Myles Dudley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He is based in Tampa, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.

Laura Mataitis is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Cetera Investment Services, and Merrill. Outside of finance, she has worked as a delivery contractor for Uber Eats. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and serves a large client base through scalable, technology-driven programs.

Charles Minotto is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Securities, and Edward Jones. Minotto is based in Odessa, Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through a point-in-time financial planning approach, operating within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Anthony Lombardi is a financial advisor at PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at JP Morgan Securities, Citizens Securities, and ownership of Oceanfeet LLC, a non-investment business he operates outside of trading hours. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which utilizes algorithmic risk assessment and approved mutual fund and ETF strategies.

Elaine Roberts is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at Valic Financial Advisors since 2012 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Danielle Jones is a CFP® and Series 65-registered advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with two years of industry experience. Prior to joining J.W. Cole Advisors in 2024, she held positions at Financial Planning Solutions, DST Wealth Management, and Wilson Wealth Management. Outside of her advisory work, she is involved as a managing member of D.E.J. Blue Horizons, LLC, and operates a notary service. 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 advice platforms for individuals, high-net-worth clients, and institutions. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental and technical analysis.

Brian Serimian is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a broad network of advisors and integrated third-party solutions.

Charles Olson is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, Olson’s background includes positions at Florida Financial Advisors and work experience at Cornell University and Indian Prairie School District 204. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and other investment solutions for individual, high-net-worth, and institutional clients. The firm offers a range of managed program options and access to multiple custodial platforms and third-party investment advisers.

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.

Christopher Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2019, following a two-year tenure at T. Rowe Price. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on Morningstar Investment Management for portfolio construction and ongoing oversight, offering both managed portfolios and non-discretionary recommendations to a broad client base.

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.

Manuel Collazo Jr. is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has held various roles across multiple firms, including interim CFO/Treasurer at Ionfi, a fintech and regtech company, and Managing Director at Bevman IGroup, where he works with clients on health insurance and property and casualty needs. He also serves as a loan representative with Legacy Mortgage Lending Corp. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers multiple program platforms such as Transamerica ONE and TFA365.

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.