Jeffrey Marks is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007, including a prior tenure from 2012 to the present, with additional experience at Morgan Stanley and T. Rowe Price Advisory Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Michael Cichon is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Bb&T Securities. He is also a partner in MNC Ventures, LLC, an entity established for real estate or private placement investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment programs.

Edward Schailler is a financial advisor with Truist Advisory Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Raymond James Financial Services and Suntrust Advisory Services. He also serves as a FINRA arbitrator, participating on arbitration panels as requested. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.

Barrington Brower is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Outside of his advisory role, Brower serves as trustee for multiple family trusts and is owner and president of Brower Financial Group, a financial planning and trust management firm. J.W. Cole Advisors, Inc. operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary strategies and various investment approaches.

Preston Washington is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Eastern Funding LLC, Citigroup, and City National Bank, along with roles outside finance such as at Ruth's Chris Steakhouse. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and uses third-party portfolio managers on its Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Andrew Schorr is a Series 65-credentialed financial advisor with nine years of industry experience. He is currently with Independent Financial Partners and has previously worked at Advisory Services Network, LLC, and R.L.K. Advisory Group. Outside of his advisory work, Schorr serves as a board member and coach for the Daytona Beach Quarterback Club, a community organization recognizing local high school football players. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a wide range of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Michael Leary is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Christine Carter is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under a fiduciary standard within a vertically integrated group.

Ellen Brandt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2009 and is also the owner of two Etsy shops, EllenRobin Designs, LLC and Robin Brandt Etsy Shop, where she creates print-on-demand and handmade merchandise as a weekend hobby. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment advisor.

Kelli Stirna is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Austin Saffer is a Series 66-licensed financial advisor with Guardian Life, based in Tampa, FL. He has one year of industry experience and previously worked at Westshore Financial and Global Jet Sales. Outside of his advisory role, he serves as an adviser to the treasurer for the Phi Delta Theta fraternity and participates as a community builder with BNI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions combined with proprietary and third-party investment platforms.

Brian Wade is a CFP® professional with 28 years of experience in financial services. He is associated with Independent Financial Partners and has held roles at IFP Securities, LPL Financial, and Tampa Financial Group. In addition to his advisory work, Wade engages in public speaking activities. Independent Financial Partners provides 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, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Angela Seguro is a financial advisor with Lincoln Investment in Lutz, FL, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at West Coast Financial Inc, Cuna Brokerage Services, Inc., and Suncoast Credit Union. In addition to her advisory work, Seguro is involved in life insurance and fixed annuity sales. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, access to third-party managers, and a range of platform options supported by an in-house investment research team.

Lance Lehman is a CFP® professional with 18 years of industry experience. He is currently an advisor at Farther and previously worked at Atomi Financial Group dba Compound Planning, ARS Wealth Advisors Group, LLC, and Fisher Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Sean Calleja is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Valic Financial Advisors and Agia. Calleja is also a managing member of an LLC formed with family members to manage a residential rental property. Lincoln Investment is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Julio Soria is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, National Life Group, and other firms. He is also involved with Sunrise Financial Network in an investment-related capacity. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, financial planning, and access to proprietary and third-party advisory solutions.

Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and digital advice, with investment decisions made on discretionary or non-discretionary bases.

Ted Albrecht is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Hightower Advisors in Tampa, FL. His prior roles include positions at LPL Financial, JP Morgan Securities, and Journey Strategic Wealth. Outside of his primary advisory work, he is involved with MDL Wealth Management in Tampa. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with offerings spanning discretionary portfolio management, financial planning, and retirement consulting.

Peter Nunley is a financial advisor at Independent Financial Partners with 13 years of industry experience. He holds the CFA® designation and Series 65 license. His prior experience includes roles at IFP Securities, LLC and LPL Financial, LLC. Outside of his advisory work, Nunley serves as Vice President of the Ford's Landing Condominium Association and works part-time as a rideshare driver. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with capabilities in retirement-plan consulting and trustee services, managing over $12 billion in assets as of December 2024.