Charles Crist is a financial advisor with TLG Advisors, Inc. based in Tampa, FL. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining TLG Advisors, he worked at The Leaders Group Inc, Pinnacle, Build Asset Management, LLC, and Preferred Capital Securities, LLC. Crist also serves as Director of Insurance at Pinnacle, where he works with financial advisors and their clients on advanced planning solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach that emphasizes fundamental analysis and Modern Portfolio Theory alongside a direct-to-consumer program called Starlight Portfolios.

Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Blane Nauck is a financial advisor at Integrated Wealth Concepts LLC in Tampa, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Ameriprise Financial Services, NYLIFE Securities, and New York Life. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Robert Hudson is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Park Avenue Securities since 2015 and Guardian Life since 2012. Outside of his advisory role, Hudson serves as Secretary on the leadership team of a local BNI chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with services tailored to client needs including financial planning, consulting, and access to insurance and alternative investment products.

Victoria Boswell is a financial advisor at Beacon Pointe Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services, Inc. In addition to her advisory role, she operates as an independent insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Fenoy Butler II is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 65 license. He has eight years of industry experience and has been with J.W. Cole Advisors since 2017. Butler also operates Riverside Wealth Advisors, LLC, and works as an insurance agent offering life and fixed insurance products. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm provides fee-based portfolio management, financial planning, and access to various investment platforms, employing a range of strategies including discretionary and non-discretionary management.

Daniel Jeanneret is a financial advisor with Eagle Strategies (NY Life) based in Land O Lakes, Florida. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. He operates Jeanneret Financial Strategies, focusing on brokering insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ryan Pennington is a financial advisor at Mercer Global Advisors Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior firms include Fisher Investments, Lincoln Investment, Morgan Stanley, and UBS Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, implementing globally diversified, risk-appropriate portfolios through low-cost ETFs, index funds, separate account managers, and other strategies.

Brenda Macarthur is a financial advisor at J. W. Cole Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Investments, J.P. Morgan Chase, Morgan Stanley, and Johns Brothers Financial before joining J. W. Cole. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts.

Amy Greth is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. She has been with VALIC Financial Advisors since 2011 and is also involved with Agia in a non-securities insurance capacity. Outside of her advisory role, she serves on the board and finance committee of the DeSoto County Education Foundation, which supports school projects and scholarships in the DeSoto County School District. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 optional tax and ESG overlay services.

Joseph Wheeler is a Series 66-licensed financial advisor with Independent Financial Partners, based in Tampa, FL, and has 17 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and IFP Securities. Outside of his advisory role, Wheeler serves as a board member for the Maitland Club Homeowner's Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan consulting capabilities.

Dianna Gallo is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley, E*TRADE Capital Management, Facet Wealth, and T. Rowe Price. Gallo is based in New Port Richey, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Thomas Houlihan is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential. He has one year of industry experience, including prior roles in hospitality and retail. 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 customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, along with comprehensive wealth management and financial planning services.

Jennifer Makras is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Raymond James Financial Services, Inc. and Morgan Stanley. Outside of her advisory role, she serves as Treasurer on the board of Vicki App Inc., where she manages fundraising and administrative activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Christopher Van Horn is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and The O.N. Equity Sales Company. Outside of his advisory role, he serves on the Finance and Operations Board of New Community Church, where he advises on budget, staffing, and operational matters. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios leveraging ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and integrated platform solutions.

Henry Harris is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at J.W. Cole Financial, Inc., Bayonet Plumbing and AC, EBAY, and BCAL Sports. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts.

Karl Hamilton is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at SunTrust Investment Services, SunTrust Advisory Services, and Suntrust Securities, Inc., spanning over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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 discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Scott Jackson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 21 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he is the founder and managing director of Kase Wealth Advisors, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Howard Greene is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Bankers Life Securities, Bankers Life and Casualty, and Lirr. Outside of advisory work, he is involved in the sale and servicing of Medicare supplements, drug coverage products, fixed life insurance, fixed and indexed annuities, long-term care, and disability income insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed globally. 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.

Michael Franck is a financial advisor at Truist Advisory Services in Tampa, FL, holding a Series 66 designation with four years of industry experience. He has worked within the Truist organization since 2016, including roles at SunTrust and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.