Laura Mataitis is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Cetera Investment Services, and Merrill. Outside of finance, she has worked as a delivery contractor for Uber Eats. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and serves a large client base through scalable, technology-driven programs.

Anthony Lombardi is a financial advisor at PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at JP Morgan Securities, Citizens Securities, and ownership of Oceanfeet LLC, a non-investment business he operates outside of trading hours. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which utilizes algorithmic risk assessment and approved mutual fund and ETF strategies.

Elaine Roberts is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at Valic Financial Advisors since 2012 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Danielle Jones is a CFP® and Series 65-registered advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with two years of industry experience. Prior to joining J.W. Cole Advisors in 2024, she held positions at Financial Planning Solutions, DST Wealth Management, and Wilson Wealth Management. Outside of her advisory work, she is involved as a managing member of D.E.J. Blue Horizons, LLC, and operates a notary service. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental and technical analysis.

Jennifer Wright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2020. She previously worked at Ameriprise Financial Services, Inc. for 17 years. Outside of financial advising, she manages a marketing consulting LLC and volunteers as Assistant Secretary for the Plant City Lions Club. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs supported by a dedicated Investment Management & Research team utilizing both strategic and tactical investment approaches.

Charles Olson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Florida Financial Advisors and four years at Cornell University. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of fundamental and technical analysis along with model and manager-based strategies, providing both discretionary and non-discretionary account management.

Richard Lewis Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 15 years of industry experience. He has worked at various Principal entities since 2009, including Principal Securities and Principal Life Insurance Company. Outside of advisory roles, he is also licensed as an insurance agent for fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Dino Dziergas is a financial advisor at AE Wealth Management, LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bayview Wealth Management and Pruco Securities, LLC. Outside of his advisory role, he is also involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm uses discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies to serve its clients.

Larry Lutz is a financial advisor at Transamerica Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Global Atlantic Financial Company and Protective Life. He is also involved with the Heartland Institute of Financial Education, where he promotes and provides financial education courses to businesses and employer groups. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Moffa is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has been with Independent Advisor Alliance since 2019 and has concurrently worked with Independent Financial Partners and LPL Financial since 2010. Moffa is involved with Prosperity Tax Advisors, LLC and Prosperity Exit Advisors, LLC, which focuses on business succession and exit planning. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by multiple analytical approaches and technology platforms.

Edward Springer is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2013. Outside of his advisory role, he owns a rental property in Pittsburgh, Pennsylvania. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm differentiates its service between one-time planning and ongoing portfolio management, using a fiduciary standard for its registered investment advisory services.

Tuan Le is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work experience includes positions at Morgan Stanley, Charles Schwab, and State Farm, as well as entrepreneurial experience managing a nail salon business. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio solutions, supported by an Investment Policy Committee, and integrates multiple research methodologies and third-party due diligence in its approach.

Andrea Culbertson is a Branch Leader at Fidelity Investments, a role she has held since 2023. She collaborates with her team of financial professionals to assist clients in working towards their financial goals while fostering meaningful relationships. Andrea has extensive experience in the financial services industry, having held various positions including Planning Consultant at Fidelity Investments from 2022 to 2023, and multiple roles at USAA from 2013 to 2021 such as Manager, Wealth Advisor, and Specialized Investment Services. She began her career at Fidelity Investments, serving as a College Planning Specialist and Financial Representative between 2011 and 2013. Outside of her professional work, Andrea has personal interests in art, concerts, food, table tennis, and volunteering.

Arnelle Filsaime Johnson is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with SunTrust Investment Services and its affiliated advisory entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Allen Keller is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, G.A. Repple & Company, and Cambridge Investment Research Advisors, Inc. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm manages accounts using a combination of discretionary and non-discretionary strategies involving fundamental and technical analysis.

Walter Guilfoyle is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Santander Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services like annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools to guide client recommendations, with final investment decisions made by clients.

Alexandria Wetmore is a financial advisor with Sequoia Financial Group, L.L.C. based in Tampa, FL. She holds a Series 65 designation and has four years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Fisher Investments from 2021 to 2025 and has held various roles at other financial firms since 2019. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and custom portfolios using mutual funds, ETFs, individual securities, and alternative investments, supported by ongoing research and due diligence.

Nicholas Semko is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Tampa, FL. He has been with Mercer Global Advisors since 2014. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

Todd Gutman is a financial advisor with VALIC Financial Advisors in Tampa, FL, holding a Series 66 designation and 28 years of industry experience. He has been with VALIC Financial Advisors since 1998 and previously worked at Sunamerica Capital Services, Inc. and Agia. Outside of his advisory role, he is an agent for non-securities insurance products at Agia. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and providing various overlay options for portfolio management.

Seth Mc Laughlin is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 credential and three years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved on an occasional basis with a family-owned sporting goods business related to athletic shoe traction products. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party investment managers.