Michael Giorgetti is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, Morgan Stanley Private Bank, Raymond James, and John Hancock/Signator Investors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and oversight committees and operates with large institutional scale alongside specialized market roles.

Jennifer Hunziker is a CFP® professional with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2026 and previously with T. Rowe Price Investment Services, Inc. from 2007 to 2026. She is co-owner of JJH MARKETING.COM, a business involved in product orders and tax preparation. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies, with financial planning supported by an interactive online tool.

Julia Nappier is a financial advisor with Valic Financial Advisors in Tampa, FL. She holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to her advisory role, she worked in education with Polk County and Miami Dade County Public Schools, and has experience in the food service and landscape industries. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a network of more than 1,200 advisors, offering portfolio management, financial planning, and discretionary unified managed accounts using third-party platforms and model managers.

Aimee Farinas is a financial advisor with Empower Advisory Group in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior experience includes 15 years at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she has been involved with Corky Wines LLC since 2014. 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. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

Insley Edgar is a financial advisor with J.W. Cole Advisors, Inc. in Palatka, Florida, holding a Series 65 designation and three years of industry experience. He has been associated with J.W. Cole Advisors and its related entity since 2016. Outside of his advisory role, Edgar serves as a practice manager for St Johns Asset Management, LLC, a financial planning firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions using discretionary and non-discretionary investment approaches.

Jaclyn Bautista is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Calton & Associates, Inc. and J.W. Cole Financial, Inc. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house and third-party model portfolios, co-advisory relationships, and management of variable products, while integrating services with its affiliates in the financial sector.

Shawn Rottink is a financial advisor with Fifth Third Securities, Inc. in Tampa, FL, holding a Series 66 designation and bringing 25 years of industry experience. His prior experience includes roles at Edward Jones and Synovus Bank. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay, and direct indexing options.

Jacob Lewis is a CFP® with 15 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously held roles at Charles Schwab and USAA, including a decade with USAA Financial Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate service arrangements.

Zachary Neward is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., having joined from Sanford C. Bernstein where he worked for 17 years. Based in Tampa, FL, Neward brings extensive experience from his prior roles in large wealth management firms. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates internal teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options and structured notes.

Keith Glaser is a financial advisor at J. W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of Limitless Alpha, a non-investment-related business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Haley Power is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Haley worked in various roles including at Automatic Data Processing, Inc. and legal positions at two law offices. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services that include portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

William Mannix is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and over 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and serves as managing partner of Excalibur Financial Group and Group Benefits, where he is involved in the sales of group life, health, disability, and voluntary benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Erin Morse is a financial advisor with VOYA Financial Advisors, Inc. based in Tampa, FL. She holds a Series 66 designation and has three years of industry experience, having previously worked for Pinellas County Schools for 17 years prior to joining Voya Financial. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based client relationships.

Alejandro Vazquez III is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and his own legal and financial services practices. Outside of advising, he is involved in entrepreneurial activities such as operating a motorsports holding company and providing legal services for estate planning. J. W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis and various investment platforms to implement client solutions.

Nicholas Campbell is a financial advisor with First Command Advisory Services in Riverview, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with First Command and its affiliated entities continuously since 2006. Outside of his advisory role, he is involved with BNI as a professional development instructor, providing training to members on presentation and chapter development. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, using platforms such as Envestnet and Pershing.

Riad Shanawany is a CFP® with 26 years of industry experience and has been with J.W. Cole Advisors, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Outside of his advisory role, Shanawany is involved in business coaching and mentoring through BizGrowAdvisors and participates in peer-to-peer CEO groups such as Leading Peers. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented using fundamental and technical analysis or algorithmic models.

Sofia Benitez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Associates and multiple USAA entities. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Dino Tabakovic is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services, Inc. from 2014 to 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Daniel Herrera is a financial advisor at Farther with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Fisher Investments, UBS Financial Services, and The Vanguard Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, employing a mix of ETFs, mutual funds, individual equities, and fixed income.

Cameron Wrennall is a CFA® charterholder with 16 years of industry experience. He currently works at Creative Planning in Tampa, FL, where he has been since 2023. His prior experience includes roles at Mercer Investments, MMC Securities, LPL Financial, and MGI Funds Distributors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and private market exposure.