Clayton Haak is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has previously worked at Brighton Jones and SevenBridge Financial. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses various risk management tools and stress testing to align portfolios with client objectives.

Peter Weil is a financial advisor with Benjamin F. Edwards & Company, Inc. in Saint Petersburg, FL, holding Series 63 and Series 66 licenses with 45 years of industry experience. His prior work includes tenures at LPL Financial, RBC Capital Markets, and A. G. Edwards & Sons, Inc. In addition to advising, he operates a sailboat charter business and manages a small farm in Tampa, FL. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, employing both proprietary and third-party strategies across equity, fixed income, and managed account solutions.

Chery Victoria is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Outside of her advisory role, she is an independent business owner involved in direct sales of travel memberships and operates as an Amazon seller. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2023, following roles at AJ Wealth, Charles Schwab, Alliance Financial Group, and prior to that, two years at Nike, Inc. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC in Tampa, FL, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and also has experience with Penn Mutual Life Insurance Company beginning in 2018. In addition to his advisory work, he serves as the Transition Committee Chairman for the Tampa Chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their spouses. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, leveraging third-party asset manager relationships and operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Sara Castano is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. She has worked within various Truist entities since 2025. Outside of her advisory role, she has been involved with the University of Florida’s recreational sports program. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers a range of services including asset allocation, fiduciary support, and manager selection through proprietary programs and third-party platforms.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Eric Truvillion is a financial advisor with Principal Financial Services based in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held roles at Excallibur Financial Group, Inc. and Principal Life Insurance Company since 2014. Outside of advisory work, he is involved in providing group health, life, disability income, long-term care, and voluntary insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm emphasizes financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Susan Thompson is a financial advisor with Cetera Planning Partners and holds a Series 65 credential. She has 26 years of industry experience, including prior roles at HK Financial Services, Inc. and Peninsula Asset Management Inc. In addition to her advisory work, Susan is a Principal and CPA at Christopher, Smith, Leonard, Bristow & Stanell, P.A., a regional accounting firm, and serves as a Director/Trustee of The Saunders Foundation, a nonprofit private foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm features ancillary services such as tax planning, bookkeeping, and an estate-planning program, integrating diversified investment strategies aligned with client goals and risk tolerance.

Melina Clark is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2020. Prior to her advisory career, she worked in retail positions at Aldi and EDEKA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Jamie Tribbey is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes nine years at Wells Fargo Clearing and a year at Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and using AI-enabled research tools to support its investment process.

Laura Tsiguloff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. She previously worked at Raymond James and Associates, Inc. for seven years and was associated with Feather Sound Country Club in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Michael Borota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has held positions within various Transamerica-affiliated entities since 2016 and previously worked at World Financial Group, INC. He is based in Belleair Bluffs, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that provide investment education, asset allocation guidance, and retirement planning support. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary solutions.

Kenneth Solis is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns and oversees several local courier and delivery businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, with an emphasis on integration across its affiliated entities.

Brad Randall is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked in various roles at First Command-related entities since 2018. Prior to this, he was employed at Jaguar of Tampa for two years. Randall is also president of Randall Financial Services LLC, a non-investment business used for tax purposes. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools in its investment process.

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.