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.

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.

Patrick Goodrich is a financial advisor at VALIC Financial Advisors, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. Before joining VALIC, he worked in the education sector with Pinellas County Schools, Broward County Public Schools, and the Alternative Education Foundation. Outside of his advisory role, Goodrich volunteers as a financial coach with United Way Suncoast and is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts on the Envestnet platform and employs centralized technology and model solutions to manage approximately $29.2 billion for around 300,000 clients.

Elizabeth Kampa is a financial advisor with TLG Advisors, Inc. based in Tampa, FL. She holds Series 63 and Series 65 certifications and has one year of industry experience. Her prior roles include positions at Simplicity Investments, The Pinnacle Group, Fisher Investments, Northwestern Mutual, and Achieva Credit Union. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers both personalized advisory services and a digital program called Starlight Portfolios.

Robert Fincher is a financial advisor at CIBC Private Wealth Advisors, Inc. in Tampa, FL, holding Series 65, Series 63, and Series 66 credentials with 16 years of industry experience. He has worked at CIBC National Trust Company since 2017, following prior roles at Atlantic Trust Company, N.A. and AllianceBernstein L.P. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management with governance committees to deliver customized portfolios and offers a range of services including financial, estate, and philanthropic planning as well as Family Office services.

James Deshaies is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations, while trading requires client authorization.

Rada Hayes is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Bank and U.S. Bancorp Advisors. 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 arrangements.

William Premock is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 27 years of industry experience with prior roles at Merrill, Morgan Stanley, and Wells Fargo Advisors. Outside of advisory work, he manages operations for a marine LLC that holds title to his charter boat. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, using customized long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

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.

Alaina Butler is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services in various capacities. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by internal due diligence and operational tools, with a notable emphasis on affiliated sub-advisory arrangements and platform integrations.

Laura Mataitis is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Merrill, and Bank of America. Outside of her advisory work, she has worked as an Uber Eats delivery contractor. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary recommendations to a large client base.

Anthony Lombardi is a financial advisor at PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes roles at JP Morgan Securities and Citizens Bank. Outside of his advisory career, he is the owner and operator of Oceanfeet LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies executed via mutual funds and ETFs.

Elaine Roberts is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at Valic Financial Advisors since 2012 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brian Serimian is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a broad network of advisors and integrated third-party solutions.

Larry Lutz is a financial advisor at Transamerica Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Global Atlantic Financial Company and Protective Life. He is also involved with the Heartland Institute of Financial Education, where he promotes and provides financial education courses to businesses and employer groups. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Andrea Culbertson is a Branch Leader at Fidelity Investments, a role she has held since 2023. She collaborates with her team of financial professionals to assist clients in working towards their financial goals while fostering meaningful relationships. Andrea has extensive experience in the financial services industry, having held various positions including Planning Consultant at Fidelity Investments from 2022 to 2023, and multiple roles at USAA from 2013 to 2021 such as Manager, Wealth Advisor, and Specialized Investment Services. She began her career at Fidelity Investments, serving as a College Planning Specialist and Financial Representative between 2011 and 2013. Outside of her professional work, Andrea has personal interests in art, concerts, food, table tennis, and volunteering.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a platform that integrates affiliated sub-advisors and third-party solutions.

Walter Guilfoyle is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, and Santander Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

William Nelson is a financial advisor at Kestra Advisory with 42 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2020 and previously worked at Calton & Associates, Inc. for 33 years. Nelson serves as secretary and treasurer on the board of directors for P. G Sarres Inc., where he is involved in financial accounting and lease negotiations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, using multiple management platforms and third-party solutions within its supervisory framework.