Scott Blincoe is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Questar Asset Management, Nationwide Securities, 1717 Capital Management Company, and Ameriprise. He is also involved with an independent insurance agency that sells fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support primarily non-discretionary client relationships while also providing certain discretionary management options.

Eric Soto is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 and Series 63 licenses and previously served in the U.S. Army from 2016 to 2024. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Andrew Ferrari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work history includes four years at Equitable Advisors, LLC and five years in building management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party platform and manager arrangements.

William Tison is a financial advisor with Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Morgan Stanley, and Charles Schwab. Outside of his advisory work, he owns Marine Marketing Services, LLC, a consulting business. 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, employing customized portfolios and a primarily long-term investment approach.

Angelica Rosenstein is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Her career includes roles at Merrill, Bank of America, and Wells Fargo Bank prior to her current positions. She is based in Tampa, FL. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Christopher Kulick is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Merrill and Northwestern Mutual Investment Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, employing model portfolios and customized strategies managed under client-approved investment policies.

Robert Poppell is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 credential and bringing 31 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has a long tenure with the Florida Department of Insurance dating back to 1990. Outside of his advisory role, he is involved in new home construction as president of Praesidium Homes, LLC and serves as treasurer for the Timberlane Church of Christ. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, 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-enabled tools to deliver a mix of discretionary and non-discretionary investment management through a large network of representatives.

Cameron Fiorello is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Westshore Financial Group, Florida Financial Advisors, and other companies outside the financial sector. Outside of his advisory work, he is involved in buying and selling sports cards and premium sneakers. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Robert Mc Minn is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its registered investment adviser services.

Derek Wolford is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Eagle Strategies, he worked at Primerica Advisors and Primerica Financial Services, and has over a decade of experience in sales with Great Value Cellular. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through its large network of investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Neil Horowitz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with SunTrust Advisory Services and Iberiabank prior to his current role. Based in Tampa, FL, he has been with Truist and its predecessor firms since 2016. 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 third-party platforms and AI-enhanced research tools.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he serves as an agent for Agia, focusing on 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Keller is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at CIPW Service Company, CI Doyle Private Wealth, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, continuous portfolio monitoring, and advanced risk management tools.

James Tucker is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 credential and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Prior to that, he was with Merrill from 2004 to 2006. 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, and a manager-selection program through AMC Advantage, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Jeffrey Smith is a financial advisor at &PARTNERS with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Morgan Stanley prior to joining &PARTNERS. He also serves as co-trustee for his father's trusts. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Yvette Heatly is a financial advisor with Truist Advisory Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services, Morgan Stanley, and several other firms before joining Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Andrew Lundin is a CFP® credentialed financial advisor at Corient with eight years of industry experience. His career includes roles at BMO Harris Bank and CI Doyle Private Wealth prior to joining Corient. Lundin is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 managers and incorporates risk management tools and alternative investments where appropriate.

Jeremy Massullo is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Amanda Voorhees is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She has been with Valic Financial Advisors since 2015 and also serves as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 for portfolio construction and management.

Max Filbeck is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at several firms including Keen Wealth Advisors and Sequoia Financial Group before joining Creative Planning in 2021. Creative Planning provides wealth management and financial planning services to a diverse clientele, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by private market investments and various managed account services.