Quinn Berven is a financial advisor with Lincoln Investment holding a Series 65 credential and 1 year of industry experience. Prior to joining Lincoln Investment, he worked at Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also an insurance agent involved with Transparent Financial Services. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers through a platform supported by an in-house investment research team.

Bharat Mulchandani is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include 14 years at Spire Wealth Management and extensive experience at Fairfax Mortgage Investments. He currently works part-time originating mortgage loans and has expressed interest in potentially starting his own mortgage company. Concurrent Investment Advisors, LLC is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services through a network of approximately 286 advisors.

Kenzie Serianni is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Voya in 2017, Serianni worked for Coca-Cola Beverages Florida for four years. Outside of advising, Serianni is also engaged as an independent insurance agent specializing in the sale of fixed insurance products and serves as a Rodan & Fields skincare consultant. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of programs incorporating both affiliated and unaffiliated investment products, utilizing a combination of in-house and external strategists supported by technology-enabled tools to implement client recommendations.

Donald Dupont Jr. is a CFP® professional with 19 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2022, and has held several roles at Charles Schwab and USAA over the past 16 years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools while executing trades only with client authorization.

Brandy Beck is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has held her current position since 2012 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth relationships.

Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

Augusto La Puente is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he serves as a trustee on the last will and testament of Alexandra Tracy and participates in house modeling for photo and video shoots. Park Avenue Securities serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

William Daines II is a financial advisor at Principal Financial Services with over 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 registrations. His career includes long-term roles at Principal Life Insurance Company and Princor Financial Services Corporation since 1991, and he has operated Daines Financial since 2014. Outside of his advisory work, he serves on the Deacon Council at Idlewild Baptist Church. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Christopher Rivers is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment since 2022 and has prior experience at Waddell & Reed, VOYA Financial Advisors, and Ameriprise. In addition to his financial career, Rivers serves as Vice President on the Board of Directors for Immaculate Heart of Mary Roman Catholic Chapel, a religious nonprofit organization, and is a Corporal with the Hillsborough County Sheriff’s Office. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and various third-party managers.

Janet Spector is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, having worked at NYLife Securities LLC and New York Life Insurance Company since 1986. Her other business activities include brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Cory Wood is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and has held previous roles at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance. Cory is based in Tampa, FL. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Steffen Watkins is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Watchdog Capital. Watkins is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and regulatory roles uncommon among peers.

Glenn Holmes is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Raymond James & Associates, JP Morgan Securities LLC, and Fidelity. Holmes is also a partner at Concurrent’s dba T7 Legacy. 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.

Monica Zwipf is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her career includes roles at KeyBank and various affiliated investment services firms. She serves as secretary for Bradys K9s, a nonprofit organization focused on vesting police dogs, and is also a self-published author of a children’s book titled "The Magic of Different Brains." Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, with client-directed trading and at-least-annual portfolio reviews.

Zacharry Wilson is a financial advisor with PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at T. Rowe Price, Morgan Stanley, Ameriprise, LPL Financial, and Suncoast Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Harold Scull III is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including USAA Financial Planning Services and TD Ameritrade. He has been with the Schwab organization since 2020. Schwab Wealth Advisory serves clients enrolled in its SWA program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s proprietary asset-allocation models and internal research tools.

Robert Buck is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 65 registrations and has been in the financial services industry since 2020, with prior experience at NYLIFE Securities LLC and New York Life Insurance Co. Before entering the financial sector, he worked at Bath Iron Works and the University of Southern Maine. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Matthew Menkhaus is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and the University of Cincinnati, among other roles. Outside of advisory work, he is a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

Reece Poppell is a CFP®-certified financial advisor with four years of industry experience, currently with VOYA Financial Advisors, Inc. in Tampa, FL. His prior work includes roles at the Walt Disney Company and Universal Orlando Resort, as well as time at the University of Central Florida. Poppell also operates as an independent insurance agent outside of his advisory role. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide a range of investment advisory and retirement services, with many accounts managed on a non-discretionary basis.

Maria Blotner is a financial advisor with Citigroup Global Markets in Tampa, FL, holding a Series 66 credential and five years of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.