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 with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously worked at Rsc Consulting, LLC and WFG. Childress is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, supported by multiple advisory platforms and an extensive advisor network, managing approximately $1.7 billion in regulatory assets under management.

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.

Ashley Male is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. in Tampa, FL, where he has worked since 2020, following an 18-year tenure at Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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.

Christopher Mulch is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes over two decades of service in the U.S. Army. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailoring recommendations to client objectives. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

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.

Adam Sheldon is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and was previously with Crown Wealth Advisers, LLC. Outside of advisory work, he holds a patent for a personal grooming device. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jordan Pavlides is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with TIAA-CREF and TIAA since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized and model-based investment options within a vertically integrated structure that includes affiliated funds.

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.

Christopher Ritacca is a financial advisor with Independent Financial Partners in St. Petersburg, FL, holding Series 63 and Series 65 designations and 15 years of industry experience. Prior to joining Independent Financial Partners in 2018, he worked at TIAA-CREF and TIAA from 2007 to 2018. Independent Financial Partners is a nationwide advisory firm with over 260 advisors, serving individual, charitable, corporate, and high-net-worth clients. The firm offers decentralized investment strategies alongside centralized asset management options and is notable for its retirement-plan advisory and pension consulting services.

Ryan Baney is a CFP® and ChFC® with 13 years of experience in financial advising, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has been with Sequoia and its affiliated entities since 2012 and holds the position of Vice President, Private Client Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Pegge Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked with Hornor, Townsend & Kent since 2014, including its predecessor entities, and was previously associated with Royal Alliance Associates, Inc. Barrier is also the CEO of New Day Financial Advisors, LLC, an insurance brokerage specializing in disability and health products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers and emphasizing client-directed implementation and oversight with a focus on non-discretionary management.

Joseph Nagy is a financial advisor at Principal Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1999. Outside of his advisory role, he is active as an insurance agent specializing in fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Eric Powell is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Jazz Wealth Managers, Inc. and Thrivent Investment Management Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving a national advisor network and a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.