Laura Mataitis is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Merrill, and Bank of America. Outside of her advisory work, she has worked as an Uber Eats delivery contractor. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary recommendations to a large client base.

Anthony Lombardi is a financial advisor at PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes roles at JP Morgan Securities and Citizens Bank. Outside of his advisory career, he is the owner and operator of Oceanfeet LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies executed via mutual funds and ETFs.

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.

Brian Serimian is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a broad network of advisors and integrated third-party solutions.

Charles Olson is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he worked at Florida Financial Advisors and has an educational background from Cornell University. J.W. Cole Advisors operates through a large network of independent representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and supports 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 licenses and bringing 15 years of industry experience. He has worked with various Principal entities since 2009 and was involved with the Greater Brandon Chamber of Commerce from 2017 to 2019. Outside of advisory work, he is also licensed as a fixed insurance agent. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel stationed internationally. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser 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 in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. His career includes positions at LPL Financial, Independent Financial Partners, and Ameriprise. Outside of advisory work, he is involved with Prosperity Tax Advisors, LLC, focusing on tax-related services, and Prosperity Exit Advisors, LLC, which specializes in business succession and exit planning. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering a range of services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes various portfolio management strategies and technology platforms to integrate assets and support estate planning, operating through a network model with ties to LPL Financial.

Edward Springer is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund 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.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a platform that integrates affiliated sub-advisors and third-party solutions.

Allen Keller is a financial advisor at J.W. Cole Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hornor, Townsend & Kent, LLC, G.A. Repple & Company, and Cambridge Investment Research Advisors, Inc., among others. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts and integrates digital advice tools alongside its broad service offerings.

Walter Guilfoyle is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, and Santander Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

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.

William Nelson is a financial advisor at Kestra Advisory with 42 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2020 and previously worked at Calton & Associates, Inc. for 33 years. Nelson serves as secretary and treasurer on the board of directors for P. G Sarres Inc., where he is involved in financial accounting and lease negotiations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, using multiple management platforms and third-party solutions within its supervisory framework.

Nicholas Semko is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at AllianceBernstein L.P. and Ameriprise before joining Mercer. Mercer Global Advisors provides a range of advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, supported by specialized services such as retirement plan consulting and family office offerings.

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.