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.

William Congelio is a financial advisor with Principal Financial Services in Tampa, FL, holding the CFP® and ChFC® designations and carrying 30 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is a general manager and partner of Willmac LLC, an investment-related LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Matthew Maloney is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Independent Financial Partners in 2025, he worked at Northwestern Mutual in various wealth management and investment management roles from 2010 to 2025. Outside of his advisory work, Maloney is the owner of Round Table Retirement Partners, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing clients access to various management options and is notable for its specialized retirement-plan advisory and pension consulting capabilities.

Joseph Stonelake is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is also the owner of Stonelake Wealth Management. 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 is notable for its formal retirement-plan advisory and pension consulting capabilities.

Scott Barlow is a CFP® professional with 28 years of experience in the financial industry. He has been with Fifth Third Securities, Inc. since 2014. The firm provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and offers a range of managed account options, including advisor-directed models, separately managed accounts, and a unified program that integrates third-party managers and tax-overlay services.

Alfredo Haramboure is a financial advisor at Independent Financial Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at ADP Broker Dealer Inc. and Elon University. Alfredo also serves as Director of Retirement Plan Services at FORTIV, focusing on 401(k) plan solicitation. 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 with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Logan Scott is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Empower Financial Services. Outside of advising, he is involved with SDL, Inc., contributing to AI-generated search engine results rating. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning services.

David Spivey is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at GWN Securities Inc. and Capital Insurance Agency. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary asset management and commission-based brokerage services.

Kimya Kamran is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2020. Prior to her advisory role, she was employed at the University of Colorado Denver and the Community College of Denver. Kamran is also involved with PnkRoyalty LLC, a business she has been associated with for over a decade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Nicolas Wolfson is a CFP® with eight years of industry experience, currently serving at Independent Financial Partners since 2024. His prior roles include positions at Ameriprise, E*Trade Securities, and T. Rowe Price. He volunteers with the American Financial Education Alliance, where he teaches free financial education classes. 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 with over $12.5 billion in assets under management and offers both individualized investment strategies and centralized asset management options, including specialized retirement-plan advisory and pension consulting services.

Albert Bunner is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with VOYA since 2014 and also operates Poppell Financial Group LLC, where he serves state employees by facilitating meetings and managing enrollment and servicing for the Florida 457 plan. Additionally, he works as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs, combining model portfolios and manager-driven strategies, with a focus on non-discretionary advice and an integrated broker-dealer distribution model.

Haley Mc Kay Daily Tibbitts is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 65 designation and two years of industry experience. Prior to joining Steward Partners, she worked at Jazz Wealth Managers, Inc. for four years and has held various roles in hospitality and retail sectors. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients, providing portfolio management, financial planning, and consulting services through a range of proprietary and third-party investment solutions.

Juan Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Eagle Strategies for 10 years and has worked with New York Life Insurance Company and Nylife Securities LLC for over a decade. Outside his advisory role, he is involved in insurance brokering and holds a shareholder position in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis and working extensively with both individual and institutional clients.

Brittany O'Connor is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Her prior experience includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and offers a range of investment vehicles and planning services.

Rori Miller is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Morgan Stanley and Raymond James Financial Services. Outside of her advisory role, she is a graphic designer providing freelance marketing and design services through RoriDesigns. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning solutions.

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.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Personal Capital, Fisher Investments, and E*Trade Securities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers various implementation options alongside financial planning, retirement plan consulting, tax planning, and estate-planning coordination.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. His background includes roles at Penn Mutual Life Insurance Company and as an independent insurance agent, along with experience running his own sole proprietorship. He holds Series 65, Series 66, and Series 63 licenses. Hornor, Townsend & Kent 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 as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar portfolio in discretionary and non-discretionary assets.

Trevor Buckels is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at First Command Advisory Services and service as an officer in the U.S. Army Reserve. His background includes a decade of military service with the U.S. Army. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.