Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Eric Klaus is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior roles include positions at IFP Securities, LPL Financial, Ameriprise, Merrill, and Banc of America Investment Services. Outside of his advisory work, Klaus is the head coach of the Alonso High School boys lacrosse team and owns a website connecting teens with odd jobs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, known for its formal retirement-plan advisory and pension consulting capabilities.

John Collins is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at BB&T Securities, SunTrust Investment Services, Raymond James Financial, Morgan Stanley, and Ameriprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and fiduciary support.

Richard Kallmeyer is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, following roles at Barlas O'Reilly Wealth Management, LLC and Megastar Advisora. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and customized portfolios using a range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Scott Harris is a CFP® with 42 years of industry experience, currently serving at Integrity Alliance, LLC since 2012. Prior to that, he spent 14 years at Money Advisors Group, Inc. and has operated Scott S. Harris Financial Services, Inc. since 1993. He is involved in insurance sales as an independent agent and holds a leadership role as vice-president at Safe Money Strategies, a field marketing organization. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Matthew Michini is a financial advisor with Principal Financial Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His work history includes roles at Principal Securities Inc., Michini Wealth Management, and Principal Life Insurance Company. Outside of his advisory duties, he is involved in business consulting that focuses on exit planning and value growth for business owners. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation largely carried out on a discretionary basis by TPMMs.

Alexandre Santos is a CFP® with 25 years of experience in the financial services industry. He is currently with Cresset Asset Management, LLC and previously worked at UBS Financial Services for 11 years. Santos serves on the boards of the Vita Nova Foundation, which provides services to homeless youth, the University of Miami Sports Hall of Fame & Museum, and the Bayshore Little League in Tampa, where he is also president of the board and coaches. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across a range of asset classes, including alternatives and private funds.

Barry Glover II is a CFA® charterholder and holds the Series 66 credential, with 14 years of industry experience. He is currently with HB Wealth and has previously worked at Suntrust Advisory Services, Inc., SunTrust Bank, and GenSpring Family Offices. Outside of his advisory role, he serves as a board member for Swilled Dog Holdings, a family craft beverage business. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate entities. The firm employs a disciplined investment process that incorporates both quantitative and qualitative due diligence across public and private strategies.

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.

Michael Olivia is a CFP® professional with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Tampa, FL. He has worked with Guardian Life and its subsidiaries since 2014 and has been with Park Avenue Securities since 2017. Outside of his advisory role, he serves as an assistant coach and fundraiser for a local Little League, helping raise money for field improvements. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory programs.

Steven Hart is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fisher Investments, Personal Capital, Charles Schwab, and Edward Jones. Hart is currently based in Seminole, Florida. Fifth Third Securities, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers multiple program types through its Passageway Managed Account platform, combining advisor-directed models and third-party portfolio management with tax-efficient strategies.

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 with Brookstone Capital Management LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at multiple firms including Specialized Advisors, Secure Investment Management, and MassMutual Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent at J.D. Mellberg Financial, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment approaches including ETFs, mutual funds, options-enhanced strategies, and proprietary funds.

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 at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Outside of his advisory role, he serves as President of the Park Ridge Rotary and Co-President of the Montvale Chamber of Commerce, both community and philanthropic organizations in New Jersey. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, and institutional entities. The firm offers brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Elizabeth Roman is a financial advisor at Fifth Third Securities, Inc. based in Tampa, FL. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her background includes roles 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 accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

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.