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.

Dante Campos is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and two years of industry experience. He has worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Greenbridge Wealth Management. Prior to his financial services career, he was involved in the food service industry with positions at Flippers Pizzeria and Twistee Treat. 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 that serves individual, charitable, corporate, and high-net-worth clients, with a noted focus on retirement-plan advisory and pension consulting services.

Stephen Crawford is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential with three years of industry experience. Prior to joining J.W. Cole Advisors in 2022, he worked at CROM, LLC for 18 years. Outside of his advisory role, he volunteers and coordinates for Ramsey Solutions Financial Peace University. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Michael Bratsztein is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. His prior roles include positions at Charles Schwab and USAA Financial Planning Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Shelly Wentz Fackler is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Vimvest Securities, LLC, Crux Wealth Management, and Florio Wealth Management, LLC. She is also involved in J&J Wealth Advisors, where she conducts client meetings and provides investment advice. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including digital advice and third-party managers, and provides both discretionary and non-discretionary account management.

Wesley Kulaga is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and is also the owner of Aqua Prints, a business that sells customized water bottles. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services. The firm employs a variety of investment strategies and custodial platforms, including digital advice and third-party manager platforms.

James Tucker is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and possessing 21 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. 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 and uses third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

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 in Tampa, FL. He holds a Series 66 designation and has four years of industry experience. Anderson previously worked at Lux Advisory LLC, where he serves as president. Outside of finance, he is the author of the book *Self Actualization*, which he self-published using a drop-ship model. First Command Advisory Services 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 offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Max Filbeck is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Creative Planning, where he has worked since 2021. Prior to this, he was associated with Sequoia Financial Advisors LLC, Sequoia Financial Group LLC, and Keen Wealth Advisors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joseph Samuelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Integra Capital Advisors for three years and was employed at Spring Run Golf Club for eight years. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets and serving individuals, high-net-worth clients, corporations, and retirement plans. The firm focuses on diversified, risk-class based investment allocations blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Donald Marsee II is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as executor and power of attorney for his parents' estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, retirement consulting, and a variety of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.

Ashley Thompson is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 13 years of industry experience, having previously worked at Raymond James & Associates, CITI Private Advisory, LLC, and Citigroup Global Markets. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Wooleyhan is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Park Avenue Securities, and Guardian Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Steven Saladino is a financial advisor with Principal Financial Services in Tampa, Florida, holding a Series 66 designation and 29 years of industry experience. His work history includes roles at Principal Life Insurance Company since 2016, Mercap Securities, LLC from 2014 to 2016, and self-employment from 2012 to 2016. Outside of advising, he is an instructor for Florida Continuing Education and owns Saladino Financial Group, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Carlos Jimenez is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wise and Amscot Financial, as well as service in the United States Marine Corps. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model tied to Empower’s administrative platforms. The firm offers “point-in-time” financial plans and optional managed account solutions, operating at a large scale with a higher client-to-advisor ratio compared to many peers.

Austin Tanner is a CFP® professional with four years of industry experience. He is currently with Sequoia Financial Group, L.L.C., having joined in 2025, and previously worked at Evensky & Katz / Foldes Financial Wealth Management and Mercer Global Advisors among other firms. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles and ongoing research and due diligence.

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Richard Gruber is a CFP® with eight years of industry experience, currently serving at Voya Financial Advisors, Inc. in Tampa, FL. He has held prior roles at Truist Investment Services, Morgan Stanley, The Vanguard Group, and worked at the University of South Carolina. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, and operates both investment advisory and broker-dealer functions with multiple program structures that emphasize recommendation-based advice over discretionary management.

Stephen Levy is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds a Series 63 designation and has been with Hornor, Townsend & Kent since 2014. In addition to his advisory role, Levy also works as a life insurance agent with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, retirement plan consulting, and brokerage services. The firm’s advisory approach involves third-party asset managers and offers both discretionary and non-discretionary account options.