Stephen Valeri is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, Wells Fargo Clearing, and Citigroup Global Markets. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory offerings and maintains extensive affiliated financial relationships within the Truist Financial network.

Randall Boston is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 12 years of industry experience, including five years with The Prudential Insurance Company of America and Pruco Securities LLC prior to joining J. W. Cole Advisors in 2019. Outside of his advisory work, he is involved in local networking as a committee member of BNI Roaring Revenue and serves as a business consultant through Boston Integrity LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental and technical analysis and provides access to third-party investment managers and a range of custody platforms.

Gregory Jack is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and six years of industry experience. He has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and AXA Advisors. In addition to his advisory role, he is the owner of LWR Pillars of Wealth LLC, a firm involved in financial services and insurance sales. J.W. Cole Advisors operates through a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis along with model and manager-based strategies, offering both discretionary and non-discretionary account management.

Jessica Elmore is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 31 years of industry experience. She previously worked at Merrill from 1995 to 2016 before joining SunTrust Advisory Services in 2017, where she has continued her practice through the firm’s transition to Truist Advisory Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory process and provides ongoing client reviews and reporting.

Andrew Rojas is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Bayview Wealth Management and Foundations Investment Advisors LLC. Outside of advising, he is also active as an insurance agent. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan consulting through a platform that integrates advisor-managed and third-party models.

Michael Erbaio is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and bringing 21 years of industry experience. His career includes roles at firms such as Spire Investment Partners, Fidelity, and TIAA-CREF. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers 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.

Thomas Holliger is a CFP® professional with 34 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes 25 years at Fidelity Brokerage Services and a year at Fidelity Personal and Workplace Advisors. He is also a general partner of Holliger Financial Consultants, an advisory and insurance business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform, serving a diverse client base with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

Kristin Alexander is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has held positions at Principal Securities Inc., Principal Life Insurance, and MassMutual Life Insurance Company, among others. Her most recent role prior to Citigroup was at Independent Financial Partners. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and oversight committees.

Haley Baly is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. She has worked at AGIA since 2022 and Valic Financial Advisors since 2021, and has an academic background from the University of South Florida and the University of Florida. Outside of advisory work, she is also involved with non-securities insurance products through her role at AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing centralized technology and model solutions across a large network of investment advisor representatives.

Todd Youngs is a CFA® charterholder with 12 years of industry experience, currently serving at Corient in St. Petersburg, FL. His prior roles include positions at CI Doyle Private Wealth, LLC, and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, utilizing advanced risk management and monitoring tools.

Monica Parish is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at firms including Tidwell-Premock-Basilone Private Wealth Management and Wells Fargo Advisors. Concurrent Investment Advisors, LLC 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 securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Eric Donner is a financial advisor with Independent Financial Partners, holding a ChFC® designation and Series 63 license, and has 38 years of industry experience. His career includes roles at ValMark Advisers, Kestra Investment Services, and Hewins Financial Advisors, among others. Outside of advising, he is involved in business exit consulting and volunteers with Israel Heart 2 Heart, a nonprofit supporting wounded Israeli soldiers with PTSD. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients, offering both customized advisor-driven strategies and access to centralized asset management and pension consulting services.

Daniel Rodriguez Ortiz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following prior roles at Raymond James Financial Services and Invest Financial Corporation. Outside of his advisory work, he is involved in retail operations at Best Buy, where he assists with inventory management during evening hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, leveraging its institutional scale and unique market roles.

John Galligan III is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including SunTrust Advisory Services, Fifth Third Securities, Morgan Stanley, and Robert Baird & Co. Outside of his advisory role, he serves as an election inspector for the Pinellas County Supervisor of Elections. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support client strategies and offers a range of advisory solutions, including manager selection via the Envestnet platform.

Barry Green is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Partners since 2016. 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, with a notable focus on retirement-plan advisory and pension consulting services.

Joseph Fernandez is a CFP® professional affiliated with Principal Financial Services in Tampa, FL, with 27 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since 2009. 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 plan consulting, and access to third-party money manager solutions.

Dara Abraham is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Merrill. Abraham serves as a board member for the Lions World Vision Institute Foundation, a global nonprofit focused on vision-related services and education. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers various advisory and fiduciary services through affiliations with multiple financial entities.

Michael Rees is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, The Sherwin Group, Securities America, and National Planning Corporation. Outside of his advisory work, he is president of Bay View Capital, Inc., where he engages in consulting and manages an insurance agency, as well as overseeing the purchase and sale of liquor licenses in Florida. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing a blend of fundamental and technical analysis, tactical trading, and access to alternative investments, supported by platform relationships with major custodians and affiliated managers.

Chelsey Frate is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Carmel Capital Partners, LLC, and UBS Financial Services, Inc. Chelsey is based in Tampa, FL. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews, utilizing its affiliation with Truist Financial and related entities.

Daniel Wolf is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including FIFTH THIRD SECURITIES, UBS Financial Services, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is the managing member of Rolling Hills Investments LLC, which owns rental properties in Missouri. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory services and provides ongoing monitoring, reporting, and client consultations.