Ahmet Kildis is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Kildis holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed models.

John Besse is a financial advisor with Fifth Third Securities, Inc. in Bayonet Point, Florida. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities, he worked at Truist Investment Services and SunTrust in various advisory roles. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct-indexing options.

Kristi Bailey is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program. The firm combines discretionary manager relationships with third‑party platform arrangements and integrates services across affiliated entities.

Ryan Morrison is a CFP® and ChFC® with 20 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having joined in 2023. His prior experience includes roles at Fisher Investments, TD Ameritrade Investment Management, Td Ameritrade, Inc., and Scottrade, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

John Kalafatis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He served in the United States Navy for 22 years before transitioning to roles with First Command and Transamerica-affiliated firms. He is also the owner of Velden Wealth LLC, a business intended to support his advisory practice should staff be hired. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. Their approach incorporates proprietary portfolio construction tools and oversight from Morningstar Investment Management, focusing primarily on asset allocation and retirement planning guidance across a large client base.

Meghan Leonard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Pioneer Investment Management USA Inc. and American General Life Insurance. She is based in Land O Lakes, Florida. Valic Financial Advisors 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 and management.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has previously worked at Fifth Third Securities and Fifth Third Bank. Mankin is also involved in Latitude Capital LLC, a home-based business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Leigh Guido is a financial advisor with SPC and Sigma Financial Corporation, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015. He is also an independently licensed insurance agent appointed with various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through multiple account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Steven Marcano is a CFP® professional with 19 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after an 18-year tenure at T. Rowe Price Investment Services, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions.

Travis Taylor is a financial advisor with Empower Advisory Group, holding a Series 65 designation and based in Spring Hill, FL. He has experience with Empower Financial Services since 2021 and has previously worked in the title industry. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

George Holecsko is a CFP® and ChFC® with 18 years of industry experience. He is currently with Schwab Wealth Advisory and has worked previously at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA's various financial planning and investment management divisions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Paul Bullara III is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 41 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co. since 2015. Bullara manages and trains new producers and representatives in life insurance sales and service through his roles at two insurance brokerages. 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, combining investment advice with custody, execution, and brokerage capabilities.

Shawn Nazario is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Outside of his advisory role, he is involved with the Peninsula Baseball Umpires association, serving as a baseball umpire for local recreational and high school games. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach includes asset allocation guidance and personalized portfolio construction supported by Morningstar Investment Management’s proprietary tools.

Joshua Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has three years of industry experience. He has previously worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Outside of finance, he has experience in the juice business and home improvement sectors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both discretionary and non-discretionary investment guidance to a large client base.

Anthony Cefolo is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with T. Rowe Price since 2015. Outside of his advisory role, he works as a food delivery driver for Uber Eats and DoorDash. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features including tax-aware rebalancing and Monte Carlo-based retirement income projections.

Vincent Graziano is a financial advisor with Wells Fargo Clearing in New Port Richey, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research and analytics.

Joshua Green is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2017 and previously at BB&T Investment Services from 2014 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Alexander Perez is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Samantha Pairitz Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career has been exclusively with J.P. Morgan entities since 2010, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elizabeth Umstead is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has previously worked at Kennedy Wealth Management, First Command Advisory Services, and Access Health Care Physicians, LLC. Outside of her advisory work, she is involved as a co-trustee of the Michael (Roberts) and Elizabeth Umstead Family Trust and participates in direct marketing through Amway. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers various investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.