Jordan Giranda is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient, he held roles at EY/Tapfin and Uber. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

David Livingston is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and third-party manager selection through its AMC Advantage program, employing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate resources.

Rhett Schmedemann is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is based in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Patrick Welsh Jr. is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 2003. In addition to his advisory role, he is president of P.J. Welsh Jr. & Associates, Inc., through which he sells life insurance and fixed indexed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Jeffrey Mc Donald is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Kovack Securities, Kovack Advisors, GreenBridge Wealth Management, Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan and pension consulting capabilities.

Robert Olenchalk is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Fidelity Investments, and Raymond James Financial Services. Outside of his advisory work, Olenchalk is active as a disc golf athlete and coach, as well as a volleyball coach for high school, club, and college players. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management solutions supported by a comprehensive due-diligence process.

Jonathan Decker is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2023, following 14 years at Bank of America and 25 years at Merrill. He serves as the Vice Chair of the University of South Florida St. Petersburg Business School Dean's Advisory Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Anthony Cervio is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including Raymond James and Merrill, before joining Steward Partners in 2022. Outside of his advisory role, he serves as an assistant baseball coach at Tarpon Springs High School in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services through both proprietary and third-party solutions.

John Oliva is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at Arbor Point Advisors, AXA Advisors, and New York Life, among others. Outside of advising, he volunteers annually at Camp Erin, a charitable organization supporting youth. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services including managed programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging both fundamental and technical investment approaches.

Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.

Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.

Jared Beck is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Connors Wealth Management, Health First INC, The Hershey Company, and Northwestern Mutual. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Nichole Adams is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has worked at Corient Services LLC and Corient since 2023, with prior roles at Roosevelt Investments and Refined Benefits dba Sullivan. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Edward Stiles is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Equity Services, Inc. and Retirement Capital Advisors since 1996. His other business activities include fixed insurance sales conducted under the name Retirement Capital Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios and customized investment solutions, while enabling advisors to offer tailored advice under Commonwealth’s supervision.

Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Brendan Dailor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and USI Securities. Outside of advising, he is the CEO of Dailor Financial LLC, a business involved in home renovation and solar sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining significant assets under management.

Nathan Lopes is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities during his career. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of integrated lending and alternative investment options.

John Flanagan is an advisor at Fifth Third Securities, Inc. based in Largo, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience, all with Fifth Third Securities and Fifth Third Bank since 2015. Fifth Third Securities serves a diverse client base, including individual, institutional, and high-net-worth clients, offering both advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed 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.