Puran Sugrim is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price and E*TRADE before joining PNC Investments in 2021. Outside of his advisory role, he is president of PNKS Associates LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees with PNC Bank online credentials. The firm uses algorithmic questionnaires for model selection and delegates portfolio implementation to third-party strategists.

Dwiyana Edwards is a Series 65-licensed advisor with J. W. Cole Advisors, Inc., based in Oxford, FL, and has four years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Atlantic Sun Financial Group and has served on the Marion County School Board. Edwards also holds a notary commission in addition to her advisory role. 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 offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and Sun Trust Bank. Kevin is based in St. Petersburg, FL. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Marc Bernacchi is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Santander Bank. Outside of his advisory work, Bernacchi is involved with Market America, selling health and wellness products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both discretionary and non-discretionary account management, with notable capabilities in retirement-plan advisory and pension consulting.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Allan Dickson is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Wells Fargo Clearing for 12 years before joining VOYA Financial Advisors in 2014. Outside of advising, he also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through comprehensive financial planning and portfolio management. The firm emphasizes client engagement with investment policy statements and model portfolios, offering both discretionary and non-discretionary account management supported by a mix of in-house and third-party strategies.

Thomas Bagatini Alves is a financial advisor with PNC Wealth Management in Largo, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, TMH Federal Credit Union, Citi, Regions Bank, Lockton, and Currency Exchange International. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved mutual funds and ETFs for portfolio implementation.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and bringing 41 years of industry experience. He has been affiliated with VOYA Financial and its related entities since 2014 and has a background with American Family Life Assurance dating back to 1984. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and retirement advisory, utilizing both in-house and third-party strategies within a structure that incorporates both advisory and broker-dealer roles.

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.

William Plum is a financial advisor with GWN Securities Inc. in Clearwater Beach, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2015 and also works with MVP Group Inc. since 1994. Outside of his advisory role, Plum operates as an independent insurance agent specializing in fixed insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of incorporating market-timing and momentum-based strategies within its investment programs.

Brooke Motley is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with several related entities including BB&T and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Kulaga is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has prior experience with Johnson Brothers of Florida, Jazz Wealth Managers, Inc., and a background in real estate with Keller Williams. Outside of his advisory role, he is involved in real estate sales, showing homes on a part-time basis. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Keith Glaser is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He has been with J. W. Cole Advisors and affiliated entities since 2014, and previously worked at Platinum Wealth Partners, Morgan Stanley, and Merrill. Outside of advising, Glaser serves as president of Limitless Alpha, a non-investment related business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutions using both discretionary and non-discretionary investment approaches.

Erin Morse is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Voya Financial in 2023, she worked for 17 years with Pinellas County Schools. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and external strategists and technology-enabled tools to implement client recommendations.

Michael Cimarik is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His background includes long-term roles at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors, Inc., as well as recent positions within Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, leveraging proprietary technology and model portfolios from Morningstar Investment Management. The firm manages a large client base primarily through non-discretionary assets, focusing on asset allocation, contribution guidance, and retirement planning.

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.

Michael Riley is a Certified Financial Planner® at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, and was previously employed by Fidelity from 2007 to 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary technology and third-party expertise to provide asset allocation and retirement guidance for a large client base, focusing primarily on non-discretionary investment solutions.

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.

Andrew Denis is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, having joined in 2024. Prior to this, he spent eight years with Cetera and Achieva Credit Union. He serves on the Board of Directors and is Chairman of the Membership Committee for the Rotary Club in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulated assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.