Nathan Lopes is a Series 66-credentialed financial advisor with Guardian Life and Park Avenue Securities. He has been in the industry since 2022, with prior experience at WestPac Wealth Partners and a background in education at Chapman University and Marin Academy High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage, financial planning, retirement plan consulting, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

John Flanagan is an investment advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fifth Third entities since 2015. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to various program types including mutual fund and ETF models, SMA strategies, and direct indexing options.

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 financial advisor with Independent Financial Partners, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC. He also serves 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 supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Ronald Piccinini is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® and Series 66 credentials and bringing 36 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory work, he owns ROPA Financial Services, a Subchapter S corporation through which he receives residual insurance commissions. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.

Steve Athanassie is a CFP® professional with 29 years of experience in financial advising. He is currently with Independent Financial Partners and previously worked for Provise Management Group, LLC for ten years. 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 notable focus on retirement-plan advisory and pension consulting services.

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.

Stephanie Pritchard is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Fisher Investments, Deloitte, Charles Schwab Bank, Charles Schwab & Co., and Lockheed Martin Corporation. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies, incorporating mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.

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.

Rick Uribe is a financial advisor with TIAA-CREF in Tampa, FL, holding a Series 66 designation and six years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Key Investment Services LLC, KeyBank, Primerica, and First Niagara Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division delivers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Sheila Ross is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012, following a two-year tenure at Nuveen Securities. Outside of her advisory role, she serves as president of the Phi Kappa Tau Delta Gamma Chapter Parents Club, a nonprofit supporting the fraternity chapter at Ole Miss. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as to various entities and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing portfolio management, delivering customized investment strategies under a fiduciary standard.

Donald Marks is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been associated with New York Life and its affiliated entities since 2012, and he operates under Ingram & Marks Financial Resources, brokering insurance products alongside his advisory work. Marks also holds a role as an insurance broker with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life structure.

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.

Roger Silvera is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding the Series 63 and Series 65 designations and 18 years of industry experience. He has worked at several firms, including Compass Financial Pathways LLC, NYLIFE Securities LLC, New York Life Insurance Company, and LLWP Wealth Partners. Silvera authored the book "Cash Slow 2 Cash Flow: Demystifying the World of Personal" in 2016. He also operates Compass Financial Pathways LLC, selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors and operating within the New York Life affiliate structure.

Derrick Kowal is a financial advisor at Mariner Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and financial wellness services.

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 four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Lion Street Financial and Newport Group. Johnson is based in Tampa, FL. 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 clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Christopher Moran is a Certified Financial Planner® with 25 years of industry experience. He is currently affiliated with Commonwealth Financial Network and BrightView Financial LLC, where he has held roles since 2012 and 2022 respectively. Moran previously worked at Prime Wealth Management for a decade. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers customizable portfolio solutions and distinct program structures, supported by an in-house Investment Management and Research team.

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.