Scott Blincoe is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Questar Asset Management, Nationwide Securities, 1717 Capital Management Company, and Ameriprise. He is also involved with an independent insurance agency that sells fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support primarily non-discretionary client relationships while also providing certain discretionary management options.

Digna Feliciano is a financial advisor at GWN Securities Inc. with 24 years of industry experience. She holds the Series 66 designation and has been with GWN Securities since 2015. Feliciano has served as a member at large and chapter treasurer for Delta Tau Lambda Sorority, Inc., previously holding the position of chapter president. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a combination of discretionary portfolio management and model portfolios, using various affiliated and unaffiliated sub‑advisers along with technology-driven platforms.

Eric Soto is a financial advisor at First Command Advisory Services with Series 63 and Series 66 credentials and two years of industry experience. Prior to his advisory role, he served in the U.S. Army for six years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Jason Webster is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Sanctuary Securities, Inc. and Alluvial Private Wealth. Before entering the financial industry, he served in the US Postal Service and the US Naval Reserve. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports its network of over 400 independent advisors with portfolio management, retirement consulting, and multiple investment strategies, acting as a fiduciary under written agreements.

Andrew Ferrari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work history includes four years at Equitable Advisors, LLC and five years in building management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party platform and manager arrangements.

William Tison is a financial advisor with Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Morgan Stanley, and Charles Schwab. Outside of his advisory work, he owns Marine Marketing Services, LLC, a consulting business. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a primarily long-term investment approach.

Angelica Rosenstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has five years of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Wells Fargo Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Robert Poppell is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 credential and bringing 31 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has a long tenure with the Florida Department of Insurance dating back to 1990. Outside of his advisory role, he is involved in new home construction as president of Praesidium Homes, LLC and serves as treasurer for the Timberlane Church of Christ. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver a mix of discretionary and non-discretionary investment management through a large network of representatives.

Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides financial planning, retirement-plan consulting, and business consulting.

Terry Kors is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has been with Private Advisor Group since 2020 and has operated as a self-employed professional since 2000. Outside of his advisory role, Mr. Kors serves as a FINRA arbitrator, bank liquidation consultant, and public school substitute teacher. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often through third-party managers and model portfolios.

Neil Horowitz is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with SunTrust Advisory Services and related entities since 2016 and worked at Iberiabank in 2017-2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a third-party manager selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he serves as an agent for Agia, focusing on 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Guy Thomas is a financial advisor with Transamerica Financial Advisors, holding a ChFC® designation and Series 63 license, with 31 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and Nexa Mortgage, LLC, where he currently works as a mortgage loan originator. In addition to his advisory work, he is involved in commercial real estate brokerage and advisory services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver investment advisory and retirement plan services.

Michael Bratsztein is a CFP® professional with over 32 years of experience in the financial services industry. He currently serves at Schwab Wealth Advisory and has previously worked at USAA Financial Planning Services, Merrill, and Truist Investment Services. His career includes roles focused on investment management and financial planning. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

James Tucker is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 credential and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Prior to that, he was with Merrill from 2004 to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program through AMC Advantage, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Jeremy Massullo is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Amanda Voorhees is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She has been with Valic Financial Advisors since 2015 and also serves as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 for portfolio construction and management.

Christian Anderson is a financial advisor with First Command Advisory Services holding a Series 66 designation and four years of industry experience. He has held positions at Lux Advisory LLC and various First Command entities since 2021. Outside of his advisory work, Anderson is the author and president of Cristiano Licavoli LLC, through which he publishes his book titled "Self Actualization." First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and third-party managers from prescreened lists.

Max Filbeck is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at several firms including Keen Wealth Advisors and Sequoia Financial Group before joining Creative Planning in 2021. Creative Planning provides wealth management and financial planning services to a diverse clientele, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by private market investments and various managed account services.