Todd Hoffman is a CFP® professional with 34 years of experience in the financial services industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC since 2017. Prior to that, he worked at Raymond James Financial Services, Inc. and Morgan Stanley Private Bank. Hoffman serves as trustee for the Jeffrey Hoffman Grantor Trust. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA that manages approximately $36.7 billion in assets and supports a national advisor network. The firm provides investment advisory, financial planning, and managed account programs to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations.

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.

Tammy Engel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. She has worked at Transamerica Investors Securities Corporation since 2022 and at Transamerica Life Insurance Company since 2017. Her earlier experience includes roles at Innovative Designs Inc., R'Club, and the Pinellas County School District. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and advisory services focused on asset allocation, contribution rates, and retirement timing. The firm uses proprietary tools from Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary advice to a large client base.

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.

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.

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.

Karolina Dunn is a financial advisor at Janney Montgomery Scott with a Series 66 credential and two years of industry experience. Prior to her advisory career, she was a professional golfer on the LPGA Epson Tour and served as a board member of the Pasadena Yacht and Country Club in Gulfport, FL. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Steven Hart is a financial advisor with Fifth Third Securities, Inc. in Seminole, Florida. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform, which provides options including mutual fund and ETF models, SMA strategies, and direct indexing.

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 at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates an insurance agency. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs a variety of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Elizabeth Roman is a financial advisor at Fifth Third Securities, Inc. based in Tampa, FL, holding Series 63 and Series 65 designations with two years of industry experience. Her prior roles include positions at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies, and operates as a subsidiary of Fifth Third Bank with extensive municipal-advisor and broker-dealer activities.

Austin Lentz is a financial advisor with Guardian Life in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Guardian Life and its affiliated entities since 2016. Outside of his advisory role, he is involved in TAL Ventures, LLC, a joint family real estate business. Guardian Life’s Park Avenue® Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and a combination of proprietary and third-party investment advisory programs.

Tracy Timmerman is a Series 66-registered advisor with 28 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2016. Her prior experience includes roles at Mass Mutual Investors Services, American Wealth Services, LLC, and Ameriprise. Outside of her advisory work, she is involved as a hotspot host for Helium in St. Petersburg, Florida. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supported by Fidelity’s Managed Account Xchange platform.

Nadav Baum is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott for 10 years. Outside of his advisory role, Baum participates in community efforts through the Developmental Committee Peace Initiative, which focuses on raising awareness and funds against hate crimes, and serves on the Business Advisory Council at Indiana University of Pennsylvania. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Cameron Barrier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Penn Mutual Life Insurance Company, TQL, and FedEx. In addition to his advisory role, he is active as an insurance agent specializing in insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services and manages approximately $8.37 billion in discretionary assets under management.

Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Arkadios Capital, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA for a financial advisory office. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services using both firm- and third-party models with a combination of passive and active investment strategies.

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.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 13 years of industry experience. Her prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. She is also involved administratively with Bay View Capital Advisory Group, providing editorial review of recruiting materials. Osaic Advisory Services, LLC serves a broad client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers various investment and consulting services delivered through multiple program models, utilizing both proprietary and third-party platforms to build and manage portfolios.