Puran Sugrim is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price and E*TRADE before joining PNC Investments in 2021. Outside of his advisory role, he is president of PNKS Associates LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees with PNC Bank online credentials. The firm uses algorithmic questionnaires for model selection and delegates portfolio implementation to third-party strategists.

Jacob Bloch is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. Prior to his career in financial services, he was involved with CR Fitness LLC for six years and served in the United States Army Reserves for six years. 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 offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

James Talley III is a financial advisor with Guardian Life and holds the Series 66 designation. He has four years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Westshore Financial Group. Outside of his advisory work, he is involved with Talley Capital, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and providing access to proprietary and third-party investment solutions.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and Sun Trust Bank. Kevin is based in St. Petersburg, FL. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Allan Dickson is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Wells Fargo Clearing for 12 years before joining VOYA Financial Advisors in 2014. Outside of advising, he also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through comprehensive financial planning and portfolio management. The firm emphasizes client engagement with investment policy statements and model portfolios, offering both discretionary and non-discretionary account management supported by a mix of in-house and third-party strategies.

Thomas Bagatini Alves is a financial advisor with PNC Wealth Management in Largo, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, TMH Federal Credit Union, Citi, Regions Bank, Lockton, and Currency Exchange International. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved mutual funds and ETFs for portfolio implementation.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and bringing 41 years of industry experience. He has been affiliated with VOYA Financial and its related entities since 2014 and has a background with American Family Life Assurance dating back to 1984. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and retirement advisory, utilizing both in-house and third-party strategies within a structure that incorporates both advisory and broker-dealer roles.

Abby Randall is a financial advisor with First Command Advisory Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, she worked with Kennedy Park Wealth Management and the Hillsborough County School District. She is also the owner and manager of Premier Financial Planning, LLC, an independent contractor business. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Miranda Mottice is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She previously worked at Ameriprise for five years and has a background that includes involvement with Ohio State University in recreational sports. Sequoia Financial Advisors, LLC provides 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 uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and alternative investments.

Jennifer Hunziker is a CFP® professional with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2026 and previously with T. Rowe Price Investment Services, Inc. from 2007 to 2026. She is co-owner of JJH MARKETING.COM, a business involved in product orders and tax preparation. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies, with financial planning supported by an interactive online tool.

Julia Nappier is a financial advisor with Valic Financial Advisors in Tampa, FL. She holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to her advisory role, she worked in education with Polk County and Miami Dade County Public Schools, and has experience in the food service and landscape industries. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a network of more than 1,200 advisors, offering portfolio management, financial planning, and discretionary unified managed accounts using third-party platforms and model managers.

Jennifer Hall is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Aimee Farinas is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower, she worked for Charles Schwab and Charles Schwab Bank for 15 years. Outside of advisory work, she has been involved with Corky Wines, LLC since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Barry Tallman is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds a Series 63 designation and has worked with Charles Schwab entities since 1997, including over two decades at Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses internal research and asset-allocation models to guide investment selection, with trades executed only upon client authorization.

Jaclyn Bautista is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Calton & Associates, Inc. and J.W. Cole Financial, Inc. before joining Ameritas in 2021. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Shawn Rottink is a financial advisor with Fifth Third Securities, Inc. in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Edward Jones, Synovus Securities, Truist Investment Services, and other firms. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, providing clients with multiple investment options, including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Jacob Lewis is a CFP® with 15 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously held roles at Charles Schwab and USAA, including a decade with USAA Financial Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate service arrangements.

Brooke Motley is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with several related entities including BB&T and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.