Matthew Kulaga is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has prior experience with Johnson Brothers of Florida, Jazz Wealth Managers, Inc., and a background in real estate with Keller Williams. Outside of his advisory role, he is involved in real estate sales, showing homes on a part-time basis. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Zachary Neward is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., having joined from Sanford C. Bernstein where he worked for 17 years. Based in Tampa, FL, Neward brings extensive experience from his prior roles in large wealth management firms. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates internal teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options and structured notes.

Larry Bryant is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including over four decades at Principal Securities INC and running L Bryant Financial Services since 2015. Outside of advisory work, he sells and services group health policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Keith Glaser is a financial advisor at J. W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of Limitless Alpha, a non-investment-related business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Haley Power is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Haley worked in various roles including at Automatic Data Processing, Inc. and legal positions at two law offices. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services that include portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

William Mannix is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and over 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and serves as managing partner of Excalibur Financial Group and Group Benefits, where he is involved in the sales of group life, health, disability, and voluntary benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Erin Morse is a financial advisor with VOYA Financial Advisors, Inc. based in Tampa, FL. She holds a Series 66 designation and has three years of industry experience, having previously worked for Pinellas County Schools for 17 years prior to joining Voya Financial. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based client relationships.

Preston Duppins III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has prior experience at J.P. Morgan Securities, Morgan Stanley, and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to support client-directed investment decisions, conducting annual reviews without exercising discretionary trading authority.

Alejandro Vazquez III is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and his own legal and financial services practices. Outside of advising, he is involved in entrepreneurial activities such as operating a motorsports holding company and providing legal services for estate planning. J. W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis and various investment platforms to implement client solutions.

Riad Shanawany is a CFP® with 26 years of industry experience and has been with J.W. Cole Advisors, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Outside of his advisory role, Shanawany is involved in business coaching and mentoring through BizGrowAdvisors and participates in peer-to-peer CEO groups such as Leading Peers. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented using fundamental and technical analysis or algorithmic models.

Michael Simon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 license and 10 years of industry experience. He has worked at T. Rowe Price across multiple periods since 2014, including his current role beginning in 2022, and has also held positions at Raymond James Financial Services and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households focusing on retirement goals through a program that includes online planning tools, annual reviews, and model portfolio allocations.

Sofia Benitez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Associates and multiple USAA entities. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Dino Tabakovic is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services, Inc. from 2014 to 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Daniel Herrera is a financial advisor at Farther with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Fisher Investments, UBS Financial Services, and The Vanguard Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, employing a mix of ETFs, mutual funds, individual equities, and fixed income.

Cameron Wrennall is a CFA® charterholder with 16 years of industry experience. He currently works at Creative Planning in Tampa, FL, where he has been since 2023. His prior experience includes roles at Mercer Investments, MMC Securities, LPL Financial, and MGI Funds Distributors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and private market exposure.

Ronald Ochal is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2021, following a 12-year tenure at Ameriprise Financial. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a distinctive approach that includes commission-based advisory programs and a significant focus on non-discretionary accounts.

Mary Giblin is a Series 65-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, where she has worked for nine years. Her prior experience includes two years at State Street Bank and Trust. In addition to her advisory role, she is involved in tax preparation through River City Taxes. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice tools, and third-party manager options.

Amber Mac Beth is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation with two years of industry experience. She has been with Sequoia Financial Group since 2018 and previously worked as a homemaker. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Ethan Nuebling is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining J.W. Cole Advisors, he worked at Florida Financial Advisors and the University of South Florida. He also operated a lawn care business for one year. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, combining fundamental and technical analysis along with digital advice solutions.

James Nelson is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Prior to joining J.W. Cole Advisors in 2019, he worked six years at Global Financial Private Capital and G.F. Investment Services and has been involved with Dividend Wealth Management since 2009. Outside of advising, he is associated with Dividend Wealth Management, where he spends part of his time on fixed insurance sales and service. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and manages accounts both on a discretionary and non-discretionary basis, utilizing multiple custodial platforms and third-party investment advisers.