Killian Mccray is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Northwestern Mutual and Bill Shields Roofing. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Indira Cozine is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Hornor, Townsend & Kent since 2019 and is also affiliated with Penn Mutual Life Insurance Company. Outside of her advisory role, Cozine serves on the board of a nonprofit organization, I&I International, which provides educational services to underserved populations, and she owns Sunshine Sistas, LLC, a company that organizes wellness and educational events for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and providing tailored investment strategies through a network of advisers and third-party asset managers.

Christopher Burnett is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Tampa, FL. He has 14 years of industry experience and serves as a faculty member training financial representatives at Guardian. Burnett is also involved in content creation and podcasting, and he authors published works outside of his advisory role. Park Avenue Securities, 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 a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with access to insurance products and alternative investments.

Michael Sullivan is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Coastal Wealth & Mass Mutual. Sullivan is also involved in the sales of fixed life insurance and annuities through various carriers. 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 financial planning, retirement consulting, and access to third-party money managers under various advisory and promoter arrangements.

Edward Castleberry is a financial advisor at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining J. W. Cole Advisors in 2021, he was associated with Cetera Advisors LLC and has operated Castleberry Financial Services since 1975. Outside his advisory work, he serves as president of the Silverbrooke Homeowners Association. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including discretionary and non-discretionary account management, model-based approaches, and third-party manager platforms.

Pablo Orozco is a financial advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses. He has been with Valic since 2026 and previously worked at Florida Financial Advisors and Torres Total Flooring. His background includes several roles outside the financial industry, including time at the University of South Florida and Banco de Occidente. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm operates at scale with over 1,200 advisors and manages approximately $29.2 billion in client assets.

Trevor Newsome is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, he was involved with Next Net Media for seven years and held roles at Captain Rapps Fishing Charters and New York Orchestras. In addition to his advisory work, Trevor acts as an executor of a will. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary wrap and third-party advisory solutions.

Maria Escalona Chaparro is a financial advisor with PNC Wealth Management in Tampa, FL. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at Morgan Stanley and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments to recommend portfolios managed via mutual funds and ETFs.

Tedric Hoornstra is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2009. Outside of his advisory role, he is involved in fixed insurance as an agent and is engaged in entrepreneurial activities including founding a shell company for revenue and participating in an online drop shipping business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with advisory decisions implemented on either a discretionary or non-discretionary basis.

Stephen Wroblewski is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he performs magic and juggling tricks for audiences and engages in online streaming. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, offering tailored client services that include financial planning, consulting, and access to insurance and alternative investment products.

Eduardo Augsten is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at firms including Raymond James Financial Services Advisors Inc. and Ameriprise Financial Services. Augsten is also president of Medallion Advisory, Inc., where he manages corporate accounting responsibilities. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternatives, and independent sub-advisers, supported by a network of approximately 286 advisors serving over 13,000 clients.

Dana Endres is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2016 and is also associated with Agia, where she provides 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.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor at Independent Financial Partners with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining the firm, Camaron worked in hospitality and promotions for several years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has worked with SunTrust Advisory Services LLC, SunTrust Investment Services, Inc., and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Robert Petrillo is a financial advisor at VALIC Financial Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VALIC Financial Advisors since 2003. He also serves as the president of his local Home Owners Association, a volunteer role without financial interest. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Bharat Mulchandani is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include 14 years at Spire Wealth Management and extensive experience at Fairfax Mortgage Investments. He currently works part-time originating mortgage loans and has expressed interest in potentially starting his own mortgage company. Concurrent Investment Advisors, LLC is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services through a network of approximately 286 advisors.

Kenzie Serianni is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Voya since 2017. Prior to that, she spent four years at Coca-Cola Beverages Florida. Serianni is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver predominantly non-discretionary investment management through a large network of advisors.

Donald Dupont Jr. is a CFP® professional with 19 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2022, and has held several roles at Charles Schwab and USAA over the past 16 years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools while executing trades only with client authorization.