Nadav Baum is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott for 10 years. Outside of his advisory role, Baum participates in community efforts through the Developmental Committee Peace Initiative, which focuses on raising awareness and funds against hate crimes, and serves on the Business Advisory Council at Indiana University of Pennsylvania. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Nicholas Klein is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has previously worked at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a business involved in property management and financial operations. 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, individual securities, and alternative investments, supported by internal due diligence and various operational tools.

John Langford is a CFP® and ChFC® with over 20 years of experience in the financial services industry. He is affiliated with Guardian Life and has worked at Park Avenue Securities since 2006. Langford serves on the board of the National Pediatric Cancer Foundation. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party programs.

Vanessa Quintal is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor at Concurrent Investment Advisors, LLC. She has held roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services, among others. Outside of her advisory work, she provides bookkeeping services for a psychotherapy private practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and sub-advisory arrangements.

Maxwell Oglander is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He has worked at Truist Advisory Services since 2018 and previously at AXA Equitable, LLC and AIS Insurance and Financial. He is based in Tampa, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight for manager selection and ongoing reviews.

Melinda Cronin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Principal Securities Inc. since 2000 and Principal Life Insurance Company since 1999. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Cameron Barrier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Penn Mutual Life Insurance Company, TQL, and FedEx. In addition to his advisory role, he is active as an insurance agent specializing in insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services and manages approximately $8.37 billion in discretionary assets under management.

David Duquette is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with DHAPPS, LLC, a non-investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with tailored client services that also include access to insurance products and alternative investments.

Howard Brown is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he was involved with Crystal Clear Financial Group, LLC and NYLife Securities LLC. Outside of finance, he owned and operated a full-service lawn care business for seven years. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Arkadios Capital, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA for a financial advisory office. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services using both firm- and third-party models with a combination of passive and active investment strategies.

Carlos Hernandez is a Certified Financial Planner® with 27 years of experience, currently serving at Valic Financial Advisors in Tampa, FL. He has worked at Valic Financial Advisors for 25 years and has additional experience with Agia, IFP Securities LLC, and Independent Financial Partners. Hernandez is also involved in offering non-securities insurance products through Agia. Valic Financial Advisors is a large enterprise firm that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts and offers portfolio management and financial planning services through a broad network of advisors.

Alejandro Goicoechea is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2016 and Suntrust Bank since 2013. Outside of his advisory role, he is employed in a casual dining restaurant as kitchen help. 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, investment policy analysis, fiduciary support, and manager selection services, using a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Steven Sellers is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2015, he worked at Ameriprise and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Therese Frances Cutter is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. She has been with Guardian Life or its affiliated companies since 1990. Cutter serves as Co-Chair of the Floridian Club, a community organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to proprietary and third-party investment solutions.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Dejon Singleton is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services and T. Rowe Price. Outside of advisory work, he is also employed as a food delivery driver with Uber Eats. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Marcel Du Mont is a CFP® with 12 years of industry experience, currently advising at Empower Advisory Group since 2025. Prior to this, he worked at Fisher Investments for five years and The Vanguard Group for six years. He spent one year in extended travel between his roles at these firms. Empower Advisory Group provides financial planning and investment management 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’s integrated service model emphasizes long-term portfolio returns and annual rebalancing, delivering planning and managed account solutions within plan lineups selected by plan sponsors.

Tyler Trombetta is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, International Assets Advisory, LLC, and Jackson National Life Distributors LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Jake Feldman is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized investment process that includes ETFs, mutual funds, individual securities, and alternative investments.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 license with two years of industry experience. Prior to joining Concurrent Investment Advisors in 2023, he was affiliated with the University of Tampa from 2018 to 2022 and worked at Scituate High School from 2013 to 2019. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles supported by a network of approximately 286 advisors.