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, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Truist in 2025, Tribbey worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. 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, utilizing third-party platforms and AI-enabled research tools to support its investment programs.

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.

Drew Keenan is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Kenneth Solis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services, with over a decade at SunTrust Investment Services. Outside of his advisory work, Solis owns and oversees several local courier and delivery businesses in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Oscar Mejia is a Series 66-licensed advisor at Independent Financial Partners with 18 years of industry experience. His prior roles include positions at Seaview Investment Managers and VectorGlobal WMG. He is based in Tampa, FL. 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 notable focus on retirement-plan advisory and pension consulting services.

Brad Randall is a financial advisor with First Command Advisory Services in Tampa, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command, he worked at Jaguar of Tampa for two years. He is also president of Randall Financial Services LLC, an entity used for tax purposes. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Albert Camps is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 18 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2016. Outside of his advisory role, he works as a server in the hospitality industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Steven Balch is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Before joining Independent Financial Partners in 2022, he worked for Charles Schwab and Co., Inc. for 11 years. Outside of his advisory role, he is a social media influencer who posts daily outfit combinations on Instagram. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with both individual investment strategies and centralized services, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.

Jerry Halstead is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with J.W. Cole Advisors since 2017 and has also operated as a self-employed advisor since 1995. Outside of his advisory work, he is involved in acting on a part-time basis. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary management styles and utilizes a combination of fundamental and technical analysis, third-party manager platforms, and multiple custodial arrangements.

Robert Banks is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

John Engel is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with JW Cole Financial, Inc. Outside of his advisory role, Engel was involved in J.W. Woodworks for seven years. J.W. Cole Advisors is an SEC-registered firm 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 various managed account solutions.

Derek Sichler is a financial advisor with J. W. Cole Advisors, Inc. in Rockledge, FL, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Axa Advisors, LLC before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he coaches boys varsity soccer at Viera High School and for the Space Coast United Soccer Club. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Taylor Savka is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, Savka worked at Invest Financial Corporation from 2016 to 2018. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Melissa James is a financial advisor at Independent Financial Partners in Tampa, FL, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Benjamin Knox is a CFP® and CFA® with 26 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Valrico, Florida. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines broker-dealer capabilities with municipal advisory registration and operates as a subsidiary of Fifth Third Bank, providing access to multiple managed-account programs and distinctive features such as direct indexing and tax-overlay services.

Daniel Woodham is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Paladin Wealth Management since 2021 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2016 and 2006, respectively. Outside of advisory roles, he is involved in outside insurance brokerage activities related to life, disability, long-term care insurance, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kalie Hawley is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors since 2017, with prior experience at National Planning Corporation. Outside of her advisory role, she provides financial education and coaching through workshops for high school and college students. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019 and was previously with LPL Financial from 2016 to 2019. Monshi also manages client assets through his own business, Monshi & Associates. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.