Rori Miller is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Outside of her advisory role, she is involved in freelance graphic design through her business, RoriDesigns. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through both discretionary and non-discretionary programs.

Alan Warren is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 1998. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, and manages accounts on a discretionary basis after client enrollment.

Craig Koller is a CFP® with over 30 years of experience in financial services. He is affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Koller's other business activities include managing a wealth management practice affiliated with LPL Financial and involvement in an insurance-related entity. 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 and offers both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Catherine Doney is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 20 years of industry experience. Her prior work includes roles at Waddell & Reed and LPL Financial. Outside of her advisory work, she is active in several direct sales and brand ambassador roles with companies such as Pampered Chef, Red Aspen, Heart + Soul, and Farmasi. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm manages approximately $12.77 billion in assets and delivers advisory services primarily through independent representatives, emphasizing a significant portion of non-discretionary portfolio management.

Aaron Gilman is a CFP®, CFA®, and Series 66-licensed financial advisor with 17 years of industry experience. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2011 and 2019, respectively. Outside of his advisory work, he is a partner in MarketPsych Insights, a software program focused on risk profiling. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting services.

Codiak Garland is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Transamerica in 2019, Garland worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolio oversight provided by Morningstar Investment Management. The firm manages a large client base primarily using non-discretionary assets, focusing on asset allocation and retirement guidance rather than standalone financial planning or high-net-worth clients.

Christine Condeni is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. She has been with Creative Planning since 2015, except for a brief period in 2017 when she was not employed. The firm provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. Creative Planning employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeffery Iseler is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and J.W. Cole Advisors. Iseler serves as an officer and board member of the FBI Tampa Citizens Academy Alumni Association, a nonprofit focused on community education and outreach. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies through various platforms and third-party models.

Konstantin Bystritsky is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Fidelity Investments and CI Doyle Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Michelle Troyer is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Fisher Investments and Apple, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Alan Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Royal Alliance Associates, Penn Mutual Life Insurance Company, and Raymond James Financial. He also serves as COO of New Day Financial Advisors, LLC, an insurance brokerage firm in St. Petersburg, FL. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

John Miller is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at AE Wealth Management, LLC, HFG Advisors, and has managed his own firm, JD Miller & Associates, since 2014. Miller also teaches financial planning classes through the American Financial Education Alliance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to tailor investment strategies.

James Appelt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated his own CPA and accounting firms for over two decades. Outside of advising, he serves as president of Appelt & Associates, a CPA firm providing tax preparation and accounting services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and features a decentralized advisory model with notable retirement-plan consulting capabilities.

Christopher Jay is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. He has previously worked at CI Doyle Private Wealth, LLC, and has been with Corient and its affiliated entities since 2022. Christopher is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, 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 manager solutions and uses risk management tools and continuous portfolio monitoring.

Angela Maraj is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her financial advisory work, Maraj is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Aaron Motai is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Sabal Trust Company, TD Ameritrade, Charles Schwab, USAA, and T. Rowe Price. He is based in St. Petersburg, Florida. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team approach to portfolio management, utilizing both in-house strategies and third-party solutions while incorporating risk management tools and alternative investments when appropriate.

Jeffrey Gonyo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Steward Partners and its related entities since 2014, including roles at Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. He also maintains an agent position in non-variable insurance through Steward Partners Global Advisory. 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 with a range of investment advisory, financial planning, and managed account programs.

Lorin Bridge Jr. is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at Corient and affiliated entities since 2022, with prior experience at Reilly, Fisher & Solomon PA from 2006 to 2021. 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 combining in-house strategies with third-party managers, utilizing risk management tools and offering specialized services through various affiliates.

Christina Constantine is a financial advisor with Empower Advisory Group in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at GWFS Equities, Inc. since 2014 and has been associated with Raymond James & Associates since 1999. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning tools focused on long-term portfolio returns and savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Andrew Hoffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Third Bridge Group Limited, Nasdaq, and Brandeis International School of Business. 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 investment advisory, financial planning, pension consulting, and managed account programs.