Kelli Stirna is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Austin Saffer is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Global Jet Sales and Creed Media before joining Guardian Life and Park Avenue Securities. Outside of his advisory role, he serves as an adviser to the treasurer for Phi Delta Theta Fraternity and participates as a community builder with BNI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a range of in-house and third-party model portfolios.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors. Concurrent Investment Advisors 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 investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Angela Seguro is a financial advisor with Lincoln Investment in Lutz, FL, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at West Coast Financial Inc, Cuna Brokerage Services, Inc., and Suncoast Credit Union. In addition to her advisory work, Seguro is involved in life insurance and fixed annuity sales. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, access to third-party managers, and a range of platform options supported by an in-house investment research team.

Julio Soria is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 28 years of industry experience, including prior roles at National Life Group and Equity Services, Inc. He is involved with Sunrise Financial Network, an investment-related business. He works with Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients through a mix of proprietary and third-party investment advisory programs.

Ted Albrecht is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Hightower Advisors in Tampa, FL. His prior roles include positions at LPL Financial, JP Morgan Securities, and Journey Strategic Wealth. Outside of his primary advisory work, he is involved with MDL Wealth Management in Tampa. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with offerings spanning discretionary portfolio management, financial planning, and retirement consulting.

Matthew Hembree is a CFP® professional with 19 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2006. Outside of advising, he is president of Dawg Bones Inc., a business he has led since 2013. First Command Advisory Services is an SEC-registered adviser focused on individual, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through an in-house Investment Management Team and Wealth Portfolio Managers.

Wayne Barber II is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a track and field jump coach. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account management options, including discretionary and non-discretionary programs.

James Vondrak is a CFP®, ChFC®, and Series 63 licensed financial advisor with 31 years of industry experience. He is currently with Independent Financial Partners in Tampa, FL, where he has worked since 2010, including a prior term in 2004-2005. His previous experience includes a decade at LPL Financial and a brief period at Mutual Service Corporation. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Kristy Philippe is a financial advisor at Valic Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Valic Financial Advisors, and Agia. Outside of her advisory role, she serves as a member of the Gulf High School Advisory Council, providing input from the perspective of an outside business representative. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Eric Mc New is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Edward Jones, Summit Global Investments, and Raymond James & Associates. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member for the 44 Strong Foundation, a 501(c)(3) nonprofit. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Jiles Kirkland is a financial advisor at Concurrent Investment Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James, Wells Fargo Advisors, and Citigroup Global Markets. Kirkland is also involved with Northshore Investment Group as an owner. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.

Warren Bowman is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He is also the owner of Proactive Financial Planning, a support company for tax purposes. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by extensive operational and platform integrations.

Jason Reilly is a financial advisor with Truist Advisory Services holding the CFA® designation and Series 63 license. He has one year of industry experience at Truist Investment Services and previously worked for 16 years at Bank of America Private Bank. Outside of his advisory role, he owns a residential duplex property leased to long-term tenants. 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, and manager-selection programs, implementing advice through discretionary and non-discretionary arrangements while utilizing third-party platforms and AI-enabled research tools.

Magdy Anise Jr. is a financial advisor with Citigroup Global Markets in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC prior to joining Citigroup Global Markets in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, to provide a broad range of advisory solutions.

Timothy O’Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 27 years of industry experience. He has previously worked at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory role, O’Brien serves as an elected trustee for the Village of Maple Bluff and is a board member for both SVA Certified Public Accountants and Diversified Services of Wisconsin, as well as the Madison College Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Sean Quigley is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Gratus Capital, LLC, Alps Distributors, Inc., and Riverfront Investment Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

James Drewes is a financial advisor with GWN Securities Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and 31 years of industry experience. His career includes long tenures at Legend Equities Corporation and Lincoln Investment before joining GWN Securities in 2018. Outside of his advisory role, he provides marketing advice and financial analysis for a public gun range and personal self-defense educational center. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in its legacy programs.

Cynthia Stenberg is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Orange Grove, SLAM, and Cambridge Christian School. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party investment managers, and a digital advice platform.