Aaron Motai is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Sabal Trust Company, TD Ameritrade, Charles Schwab, USAA, and T. Rowe Price. He is based in St. Petersburg, Florida. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team approach to portfolio management, utilizing both in-house strategies and third-party solutions while incorporating risk management tools and alternative investments when appropriate.

Jorge Diaz Galarza is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Enterprise, First Command Advisory Services, and Mutual of Omaha Investor Services. He served in the US Army for 14 years before entering the financial services industry. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jeffrey Gonyo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Steward Partners and its related entities since 2014, including roles at Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. He also maintains an agent position in non-variable insurance through Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, and managed account programs.

Lorin Bridge Jr. is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at Corient and affiliated entities since 2022, with prior experience at Reilly, Fisher & Solomon PA from 2006 to 2021. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and offering specialized services through various affiliates.

Christina Constantine is a financial advisor with Empower Advisory Group in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at GWFS Equities, Inc. since 2014 and has been associated with Raymond James & Associates since 1999. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning tools focused on long-term portfolio returns and savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Andrew Hoffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Third Bridge Group Limited, Nasdaq, and Brandeis International School of Business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Donald Miller is a CFP® professional with 28 years of industry experience, currently affiliated with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for ten years. Miller serves as a board member of the Villas of Holmes Beach condominium association, where he provides oversight on property maintenance and budgeting. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

John Poff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2015 and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs, investment education, and personalized guidance on asset allocation, contribution rates, and retirement planning. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing assets primarily on a non-discretionary basis across a large client base.

Emily Dirgo is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at Charles Schwab Bank, SSB, in addition to her ongoing role at Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to offer investment recommendations and conducts annual account reviews without exercising discretionary trading authority.

Christina Elam is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at UBS Financial Services Inc. and Raymond James Financial Services, Inc. She is also the owner of Blue Water Wealth Management in Clearwater, FL, a non-investment related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management.

Tessa Besio is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has served in roles at Dynex Group Benefits Solutions, XEN Financial, and WFGIA, and has also been involved in the Church of Scientology since 2006, managing registration for counseling and self-betterment courses. Additionally, she holds the position of president at XEN Financial, providing administrative support services. 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 with a variety of fee-based wrap programs, model portfolios, and commission-based insurance and brokerage products.

Paul Habib is a financial advisor with Eagle Strategies (NY Life) based in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 14 years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Prowealth, LLC, where he serves as owner and broker of non-registered insurance products. Habib is also involved as a passive investor in several commercial property ventures and a restaurant group. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

John Dabrowski is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010 and has served the City of Highland Park since 1990. Dabrowski also operates a fixed insurance business, selling fixed annuities as part of his professional activities. 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 advisors. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing strategies through discretionary or non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Fox is a CFP® professional with 18 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He was previously employed at Merrill and Bank of America, N.A., each for ten years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and research methodologies.

Douglas Krug is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. He previously provided administrative support to Mariner Independent Advisor Network and has held roles at LPL Financial LLC and various educational institutions. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, delivering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple advisory programs and third-party asset managers.

Cheltse Quinn is a financial advisor at J.W. Cole Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been affiliated with J.W. Cole Advisors since 2020. Quinn also manages operations for Cornerstone Financial Partners LLC, a related investment business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

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.

Jacob Bloch is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and one year of industry experience. Before entering the financial industry, he was involved in fitness entrepreneurship as the owner of CR Fitness LLC and served six years in the United States Army Reserves. Park Avenue Securities offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, combining proprietary and third-party strategies.

James Talley III is a Series 66-licensed advisor with Primerica Advisors, based in Lithia, FL, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Westshore Financial Group. He is also involved with Talley Capital, LLC, an investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised fund options.