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 Guardian Life with 23 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 LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, retirement consulting, and a variety of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.

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.

Ryan Frankel is a CFP® professional with nine years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc., where he has been since 2022, having previously worked at Kestra Advisory, Morgan Stanley, CapitalRock Financial LLC, Platinum Wealth Partners, and JP Morgan Securities LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach that utilizes globally diversified, risk-appropriate portfolios through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Richard Gruber is a CFP® with eight years of industry experience, currently serving at Voya Financial Advisors, Inc. in Tampa, FL. He has held prior roles at Truist Investment Services, Morgan Stanley, The Vanguard Group, and worked at the University of South Carolina. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, and operates both investment advisory and broker-dealer functions with multiple program structures that emphasize recommendation-based advice over discretionary management.

Stephen Levy is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds a Series 63 designation and has been with Hornor, Townsend & Kent since 2014. In addition to his advisory role, Levy also works as a life insurance agent with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, retirement plan consulting, and brokerage services. The firm’s advisory approach involves third-party asset managers and offers both discretionary and non-discretionary account options.

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.

Jonathan Abbuehl is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. He has been with TIAA-CREF since 2017, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios through a vertically integrated advisory structure.

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.

Troy Goss is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his advisory career, he served in the United States Marine Corps for sixteen years. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joshua Kreshon is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as successor trustee to his parents' estate. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to support clients across various account types.

Paul Gardner is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at J.W. Cole Advisors since 2019, with prior roles at GF Investment Services LLC and Global Financial Private Capital, LLC. Gardner is also a sole proprietor of a personal real estate business in Sarasota, Florida. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical strategies and digital advice solutions.

Jack Bell is a CFP® with 14 years of experience in financial advising, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including Truist Investment Services, BB&T, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.