Todd Mezrah is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and over 32 years of industry experience. His prior roles include positions at Lion Street Advisors and M. Holdings Securities, Inc., as well as operating Todd M. Mezrah & Associates since 1994. Outside of advising, he owns several businesses including a consulting firm specializing in executive benefits and a car repair and restoration business, and he serves on the boards of financing companies affiliated with BankUnited. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm provides asset management, financial planning, retirement consulting, and access to third-party manager programs, employing a range of portfolio strategies across various investment vehicles.

Eric Harris is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at World Financial Group, Pruco Securities LLC, and as an independent insurance agent. In addition to his advisory work, he assists individuals with Medicare decisions as a licensed agent for United Healthcare. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers multiple advisory platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Patrick Shepherd is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including TWRU CPAs & Financial Advisors, InfEnergy Solar Solutions, and CI Doyle Private Wealth. His current role at Corient includes tenure dating back to 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliated entities.

Kelly Mccloy is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo, and A.G. Edwards & Sons. Mccloy is also involved as a client services manager with Ennistymon LLC and Concurrent Advisors DBA Family Wealth Solutions. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Troy Goss is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his advisory career, he served in the United States Marine Corps for sixteen years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Nicholas Homolka is a CFA® charterholder based in Tampa, FL, currently advising with Truist Advisory Services. He has seven years of prior experience at Northern Trust and began his advisory career in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Matthew Kiehl is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. His prior experience includes roles at Savant Capital Management and work outside finance in landscaping. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment strategy emphasizing low-cost indexing, buy-and-hold approaches, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Bronson Mehlman is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has one year of industry experience, previously working at Park Avenue Securities LLC. Outside of finance, he has experience in the food service sector, including roles at Meat Market and Taste of Belgium. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and model-based investment strategies delivered through proprietary and third-party platforms.

Brandon Schwab is a financial advisor at Sequoia Financial Group, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at F. L. Putnam Investment Management Company, Eaton Vance WaterOak Advisors, J.P. Morgan Securities, and UBS Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Allison Kaczmar is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Raymond James Financial Services Advisors. 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, offering various portfolio management and financial planning services.

Carlos Torres Figueroa is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. He has been employed with several First Command entities since 2025 and serves as a Master Sergeant in the United States Air Force, currently on terminal leave until his retirement in 2026. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios across various asset classes.

Julie Flugel is a Certified Financial Planner® with 28 years of industry experience. She is affiliated with Janney Montgomery Scott and has been with the firm since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, providing brokerage services, financial planning, consulting, and multiple advisory programs.

William Congelio is a financial advisor with Principal Financial Services in Tampa, FL, holding the CFP® and ChFC® designations and carrying 30 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is a general manager and partner of Willmac LLC, an investment-related LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Tanner Lewis is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including brief tenures at Morgan Stanley and Robert Baird & Co. Outside of his advisory role, Tanner partners with Wag! Group Co. as a dog walker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary manager relationships and integrates third-party platforms to support fiduciary responsibilities and manager selection.

Scott Barlow is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2014. The firm serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account platform. Fifth Third Securities is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Logan Scott is a financial advisor with Empower Advisory Group in St. Petersburg, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at Northwestern Mutual and Tyler Technologies, and has been involved in AI-generated search engine results rating through SDL, Inc. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning services, which are supported by its large scale and close affiliation with Empower’s broader financial services.

Robert Perry is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and SunTrust Advisory Services. Outside of his advisory duties, Perry owns an online retail business focused on home goods sold through Walmart and Amazon. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

David Spivey is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at GWN Securities Inc. and Capital Insurance Agency, alongside operating Franklin Spivey Financial LLC since 2013. He is based in Tampa, FL. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Advisors, UBS Financial Services, and Legg Mason Wood Walker. He is also owner of Ennistymon, LLC, a support company that provides services to financial advisors. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment vehicles.