Claudio Rodriguez is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles within multiple First Command entities. Rodriguez served as a logistic officer in the U.S. Army for 27 years and owns a business called ROD F.A.N.S LLC, where he manages expenditures and equipment maintenance. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Codiak Garland is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Transamerica in 2019, Garland worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolio oversight provided by Morningstar Investment Management. The firm manages a large client base primarily using non-discretionary assets, focusing on asset allocation and retirement guidance rather than standalone financial planning or high-net-worth clients.

Christine Condeni is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. She has been with Creative Planning since 2015, except for a brief period in 2017 when she was not employed. The firm provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. Creative Planning employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeffery Iseler is a financial advisor with Independent Financial Group, LLC and holds Series 63 and 65 licenses. He has 28 years of experience in the financial industry, with prior roles at firms including Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. He serves as an officer and director for the FBI Tampa Citizens Academy Alumni Association, a nonprofit focused on community safety education and outreach. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm provides financial planning and portfolio management through various platforms and combines strategic asset allocation with multi-manager portfolios using both passive and active investment approaches.

Konstantin Bystritsky is a CFP® professional with 20 years of industry experience. He is currently with Corient and has previously worked at Fidelity Investments and CI Doyle Private Wealth. Based in St. Petersburg, FL, he holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Michelle Troyer is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Fisher Investments and Apple, Inc. 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 a range of investment advisory and financial planning services.

Sladana Bukalov is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and three years of industry experience. Her prior roles include positions at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team 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 advisory services, focusing on customized long-term portfolios that typically incorporate ETFs, mutual funds, and other investment vehicles.

Abid Afridi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is employed part-time at a 7-Eleven franchise in a customer service capacity. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed portfolio and advisory services that focus on asset allocation and retirement planning guidance. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates at scale with a primarily non-discretionary asset base.

Eric Duncan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.W. Cole Advisors, LPL Financial, Edward Jones, and Stifel Nicolaus & Co., among others. He is based in Tampa, FL. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management and is supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Alan Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Royal Alliance Associates, Penn Mutual Life Insurance Company, and Raymond James Financial. He also serves as COO of New Day Financial Advisors, LLC, an insurance brokerage firm in St. Petersburg, FL. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Jill Vanderkam is a CFP® professional with 33 years of experience in financial advising. She has been with Valic Financial Advisors since 1999 and also holds Series 65 and Series 63 licenses. Outside of her advisory role, she is a partner in a residential rental property venture. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages assets at scale using unified managed accounts and centralized technology solutions.

Philip Hart is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds the ChFC® and Series 63 designations and has 18 years of industry experience. Prior to his current role, he was affiliated with Nylife Securities, LLC, and New York Life Insurance Co. Hart is also involved in local community activities as a volunteer volleyball coach for youth at the YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its regulatory assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

Adriana Williams is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has a longstanding affiliation with the University of South Florida since 2007. 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, utilizing a range of proprietary tools and affiliated financial relationships.

Tom Tagliarini is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He currently works at Truist Advisory Services and previously spent 14 years at Bank of America Private Bank (formerly U.S. Trust). Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of financial data collection, goal setting, and manager recommendations through the Envestnet platform, supported by research that includes AI-enabled tools, to deliver ongoing portfolio monitoring and client consultations.

Kyle Imbrescia is a financial advisor at TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, and First Home Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through a managed account platform.

Stacey Sherbinsky is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Voya since 2015. Outside of her advisory role, Sherbinsky is involved in event production management at Live Media Group and Global Broadcasting Services, LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment solutions.

Mark Conmy is a financial advisor with Bankers Life Advisory Services, Inc. in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles with Bankers Life & Casualty and Bankers Life Securities, along with a period at Hip Bar Brands. Outside of advisory services, he owns a sub-chapter S corporation used for tax purposes. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Christopher Jay is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. He has previously worked at CI Doyle Private Wealth, LLC, and has been with Corient and its affiliated entities since 2022. Christopher is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring.

Nayelin Menendez is a financial advisor with Truist Advisory Services in Tampa, FL, holding the Series 66 designation and six years of industry experience. Her career includes roles at Truist Investment Services, Truist Bank, SunTrust Advisory Services, Wells Fargo, and PNC Financial Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, participants, and charitable organizations. The firm uses a combination of financial data gathering, goal definition, and manager selection via the Envestnet platform, supported by proprietary research and AI tools, to deliver ongoing portfolio monitoring and client reporting.

Angela Maraj is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm combines advisor-led consulting with portfolio management supported by an internal Investment Management & Research team and third-party managers, offering both wrap and non-wrap platform options.