James Talley III is a Series 66-licensed advisor with Primerica Advisors, based in Lithia, FL, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Westshore Financial Group. He is also involved with Talley Capital, LLC, an investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised fund options.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with SunTrust Investment Services and Sun Trust Bank. He is based in St. Petersburg, FL. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing platform, focusing on assessments of client financial needs, risk tolerance, and time horizon.

Marc Bernacchi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Santander Securities, and Cetera. Outside of his advisory work, he is involved with Market America, an unrelated business in health and wellness product sales. Independent Financial Partners provides 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, offering both discretionary and non-discretionary account management and specialized retirement-plan advisory services.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Christopher Callaway is a financial advisor with Independent Financial Partners in Tampa, FL, holding CFP® and Series 66 designations and possessing 13 years of industry experience. His prior roles include positions at SteelPeak Wealth, Valley Wealth Managers, Citizens Securities Inc., and Charles Schwab. Outside of his advisory work, he owns and operates a marine services business as a boat captain. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers both decentralized and centralized investment strategies, with notable expertise in retirement-plan advisory and pension consulting services.

Allan Dickson is a financial advisor at VOYA Financial Advisors, Inc. in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent, focusing on fixed insurance sales. VOYA Financial Advisors serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs, including wrap accounts and third-party money manager platforms, and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 41 years of industry experience. He has been with VOYA and its affiliated entities since 2014 and has worked with American Family Life Assurance since 1984. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, providing services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based relationships and offers a range of program structures including unified managed account wrap programs and third-party money manager access.

Jose Manuel Veras Gonzalez is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and third-party managed portfolios composed of mutual funds and ETFs.

Abby Randall is a financial advisor with First Command Advisory Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, she worked with Kennedy Park Wealth Management and the Hillsborough County School District. She is also the owner and manager of Premier Financial Planning, LLC, an independent contractor business. 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.

Michael Giorgetti is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, Morgan Stanley Private Bank, Raymond James, and John Hancock/Signator Investors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and oversight committees and operates with large institutional scale alongside specialized market roles.

Jennifer Hunziker is a CFP® professional with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2026 and previously with T. Rowe Price Investment Services, Inc. from 2007 to 2026. She is co-owner of JJH MARKETING.COM, a business involved in product orders and tax preparation. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies, with financial planning supported by an interactive online tool.

Julia Nappier is a financial advisor with Valic Financial Advisors in Tampa, FL. She holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to her advisory role, she worked in education with Polk County and Miami Dade County Public Schools, and has experience in the food service and landscape industries. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a network of more than 1,200 advisors, offering portfolio management, financial planning, and discretionary unified managed accounts using third-party platforms and model managers.

Aimee Farinas is a financial advisor with Empower Advisory Group in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior experience includes 15 years at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, 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 certain retail brokerage clients. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

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.

Jaclyn Bautista is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Calton & Associates, Inc. and J.W. Cole Financial, Inc. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house and third-party model portfolios, co-advisory relationships, and management of variable products, while integrating services with its affiliates in the financial sector.

Shawn Rottink is a financial advisor with Fifth Third Securities, Inc. in Tampa, FL, holding a Series 66 designation and bringing 25 years of industry experience. His prior experience includes roles at Edward Jones and Synovus Bank. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay, and direct indexing options.

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 at Truist Advisory Services with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with several related entities, including Truist Investment Services and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, 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.