Trevor Buckels is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at First Command Advisory Services and service as an officer in the U.S. Army Reserve. His background includes a decade of military service with the U.S. Army. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Craig Koller is a Certified Financial Planner® with over 33 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and has held previous roles at LPL Financial and IFP Securities, LLC. His background includes operating Koller Wealth Management, Inc., a business associated with his LPL activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm's decentralized model allows advisors to set individualized investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Jonathan Ortega is a financial advisor at Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. 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, managing approximately $29.2 billion for close to 300,000 clients.

Christopher Bart is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Marcum Wealth, LLC for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Mary Anne Forrester is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Riley Boutin is a financial advisor with Truist Advisory Services holding a Series 66 designation. Based in Tampa, FL, Boutin has recently begun his career in the industry. His prior experience includes roles at Augusta National Golf Club and Northwestern Mutual. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships with third-party platform arrangements and employs AI-enabled equity research tools to support its investment decisions.

Catherine Doney is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 20 years of industry experience. Her prior work includes roles at Waddell & Reed and LPL Financial. Outside of her advisory work, she is active in several direct sales and brand ambassador roles with companies such as Pampered Chef, Red Aspen, Heart + Soul, and Farmasi. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm manages approximately $12.77 billion in assets and delivers advisory services primarily through independent representatives, emphasizing a significant portion of non-discretionary portfolio management.

Logan Green is a financial advisor with Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at Fisher Investments and Raymond James Financial. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing a variety of investment vehicles and regular due diligence to meet client objectives.

Ryan Newton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Prior to this, he worked at ProEquities, Inc. for nine years and has been involved with Front Porch Financial Planning, Inc. since 2014. Outside of his advisory role, he leads Newton Showers Wealth Management, LLC, a financial planning and wealth management firm, and also works as an independent insurance agent specializing in life insurance, long-term care insurance, and annuities. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

John Redhead is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with Sequoia Financial Group, L.L.C. in Tampa, FL. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with due diligence and research-driven allocation decisions, using a range of investment vehicles such as mutual funds, ETFs, and private funds.

Lori Nadglowski is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Principal Financial Services. She has worked at Laurel Wealth Management, Principal Securities, and Principal Life Insurance Company since 2018, and previously at Independent Financial Partners and LPL Financial. Nadglowski serves as Vice President of the Tampa Gator Club and is the Committee Chair for Women United at United Way Suncoast. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through direct advisory and promoter arrangements.

David Diaz is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors and Ceviche. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models for portfolio construction.

Daniel Sutton is a financial advisor with Commonwealth Financial Network based in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Commonwealth and founding Bay Harbor Private Wealth Group, he spent a decade at JP Morgan Securities LLC. Outside of his advisory work, he is a co-owner of Quickie Transport, LLC, a heavy equipment transportation business. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the platform have discretion to construct client portfolios across a broad range of securities and insurance products, with access to discretionary model portfolios and various advisory program structures.

Aaron Gilman is a financial advisor at Independent Financial Partners with 17 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at LPL Financial and IFP Securities, LLC. Gilman is also a partner in MarketPsych Insights, a software program development firm focused on risk profile tools. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide 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.

Claudio Rodriguez is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 65 and Series 63 licenses and two years of industry experience. He served in the U.S. Army for 27 years as a Logistic Officer before transitioning to his current advisory role. He is also the owner and manager of ROD F.A.N.S LLC, a business focused on equipment maintenance and expenditure supervision. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Shirley Mckinney is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 66 license. She has 23 years of industry experience, including 16 years at Nationwide Investment Services Corporation. Outside of her advisory role, she has a part-time position at Keith's Diner in Gainesville, FL. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, offering fee-based portfolio management, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a combination of fundamental and technical analysis and provides both discretionary and non-discretionary account management.

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® professional with nine years of experience in financial advisory services, currently with Creative Planning since 2015, with a brief hiatus in 2017. She is based in Saint Petersburg, FL. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental options such as direct indexing and tax-loss harvesting, supported by affiliated legal and trust services and a vertically integrated private markets platform.

Amber Keens Dumas is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at USAA Life Insurance Company and USAA Investment Services Company. Outside of her advisory role, she is a part owner of Hyper Pure Ceramics, Inc., a business that sells ceramic cups designed to keep drinks hot or cold for hours. 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 portfolio management, financial planning, access to third-party managers, and digital advice solutions.

Jeffrey Emmeluth is a financial advisor at J.W. Cole Advisors, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with J.W. Cole Advisors since 2014. Outside of his advisory role, he serves as a board member for the United Way of St. Lucie and Okeechobee Counties. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary account management with access to multiple custodial platforms and third-party managers.