Eric Powell is a Series 66-licensed financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He has worked at several firms, including Jazz Wealth Managers, Inc., RightPlan Financial Planning and Investments, LLC, Core Wealth Advisors, Inc., and Thrivent Investment Management Inc. prior to joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing various advisory and portfolio management services through multiple Steward Partners-branded solutions and third-party money managers.

Richard Lewis Jr. is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Principal Securities and Principal Life Insurance Company since 2019 and previously with Princor Financial Services Corp and Principal Life Insurance Company from 2009 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. 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.

Dino Dziergas is a financial advisor at AE Wealth Management, LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bayview Wealth Management and Pruco Securities, LLC. Outside of his advisory role, he is also involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm uses discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies to serve its clients.

Michael Lankford is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and one year of industry experience. Prior to entering financial services, he worked for sixteen years with Hillsborough County Schools. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and model portfolios.

Larry Lutz is a financial advisor at Transamerica Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Global Atlantic Financial Company and Protective Life. He is also involved with the Heartland Institute of Financial Education, where he promotes and provides financial education courses to businesses and employer groups. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Moffa is a financial advisor with Independent Advisor Alliance, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. His career includes positions at LPL Financial, Independent Financial Partners, and Ameriprise. Outside of advisory work, he is involved with Prosperity Tax Advisors, LLC, focusing on tax-related services, and Prosperity Exit Advisors, LLC, which specializes in business succession and exit planning. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering a range of services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes various portfolio management strategies and technology platforms to integrate assets and support estate planning, operating through a network model with ties to LPL Financial.

Edward Springer is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Tuan Le is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work experience includes positions at Morgan Stanley, Charles Schwab, and State Farm, as well as entrepreneurial experience managing a nail salon business. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio solutions, supported by an Investment Policy Committee, and integrates multiple research methodologies and third-party due diligence in its approach.

Andrea Culbertson is a Branch Leader at Fidelity Investments, a role she has held since 2023. She collaborates with her team of financial professionals to assist clients in working towards their financial goals while fostering meaningful relationships. Andrea has extensive experience in the financial services industry, having held various positions including Planning Consultant at Fidelity Investments from 2022 to 2023, and multiple roles at USAA from 2013 to 2021 such as Manager, Wealth Advisor, and Specialized Investment Services. She began her career at Fidelity Investments, serving as a College Planning Specialist and Financial Representative between 2011 and 2013. Outside of her professional work, Andrea has personal interests in art, concerts, food, table tennis, and volunteering.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a platform that integrates affiliated sub-advisors and third-party solutions.

Arnelle Filsaime Johnson is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with SunTrust Investment Services and its affiliated advisory entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Adam Joseph is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Based in Tampa, FL, he has a decade of tenure with SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program utilizing third-party managers and AI-enabled research tools.

Allen Keller is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, G.A. Repple & Company, and Cambridge Investment Research. J.W. Cole Advisors operates a large network of independent advisors, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts.

Alexandria Wetmore is a financial advisor with Sequoia Financial Group, L.L.C. based in Tampa, FL. She holds a Series 65 designation and has four years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Fisher Investments from 2021 to 2025 and has held various roles at other financial firms since 2019. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and custom portfolios using mutual funds, ETFs, individual securities, and alternative investments, supported by ongoing research and due diligence.

William Nelson is a financial advisor at Kestra Advisory with 42 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2020 and previously worked at Calton & Associates, Inc. for 33 years. Nelson serves as secretary and treasurer on the board of directors for P. G Sarres Inc., where he is involved in financial accounting and lease negotiations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, using multiple management platforms and third-party solutions within its supervisory framework.

Nicholas Semko is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at AllianceBernstein L.P. and Ameriprise before joining Mercer. Mercer Global Advisors provides a range of advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, supported by specialized services such as retirement plan consulting and family office offerings.

Todd Gutman is a financial advisor with VALIC Financial Advisors in Tampa, FL, holding a Series 66 designation and 28 years of industry experience. He has been with VALIC Financial Advisors since 1998 and previously worked at Sunamerica Capital Services, Inc. and Agia. Outside of his advisory role, he is an agent for non-securities insurance products at Agia. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and providing various overlay options for portfolio management.

Seth Mc Laughlin is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 license and four years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank and has been with TD Private Client Wealth LLC since 2026. Outside of advising, he contributes occasionally to a family-owned sporting goods business focused on athletic traction products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a blend of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Mathew Steward is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has operated Stewardship Financial Group, Inc. since 2014 and has been affiliated with New York Life Insurance Company and its related entities since 2009. Steward volunteers with the Children's Cancer Center, a nonprofit supporting families of pediatric cancer patients, and is a member of the BNI Tampa networking group where he facilitates weekly meetings. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Brooke Jr. is a Series 66-licensed financial advisor with J. W. Cole Advisors, Inc., where he has worked since 2016. He has 26 years of industry experience and owns Brooke Financial LLC, a tax preparation business, as well as Bridgespan, an investment-related entity serving state employees. Outside of finance, he is president of Bridgespan Farms, Inc., a rural land management company. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.