Jeffrey Smith is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors LLC. He also serves as co-trustee for his father's trusts. \&PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers on the Envestnet platform.

Yvette Heatly is a financial advisor with Truist Advisory Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked with Raymond James Financial Services Advisors and SunTrust Investment Services, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Lundin is a CFP® credentialed financial advisor at Corient with eight years of industry experience. His career includes roles at BMO Harris Bank and CI Doyle Private Wealth prior to joining Corient. Lundin is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 managers and incorporates risk management tools and alternative investments where appropriate.

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.

Christian Anderson is a financial advisor with First Command Advisory Services in Tampa, FL. He holds a Series 66 designation and has four years of industry experience. Anderson previously worked at Lux Advisory LLC, where he serves as president. Outside of finance, he is the author of the book *Self Actualization*, which he self-published using a drop-ship model. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Joseph Samuelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Integra Capital Advisors for three years and was employed at Spring Run Golf Club for eight years. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets and serving individuals, high-net-worth clients, corporations, and retirement plans. The firm focuses on diversified, risk-class based investment allocations blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Donald Marsee II is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as executor and power of attorney for his parents' estate. Park Avenue Securities serves a diverse 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 across multiple platforms.

Ashley Thompson is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 13 years of industry experience, having previously worked at Raymond James & Associates, CITI Private Advisory, LLC, and Citigroup Global Markets. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Wooleyhan is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Park Avenue Securities, and Guardian Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Steven Saladino is a financial advisor with Principal Financial Services in Tampa, Florida, holding a Series 66 designation and 29 years of industry experience. His work history includes roles at Principal Life Insurance Company since 2016, Mercap Securities, LLC from 2014 to 2016, and self-employment from 2012 to 2016. Outside of advising, he is an instructor for Florida Continuing Education and owns Saladino Financial Group, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Austin Tanner is a CFP® professional with four years of industry experience. He is currently with Sequoia Financial Group, L.L.C., having joined in 2025, and previously worked at Evensky & Katz / Foldes Financial Wealth Management and Mercer Global Advisors among other firms. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles and ongoing research and due diligence.

Richard Gruber is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL. His prior experience includes roles at Truist Investment Services, Morgan Stanley, and The Vanguard Group. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage services, delivering advice through model portfolios, affiliated strategies, and third-party managers.

Stephen Levy is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Hornor, Townsend & Kent since 2014 and is also affiliated with Penn Mutual Life Insurance Company. Outside of his advisory role, Levy is a licensed life insurance agent involved in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines advisory and broker-dealer functions and offers a range of investment approaches including asset allocation and fundamental analysis.

Todd Mezrah is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and over 32 years of industry experience. His prior roles include positions at Lion Street Advisors and M. Holdings Securities, Inc., as well as operating Todd M. Mezrah & Associates since 1994. Outside of advising, he owns several businesses including a consulting firm specializing in executive benefits and a car repair and restoration business, and he serves on the boards of financing companies affiliated with BankUnited. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm provides asset management, financial planning, retirement consulting, and access to third-party manager programs, employing a range of portfolio strategies across various investment vehicles.

Eric Harris is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at World Financial Group, Pruco Securities LLC, and as an independent insurance agent. In addition to his advisory work, he assists individuals with Medicare decisions as a licensed agent for United Healthcare. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers multiple advisory platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Patrick Shepherd is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including TWRU CPAs & Financial Advisors, InfEnergy Solar Solutions, and CI Doyle Private Wealth. His current role at Corient includes tenure dating back to 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliated entities.

Michael Bravo is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

David Maus is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Raymond James and INVEST Financial Corp. 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 representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.