Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Robert Hudson is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 65 and Series 63 licenses. He has 11 years of industry experience, working at Park Avenue Securities since 2015 and with Guardian Life since 2012. Hudson serves as the secretary of a BNI Leadership Team, a role unrelated to his investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Victoria Boswell is a financial advisor at Beacon Pointe Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services, Inc. In addition to her advisory role, she operates as an independent insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Fenoy Butler II is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 65 license. He has eight years of industry experience and has been with J.W. Cole Advisors since 2017. Butler also operates Riverside Wealth Advisors, LLC, and works as an insurance agent offering life and fixed insurance products. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm provides fee-based portfolio management, financial planning, and access to various investment platforms, employing a range of strategies including discretionary and non-discretionary management.

Tyler Trunko is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Trunko serves on the University of Tampa Board of Counselors, where he participates in alumni support activities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

Amy Greth is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. She has been with VALIC Financial Advisors since 2011 and is also involved with Agia in a non-securities insurance capacity. Outside of her advisory role, she serves on the board and finance committee of the DeSoto County Education Foundation, which supports school projects and scholarships in the DeSoto County School District. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 optional tax and ESG overlay services.

Joseph Wheeler is a Series 66-licensed financial advisor with Independent Financial Partners, based in Tampa, FL, and has 17 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and IFP Securities. Outside of his advisory role, Wheeler serves as a board member for the Maitland Club Homeowner's Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan consulting capabilities.

Jennifer Makras is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Raymond James Financial Services, Inc. and Morgan Stanley. Outside of her advisory role, she serves as Treasurer on the board of Vicki App Inc., where she manages fundraising and administrative activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Henry Harris is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at J.W. Cole Financial, Inc., Bayonet Plumbing and AC, EBAY, and BCAL Sports. 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 third-party investment platforms for individuals, high-net-worth clients, and institutional accounts.

Scott Jackson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 21 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he is the founder and managing director of Kase Wealth Advisors, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Howard Greene is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Bankers Life Securities, Bankers Life and Casualty, and Lirr. Outside of advisory work, he is involved in the sale and servicing of Medicare supplements, drug coverage products, fixed life insurance, fixed and indexed annuities, long-term care, and disability income insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed globally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Juan Manteiga is a financial advisor at Oppenheimer with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Oppenheimer since 2014. Prior to that, he was with H&R Block Financial Advisors, Inc. beginning in 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Eric Klaus is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and IFP Securities. Outside of advising, he serves as the head coach for the Alonso High School boys lacrosse team and developed a website that connects teens with odd jobs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers both decentralized investment strategies set by individual advisers and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Richard Kallmeyer is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, following roles at Barlas O'Reilly Wealth Management, LLC and Megastar Advisora. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and customized portfolios using a range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Scott Harris is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Integrity Alliance since 2012. Harris has also been associated with Money Advisors Group, Inc. and operates Scott S. Harris Financial Services, Inc. outside of his advisory role. Additionally, he is involved as an independent insurance agent and serves as vice president of Safe Money Strategies, a field marketing organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Matthew Michini is a financial advisor with Principal Financial Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His work history includes roles at Principal Securities Inc., Michini Wealth Management, and Principal Life Insurance Company. Outside of his advisory duties, he is involved in business consulting that focuses on exit planning and value growth for business owners. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation largely carried out on a discretionary basis by TPMMs.

Barry Glover II is a CFA® charterholder and holds the Series 66 credential, with 14 years of industry experience. He is currently with HB Wealth and has previously worked at Suntrust Advisory Services, Inc., SunTrust Bank, and GenSpring Family Offices. Outside of his advisory role, he serves as a board member for Swilled Dog Holdings, a family craft beverage business. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate entities. The firm employs a disciplined investment process that incorporates both quantitative and qualitative due diligence across public and private strategies.

Karl Lunney is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 30 years of industry experience. His career includes roles at 360 Wealth & Benefits Inc, Principal Securities Inc, Excalibur Financial Group, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member coordinating charitable mission trips and holds leadership positions as president of two homeowners associations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with both adviser and promoter arrangements.

Steven Hart is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. He is currently based in Seminole, FL. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining third-party portfolio management with advisor-directed strategies.