Caroline Kirsch is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Fidelity Investments for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers to meet client objectives.

Judy Ravenna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Suntrust Advisory Services, Inc. since 2016 and with Suntrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches and integrates third-party platforms and manager arrangements to support its AMC Advantage program, emphasizing inter-affiliate collaboration within the Truist enterprise.

Steven Parisi is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Westshore Financial, and self-employment. He is also the owner and managing partner of Gasparilla Financial LLC, a DBA related to his Guardian/PAS business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Timothy Best is a CFP® with 23 years of industry experience, currently serving as a financial advisor at HB Wealth. He previously worked at SunTrust Bank and its affiliated investment services and advisory firms from 2015 to 2024. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a combined quantitative and qualitative investment process across public and private strategies, managing accounts primarily on a discretionary basis.

Larrie Hoover Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is also the owner of Hoover Private Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services.

Alonzo Barnes is a Series 63-licensed financial advisor with Principal Financial Services in Tampa, FL, and has 36 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he is a member of an LLC that purchases and rehabilitates homes. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Donald Mc Neill is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. In addition to his advisory duties, Mc Neill operates an eBay retail business outside of his financial services work. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Angelo Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Transamerica since 2012 and has held leadership roles in firms such as Blue Ocean Financial Partners and Unite Financial Group. Additionally, Gurrieri serves as a financial education instructor at the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem involving affiliated entities and proprietary investment products.

Randall Childress is a financial advisor at Transamerica Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica since 2012. His prior experience includes roles at Rsc Consulting, LLC and WFG. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Anthony Cisek is a CFP® professional with 20 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2009. He is also the owner and artist of Cisek Art, which involves art creation and marketing. J.W. Cole Advisors is an SEC-registered investment adviser with a national network of over 400 independent representatives, providing portfolio management, financial planning, and various managed account solutions to individuals, charities, corporations, and retirement plans.

John Murdock is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and TD Bank. Outside of finance, he pursues painting under the professional name John Murdock Art and occasionally sells his work. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and integrates services across its affiliated broker-dealer and bank platforms.

Aiad Abdelshaheed is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory role, he is co-owner of AVJE LLC, a business involved in managing rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Blerina Hysi is a financial advisor at Focus Advisor Solutions, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services, combining enterprise scale with a high client and asset load per advisor.

Andreia Nimara is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to a wide range of clients, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platform and manager arrangements.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Ashley Male is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. in Tampa, FL, where he has worked since 2020, following an 18-year tenure at Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kenneth Carmickle is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and First Command Advisory Services. Outside of his advisory role, he is involved as a broker selling insurance products beyond those offered through Guardian. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets.

Kimberly Payne is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Preservation 1st Financial Group LLC, J.W. Cole Financial, Inc., Aflac, and Doordash. Outside of advising, she works as a life insurance agent with Preservation 1st Financial Group. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advisory platforms for individuals, high-net-worth clients, and institutional accounts.

Byron Crosby is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Calton & Associates, Inc. He is also president of West Coast Accounting & Financial Services, Inc., a tax and accounting firm. 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 adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Aaron Ellison is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Tampa, FL. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, The Oxford Club, Heritage Financial Consultants, and Lincoln Financial Advisors Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.