Stephen Fee is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, Fee serves as president and managing member of Alpha Omega Legacy Wealth, a firm he established for marketing and managing financial consulting and fee-based services. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Sullivan is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Coastal Wealth, spanning six years before joining Principal Securities and Principal Life Insurance Company in 2022. In addition to his advisory work, he is involved in the sale of fixed life insurance and annuity products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Castleberry is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corp., and he has operated Castleberry Financial Services since 1975. Outside of his advisory work, he serves as president of the Silverbrooke Homeowners Association. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary arrangements.

Pablo Orozco is a financial advisor with Valic Financial Advisors in Tampa, FL. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining Valic, he was associated with Florida Financial Advisors and has experience at Banco de Occidente as well as educational roles at the University of South Florida and Colegio Colombo Britanico. 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, along with employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and emphasizes centralized technology and model solutions across its large advisor network.

Trevor Newsome is a financial advisor at Guardian Life with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Next Net Media and Captain Rapps Fishing Charters. Outside of his advisory role, he serves as an executor of a family will. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Christopher Waye is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, as well as a decade at Minor. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering 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 manages portfolios across various securities with ongoing reviews.

Maria Escalona Chaparro is a financial advisor with PNC Wealth Management in Tampa, FL. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Morgan Stanley and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk band recommendations and invests in mutual funds and ETFs with annual rebalancing.

Tedric Hoornstra is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2009. Outside of his advisory role, he is involved in fixed insurance as an agent and is engaged in entrepreneurial activities including founding a shell company for revenue and participating in an online drop shipping business. 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 investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with advisory decisions implemented on either a discretionary or non-discretionary basis.

Stephen Wroblewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory role, he performs magic and juggling as an entertainer and is involved in online streaming. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and provides a range of account-level services including lending solutions and donor-advised funds.

Dana Endres is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2016 and is also associated with Agia, where she provides 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. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor at Independent Financial Partners with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, Koury worked at Bojano Hospitality and Tribe Promotions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

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.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has been with SunTrust Advisory Services LLC and related SunTrust affiliates since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Petrillo is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as president of his local Homeowners Association. 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. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Quinn Berven is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, and ASB Financial. Berven also maintained an insurance agent role involving fixed annuity sales during his time at Transparent Financial Services. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a range of strategic and tactical investment approaches managed by an in-house Investment Management & Research team and oversees approximately $22.9 billion in advisory assets.

David Livingston is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate shoots. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research, and is noted for its inter-affiliate integration and comprehensive manager oversight.

Kenzie Serianni is a financial advisor with VOYA Financial Advisors, Inc. based in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Voya in 2017, Serianni worked for Coca-Cola Beverages Florida for four years. Outside of financial advising, Serianni is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers comprehensive services such as financial planning, portfolio management, and plan-sponsor consulting, primarily providing investment advice through non-discretionary arrangements.

Brandy Beck is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has held her current position since 2012 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth relationships.