Spencer Dix is a Series 65-licensed advisor with six years of industry experience, affiliated with AE Wealth Management, LLC. His work history includes roles at Summit Insurance Management, Summit Wealth Management Advisors, Costa Rica Land Capital Partners, and Baum Wealth Management. In addition to his advisory duties, he holds a vice president position in operations and associates producer at Baum Financial Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with fundamental, technical, and cyclical analysis methods, managing roughly $49.8 billion across more than 127,000 clients.

Austin Tanner is a CFP® professional with five years of industry experience, currently with Sequoia Financial Group, L.L.C. in Tampa, FL. He previously worked at Evensky & Katz / Foldes Financial Wealth Management and Mercer Global Advisors, among other firms. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical research supported by regular due diligence and portfolio reviews.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Richard Gruber is a CFP® credentialed financial advisor with eight years of industry experience. He is currently with Voya Financial Advisors, Inc. in Tampa, FL, joining the firm in 2026 after prior roles at Truist Investment Services, Morgan Stanley, and The Vanguard Group. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm utilizes a combination of in-house and third-party strategies, technology-enabled tools, and both discretionary and non-discretionary account management to serve its clients.

Stephen Levy is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds a Series 63 designation and has been with Hornor, Townsend & Kent since 2014. In addition to his advisory role, Levy also works as a life insurance agent with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, retirement plan consulting, and brokerage services. The firm’s advisory approach involves third-party asset managers and offers both discretionary and non-discretionary account options.

Todd Mezrah is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and over 32 years of industry experience. His prior roles include positions at Lion Street Advisors and M. Holdings Securities, Inc., as well as operating Todd M. Mezrah & Associates since 1994. Outside of advising, he owns several businesses including a consulting firm specializing in executive benefits and a car repair and restoration business, and he serves on the boards of financing companies affiliated with BankUnited. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm provides asset management, financial planning, retirement consulting, and access to third-party manager programs, employing a range of portfolio strategies across various investment vehicles.

Jonathan Abbuehl is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. He has been with TIAA-CREF since 2017, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios through a vertically integrated advisory structure.

Kelly Mccloy is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo, and A.G. Edwards & Sons. Mccloy is also involved as a client services manager with Ennistymon LLC and Concurrent Advisors DBA Family Wealth Solutions. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

David Maus is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His career includes roles at Raymond James Financial Services and INVEST Financial Corp. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using discretionary and non-discretionary strategies, including digital advice and multiple custodial platforms.

Troy Goss is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his advisory career, he served in the United States Marine Corps for sixteen years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a 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.

Paul Gardner is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at J.W. Cole Advisors since 2019, with prior roles at GF Investment Services LLC and Global Financial Private Capital, LLC. Gardner is also a sole proprietor of a personal real estate business in Sarasota, Florida. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical strategies and digital advice solutions.

John Sebastian is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2011. Outside of his advisory role, he is president and owner of American Financial Group Limited, Inc., an independent insurance sales business. 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 investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Nicholas Homolka is a CFA® charterholder based in Tampa, FL, currently advising with Truist Advisory Services. He has seven years of prior experience at Northern Trust and began his advisory career in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Bronson Mehlman is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has one year of industry experience, previously working at Park Avenue Securities LLC. Outside of finance, he has experience in the food service sector, including roles at Meat Market and Taste of Belgium. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and model-based investment strategies delivered through proprietary and third-party platforms.

Brandon Schwab is a financial advisor at Sequoia Financial Group, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at F. L. Putnam Investment Management Company, Eaton Vance WaterOak Advisors, J.P. Morgan Securities, and UBS Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Carlos Torres Figueroa is a financial advisor with First Command Advisory Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. He has served in the United States Air Force since 2003 and is currently on terminal leave as a Master Sergeant prior to his official retirement. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

William Congelio is a financial advisor with Principal Financial Services in Tampa, FL, holding the CFP® and ChFC® designations and carrying 30 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is a general manager and partner of Willmac LLC, an investment-related LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Tanner Lewis is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including brief tenures at Morgan Stanley and Robert Baird & Co. Outside of his advisory role, Tanner partners with Wag! Group Co. as a dog walker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary manager relationships and integrates third-party platforms to support fiduciary responsibilities and manager selection.

Charles Waddell Jr. is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds a Series 66 designation and has worked for firms including Legend Equities Corporation, F & S Asset Management Group, Cincinnati Analysts, Transamerica Financial Advisors, and Wells Fargo Clearing. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and a network of third-party managers.