Riley Newman is a financial advisor at Independent Financial Partners with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked at IFP Securities, LLC and Charles Schwab & Co., Inc. Prior to his financial services career, he held roles at Northrop Grumman and Health First Medical Group. Riley has a background that includes both education and corporate positions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Daniel Mageras Jr. is a Certified Financial Planner® with 27 years of industry experience, currently serving at Independent Financial Partners. He has held roles at IFP Securities, LLC and LPL Financial. Mageras is a board member of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. 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 centralized asset management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. She has 13 years of industry experience, including roles at Arbor Point Advisors and Securities America Advisors, and also provides advisory services through Bay View Capital, Inc. in St. Petersburg, FL. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base ranging from individuals and high-net-worth clients to pension plans, corporations, and charitable organizations. The firm offers a variety of investment management and financial planning services delivered through multiple program models and access to a range of third-party platforms and alternative investments.

Travis Hadwin is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He has held positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Morgan Stanley Smith Barney. Outside of advising, he is involved in woodworking projects through Clearwater Woodworking and owns a sauna and cold plunge facility in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

David Yu is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked for Kovack Advisors and Kovack Securities for five years. Outside of his advisory role, David is an active pilot with American Airlines. 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 serving a diverse client base and offers both individualized and centralized investment management options, with notable expertise in retirement-plan advisory and pension consulting.

Peter Pastman is a financial advisor with Commonwealth Financial Network based in Saint Petersburg, FL. He holds the CFP® designation and has 16 years of industry experience. Prior to joining Commonwealth, he worked at Raymond James Financial Services and Goodrich Wealth Planning. He is also the owner of Keystone Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Thomas Holliger is a CFP® professional with 33 years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining Independent Financial Partners in 2019. He also operates Holliger Financial Consultants, an advisory and insurance business based in Palm Beach Gardens, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12 billion in assets and offers a decentralized advisory model with specialized retirement-plan and pension consulting capabilities.

Todd Youngs is a CFA® charterholder with 12 years of industry experience, currently serving at Corient in St. Petersburg, FL. His prior roles include positions at CI Doyle Private Wealth, LLC, and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, utilizing advanced risk management and monitoring tools.

Eric Donner is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior roles include positions at ValMark Advisers, Hewins Financial Advisors, and Exclusive Insurance PGA. Outside of his advisory work, he volunteers with Israel Heart 2 Heart, an organization supporting wounded Israeli soldiers with PTSD, and is involved in a business consulting start-up focused on exit planning. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable specialization in retirement-plan advisory and pension consulting.

Matthew Sines is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory work, he serves as a Senior Business Development Officer for Thrivent Advisor Network, focusing on recruiting financial advisors to the platform. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside Commonwealth’s managed model portfolios and distinct program structures.

Joena Bartolini Mitchell is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Edelman Financial Engines, JBM Group, and Raymond James. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, and alternative investments.

Barry Green is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2016. 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 serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Daniel Wolf is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with Truist Advisory Services since 2016. Outside of his advisory role, he manages an investment LLC that owns rental properties in Missouri. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffery Acheson is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, where he has worked since 2017. His prior experience includes roles at LPL Financial, Corporate & Endowment Solutions, and AXA Advisors. Outside of his advisory work, Acheson serves on the board of Ruling Our eXperiences (ROX), a nonprofit focused on supporting girls’ empowerment, and is involved with several industry organizations including the National Association of Plan Advisors and the American Retirement Association. 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 individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

Robert Kennerson is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 25 years of industry experience, including roles at Advisory Services Network, LLC and ProEquities, Inc. Kennerson also operates R.L.K Advisory Group, a non-investment-related business. Independent Financial Partners serves a nationwide client base through a decentralized advisory model that allows individual Investment Adviser Representatives to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supporting both individual and institutional clients.

Daniel Nelson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 10 years at Franklin Templeton prior to joining T. Rowe Price in 2017. He is based in Palm Harbor, Florida. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm focuses on individual investors and households with retirement goals and employs model portfolios, tax-aware rebalancing, and Monte Carlo simulations in its planning approach.

Dante Campos is a financial advisor at Independent Financial Partners with two years of industry experience. He holds the Series 66 designation and has worked at Kovack Advisors, Kovack Securities, and Greenbridge Wealth Management. Prior to his financial advisory career, Campos was involved in small business operations, including roles at Flippers Pizzeria and Twistee Treat. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable expertise in retirement-plan advisory and pension consulting.

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 \&PARTNERS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors LLC. He also serves as co-trustee for his father's trusts. \&PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers on the Envestnet platform.