John Wade is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2022. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management. He is based in Saint Petersburg, FL. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both execution and advisory support, employing diverse investment strategies across equity, balanced, and fixed income assets.

Stephen Fee is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, Fee serves as president and managing member of Alpha Omega Legacy Wealth, a firm he established for marketing and managing financial consulting and fee-based services. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Christopher Waye is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, as well as a decade at Minor. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with ongoing reviews.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor at Independent Financial Partners with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, Koury worked at Bojano Hospitality and Tribe Promotions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Dorian Valente is a financial advisor with Bankers Life Advisory Services, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been involved with Bankers Life Securities Inc and Bankers Life & Casualty since 2017 and 2014, respectively. Outside of advising, he manages a team in insurance sales and owns several domain names held for identity protection and collection purposes. He is also active in local Chambers of Commerce and provides business coaching focused on sales strategies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers a range of investment options, working primarily with retail clients.

David Livingston is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate shoots. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research, and is noted for its inter-affiliate integration and comprehensive manager oversight.

Rhett Schmedemann is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is based in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Patrick Welsh Jr. is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 2003. In addition to his advisory role, he is president of P.J. Welsh Jr. & Associates, Inc., through which he sells life insurance and fixed indexed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Jeffrey Mc Donald is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Kovack Advisors, Kovack Securities, GreenBridge Wealth Management, Raymond James Financial Services, and Morgan Stanley. He is based in Tampa, FL. Independent Financial Partners provides 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 notable focus on retirement-plan advisory and pension consulting services.

Seth Trickle is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Griffin Capital Securities, CPS Financial & Insurance Services, and Deawm Distributors, Inc. He also serves as a National Vice President and Annuity Wholesaler at GBS Insurance and Financial Services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services via a network of independent advisors and sub-advisors.

Robert Olenchalk is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Fidelity Investments, and Raymond James Financial Services. Outside of his advisory work, Olenchalk is active as a disc golf athlete and coach, as well as a volleyball coach for high school, club, and college players. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management solutions supported by a comprehensive due-diligence process.

Jonathan Decker is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2023, following 14 years at Bank of America and 25 years at Merrill. He serves as the Vice Chair of the University of South Florida St. Petersburg Business School Dean's Advisory Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

German Ramirez is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with Independent Financial Partners, where he has worked since 2019. Prior to that, Ramirez held positions at BluePrint Wealth Alliance and Anthem Risk Management, and he is also a partner at Ram Wealth Advisors, a role he has maintained since 2015. In addition to his advisory work, Ramirez served as a lecturer for a finance certificate program at Florida International University, providing instruction on macroeconomics and financial risk management to international students. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with personalized investment strategies and notable retirement-plan advisory and pension consulting services.

Anthony Cervio is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including Raymond James and Merrill, before joining Steward Partners in 2022. Outside of his advisory role, he serves as an assistant baseball coach at Tarpon Springs High School in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services through both proprietary and third-party solutions.

John Oliva is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, AXA Advisors, and New York Life. Outside of his advisory work, he volunteers annually at Camp Erin, a charitable organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians such as Schwab and Fidelity.

Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.

Stephanie Russell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities since 2018 and was previously with Key Investment Services from 2014 to 2018. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.