Jesse Adkins is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 credential and has been with Elevate since 2026. Prior to joining Elevate, Jesse held roles in nonprofit and political environments, including positions with the Episcopal Diocese of East Tennessee and various political campaigns. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management to individual and high-net-worth clients through a multi-adviser team. The firm employs a combination of fundamental analysis, strategic and tactical asset allocation, and uses a mix of mutual funds, ETFs, and individual equities in its investment strategies.

Michele Del Sordo is a financial advisor with Consolidated Portfolio Review Corp in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Michele’s prior roles include tenure at J.W. Cole Financial, LPL Financial, and Principal Financial Services. Outside of advisory work, Michele serves as an executor of an estate. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs strategic asset allocation supported by fundamental and technical analysis through both proprietary model portfolios and allocations to third-party advisors.

Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary investment management and financial planning services.

Cameron Stewart is a financial advisor at Advisory Services Network with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes seven years at United Brokerage Services Inc and a brief role at Oasis Pavers & Pools. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

Tony Pruitt is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial, Wells Fargo Clearing, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved with a spouse’s non-investment related business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a fiduciary-based model that combines proprietary technology platforms with third-party managers and a variety of investment strategies.

Cody Klein is a financial advisor with Creative Planning, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera Wealth Services, Triad Advisors LLC, and Summit Financial Consultants. In addition to advising, he is an insurance agent selling life, health, disability, annuities, and long-term care insurance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals.

Corey Ward is a CFP® professional with 17 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held roles at Impact Partnership Wealth, Market Guard, Campbell & Co. Wealth Advisors & CPAs, Grow Financial Federal Credit Union, Cuso Financial Services, and TIAA-CREF. Ward is based in Tampa, FL. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, leveraging a combination of internal and external strategists, model portfolios, and technology tools to support client investment decisions.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.

Keri Finkenbinder is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked at Kennedy Park Wealth Management and Turtle Nest Planning. Finkenbinder is also the owner of OJAS Wealth Management, an advisory LLC based in Tampa. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios.

John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Chauncey Thomas is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, LCG Advisors, and JPMorgan Chase. Outside of advising, he works part-time as an Uber driver during nights and weekends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various investment adviser and promoter arrangements.

Lewis Stamey is a financial advisor at VALIC Financial Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with VALIC Financial Advisors since 2000. Outside of his advisory role, he is also an agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes centralized technology and model solutions to manage assets for a broad client base.

Harold Alvarado is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Transamerica Investors Securities Corporation, New York Life Insurance Company, Prudential, E*TRADE, Wells Fargo Clearing, Merrill, and USAA Financial Planning Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support client relationships, which are often managed on a non-discretionary basis with some discretionary management in certain accounts.

Daniela Larrotta Bonilla is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Fidelity Investments, Merrill, Bank of America, and Nordstrom. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and is closely aligned with Empower’s recordkeeping and administrative platforms.

Karrisa Marinez is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of financial advising, she is involved with Coffee Uniting People. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, and offers a range of wealth management, financial planning, and retirement services supported by a network of roughly 286 advisors.

Ronald Zimmer is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 18 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also a co-vice president of softball for Northwest Youth Baseball and Softball, where he assists with organizing teams and addressing league-related concerns. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of investment programs with discretionary and non-discretionary options.

Martin Gaganelov is a CFP® with five years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL. His prior experience includes roles at Raymond James & Associates, LPL Financial, and Northwestern Mutual Life Insurance Company. Outside of finance, he works as an on-call server and bartender for banquets at Hotel Haya Tampa on weekends. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm offers model and custom portfolio management, private fund management, and trustee support, employing a multi-faceted investment approach overseen by an Investment Policy Committee.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Steven Cass is a CFP® professional with 23 years of experience in the financial services industry. He has worked at HB Wealth Management since 2024 and previously spent over a decade at SunTrust in various advisory and banking roles. Cass serves as a board member of the Morton Plant Mease Healthcare Foundation, participating in community health initiatives and organizational oversight. HB Wealth Management is a registered investment adviser offering wealth management, financial planning, and investment management services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a comprehensive investment process that includes both public and private strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Javier Ortiz is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, with 9 years of industry experience. He holds the Series 66 designation and previously worked at INVEST Financial Corp for 2 years before joining Voya in 2018. Outside of his advisory work, he bartends at private parties and weddings. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of advisers, utilizing both affiliated and unaffiliated investment products with a focus on non-discretionary, client-approved investment management.