Benjamin Kleck is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Costanzo Financial Advisors and TD Bank N.A. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and acts as a sub-advisor to other advisory programs.

James Anna is a financial advisor at Lincoln Investment with a CFP® designation and over 31 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 22 years at Legend Equities Corporation. He is also involved in the sale of life insurance, fixed annuities, long-term care, and health insurance. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through advisor-led and firm-managed models, access to third-party managers, and operates with both wrap and non-wrap platform options.

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.

Sharon Herman is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having also worked with LPL Financial and Independent Financial Partners. Herman serves as a board member for a nonprofit organization in Dunedin, Florida. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms alongside discretionary and non-discretionary portfolio management strategies.

Roger Silvera is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with MassMutual, Transamerica Financial Advisors, and LLWP Wealth Partners. He is also the owner of Compass Financial Pathways LLC, under which he brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with particular expertise in retirement plan consulting and advisory services linked to insurance and annuity products.

Samantha Vanhorenbeck is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with three years of industry experience. She holds a Series 66 designation and has previously worked at firms including Formulated Solutions and Reynolds American. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and incorporates digital advice and multiple custodial platforms in client solutions.

Richard Decker is a CFP® professional with 18 years of industry experience. He is currently with Principal Financial Services and has prior experience at LPL Financial, Raymond James, and USAA IMCO. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amy Decker is a financial advisor at Oppenheimer with 21 years of industry experience. She has held positions at Oppenheimer & Co. Inc since 2019, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she manages property maintenance and leasing responsibilities for a residential duplex she owns. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Meghan Leonard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Pioneer Investment Management USA Inc. and American General Life Insurance. She is based in Land O Lakes, Florida. Valic Financial Advisors 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 and management.

Alfred Costanzo is a Series 65 registered advisor with seven years of industry experience. He is currently with Brookstone Capital Management LLC and has previously worked at Florida Financial Advisors, Trinity Wealth Securities L.L.C., and several other firms. Outside of his advisory role, he is involved in managing short-term rental properties. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment vehicles, offering discretionary portfolio management through its proprietary platforms and sub-advisory relationships.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has previously worked at Fifth Third Securities and Fifth Third Bank. Mankin is also involved in Latitude Capital LLC, a home-based business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Brian Strickland is a financial advisor at Guardian Life with 18 years of industry experience. He holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2007. Outside of his primary advisory role, he receives compensation through health insurance referral arrangements with Westshore Benefits. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from in-house and third-party managers.

Leigh Guido is a financial advisor with SPC and Sigma Financial Corporation, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015. He is also an independently licensed insurance agent appointed with various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through multiple account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Marley Dallas is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. Prior to joining J. W. Cole Advisors, Dallas worked at Buck and Rider and has a background outside finance with eight years at 360 Physical Therapy. Dallas holds the Series 66 designation and is based in Tampa, Florida. J. W. Cole Advisors operates a large network of independent advisers and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and employs a variety of investment strategies and custodial platforms.

Steven Marcano is a CFP® professional with 19 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after an 18-year tenure at T. Rowe Price Investment Services, Inc. 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 classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions.

Torian Johnson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including Lion Street Financial and Newport Group. Independent Financial Partners serves a nationwide client base through a decentralized advisory model that allows individual advisors to set investment strategies while also offering centralized asset management and third-party services. The firm is notable for its retirement-plan advisory and pension consulting capabilities, supporting both individual and institutional clients.

Rafael Miranda is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has been in the financial services industry since 2016, including ten years at Truist Bank before joining Truist Advisory Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a mix of discretionary and non-discretionary manager relationships supported by an AI-enabled Equity Research team and supervisory oversight.

Stephen Hartman Sr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he offers insurance products, including fixed and variable annuities and life insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Phillip Sparke is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Daniel Gutcher is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining J. W. Cole Advisors, he worked in academic roles at the University of Tampa, Eckerd College, and the University of South Florida. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing investment decisions through discretionary or non-discretionary approaches.