Richard Humphrey is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at UBS Financial Services and Raymond James Financial Services. Humphrey is also involved as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering various advisory and portfolio management solutions.

Karl Lunney is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 30 years of industry experience. His career includes roles at 360 Wealth & Benefits Inc, Principal Securities Inc, Excalibur Financial Group, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member coordinating charitable mission trips and holds leadership positions as president of two homeowners associations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with both adviser and promoter arrangements.

Alyssa Neblett is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 10 years of industry experience. She previously worked at Raymond James Financial Services and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with oversight committees and provides bespoke discretionary solutions for large relationships.

Jervand Asatrjan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has worked at CITI Private Bank since 2022. Prior to that, he held roles at Raymond James Financial Services and Raymond James & Associates from 2017 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates with a scale and market role that includes in-house research and derivatives services.

Michael Olivia is a CFP® professional with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held multiple roles at Guardian Life and its subsidiaries since 2014 and at Park Avenue Securities since 2017. Outside of his advisory work, he serves as an assistant coach and fundraiser for a local little league. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary management and a hybrid digital advisory solution.

Steven Hart is a financial advisor with Fifth Third Securities, Inc. in Seminole, Florida. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform, which provides options including mutual fund and ETF models, SMA strategies, and direct indexing.

Joshua Green is a CFP® professional with 15 years of experience in the financial services industry, currently associated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James and T. Rowe Price. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs. The firm provides discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions, supported by coordinated due diligence and custodial partnerships.

Sonya Ranker is a CFP® professional with 12 years of industry experience, currently serving at Integrated Wealth Concepts LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Kestra Investment Services, and Royal Alliance Associates. She holds a leadership role as president of Questmont Virtual Family Office and is also licensed to provide fixed insurance and annuity advice. Integrated Wealth Concepts LLC serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Jason Frizzell is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with TIAA-CREF and TIAA since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard and acts as adviser to a donor-advised fund.

Steven Garibay is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates an insurance agency. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs a variety of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Kevin Manning is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 63 credential and 34 years of industry experience. His prior work includes roles at LPL Financial Corporation and IFP Securities, LLC. Outside of advising, he is involved in real estate sales through his sole proprietorship with Coldwell Banker Realty. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a wide range of clients and offers a decentralized advisory model alongside notable retirement-plan and pension consulting capabilities.

Steven Fox is a financial advisor with Janney Montgomery Scott in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Before joining Janney in 2021, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2012 to 2021. Outside of his advisory role, he serves as President and board member of the Park Ridge Rotary and is Co-President of the Montvale Chamber of Commerce, both nonprofit and community organizations in New Jersey. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Elizabeth Roman is a financial advisor at Fifth Third Securities, Inc. based in Tampa, FL, holding Series 63 and Series 65 designations with two years of industry experience. Her prior roles include positions at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies, and operates as a subsidiary of Fifth Third Bank with extensive municipal-advisor and broker-dealer activities.

Dorothea Cole is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential with 25 years of industry experience. She has worked at J.W. Cole Advisors since 2019, following prior roles at Royal Alliance Associates and Signator Investors. She is also the managing partner and owner of Compass Consulting & Financial, an independent financial planning and insurance business. J.W. Cole Advisors operates a large network of independent advisers and provides 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.

Michael Shaver is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc and Principal Life Insurance Company since 2016, and previously worked at Oppenheimer. Outside of his advisory work, he volunteers as a cameraman assistant for the Valspar Golf Tournament, a PGA event. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement plan consulting, and access to third-party money manager programs.

Matthew Lochrane is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at Truist Advisory Services, SunTrust Advisory Services, SunTrust Bank, Wells Fargo, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and research tools, to manage investments and provide fiduciary support.

Sarah Fowler is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Integrity Alliance and ASB Financial since 2021, following a 15-year tenure at Bankers Life and related entities. Outside of her advisory role, she serves as president of Fuquay Insurance, Inc., and works as a sales representative for TruPath Retirement, focusing on fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting services. The firm utilizes various investment approaches and platforms to build portfolios tailored to client needs while providing support services to other registered investment advisers.

Brooke Thiel is a Series 66-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, bringing one year of industry experience. Prior to joining J.W. Cole Financial, Inc., Brooke held various roles including client services coordination and has worked in both educational and retail settings. 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 portfolio management, financial planning, and access to multiple managed account solutions with investment decisions implemented on a discretionary or non-discretionary basis.

William Hamm Jr. is a CFP® and ChFC® with over 42 years of industry experience. He has been associated with Independent Financial Partners since 2000 and currently serves at IFP Securities, LLC, with prior experience at LPL Financial. Outside of advisory work, he is president of IFP Advisors, Inc., where he is involved in the sale and service of life insurance products and financial planning. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with a decentralized advisory model, formal retirement-plan advisory and pension consulting capabilities, and partnerships to provide directed trustee services.

Anthony Javarone is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at International Assets Investment Management, Morgan Stanley, and Citigroup Global Markets. He is also the managing director and owner of Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach using a range of asset classes and sub-advisory arrangements.