Paige Vigil is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 and Series 63 licenses and has previously worked at Foresight, CGI and HUB International. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Darrin Markey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He previously led Markey Investment Management, Inc. and has worked with LPL Financial since 2009. Outside of his advisory work, he owns and operates North Florida Honey, a small honey production business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and consulting services. The firm employs a network model of independent advisory representatives and utilizes various portfolio management strategies and technology platforms to deliver its services.

Brian Berryman is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to his current role, he worked at the University of Florida from 2007 to 2017. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Nolan Louis is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has held roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advising, he works as an insurance agent assisting clients with Medicare and related insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Donald Hartman is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Hartman has worked at VALIC Financial Advisors since 2000 and is also an agent with Agia, where he provides non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Adam House is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at ACH Wealth Management from 2021 to 2023 and Teachers Insurance Annuity Association (TIAA) from 2014 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Benjamin Tyson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory services include point-in-time planning and ongoing discretionary management, often utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Patrick Di Staso is a financial advisor with TIAA-CREF in Gainesville, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo and Merrill, as well as Scottrade Investment Management. He has been with TIAA-CREF since 2018. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

William Gecks is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2013. Additionally, he is an agent with Agia, involved in non-securities insurance products. 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 discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed investment models and operating at scale with over 1,200 advisors.

Travis Crenshaw is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUSO Financial Services, and Wells Fargo. Crenshaw is based in Gainesville, FL. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Sarmiento is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he worked in the food service industry and fitness sector. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

John Murray is a financial advisor with Independent Financial Partners in Gainesville, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IFP Securities, LLC, Independent Financial Partners, Covenant Wealth Management, and LPL Financial. Murray is a volunteer with Stop Children’s Cancer, contributing to their annual fundraising events. Independent Financial Partners is a nationwide firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform with over $12 billion in assets under management and is noted for its retirement-plan advisory and pension consulting capabilities.

Kurt Killingsworth is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., where he worked for over a decade before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a nationwide client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Howard Timberlake is a financial advisor with J.W. Cole Advisors, Inc. in Gainesville, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.W. Cole Advisors since 2009 and has operated his own firm, Consolidated Financial Planning, since 1999. Outside of his advisory work, he is involved with Timberlake Preserves LLC, a tour guidance business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through both discretionary and non-discretionary approaches.

Julio Sarmiento is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at VALIC Financial Advisors since 2001 and is also an agent with Agia. Outside of finance, he serves as a press box announcer for University of Florida football and baseball games and provides official game statistics for CBS Sports broadcasts. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Cody Clayson is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Outside of financial advising, he is a member and capital provider of A&C Business Ventures, LLC, an event equipment rental business. 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 discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Geoffrey Southwell is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at LPL Financial and Fross and Fross Wealth Management. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model portfolios and customized portfolios managed under client-approved investment policies.

Ralph Robbins III is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brittney Franklin is a financial advisor with Sequoia Financial Group, L.L.C. in Gainesville, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at ValMark Securities Inc., Koss Olinger & Company, Koss Olinger Consulting, LLC, BNP Paribas, and the University of Oxford. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a mix of model and custom portfolio management strategies, utilizing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Liam Buchanan is a financial advisor with LPL Financial holding a Series 66 designation. He has recent experience working with Gateway Financial Partners and Vystar Credit Union, alongside prior roles in education and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by a range of model portfolios and research.