Dov Litov is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Analysts, Northbridge Financial Group, LPL Financial, Ameriprise Financial Services, and Merrill. Outside of his advisory work, he serves as a grassroots soccer referee in Florida. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of work in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and access to third-party managers.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017, and previously held positions at Fifth Third Securities and Fifth Third Bank. Additionally, Mankin is involved in Latitude Capital LLC, a home-based business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, incorporating technology platforms and various investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Lee Dolberry is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized investment advice and comprehensive financial planning. He focuses on assisting individuals and businesses with college education planning, employee benefits, family wealth management, retirement planning, small business strategies, tax minimization, and retirement income. With a background in finance, economics, business administration, and management, Lee has developed expertise in advisory services, portfolio management, and behavioral finance, particularly within the global market industry. He holds a Bachelor's degree in Finance from the University of Alabama and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lee is involved with professional and community organizations such as Metropolitan Ministries and Foresters Financial. His approach emphasizes understanding client values and goals through one-on-one communication, aiming to create tailored strategies that help clients pursue life goals and plan their legacy.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial Services from 2002 to 2022 and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and is involved with the Women in Financial Services nonprofit organization. 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 286 advisors serving over 13,000 clients.

Darrel Henderson is a financial advisor with Guardian Life in Tampa, FL, holding a Series 66 credential and one year of industry experience. He previously worked at Park Avenue Securities and has held roles in education and municipal recreation. Outside of his advisory work, he is involved in refereeing. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital platforms.

Marley Dallas is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. Prior to joining J. W. Cole Advisors, Dallas worked at Buck and Rider and has a background outside finance with eight years at 360 Physical Therapy. Dallas holds the Series 66 designation and is based in Tampa, Florida. J. W. Cole Advisors operates a large network of independent advisers 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 offers both transaction-based and wrap managed program options and employs a variety of investment strategies and custodial platforms.

Steven Marcano is a CFP® professional with 19 years of industry experience. He has worked at T. Rowe Price Investment Services, Inc. for 18 years before joining Schwab Wealth Advisory in 2025. He holds the Series 63 and Series 66 licenses and is based in Land O Lakes, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, while trade execution requires client authorization.

Michael Bruno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2019. His previous roles include positions at Cetera and Gte Federal Credit Union between 2015 and 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations to support client financial plans.

Torian Johnson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Lion Street Financial and Newport Group Securities. Johnson is also involved with Provisional Compliance Solutions. 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 individual investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 licenses and 18 years of industry experience. He has worked primarily with Park Avenue Securities since 2010 and Guardian Life Insurance Company of America since 2009. Outside of his advisory role, he is the managing partner and owner of Florida Medical Advisors, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Rafael Miranda is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has been in the financial services industry since 2016, including ten years at Truist Bank before joining Truist Advisory Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a mix of discretionary and non-discretionary manager relationships supported by an AI-enabled Equity Research team and supervisory oversight.

Stephen Hartman Sr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he offers insurance products, including fixed and variable annuities and life insurance. 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 investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Trine Andersen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 65 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at Agia, International Assets Advisory, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Ameriprise. Andersen also services an active variable annuity contract with Jackson National for a client. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts via Envestnet’s platform and supports tax-aware and impact overlays, managing roughly $29.2 billion for close to 300,000 clients.

Phillip Sparke is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Michael Cantu is a CFP®-certified financial advisor with over 10 years of industry experience, currently practicing at First Command Advisory Services. His prior experience includes roles at First Command Financial Services and Securian Financial Services. Outside of his advisory work, he owns and operates an ecommerce business and serves as CEO of Kennedy Park Wealth Management LLC. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, prescreened approach to manager selection.

Daniel Gutcher is a Series 65-licensed financial advisor with J. W. Cole Advisors, Inc., based in Tampa, FL, with two years of industry experience. His background includes roles at J.W. Cole Financial, Inc. and academic positions at the University of Tampa, Eckerd College, and the University of South Florida. J.W. Cole Advisors, Inc. provides 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 employs a range of investment strategies and utilizes multiple custodial platforms and digital advice providers.

Kristina Salvato is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Valic Financial Advisors since 2004 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, offering managed-account programs, financial planning, and brokerage services.

James Pitts II is a financial advisor with J.W. Cole Advisors, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.W. Cole Financial, Inc. since 2011 and also manages a dental practice, James R Pitts DMD, PA, which he has owned since 1987. In addition to his advisory role, he provides dental practice management consulting and serves as a referral partner for a dental consulting firm. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies supported by fundamental and technical analysis, model portfolios, and digital advice platforms.

Desiree Trader is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Morgan Stanley Smith Barney and Citigroup Global Markets, where she has been since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including swap dealing and futures commission merchant activities.

Jared Wilson is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Paychex, Transamerica Life Insurance Company, and Fisher Investments. Jared has worked within multiple Ameritas affiliates since 2026. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, including model portfolios and third-party managers, to deliver customizable asset management and retirement plan advisory services.