and comprehensive manager oversight.

William Daines II is a financial advisor at Principal Financial Services with over 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 registrations. His career includes long-term roles at Principal Life Insurance Company and Princor Financial Services Corporation since 1991, and he has operated Daines Financial since 2014. Outside of his advisory work, he serves on the Deacon Council at Idlewild Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.