Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

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.

Christian Anderson is a financial advisor with First Command Advisory Services holding a Series 66 designation and four years of industry experience. He has held positions at Lux Advisory LLC and various First Command entities since 2021. Outside of his advisory work, Anderson is the author and president of Cristiano Licavoli LLC, through which he publishes his book titled "Self Actualization." First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and third-party managers from prescreened lists.

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.

Joseph Samuelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Integra Capital Advisors for three years and was employed at Spring Run Golf Club for eight years. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets and serving individuals, high-net-worth clients, corporations, and retirement plans. The firm focuses on diversified, risk-class based investment allocations blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Donald Marsee II is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as executor and power of attorney for his parents' estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.

Kevin Wooleyhan is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Park Avenue Securities, and Guardian Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Steven Saladino is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds a Series 66 designation and has previously worked at MSI Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as a continuing education instructor in Florida and owns Saladino Financial Group, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Tanner is a CFP® professional with five years of industry experience, currently with Sequoia Financial Group, L.L.C. in Tampa, FL. He previously worked at Evensky & Katz / Foldes Financial Wealth Management and Mercer Global Advisors, among other firms. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical research supported by regular due diligence and portfolio reviews.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Richard Gruber is a CFP® credentialed financial advisor with eight years of industry experience. He is currently with Voya Financial Advisors, Inc. in Tampa, FL, joining the firm in 2026 after prior roles at Truist Investment Services, Morgan Stanley, and The Vanguard Group. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm utilizes a combination of in-house and third-party strategies, technology-enabled tools, and both discretionary and non-discretionary account management to serve its clients.

Stephen Levy is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds a Series 63 designation and has been with Hornor, Townsend & Kent since 2014. In addition to his advisory role, Levy also works as a life insurance agent with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, retirement plan consulting, and brokerage services. The firm’s advisory approach involves third-party asset managers and offers both discretionary and non-discretionary account options.

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.

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.

David Maus is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His career includes roles at Raymond James Financial Services and INVEST Financial Corp. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using discretionary and non-discretionary strategies, including digital advice and multiple custodial platforms.

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.

Paul Gardner is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at J.W. Cole Advisors since 2019, with prior roles at GF Investment Services LLC and Global Financial Private Capital, LLC. Gardner is also a sole proprietor of a personal real estate business in Sarasota, Florida. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical strategies and digital advice solutions.