Steven Cantillo is a CFP® with 18 years of industry experience, currently serving at Corient. His prior work includes roles at Ernst & Young LLP and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including family office and corporate trustee capabilities.

Richard Brown is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and six years of industry experience. He has worked at Brookstone since 2020 and is also involved in insurance sales through Amerilife and Health Services of St Petersburg, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Frank Hibbard III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He serves on multiple boards in Clearwater, FL, including Mortan Plant Hospital Finance Committee, Ruth Eckerd Hall, and Amplify Clearwater. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through various Steward Partners-branded solutions and third-party managers.

Melissa James is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors from 2018 to 2024. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Woodham is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Paladin Wealth Management since 2021 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2016 and 2006, respectively. Outside of advisory roles, he is involved in outside insurance brokerage activities related to life, disability, long-term care insurance, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at IFP Securities, LLC and Independent Financial Partners since 2019, following three years at LPL Financial, LLC. He also manages client assets through Monshi & Associates, where he maintains general oversight and asset management responsibilities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, supporting a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Jared Gruszczynski is a CFP® professional with eight years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has previously worked at Gries Financial Partners, Mariner Wealth Advisors, and ValMark Advisers, Inc. among others. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies and accesses a broad range of investment vehicles, supported by an Investment Policy Committee’s oversight and regular research and due diligence.

Christopher Johnson is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Dalmore Group, AE Financial Services, Transamerica Investors Securities Corporation, World Financial Group, Raymond James & Associates, and T Rowe Price. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage services, using a mix of model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Justin Spinello is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill, as well as service in the United States Army Reserves from 2014 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Campana is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., providing business consulting on insurance, taxes, Medicare, real estate, and employee benefits to small business owners and the self-employed. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, model portfolios, and operates as a broker-dealer and insurance agency, managing a mix of in-house and third-party strategies through both strategic and dynamic investment approaches.

James Davis Jr. is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 15 years with Eagle Strategies and over 27 years affiliated with New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Ryan Tomer is a CFP® with 25 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has held roles at Sequoia Financial Advisors, LLC and Provise Management Group, and previously worked with USAA financial planning services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, drawing on fundamental, technical, and cyclical analysis, and offers unique services such as acting as sponsor and sub-advisor to an affiliated ETF as well as administering the American Center for Philanthropy.

Camille Mc Calla is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with two years of industry experience. Her prior experience includes roles at Concord Advisory Group and Norrep Capital Management Ltd. She is also a part-owner and manager of a rental property management company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, complemented by educational content and a range of integrated affiliated services.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC in Clearwater, FL, holding a Series 66 license and 16 years of industry experience. Her prior work history includes positions at Raymond James Financial Services, Inc. and Morgan Stanley & Co. She is also an owner of the Hoffman Private Wealth Group support company. 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.

Michael Redhead is a CFP® professional with 33 years of experience in financial advising, currently serving as Senior Vice President of Private Client Services at Sequoia Financial Group, L.L.C. He has been with Sequoia since 2009. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Christopher Mc Adoo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He serves on the board of the Clearwater Jazz Holiday Foundation, a nonprofit organization dedicated to producing a jazz festival and preserving jazz music legacy in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

Pablo Montero Bianchi is a CFP® professional with 30 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at FINPPASS Financial Stewardship and Financial Advisors of Delaware Valley. He also has experience related to fixed insurance and life products through an associated entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

William Hamm is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2012 and serves as Chief Operating Officer of the entire enterprise. Outside of his advisory role, he oversees day-to-day operations of an ecommerce brand for men's clothing and provides consulting services to other registered investment advisers. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Louis Robert Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he is involved in the sale and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.