John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Steven Reichert is a financial advisor at Independent Financial Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, Reichert owns Boardwalk Bookkeeping. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with over 260 advisors serving a broad client base, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Daniela Larrotta Bonilla is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Fidelity Investments, Merrill, Bank of America, and Nordstrom. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and is closely aligned with Empower’s recordkeeping and administrative platforms.

Ronald Zimmer is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 18 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also a co-vice president of softball for Northwest Youth Baseball and Softball, where he assists with organizing teams and addressing league-related concerns. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of investment programs with discretionary and non-discretionary options.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Steven Cass is a CFP® professional with 23 years of experience in the financial services industry. He has worked at HB Wealth Management since 2024 and previously spent over a decade at SunTrust in various advisory and banking roles. Cass serves as a board member of the Morton Plant Mease Healthcare Foundation, participating in community health initiatives and organizational oversight. HB Wealth Management is a registered investment adviser offering wealth management, financial planning, and investment management services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a comprehensive investment process that includes both public and private strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jonathan Gade is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of advising, he is involved in behavioral health support as a technician at White Sands Treatment Center and participates in construction project referrals for Beavers Construction. 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 a focus on retirement-plan advisory and pension consulting.

Timothy Best is a CFP® with 23 years of industry experience, currently serving as a financial advisor at HB Wealth. He previously worked at SunTrust Bank and its affiliated investment services and advisory firms from 2015 to 2024. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a combined quantitative and qualitative investment process across public and private strategies, managing accounts primarily on a discretionary basis.

Larrie Hoover Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is also the owner of Hoover Private Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services.

Angelo Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Transamerica since 2012 and has held leadership roles in firms such as Blue Ocean Financial Partners and Unite Financial Group. Additionally, Gurrieri serves as a financial education instructor at the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem involving affiliated entities and proprietary investment products.

Randall Childress is a financial advisor at Transamerica Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica since 2012. His prior experience includes roles at Rsc Consulting, LLC and WFG. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Blerina Hysi is a financial advisor at Focus Advisor Solutions, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services, combining enterprise scale with a high client and asset load per advisor.

Andreia Nimara is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to a wide range of clients, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platform and manager arrangements.

Daniel Gaukel is a CERTIFIED FINANCIAL PLANNER™ at Corient with three years of industry experience. He has worked at Corient and its affiliated entities since 2022 and previously held roles at Reilly Fisher Solomon PA and the University of South Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Robert Williams is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at T. Rowe Price from 2012 to 2019 before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation in 2020. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education services. The firm employs Morningstar Investment Management’s proprietary models for portfolio construction and serves a large client base with a focus on asset allocation and retirement planning guidance.

Frank Lavalla Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations and has 33 years of industry experience. He has been associated with Nylife Distributors LLC since 2005 and has served in the U.S. Army Reserve since 1986. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives while managing a substantial portion of assets on a non-discretionary basis.

Julian Ossa is a CFP® with 13 years of industry experience, currently advising at Truist Advisory Services. He previously worked at T. Rowe Price for eight years before joining Truist Investment Services and Truist Advisory Services in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that incorporates both discretionary and non-discretionary approaches.

Matthew Wilder is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fifth Third Securities since 2009 and with the broader Fifth Third organization since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Justin Whelan III is a financial advisor at Corient with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Vivaldi Capital Management LP and Biechele Royce, Inc. Since 2015, he has been the managing member of Sunrise Capital Management LLC, overseeing several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers and incorporates risk management tools and alternative investments where suitable.

Joseph Tarantino is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He has held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017. Tarantino holds Series 63 and Series 65 licenses and is based in Clearwater, Florida. Transamerica Retirement Advisors provides retirement plan participants and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management tools for portfolio construction and ongoing oversight. The firm serves a large client base primarily with non-discretionary asset management and operates within the broader Transamerica/AEGON group.