Nelson Saladino is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has worked at Monarch Wealth Management Group since 2020 and has additional experience with Principal Securities Inc and Principal Life Insurance Company beginning in 2019. Outside of his advisory role, Saladino is licensed as an insurance agent offering fixed life, annuity, disability income, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

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.

Michael Miller is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Bank, SunTrust, BB&T, Independent Financial Partners, and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and related services.

Bradley Easom is a financial advisor at Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Valic Financial Advisors 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on a scalable platform.

Aaron Motai is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Sabal Trust Company, TD Ameritrade, Charles Schwab, USAA, and T. Rowe Price. He is based in St. Petersburg, Florida. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team approach to portfolio management, utilizing both in-house strategies and third-party solutions while incorporating risk management tools and alternative investments when appropriate.

Jorge Diaz Galarza is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Enterprise, First Command Advisory Services, and Mutual of Omaha Investor Services. He served in the US Army for 14 years before entering the financial services industry. J. W. Cole Advisors is an SEC-registered investment adviser that serves 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, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jan Von Herburt Hewell II is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 65 credential and five years of industry experience. Prior to joining Truist, he worked at Wells Fargo from 2017 to 2020 and served in the United States Marine Corps from 2009 to 2017. Outside of his advisory role, he is involved as a partner in a commercial indoor pickleball facility project in Southern New Jersey, contributing to financing, business planning, and capital deployment. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and overseen by dedicated research and advisory teams.

Lorin Bridge Jr. is a financial advisor with Corient, holding a Series 65 designation and three years of industry experience. His prior experience includes 15 years at Reilly, Fisher & Solomon PA and roles at CIPW Service Company, LLC and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized capabilities including private fund platforms and affiliated trust services.

Donald Miller is a CFP® professional with 28 years of industry experience, currently affiliated with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for ten years. Miller serves as a board member of the Villas of Holmes Beach condominium association, where he provides oversight on property maintenance and budgeting. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Abubakar Mohammed is a financial advisor at Empower Advisory Group holding a Series 66 designation. He began his career in financial services in 2026 and has held positions at multiple organizations including Empower Financial Services, Above Lending, and Outlier AI. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Emily Dirgo is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with Charles Schwab since 2015, including nine years at Charles Schwab Bank and one year at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance centers on asset allocation and investment selection, using Charles Schwab & Co.’s proprietary models and research tools, with an emphasis on tailored recommendations based on client goals and risk tolerance.

Nolan Reagan is a financial advisor at T. Rowe Price Advisory Services, Inc. with 18 years of industry experience. He has been with T. Rowe Price since 2016 and holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a distinctive approach that includes asset-location strategies and tax-aware rebalancing.

Paul Habib is a financial advisor with Eagle Strategies (NY Life) based in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and with New York Life and its affiliated entities since 2016. Habib also owns and operates ProWealth, LLC, a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of affiliated advisors, offering multiple program types tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Tyler Bird is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Raymond James Financial Services and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Kimberly Cox is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked extensively with Lincoln Investment across multiple periods from 2014, with additional experience at United Planners Financial Services, West Coast Financial, Invest Financial Corporation, and Waddell & Reed. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and access to third-party managers.

John Dabrowski is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010 and has served the City of Highland Park since 1990. Dabrowski also operates a fixed insurance business, selling fixed annuities as part of his professional activities. 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 advisors. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing strategies through discretionary or non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Fox is a CFP® professional with 18 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He was previously employed at Merrill and Bank of America, N.A., each for ten years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and research methodologies.

Cheltse Quinn is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. She has been affiliated with J. W. Cole Advisors since 2020 and has worked with related firms including J.W. Cole Financial, Inc. and Cornerstone Financial Group since 2012. Quinn also serves as an office manager for Cornerstone Financial Partners 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, third-party manager platforms, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis alongside various model- and manager-based strategies.

Dwiyana Edwards is a Series 65-licensed advisor with J. W. Cole Advisors, Inc., based in Oxford, FL, and has four years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Atlantic Sun Financial Group and has served on the Marion County School Board. Edwards also holds a notary commission in addition to her advisory role. 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 offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Jacob Bloch is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. Prior to his career in financial services, he was involved with CR Fitness LLC for six years and served in the United States Army Reserves for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.