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.

Charles Olson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Florida Financial Advisors and four years at Cornell University. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of fundamental and technical analysis along with model and manager-based strategies, providing both discretionary and non-discretionary account management.

Eric Powell is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Jazz Wealth Managers, Inc. and Thrivent Investment Management Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving a national advisor network and a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Richard Lewis Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 15 years of industry experience. He has worked at various Principal entities since 2009, including Principal Securities and Principal Life Insurance Company. Outside of advisory roles, he is also licensed as an insurance agent for fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

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, holding a Series 66 credential and 21 years of industry experience. He has been with Independent Advisor Alliance since 2019 and has concurrently worked with Independent Financial Partners and LPL Financial since 2010. Moffa is involved with Prosperity Tax Advisors, LLC and Prosperity Exit Advisors, LLC, which focuses on business succession and exit planning. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by multiple analytical approaches and technology platforms.

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 at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2013. Outside of his advisory role, he owns a rental property in Pittsburgh, Pennsylvania. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm differentiates its service between one-time planning and ongoing portfolio management, using a fiduciary standard for its registered investment 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.

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.

Todd Hoffman is a CFP® professional with 34 years of experience in the financial services industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC since 2017. Prior to that, he worked at Raymond James Financial Services, Inc. and Morgan Stanley Private Bank. Hoffman serves as trustee for the Jeffrey Hoffman Grantor Trust. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA that manages approximately $36.7 billion in assets and supports a national advisor network. The firm provides investment advisory, financial planning, and managed account programs to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations.

Allen Keller is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, G.A. Repple & Company, and Cambridge Investment Research Advisors, Inc. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm manages accounts using a combination of discretionary and non-discretionary strategies involving fundamental and technical analysis.

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.

Nicholas Semko is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Tampa, FL. He has been with Mercer Global Advisors since 2014. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

David Glazer is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Investment Services and Raymond James Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment strategies.

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.

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.