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.

Jakob Muehlschlegel is a financial advisor at Independent Financial Partners with five years of industry experience. He holds a Series 66 designation and has worked at firms including IFP Securities, Synovus Bank, and Finances for the Fearless. His background also includes roles at Medinah Country Club and Bowes Creek Country Club. 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 offering both individualized and centralized investment management, with a notable focus on retirement-plan advisory and pension consulting services.

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.

Joseph Wheeler is a Series 66-licensed financial advisor with Independent Financial Partners, based in Tampa, FL, and has 17 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and IFP Securities. Outside of his advisory role, Wheeler serves as a board member for the Maitland Club Homeowner's Association. Independent Financial Partners offers 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 a decentralized advisory model and notable retirement-plan consulting capabilities.

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.

Eric Klaus is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and IFP Securities. Outside of advising, he serves as the head coach for the Alonso High School boys lacrosse team and developed a website that connects teens with odd jobs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers both decentralized investment strategies set by individual advisers and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Barry Glover II is a CFA® charterholder and holds the Series 66 credential, with 14 years of industry experience. He is currently with HB Wealth and has previously worked at Suntrust Advisory Services, Inc., SunTrust Bank, and GenSpring Family Offices. Outside of his advisory role, he serves as a board member for Swilled Dog Holdings, a family craft beverage business. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate entities. The firm employs a disciplined investment process that incorporates both quantitative and qualitative due diligence across public and private strategies.

Steven Hart is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. He is currently based in Seminole, FL. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining third-party portfolio management with advisor-directed strategies.

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 with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at several firms, including Specialized Advisors, Secure Investment Management, and MML Investor Services, and he also operates a licensed insurance agency under J.D. Mellberg Financial, LLC. Garibay has been with Brookstone Capital Management since 2019. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and proprietary funds, serving clients both directly and through relationships with other registered investment advisors.

Kevin Manning is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 63 credential and 34 years of industry experience. His prior work includes roles at LPL Financial Corporation and IFP Securities, LLC. Outside of advising, he is involved in real estate sales through his sole proprietorship with Coldwell Banker Realty. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a wide range of clients and offers a decentralized advisory model alongside notable retirement-plan and pension consulting capabilities.

Elizabeth Roman is an advisor at Fifth Third Securities, Inc. based in Tampa, FL, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior work includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third‑party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker‑dealer, SEC‑registered investment adviser, and municipal advisor, with a range of strategies from mutual fund and ETF models to SMA and direct indexing options.

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 financial advisor with Fifth Third Securities, Inc., holding a Series 66 license and bringing 27 years of industry experience. She has worked at Fifth Third Securities and Fifth Third since 2016, following five years at MWA Financial Services, Inc. and Modern Woodmen of America. Outside of her advisory role, she is involved as a hotspot host for Helium in St. Petersburg, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Program and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

William Hamm Jr. is a CFP® and ChFC® with 42 years of experience in financial advising. He is affiliated with Independent Financial Partners and has worked with IFP Advisors, LPL Financial, and IFP Securities over his career. Hamm also serves as president of IFP Advisors, Inc., where he is involved in life insurance sales and executive benefits planning. Independent Financial Partners is a nationwide enterprise that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model while providing formal retirement-plan and pension consulting services, serving individual, charitable, corporate, and high-net-worth clients.

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 one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Hornor, Townsend & Kent, Cameron worked in roles including Penn Mutual Life Insurance Company and TQL. He is also active as an insurance agent through New Day Financial Advisors, LLC, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services, managing billions in assets through third-party asset manager relationships.