Robert Kennerson is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Independent Financial Partners and has prior experience at Advisory Services Network, LLC, Robbie L. Kennerson, P.A., and ProEquities, Inc. He is also the owner of R.L.K Advisory Group, a non-investment related business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Dante Campos is a financial advisor at Independent Financial Partners with two years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Kovack Securities, Inc., as well as Greenbridge Wealth Management. Outside of his advisory work, Campos has prior experience in the food service and parking industries. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Keller is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at CIPW Service Company, CI Doyle Private Wealth, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, continuous portfolio monitoring, and advanced risk management tools.

Jeffrey Smith is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held previous positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as co-trustee for his father's trusts, a role he has maintained since 1993. \u0026Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan services using a variety of analytical approaches and third-party strategies.

Yvette Heatly is a financial advisor with Truist Advisory Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services, Morgan Stanley, and several other firms before joining Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Andrew Lundin is a CFP® credentialed financial advisor at Corient with eight years of industry experience. His career includes roles at BMO Harris Bank and CI Doyle Private Wealth prior to joining Corient. Lundin is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Camilo Hernandez Santana is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Sonmore Financial, as an independent contractor, and corporate experience at VF Corporation. Outside the financial sector, he has experience working in the food service industry with Vui's Kitchen. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional and retirement plan services.

Eric Harris is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at World Financial Group, Pruco Securities LLC, and as an independent insurance agent. In addition to his advisory work, he assists individuals with Medicare decisions as a licensed agent for United Healthcare. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers multiple advisory platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Patrick Shepherd is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including TWRU CPAs & Financial Advisors, InfEnergy Solar Solutions, and CI Doyle Private Wealth. His current role at Corient includes tenure dating back to 2022. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliated entities.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Kiehl is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. His prior experience includes roles at Savant Capital Management and work outside finance in landscaping. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment strategy emphasizing low-cost indexing, buy-and-hold approaches, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Allison Kaczmar is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Raymond James Financial Services Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering various portfolio management and financial planning services.

Julie Flugel is a Certified Financial Planner® with 28 years of industry experience. She is affiliated with Janney Montgomery Scott and has been with the firm since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Matthew Maloney is a ChFC® credentialed financial advisor with 15 years of industry experience, currently affiliated with Independent Financial Partners. He previously worked with Northwestern Mutual in various capacities from 2010 to 2025 before joining his current firm. Outside of his advisory role, he is the owner of Round Table Retirement Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, and it is notable for its formal retirement-plan advisory and pension consulting services.

Joseph Stonelake is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2001 to 2024. Stonelake also owns Stonelake Wealth Management, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Scott Barlow is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2014. The firm serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account platform. Fifth Third Securities is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Alfredo Haramboure is a financial advisor at Independent Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at ADP Broker Dealer Inc. and Adp Llc. He is also the Director of Retirement Plan Services at FORTIV, focusing on 401(k) plan solicitation. 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 tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Logan Scott is a financial advisor with Empower Advisory Group in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Empower Advisory Group, he worked at Northwestern Mutual and had varied roles including in the hospitality sector. Outside of financial advising, he is involved with SDL, Inc., where he rates AI-generated search engine results for quality and relevance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping platforms and focuses on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Nicolas Wolfson is a CFP® professional with nine years of experience in financial advisory. He currently works at Independent Financial Partners and has previously held roles at Ameriprise, E*Trade, and T. Rowe Price. Wolfson volunteers with the American Financial Education Alliance, where he teaches free financial education classes. Independent Financial Partners provides advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers a decentralized investment model alongside formal retirement-plan advisory and pension consulting capabilities.

Haley Mc Kay Daily Tibbitts is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 65 designation and three years of industry experience. Prior to joining Steward Partners in 2026, she worked at Jazz Wealth Managers, Inc. from 2022 to 2026. Her background also includes roles outside finance, such as managing The Tiki Tavern from 2020 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.