Aimee Farinas is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower, she worked for Charles Schwab and Charles Schwab Bank for 15 years. Outside of advisory work, she has been involved with Corky Wines, LLC since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Barry Tallman is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds a Series 63 designation and has worked with Charles Schwab entities since 1997, including over two decades at Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses internal research and asset-allocation models to guide investment selection, with trades executed only upon client authorization.

Insley Edgar is a financial advisor with J.W. Cole Advisors, Inc. in Palatka, Florida, holding a Series 65 designation and three years of industry experience. He has been associated with J.W. Cole Advisors and its related entity since 2016. Outside of his advisory role, Edgar serves as a practice manager for St Johns Asset Management, LLC, a financial planning firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions using discretionary and non-discretionary investment approaches.

William Plum is a financial advisor with GWN Securities Inc. in Clearwater Beach, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2015 and also works with MVP Group Inc. since 1994. Outside of his advisory role, Plum operates as an independent insurance agent specializing in fixed insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of incorporating market-timing and momentum-based strategies within its investment programs.

Jaclyn Bautista is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Calton & Associates, Inc. and J.W. Cole Financial, Inc. before joining Ameritas in 2021. 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 strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Shawn Rottink is a financial advisor with Fifth Third Securities, Inc. in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Edward Jones, Synovus Securities, Truist Investment Services, and other firms. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs via the Passageway platform, providing clients with multiple investment options, including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Jacob Lewis is a CFP® with 15 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously held roles at Charles Schwab and USAA, including a decade with USAA Financial Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate service arrangements.

Brooke Motley is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with several related entities including BB&T and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

Phillip Krause is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Spire Investment Partners, Ringler Associates, Securities America, and Ameriprise. Outside of advisory work, he serves as an instructor at Miami Police College, providing education on pension and retirement benefits, and acts as a FINRA arbitrator and a subject matter expert consultant for the Gerson Lehrman Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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 advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Keith Glaser is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He has been with J. W. Cole Advisors and affiliated entities since 2014, and previously worked at Platinum Wealth Partners, Morgan Stanley, and Merrill. Outside of advising, Glaser serves as president of Limitless Alpha, a non-investment related business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutions using both discretionary and non-discretionary investment approaches.

Haley Power is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has a background that includes roles at Automatic Data Processing, Inc., and legal positions at two law offices. 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 including asset management, consulting, and retirement services, with advisory portfolios spanning equity, balanced, and fixed-income investments managed on both discretionary and non-discretionary bases.

Richard Crowne is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo and Raymond James, and he currently maintains leadership roles in related financial services entities. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

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 at Voya Financial Advisors, Inc. in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Voya Financial in 2023, she worked for 17 years with Pinellas County Schools. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and external strategists and technology-enabled tools to implement client recommendations.

Michael Cimarik is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His background includes long-term roles at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors, Inc., as well as recent positions within Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, leveraging proprietary technology and model portfolios from Morningstar Investment Management. The firm manages a large client base primarily through non-discretionary assets, focusing on asset allocation, contribution guidance, and retirement planning.

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.

Michael Riley is a Certified Financial Planner® at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, and was previously employed by Fidelity from 2007 to 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary technology and third-party expertise to provide asset allocation and retirement guidance for a large client base, focusing primarily on non-discretionary investment 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.