Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Brendan Dailor is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors and USI Securities. Outside of his advisory role, he is the CEO of Dailor Financial LLC, a business involved in residential property rehabilitation and solar sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.

Nathan Lopes is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has also worked at Park Avenue Securities. Prior to his advisory roles, he worked in education at Chapman University and Marin Academy High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

John Flanagan is a financial advisor at Fifth Third Securities, Inc. based in Largo, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience, all with Fifth Third Securities and its affiliated bank. Fifth Third Securities serves a wide range of individual and institutional clients through both advisory and brokerage services, offering various investment programs via the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple portfolio management strategies and third-party managers.

Matthew Bash is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL. He holds the Series 66 designation and has three years of industry experience, all with Janney Montgomery Scott and its affiliate entities. Prior to his advisory career, he worked briefly at Indiana University of Pennsylvania’s Eberly College of Business. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Angela Helmus O'Brien is a CFP®-designated advisor with 36 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. Her prior roles include positions at Morgan Stanley and Raymond James Financial Services. She is also the owner of Guardian Asset Management Group, a business supporting her financial advisory practice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Chase Smith is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Independent Financial Partners since 2023 and previously held roles at Anders Retirement & Investment Advisors, Madison Avenue Securities, LLC, and Anders & Anders Financial Group. Outside of his advisory work, Smith serves as a firefighter with the City of Orlando Fire Department. Independent Financial Partners is an enterprise firm that offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Steve Athanassie is a Certified Financial Planner® with 30 years of industry experience. He currently serves at Independent Financial Partners, joining in 2024 after ten years at Provise Management Group, LLC. He is also the owner of Athanassie Capital Partners, LLC. 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 tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Brittney Axsom is a Series 66-licensed financial advisor at Empower Advisory Group with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is also involved in a retail business, Tampa Bay Merch & Co, where she sells clothes, candles, bags, and stickers. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

Amy Rosa is a CFP® and holds the Series 66 designation with 15 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Her prior experience includes roles at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney LLC. Rosa has also been involved in local political advocacy, working for the Frank Hibbard mayoral campaign in Clearwater. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, and various institutional clients through a range of advisory, financial planning, and managed account programs, offering both discretionary and non-discretionary portfolio management solutions.

Christopher Ezzo is a financial advisor with Commonwealth Financial Network in Largo, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he is involved in commercial real estate property management in St. Petersburg, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Derrick Kowal is a financial advisor at Mariner with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Dustin Tibbitts is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Jazz Wealth Managers, Inc. for a decade and is the manager and owner of Jazz Aviation, LLC, a private airplane leasing business that assists with travel for business purposes. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

Torian Johnson is a financial advisor at Independent Financial Partners with 10 years of industry experience and holds a Series 66 designation. His background includes roles at Lion Street Financial, Csenge Advisory Group, and Newport Group entities, among others. He is also involved with Provisional Compliance Solutions. 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 serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Moran is a CFP® certificant with 26 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2012 and previously worked at Prime Wealth Management. He is also the owner of BrightView Financial LLC, an entity established to facilitate business operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Connie Beerbohm is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with various SunTrust entities since 2013. Outside of her advisory role, she is involved as a Vice President and account signer in a family-owned business unrelated to investment advisory activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platform and manager relationships, with an emphasis on integrating inter-affiliate services within its large enterprise structure.

Coby Hirschfield is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions with Steward Partners Global Advisory, Steward Partner Investment Solutions, and involvement with WeMakeFootballers and Pelican Golf Club. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through various advisory and portfolio management programs, utilizing both in-house and third-party strategies.

Clayton Haak is a Series 65-licensed financial advisor at Corient with two years of industry experience. His prior roles include positions at Brighton Jones and SevenBridge Financial. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Peter Weil is a financial advisor with Benjamin F. Edwards & Company, Inc. in Saint Petersburg, FL, holding Series 63 and Series 66 licenses with 45 years of industry experience. His prior work includes tenures at LPL Financial, RBC Capital Markets, and A. G. Edwards & Sons, Inc. In addition to advising, he operates a sailboat charter business and manages a small farm in Tampa, FL. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, employing both proprietary and third-party strategies across equity, fixed income, and managed account solutions.

Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. 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 corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.