Sheila Ross is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012, following a two-year tenure at Nuveen Securities. Outside of her advisory role, she serves as president of the Phi Kappa Tau Delta Gamma Chapter Parents Club, a nonprofit supporting the fraternity chapter at Ole Miss. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as to various entities and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing portfolio management, delivering customized investment strategies under a fiduciary standard.

Donald Marks is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been associated with New York Life and its affiliated entities since 2012, and he operates under Ingram & Marks Financial Resources, brokering insurance products alongside his advisory work. Marks also holds a role as an insurance broker with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life structure.

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

Roger Silvera is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with MassMutual, Transamerica Financial Advisors, and LLWP Wealth Partners. He is also the owner of Compass Financial Pathways LLC, under which he brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with particular expertise in retirement plan consulting and advisory services linked to insurance and annuity products.

Samantha Vanhorenbeck is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with three years of industry experience. She holds a Series 66 designation and has previously worked at firms including Formulated Solutions and Reynolds American. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and incorporates digital advice and multiple custodial platforms in client solutions.

Amy Decker is a financial advisor at Oppenheimer with 21 years of industry experience. She has held positions at Oppenheimer & Co. Inc since 2019, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she manages property maintenance and leasing responsibilities for a residential duplex she owns. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Daniel Laferriere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Westshore Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, University of Phoenix, and Citizens Bank. He serves as a volunteer board member for Operation Helping Hand, a nonprofit supporting wounded active duty military and veterans. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and supports various account-level solutions such as lending and donor-advised funds.

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct client portfolios.

Rory Furlani is a Series 66-licensed financial advisor with two years of industry experience. He has worked at Valic Financial Advisors since 2026 and previously held roles at Raymond James & Associates, INC, and as an independent stock trader. 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 assets.

Lee Dolberry is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized investment advice and comprehensive financial planning. He focuses on assisting individuals and businesses with college education planning, employee benefits, family wealth management, retirement planning, small business strategies, tax minimization, and retirement income. With a background in finance, economics, business administration, and management, Lee has developed expertise in advisory services, portfolio management, and behavioral finance, particularly within the global market industry. He holds a Bachelor's degree in Finance from the University of Alabama and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lee is involved with professional and community organizations such as Metropolitan Ministries and Foresters Financial. His approach emphasizes understanding client values and goals through one-on-one communication, aiming to create tailored strategies that help clients pursue life goals and plan their legacy.

Darrel Henderson is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he is involved in refereeing activities in Tampa, FL. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage, advisory, and financial planning services through a variety of proprietary and third-party investment programs.

Marley Dallas is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. Prior to joining J. W. Cole Advisors, Dallas worked at Buck and Rider and has a background outside finance with eight years at 360 Physical Therapy. Dallas holds the Series 66 designation and is based in Tampa, Florida. J. W. Cole Advisors operates a large network of independent advisers and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and employs a variety of investment strategies and custodial platforms.

Michael Bruno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2019. His previous roles include positions at Cetera and Gte Federal Credit Union between 2015 and 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations to support client financial plans.

Torian Johnson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including Lion Street Financial and Newport Group. Independent Financial Partners serves a nationwide client base through a decentralized advisory model that allows individual advisors to set investment strategies while also offering centralized asset management and third-party services. The firm is notable for its retirement-plan advisory and pension consulting capabilities, supporting both individual and institutional clients.

Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked extensively with both firms since 2009 and is also the managing partner and owner of Florida Medical Advisors, LLC. Additionally, he operates a health-life-disability insurance brokerage to support clients seeking insurance products beyond those offered by Guardian. 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 a range of brokerage services, financial planning, retirement consulting, and advisory programs using a combination of proprietary and third-party strategies.

Stephen Hartman Sr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he offers insurance products, including fixed and variable annuities and life insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Trine Andersen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She has worked at several firms including Agia and Mass Mutual Investors Services. Andersen also serves as an agent for non-securities insurance products outside of her primary advisory role. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Phillip Sparke is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Michael Cantu is a CFP® professional with nine years of industry experience, currently serving at First Command Advisory Services in Tampa, FL. He has held roles at First Command Financial Services since 2013 and at Park Village Commerce Inc since 2024. Outside of his advisory work, Cantu is the CEO of Kennedy Park Wealth Management LLC and owns an e-commerce business operated through Park Village Commerce Inc. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and manage model portfolios and third-party managers.

Daniel Gutcher is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining J. W. Cole Advisors, he worked in academic roles at the University of Tampa, Eckerd College, and the University of South Florida. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing investment decisions through discretionary or non-discretionary approaches.