Stacey Sherbinsky is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Voya since 2015. Outside of her advisory role, Sherbinsky is involved in event production management at Live Media Group and Global Broadcasting Services, LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment solutions.

Mark Conmy is a financial advisor with Bankers Life Advisory Services, Inc. in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles with Bankers Life & Casualty and Bankers Life Securities, along with a period at Hip Bar Brands. Outside of advisory services, he owns a sub-chapter S corporation used for tax purposes. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Geoffrey Hoatson is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked with Growing Legacies and Mariner Platform Solutions, among others. In addition to his advisory work, he is the CEO and founding attorney of Family First Firm, where he serves as lead elder law and estate planning attorney. 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 representatives. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Christopher Jay is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. He has previously worked at CI Doyle Private Wealth, LLC, and has been with Corient and its affiliated entities since 2022. Christopher is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring.

Angela Maraj is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm combines advisor-led consulting with portfolio management supported by an internal Investment Management & Research team and third-party managers, offering both wrap and non-wrap platform options.

Bradley Easom is a financial advisor at Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on a scalable platform.

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 with Corient, holding a Series 65 designation and three years of industry experience. His prior experience includes 15 years at Reilly, Fisher & Solomon PA and roles at CIPW Service Company, LLC and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized capabilities including private fund platforms and affiliated trust services.

Christina Constantine is a financial advisor with Empower Advisory Group in Clearwater, FL. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Christina has worked at GWFS Equities, Inc. since 2014 and 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 to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include point-in-time financial plans and optional managed account solutions.

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 at Transamerica Retirement Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at 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 through various managed advice programs and investment education services. The firm uses proprietary tools and model portfolios provided by Morningstar Investment Management to offer both discretionary and non-discretionary advice to a large client base.

Emily Dirgo is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with Charles Schwab since 2015, including nine years at Charles Schwab Bank and one year at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance centers on asset allocation and investment selection, using Charles Schwab & Co.’s proprietary models and research tools, with an emphasis on tailored recommendations based on client goals and risk tolerance.

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 65 and Series 63 licenses and five years of industry experience. She has held roles at Dynex Group Benefits Solutions, XEN Financial, and WFGIA, and has served as director of registration at the Church of Scientology, where she assists parishioners with course registration. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of advisory and broker-dealer services that include proprietary and third-party investment models and both discretionary and non-discretionary program options.

Paul Habib is a financial advisor with Eagle Strategies (NY Life) based in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and with New York Life and its affiliated entities since 2016. Habib also owns and operates ProWealth, LLC, a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of affiliated advisors, offering multiple program types tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

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.