Angelica Rosenstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has five years of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Wells Fargo Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Mathew Kaplan is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Myriad Capital and Northwestern Mutual Investment Services LLC. Outside of advising, Kaplan is involved in business coaching for architecture firm owners and is engaged in authoring and public speaking activities. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies and integrates fundamental and technical analysis in client solutions.

Robert Poppell is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 31 years of industry experience. He has been with VOYA since 2014 and concurrently serves with the Florida Department of Insurance. Outside of advising, he is president of a home construction company and serves as treasurer for a nonprofit church organization. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering financial planning, portfolio management, and consulting through various program structures that emphasize recommendation-based, non-discretionary advice.

Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides financial planning, retirement-plan consulting, and business consulting.

Robert Mc Minn is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its registered investment adviser services.

Derek Wolford is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Eagle Strategies, he worked at Primerica Advisors and Primerica Financial Services, and has over a decade of experience in sales with Great Value Cellular. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through its large network of investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Terry Kors is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. He has been with Private Advisor Group since 2020 and has worked as a self-employed advisor since 2000. Outside of his advisory role, Mr. Kors serves as a FINRA arbitrator, a bank liquidation consultant, and a public school substitute teacher. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary strategies and offering access to proprietary and third-party managed account solutions.

Neil Horowitz is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with SunTrust Advisory Services and related entities since 2016 and worked at Iberiabank in 2017-2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a third-party manager selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he serves as an agent for Agia, focusing on 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.

Dante Campos is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and two years of industry experience. He has worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Greenbridge Wealth Management. Prior to his financial services career, he was involved in the food service industry with positions at Flippers Pizzeria and Twistee Treat. 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 that serves individual, charitable, corporate, and high-net-worth clients, with a noted focus on retirement-plan advisory and pension consulting services.

Stephen Crawford is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential with three years of industry experience. Prior to joining J.W. Cole Advisors in 2022, he worked at CROM, LLC for 18 years. Outside of his advisory role, he volunteers and coordinates for Ramsey Solutions Financial Peace University. 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 investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Shelly Wentz Fackler is a financial advisor with J. W. Cole Advisors, Inc. based in Tampa, FL, holding Series 63 and Series 65 licenses and has four years of industry experience. She has worked at several firms including Vimvest Securities, LLC and Florio Wealth Management, LLC. Outside of her advisory role, she is involved with J&J Wealth Advisors, where she conducts client meetings and provides investment advice. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management with a variety of investment strategies and digital advice tools.

Wesley Kulaga is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and is also the owner of Aqua Prints, a business that sells customized water bottles. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services. The firm employs a variety of investment strategies and custodial platforms, including digital advice and third-party manager platforms.

James Tucker is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and possessing 21 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and uses third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Jeremy Massullo is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Brandi Starr is a CFP® professional with 19 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley and E*TRADE. Outside of her advisory role, she volunteers as a group leader for a financial freedom class at Grace Family Church, focusing on budgeting, saving, and spending goals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

Amanda Voorhees is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She has been with Valic Financial Advisors since 2015 and also serves as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 UMA models for portfolio construction and management.

Max Filbeck is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Creative Planning, where he has worked since 2021. Prior to this, he was associated with Sequoia Financial Advisors LLC, Sequoia Financial Group LLC, and Keen Wealth Advisors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Camilo Hernandez Santana is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Sonmore Financial, as an independent contractor, and corporate experience at VF Corporation. Outside the financial sector, he has experience working in the food service industry with Vui's Kitchen. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional and retirement plan services.