Digna Feliciano is a financial advisor at GWN Securities Inc. with 24 years of industry experience. She holds the Series 66 designation and has been with GWN Securities since 2015. Feliciano has served as a member at large and chapter treasurer for Delta Tau Lambda Sorority, Inc., previously holding the position of chapter president. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a combination of discretionary portfolio management and model portfolios, using various affiliated and unaffiliated sub‑advisers along with technology-driven platforms.

Robert Kennerson is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Independent Financial Partners and has prior experience at Advisory Services Network, LLC, Robbie L. Kennerson, P.A., and ProEquities, Inc. He is also the owner of R.L.K Advisory Group, a non-investment related business. Independent Financial Partners offers 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.

Eric Soto is a financial advisor with First Command Advisory Services in Tampa, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his advisory career, he served in the U.S. Army from 2016 to 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Jason Webster is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Sanctuary Securities, Inc., Alluvial Private Wealth, the US Postal Service, and served in the US Naval Reserve. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various investment strategies and offer portfolio management, retirement plan consulting, and financial planning services.

Andrew Ferrari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work history includes four years at Equitable Advisors, LLC and five years in building management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party platform and manager arrangements.

William Tison is a financial advisor with Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Kestra Advisory, Morgan Stanley, and Charles Schwab. Outside of his advisory work, he operates Marine Marketing Services, LLC, a consulting business. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, using a combination of internally managed and third-party strategies with a primarily long-term investment approach.

Angelica Rosenstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has five years of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Wells Fargo Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Mathew Kaplan is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Myriad Capital and Northwestern Mutual Investment Services LLC. Outside of advising, Kaplan is involved in business coaching for architecture firm owners and is engaged in authoring and public speaking activities. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies and integrates fundamental and technical analysis in client solutions.

Robert Poppell is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 31 years of industry experience. He has been with VOYA since 2014 and concurrently serves with the Florida Department of Insurance. Outside of advising, he is president of a home construction company and serves as treasurer for a nonprofit church organization. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering financial planning, portfolio management, and consulting through various program structures that emphasize recommendation-based, non-discretionary advice.

Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides financial planning, retirement-plan consulting, and business consulting.

Robert Mc Minn is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its registered investment adviser services.

Derek Wolford is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Eagle Strategies, he worked at Primerica Advisors and Primerica Financial Services, and has over a decade of experience in sales with Great Value Cellular. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through its large network of investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Neil Horowitz is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with SunTrust Advisory Services and related entities since 2016 and worked at Iberiabank in 2017-2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a third-party manager selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models for portfolio construction.

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 credentials and has worked at several firms including Vimvest Securities, LLC and Florio Wealth Management, LLC. Her outside activities include serving as an advisor for 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 to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis alongside digital advice platforms and third-party managers in managing client solutions.

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.