Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Strategic Wealth Designers in 2025, he spent 20 years with Prudential Insurance Company of America and Pruco Securities, LLC. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies, often implementing these plans on a discretionary basis.

Ryan Kiernan is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley and Fidelity Investments. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines commission-based product sales with asset management fees through its dual registration as both a registered investment adviser and broker-dealer.

Cameron Stewart is a financial advisor at Advisory Services Network with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes seven years at United Brokerage Services Inc and a year at Oasis Pavers & Pools. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing strategies based on clients’ objectives and risk tolerances.

Andres Castro is a financial advisor at Independent Financial Partners in Tampa, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliates. Independent Financial Partners is a national firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm is noted for its retirement-plan advisory and pension consulting capabilities, serving individual, charitable, corporate, and high-net-worth clients.

Tony Pruitt is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Tony is connected to a home-based business called At Home with Joseph, which is unrelated to investments. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of investment strategies and third-party platforms to tailor client recommendations.

Cody Klein is a financial advisor at Creative Planning with 11 years of industry experience and holds a Series 66 designation. He has previously worked at Cetera Wealth Services, Triad Advisors, and Summit Financial Consultants. In addition to his advisory role, Klein is registered as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. 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, with notable expertise in retirement-plan advisory and pension consulting services.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. 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 approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.

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 with Empower Advisory Group in Clearwater, FL. She holds Series 63 and Series 66 licenses and has experience working at firms including Fidelity Investments, Merrill, Bank of America, and Nordstrom. Daniela’s background also includes roles at the University of North Florida and Valdosta State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

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.

Barbara Martin is a financial advisor with Truist Advisory Services in Dunedin, FL, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has worked with Truist Advisory Services since 2016 and has been with Truist Investment Services since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, leveraging third-party platform and manager relationships, and supplements traditional research with AI-enabled tools.

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.