Yvette Heatly is a financial advisor with Truist Advisory Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked with Raymond James Financial Services Advisors and SunTrust Investment Services, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Lundin is a CFP® credentialed financial advisor at Corient with eight years of industry experience. His career includes roles at BMO Harris Bank and CI Doyle Private Wealth prior to joining Corient. Lundin is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 managers and incorporates risk management tools and alternative investments where appropriate.

Camilo Hernandez Santana is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Sonmore Financial, as an independent contractor, and corporate experience at VF Corporation. Outside the financial sector, he has experience working in the food service industry with Vui's Kitchen. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional and retirement plan services.

Eric Harris is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at World Financial Group, Pruco Securities LLC, and as an independent insurance agent. In addition to his advisory work, he assists individuals with Medicare decisions as a licensed agent for United Healthcare. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers multiple advisory platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Patrick Shepherd is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including TWRU CPAs & Financial Advisors, InfEnergy Solar Solutions, and CI Doyle Private Wealth. His current role at Corient includes tenure dating back to 2022. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliated entities.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jack Bell is a CFP® with 14 years of experience in financial advising, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including Truist Investment Services, BB&T, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Matthew Kiehl is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. His prior experience includes roles at Savant Capital Management and work outside finance in landscaping. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment strategy emphasizing low-cost indexing, buy-and-hold approaches, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

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.

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.

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.

Haley Mc Kay Daily Tibbitts is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 65 designation and three years of industry experience. Prior to joining Steward Partners in 2026, she worked at Jazz Wealth Managers, Inc. from 2022 to 2026. Her background also includes roles outside finance, such as managing The Tiki Tavern from 2020 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

George Goodroe is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. His prior roles include a long tenure at Legend Equities Corporation and a position at Capital Analysts. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and manages a diverse range of model portfolios using strategic and dynamic investment approaches.

Patricia Delgado is a financial advisor at Fifth Third Securities, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include positions at Fifth Third Bank, Chase Bank, and MC Solar, as well as employment at the University of South Florida. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering access to the Passageway Managed Account Program with multiple portfolio management options and risk-based program selection.

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.