Bethany Le Clair is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2023, following roles at AJ Wealth, Charles Schwab, Alliance Financial Group, and prior to that, two years at Nike, Inc. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC in Tampa, FL, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and also has experience with Penn Mutual Life Insurance Company beginning in 2018. In addition to his advisory work, he serves as the Transition Committee Chairman for the Tampa Chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their spouses. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, leveraging third-party asset manager relationships and operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Richard Looney is a financial advisor at Davenport & Company LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Davenport since 2002. Looney is a minority shareholder in Gibian & Gibian, a family investment partnership. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research group overseeing various strategies, including separately managed accounts and mutual funds.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Reed Puzzitiello is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, and Raymond James & Associates. Park Avenue Securities LLC, 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 provides tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Matthew Gotto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held various roles across multiple companies, including Mercedes Scientific and Natus Medical Inc. Outside of his advisory duties, Gotto works as an independent contractor driver for Uber and Lyft. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large advisor network and multiple program platforms.

Sara Castano is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. She has worked within various Truist entities since 2025. Outside of her advisory role, she has been involved with the University of Florida’s recreational sports program. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers a range of services including asset allocation, fiduciary support, and manager selection through proprietary programs and third-party platforms.

Nazley Wilson is a CFP® with 10 years of industry experience, currently serving as a financial advisor and director at Sequoia Financial Group, L.L.C. in Tampa, FL. Prior to joining Sequoia in 2021, Wilson worked at TD Ameritrade, Inc. for seven years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and institutional clients. The firm employs a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Brent Litchfield is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc/AAG since 2019 and previously at T. Rowe Price from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nicholas Albani is a financial advisor with Principal Financial Services in Tampa, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Wells Fargo and Franklin Templeton Investments. Outside of advisory work, he is involved in selling outside insurance products such as long-term care, annuities, and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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 through various advisory and promoter arrangements.

Eric Truvillion is a financial advisor with Principal Financial Services based in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held roles at Excallibur Financial Group, Inc. and Principal Life Insurance Company since 2014. Outside of advisory work, he is involved in providing group health, life, disability income, long-term care, and voluntary insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm emphasizes financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Susan Thompson is a financial advisor with Cetera Planning Partners and holds a Series 65 credential. She has 26 years of industry experience, including prior roles at HK Financial Services, Inc. and Peninsula Asset Management Inc. In addition to her advisory work, Susan is a Principal and CPA at Christopher, Smith, Leonard, Bristow & Stanell, P.A., a regional accounting firm, and serves as a Director/Trustee of The Saunders Foundation, a nonprofit private foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm features ancillary services such as tax planning, bookkeeping, and an estate-planning program, integrating diversified investment strategies aligned with client goals and risk tolerance.

Melina Clark is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2020. Prior to her advisory career, she worked in retail positions at Aldi and EDEKA. First Command Advisory Services is an SEC-registered investment adviser serving 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 through a centralized investment team and wealth portfolio managers.

Nicole Destefano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. She has held roles at T. Rowe Price since 2011, with a two-year period at Morgan Stanley, and holds Series 63 and Series 66 licenses. Outside of her advisory work, she also works as a delivery driver for Uber Eats. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies alongside Monte Carlo–based retirement income projections.

Jamie Tribbey is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes nine years at Wells Fargo Clearing and a year at Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and using AI-enabled research tools to support its investment process.

Andrew Pontieri is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has previously worked at Northwestern Mutual and AXA Advisors and is appointed as an agent to sell non-securities insurance products for AGIA. 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 wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage substantial assets and client accounts.

Laura Tsiguloff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. She previously worked at Raymond James and Associates, Inc. for seven years and was associated with Feather Sound Country Club in 2023. Janney Montgomery Scott LLC is a large, dually registered 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Michael Borota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has held positions within various Transamerica-affiliated entities since 2016 and previously worked at World Financial Group, INC. He is based in Belleair Bluffs, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that provide investment education, asset allocation guidance, and retirement planning support. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary solutions.