Dorian Valente is a financial advisor with Bankers Life Advisory Services, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been involved with Bankers Life Securities Inc and Bankers Life & Casualty since 2017 and 2014, respectively. Outside of advising, he manages a team in insurance sales and owns several domain names held for identity protection and collection purposes. He is also active in local Chambers of Commerce and provides business coaching focused on sales strategies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers a range of investment options, working primarily with retail clients.

Robert Petrillo is a financial advisor at VALIC Financial Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VALIC Financial Advisors since 2003. He also serves as the president of his local Home Owners Association, a volunteer role without financial interest. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Jordan Giranda is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient, he held roles at EY/Tapfin and Uber. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Bharat Mulchandani is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include 14 years at Spire Wealth Management and extensive experience at Fairfax Mortgage Investments. He currently works part-time originating mortgage loans and has expressed interest in potentially starting his own mortgage company. Concurrent Investment Advisors, LLC is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services through a network of approximately 286 advisors.

Rhett Schmedemann is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is based in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kenzie Serianni is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Voya since 2017. Prior to that, she spent four years at Coca-Cola Beverages Florida. Serianni is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver predominantly non-discretionary investment management through a large network of advisors.

Patrick Welsh Jr. is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 2003. In addition to his advisory role, he is president of P.J. Welsh Jr. & Associates, Inc., through which he sells life insurance and fixed indexed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Jeffrey Mc Donald is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Kovack Securities, Kovack Advisors, GreenBridge Wealth Management, Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan and pension consulting capabilities.

Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

Augusto La Puente is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He serves as a trustee on a personal estate and participates in modeling for photo and video shoots. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Seth Trickle is a financial advisor with TLG Advisors, Inc. in St Pete Beach, FL, holding Series 66 and Series 63 licenses and with 14 years of industry experience. His prior roles include positions at Griffin Capital Securities, Cps Financial & Insurance Services, Inc., and Deawm Distributors, Inc. He also serves as National VP and Annuity Wholesaler in an insurance business outside of his advisory role. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management through manager selection and ongoing monitoring, offering both traditional and direct-to-consumer digital investment programs.

Zachary Noyes is a financial advisor with Valic Financial Advisors in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Adelphi Trust Company, Icon Management, and Trudy Taylor CPA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including 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 nearly 300,000 clients.

Cory Wood is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and has held previous roles at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance. Cory is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Glenn Holmes is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Raymond James & Associates, JP Morgan Securities LLC, and Fidelity. Holmes is also a partner at Concurrent’s dba T7 Legacy. Concurrent Investment Advisors is a multi-team SEC-registered 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 investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Monica Zwipf is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her career includes roles at KeyBank and various affiliated investment services firms. She serves as secretary for Bradys K9s, a nonprofit organization focused on vesting police dogs, and is also a self-published author of a children’s book titled "The Magic of Different Brains." Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, with client-directed trading and at-least-annual portfolio reviews.

Robert Olenchalk is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Fidelity Investments, and Raymond James Financial Services. Outside of his advisory work, Olenchalk is active as a disc golf athlete and coach, as well as a volleyball coach for high school, club, and college players. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management solutions supported by a comprehensive due-diligence process.

Zacharry Wilson is a financial advisor with PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at T. Rowe Price, Morgan Stanley, Ameriprise, LPL Financial, and Suncoast Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Robert Buck is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 65 and Series 63 credentials and has experience spanning roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, the University of Southern Maine, and Bath Iron Works. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated advisers. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of assets on a non-discretionary basis.

Matthew Menkhaus is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and the University of Cincinnati, among other roles. Outside of advisory work, he is a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

Reece Poppell is a CFP®-certified financial advisor with four years of industry experience, currently with VOYA Financial Advisors, Inc. in Tampa, FL. His prior work includes roles at the Walt Disney Company and Universal Orlando Resort, as well as time at the University of Central Florida. Poppell also operates as an independent insurance agent outside of his advisory role. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide a range of investment advisory and retirement services, with many accounts managed on a non-discretionary basis.