Leah Waldrip is a financial advisor at United Planners' Financial Services of America with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at LPL Financial, Raymond James & Associates, and a teaching position with VIP Kid. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client strategies.

Nicholas Santana is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with Creative Planning in Clearwater, FL since 2015. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Mads Andersen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and with 10 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at firms including Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Raquel Higgins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Charles Schwab and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a wide range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Michael Mcmillan is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following five years at Raymond James Financial Services. Outside of finance, he was the owner and chocolatier of Indulge Right Now LLC, a business that sold products at local arts and crafts fairs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad set of advisory and execution services.

Keith Mcateer is a financial advisor with Fifth Third Securities, Inc. in Pinellas Park, FL. He holds Series 63 and Series 65 licenses and has 1 year of industry experience. Prior to his current role at Fifth Third Securities, he has been with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Michael Coyle is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. He has held multiple roles within the First Command organization since 2019 and serves as Deputy Inspector General for the United States Air Force Central Command. Additionally, he is president of Coyle Financial Planning Inc and holds a Florida real estate license since 2009. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios built from mutual funds, ETFs, and third-party managers.

Meghan Doherty is a financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with 25 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Mai Capital Management, Nationwide Securities, and ICMA Retirement Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Hernan Fonseca is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services, Symetra Life Insurance Company, and Symetra Securities. He 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 offers a range of solutions including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Jonathan Guaman is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, he worked at Bank of America, Merrill, and OneMain Financial, among other roles. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Jason Flucker Williams is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at World Financial Group, Raymond James Financial, and AXA Advisors. In addition to his advisory work, he serves as a procurement analyst for Polk County, focusing on procurement and contract management functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a range of proprietary and third-party investment programs with discretionary and non-discretionary options.

India Thomson is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has held her current role since 2017 and previously worked at Aptask for one year. Thomson holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Joseph Auteri is a financial advisor with Eagle Strategies (NY Life) based in Apollo Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Nylife Securities Inc. since 1993, and leadership positions at Tradecraft Financial Group LLC and Berardi & Auteri, LLC. Outside of advisory work, he serves as an adjunct professor at Drexel University’s LeBow College of Business and is a director of the Ramsey Educational Development Institute, a nonprofit organization. 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 representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Jake Pergolizzi is a CFP® professional at Sequoia Financial Group, L.L.C. in Tampa, FL, with four years of industry experience. Before joining Sequoia Financial Group in 2025, he worked for three years at Morgan Stanley. His early work experience also includes roles outside the financial industry, such as at Edge Physical Therapy and Hudson Valley Scoliosis. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses both model and customized portfolios, combining various investment vehicles and research methodologies, and it offers distinctive services such as private fund management and trustee support.

George Lymberis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Guardian Life Insurance Company and Park Avenue Securities since 2025. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory role, she assists her mother by managing her financial and healthcare-related affairs. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Brady Janssen is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Invisors, Florida State University, Northwestern Mutual, and Elifeguard. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Christopher Davitt is a CFA® charterholder and holds a Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial industry, including a long tenure at Raymond James & Associates. Concurrent Investment Advisors, LLC is a multi-team 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 investment vehicles, supported by a network of approximately 286 advisors.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. Independent Financial Partners provides 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.

Thomas Seeko Jr. is a financial advisor with Primerica Advisors in Lutz, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved in authoring publications and books, as well as podcast advertisement activities. Primerica Advisors serves a wide range of retail clients, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various advisory programs and account-level services.