Nicholas Halchak is a financial advisor with United Planners Financial Services of America and holds the Series 66 credential. He has five years of industry experience, with prior roles at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he has been involved with Warren Willis United Methodist Camp for several years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and manages both discretionary and non-discretionary accounts using various custodians and third-party money managers.

Riley Newman is a financial advisor at Independent Financial Partners with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked at IFP Securities, LLC and Charles Schwab & Co., Inc. Prior to his financial services career, he held roles at Northrop Grumman and Health First Medical Group. Riley has a background that includes both education and corporate positions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Travis Hadwin is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He has held positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Morgan Stanley Smith Barney. Outside of advising, he is involved in woodworking projects through Clearwater Woodworking and owns a sauna and cold plunge facility in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

David Yu is a financial advisor with Independent Financial Partners in Fort Lauderdale, FL, holding a Series 66 credential and 17 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at Kovack Advisors and Kovack Securities from 2014 to 2019. Outside of his advisory role, Yu is an active pilot for American Airlines, a position he has held since 1999, and he owns and oversees a tax preparation business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both decentralized investment strategies and formal retirement-plan advisory and pension consulting services.

Thomas Holliger is a CFP® professional with 33 years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining Independent Financial Partners in 2019. He also operates Holliger Financial Consultants, an advisory and insurance business based in Palm Beach Gardens, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12 billion in assets and offers a decentralized advisory model with specialized retirement-plan and pension consulting capabilities.

Eric Donner is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior roles include positions at ValMark Advisers, Hewins Financial Advisors, and Exclusive Insurance PGA. Outside of his advisory work, he volunteers with Israel Heart 2 Heart, an organization supporting wounded Israeli soldiers with PTSD, and is involved in a business consulting start-up focused on exit planning. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable specialization in retirement-plan advisory and pension consulting.

Matthew Sines is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory work, he serves as a Senior Business Development Officer for Thrivent Advisor Network, focusing on recruiting financial advisors to the platform. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside Commonwealth’s managed model portfolios and distinct program structures.

Joena Bartolini Mitchell is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Edelman Financial Engines, JBM Group, and Raymond James. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, and alternative investments.

Barry Green is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2016. 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 a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Mark Dydzuhn is a financial advisor at Empower Advisory Group with 12 years of industry experience. He has worked at several firms including Raymond James Financial, Fisher Investments, and Regions Bank. Dydzuhn holds the Series 63, Series 66, and Series 65 designations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach includes integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Wolf is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with Truist Advisory Services since 2016. Outside of his advisory role, he manages an investment LLC that owns rental properties in Missouri. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffery Acheson is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, where he has worked since 2017. His prior experience includes roles at LPL Financial, Corporate & Endowment Solutions, and AXA Advisors. Outside of his advisory work, Acheson serves on the board of Ruling Our eXperiences (ROX), a nonprofit focused on supporting girls’ empowerment, and is involved with several industry organizations including the National Association of Plan Advisors and the American Retirement Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

Robert Kennerson is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 25 years of industry experience, including roles at Advisory Services Network, LLC and ProEquities, Inc. Kennerson also operates R.L.K Advisory Group, a non-investment-related business. Independent Financial Partners serves a nationwide client base through a decentralized advisory model that allows individual Investment Adviser Representatives to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supporting both individual and institutional clients.

Daniel Nelson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 10 years at Franklin Templeton prior to joining T. Rowe Price in 2017. He is based in Palm Harbor, Florida. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm focuses on individual investors and households with retirement goals and employs model portfolios, tax-aware rebalancing, and Monte Carlo simulations in its planning approach.

Dante Campos is a financial advisor at Independent Financial Partners with two years of industry experience. He holds the Series 66 designation and has worked at Kovack Advisors, Kovack Securities, and Greenbridge Wealth Management. Prior to his financial advisory career, Campos was involved in small business operations, including roles at Flippers Pizzeria and Twistee Treat. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable expertise in retirement-plan advisory and pension consulting.

Jeffrey Smith is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors LLC. He also serves as co-trustee for his father's trusts. \&PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers on the Envestnet platform.

Camilo Hernandez Santana is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Sonmore Financial, as an independent contractor, and corporate experience at VF Corporation. Outside the financial sector, he has experience working in the food service industry with Vui's Kitchen. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional and retirement plan services.

Eric Harris is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at World Financial Group, Pruco Securities LLC, and as an independent insurance agent. In addition to his advisory work, he assists individuals with Medicare decisions as a licensed agent for United Healthcare. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers multiple advisory platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.