Kenneth Taylor is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and eight years of industry experience. He has a background that includes roles in education as a high school business technology teacher and entrepreneurial activities such as serving as president of GITASUCCESS Incorporated, where he manages financial services operations and plans to introduce tax planning and preparation. Additionally, he is affiliated with Netlaw, a legal document creation company focused on affordable estate planning tools. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension plans, trusts, estates, and charitable organizations, offering a range of advisory and broker-dealer services. The firm delivers advice through both proprietary and third-party models with discretionary and non-discretionary program choices.

Jesus Lopez is a Series 66 licensed financial advisor with Lincoln Investment, where he has worked since 2024. He has experience with National Life Group and has a background working in educational and religious organizations, including St Luke Catholic School and the Fellowship of Catholic University Students. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes model portfolios and third-party managers driven by an in-house Investment Management & Research team, while many client relationships remain advisor-led and tailored through Lincoln’s platform tools.

Phillipe Morales is a financial advisor with Citigroup Global Markets in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Citigroup Global Markets since 2006 and was affiliated with Morgan Stanley Smith Barney starting in 2009. Outside of finance, he works as a delivery driver for a Domino’s Pizza in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its scale, in-house research, and distinctive market roles, including futures and derivatives services.

Jack Sardegna is a Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with GWN Securities Inc. since 2018, following a 19-year tenure at AXA Advisors, LLC. Sardegna also provides clients with life, health, annuity, disability, and long-term care insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs that include both traditional and legacy market-timing and momentum-based strategies.

Eric Duncan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.W. Cole Advisors, LPL Financial, Edward Jones, and Stifel Nicolaus & Co., among others. He is based in Tampa, FL. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management and is supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

William Short is a financial advisor with J.W. Cole Advisors, Inc. in Dunedin, FL, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2007. Outside of his advisory role, he is involved as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jill Vanderkam is a CFP® professional with 33 years of experience in financial advising. She has been with Valic Financial Advisors since 1999 and also holds Series 65 and Series 63 licenses. Outside of her advisory role, she is a partner in a residential rental property venture. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages assets at scale using unified managed accounts and centralized technology solutions.

Philip Hart is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds the ChFC® and Series 63 designations and has 18 years of industry experience. Prior to his current role, he was affiliated with Nylife Securities, LLC, and New York Life Insurance Co. Hart is also involved in local community activities as a volunteer volleyball coach for youth at the YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its regulatory assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

Adriana Williams is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016. Williams also has concurrent roles with Suntrust Investment Services, Inc., Suntrust Banks, Inc., and the University of South Florida. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Tom Tagliarini is a financial advisor at Truist Advisory Services with 2 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Truist Advisory Services, he worked for 14 years at Bank of America Private Bank (formerly U.S. Trust). 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program through the AMC Advantage platform.

Keith Willett is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His career includes roles at One Source Advisory LLC, DBG Financial Group, Principal Life Insurance Co, Princor Financial Services, and Securian Financial Services. He is also an owner and managing member of Intrust Business Partners, LLC, which manages group benefits commissions for a partnership of business associates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Kyle Imbrescia is a financial advisor at TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, and First Home Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through a managed account platform.

Edward Palacios is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to implement investment strategies via mutual funds and ETFs, with portfolio management delegated to third-party providers.

Tony Wahl is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes six years at LPL Financial and eighteen years at G.A. Repple & Company. Outside of his advisory role, Wahl serves as President and shareholder of Integrity Financial Services Group, Inc., where he provides financial planning and insurance consulting for business and personal needs. 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 institutions. The firm employs a variety of investment strategies and custodial platforms, including digital advice providers, and supports both discretionary and non-discretionary account management.

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.

Nayelin Menendez is a Series 66–credentialed financial advisor with six years of industry experience. She is currently with Truist Advisory Services in Tampa, FL, and has held various roles within Truist’s affiliated entities since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Nelson Saladino is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has worked at Monarch Wealth Management Group since 2020 and has additional experience with Principal Securities Inc and Principal Life Insurance Company beginning in 2019. Outside of his advisory role, Saladino is licensed as an insurance agent offering fixed life, annuity, disability income, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Michael Miller is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Truist Advisory Services and Wells Fargo, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.