Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.

John Stobbe is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Eagle Strategies since 2014 and has concurrently worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its extensive network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, including non-discretionary asset management and specialized retirement plan consulting.

Meghan Doherty is a CFP® and ChFC® with 25 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has previously worked at MAI Capital Management, Nationwide Securities, ICMA Retirement Corporation, Equitable Advisors, and Voya Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios using a combination of ETFs, index funds, separate account managers, and private funds.

Hernan Fonseca is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His prior roles include positions at Nationwide Investment Services and Symetra Life Insurance Company. He is based in Tampa, FL. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform partnerships and AI-enhanced research tools.

Stephanie Russell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities since 2018 and was previously with Key Investment Services from 2014 to 2018. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Jonathan Guaman is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Georgetown University. Outside of advisory work, he is a co-owner of a family rental property. 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 and utilizes discretionary unified managed accounts with Envestnet’s platform.

Jake Pergolizzi is a CFP® professional at Sequoia Financial Group, L.L.C. in Tampa, FL, with four years of industry experience. Before joining Sequoia Financial Group in 2025, he worked for three years at Morgan Stanley. His early work experience also includes roles outside the financial industry, such as at Edge Physical Therapy and Hudson Valley Scoliosis. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses both model and customized portfolios, combining various investment vehicles and research methodologies, and it offers distinctive services such as private fund management and trustee support.

George Lymberis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Westshore Financial Group and SpotOn Transact. His background also includes roles outside finance, including time at Southern Glazers Wine & Spirits and retail positions at Nordstrom. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and proprietary programs, tailoring client relationships through financial planning, ongoing consulting, and access to insurance and alternative investment products.

Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory role, she assists her mother by managing her financial and healthcare-related affairs. 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Nichole Adams is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has worked at Corient Services LLC and Corient since 2023, with prior roles at Roosevelt Investments and Refined Benefits dba Sullivan. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Brady Janssen is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Invisors, Florida State University, Northwestern Mutual, and Elifeguard. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Christopher Davitt is a CFA® charterholder and holds a Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial industry, including a long tenure at Raymond James & Associates. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Edward Stiles is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Equity Services, Inc. and Retirement Capital Advisors since 1996. His other business activities include fixed insurance sales conducted under the name Retirement Capital Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios and customized investment solutions, while enabling advisors to offer tailored advice under Commonwealth’s supervision.

Thomas Seeko Jr. is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Guardian Life and its affiliates since 2013. Outside of his advisory role, he is engaged as a publication content author, a book author, and participates in podcast advertising. Guardian Life’s Park Avenue® Wealth Management division provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Sara Gans is a CFP® and ChFC® with 11 years of industry experience. She has been with Sequoia Financial Group, L.L.C. and its related entities since 2014, currently serving as Senior Manager of Private Client Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals—including high-net-worth clients—as well as charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Daniel Marolis is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 credential and has prior experience at WCG Wealth Advisors, LLC, MML Investors Services, and has been involved with Massachusetts Mutual Life Insurance Co. and Treloar & Heisel, Inc. outside of his advisory role. He is also a silent partner in KS Fine Food & Drink. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers complementary financial planning, trust, and insurance services.

Mark Woodward is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Kestra Advisory since 2016 and founded KANA Private Wealth Group, LLC in 2019. Woodward serves on the boards of Tampa Palms Country Club and KOTERRA, a charity supporting the veteran community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large institutional investors and plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Richard Long is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long tenure at MSI Financial Services and roles at Principal Securities, Principal Life Insurance, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He also serves as an insurance agent focusing on life, annuities, long-term care, and disability insurance. 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 military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Brendan Dailor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and USI Securities. Outside of advising, he is the CEO of Dailor Financial LLC, a business involved in home renovation and solar sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining significant assets under management.