Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Camille Mc Calla is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with two years of industry experience. Her prior experience includes roles at Concord Advisory Group and Norrep Capital Management Ltd. She is also a part-owner and manager of a rental property management company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, complemented by educational content and a range of integrated affiliated services.

Karli Griffin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J. W. Cole Advisors in 2025, she worked at J.W. Cole Financial, Inc. and has held positions in various other industries including animal health and hospitality. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that utilize fundamental and technical analysis, model portfolios, and algorithmic allocations.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC in Clearwater, FL, holding a Series 66 license and 16 years of industry experience. Her prior work history includes positions at Raymond James Financial Services, Inc. and Morgan Stanley & Co. She is also an owner of the Hoffman Private Wealth Group support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Michael Redhead is a CFP® professional with 33 years of experience in financial advising, currently serving as Senior Vice President of Private Client Services at Sequoia Financial Group, L.L.C. He has been with Sequoia since 2009. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Christopher Mc Adoo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He serves on the board of the Clearwater Jazz Holiday Foundation, a nonprofit organization dedicated to producing a jazz festival and preserving jazz music legacy in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

Pablo Montero Bianchi is a CFP® professional with 30 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at FINPPASS Financial Stewardship and Financial Advisors of Delaware Valley. He also has experience related to fixed insurance and life products through an associated entity. 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 consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

William Hamm is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2012 and serves as Chief Operating Officer of the entire enterprise. Outside of his advisory role, he oversees day-to-day operations of an ecommerce brand for men's clothing and provides consulting services to other registered investment advisers. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Louis Robert Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he is involved in the sale and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. 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 military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sydney Manderson is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining Principal, Manderson worked at Michini Wealth Management and currently operates Manderson Wealth Strategies. Outside of advising, Manderson serves as a board member of the Safety Harbor Chamber of Commerce and is a member of the finance council at Sacred Heart Catholic Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third‑party money managers through various advisory and promoter arrangements.

Matthew Hunter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2019, with prior experience at Waddell & Reed Inc. from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

Brandon Bailey is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with capabilities in institutional consulting and municipal public finance.

Brian Bernhardt is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He has an ownership interest in a non-investment-related business based in Aspen, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he referees high school soccer games for the Pinellas Soccer Officials Association and Largo United. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized divisions.