Andrew Schorr is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Independent Financial Partners and has held roles at Advisory Services Network, LLC, and R.L.K. Advisory Group among others. Schorr serves as a board member and coach for the Daytona Beach Quarterback Club and is involved with the Volusia County Miracle League baseball organization. Independent Financial Partners is a nationwide firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform, serving a wide range of clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Michael Leary is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Christine Carter is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under a fiduciary standard within a vertically integrated group.

Ellen Brandt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2009 and is also the owner of two Etsy shops, EllenRobin Designs, LLC and Robin Brandt Etsy Shop, where she creates print-on-demand and handmade merchandise as a weekend hobby. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment advisor.

Kelli Stirna is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Joseph Arena is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Foreside Fund Services, LLC, Global X Management Company LLC, Pinnacle Associates Ltd, and KPMG LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Austin Saffer is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Global Jet Sales and Creed Media before joining Guardian Life and Park Avenue Securities. Outside of his advisory role, he serves as an adviser to the treasurer for Phi Delta Theta Fraternity and participates as a community builder with BNI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a range of in-house and third-party model portfolios.

Brian Wade is a CFP® professional with 28 years of experience in financial services. He is associated with Independent Financial Partners and has held roles at IFP Securities, LPL Financial, and Tampa Financial Group. In addition to his advisory work, Wade engages in public speaking activities. 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, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Julio Soria is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 28 years of industry experience, including prior roles at National Life Group and Equity Services, Inc. He is involved with Sunrise Financial Network, an investment-related business. He works with Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients through a mix of proprietary and third-party investment advisory programs.

Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and digital advice, with investment decisions made on discretionary or non-discretionary bases.

Ted Albrecht is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Hightower Advisors in Tampa, FL. His prior roles include positions at LPL Financial, JP Morgan Securities, and Journey Strategic Wealth. Outside of his primary advisory work, he is involved with MDL Wealth Management in Tampa. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with offerings spanning discretionary portfolio management, financial planning, and retirement consulting.

Peter Nunley is a financial advisor at Independent Financial Partners with 13 years of industry experience. He holds the CFA® designation and Series 65 license. His prior experience includes roles at IFP Securities, LLC and LPL Financial, LLC. Outside of his advisory work, Nunley serves as Vice President of the Ford's Landing Condominium Association and works part-time as a rideshare driver. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with capabilities in retirement-plan consulting and trustee services, managing over $12 billion in assets as of December 2024.

Jay Natkow is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Suncoast Credit Union. 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 with its affiliation to Fifth Third Bank to provide a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.

Matthew Hembree is a CFP® professional with 19 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2006. Outside of advising, he is president of Dawg Bones Inc., a business he has led since 2013. First Command Advisory Services is an SEC-registered adviser focused on individual, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through an in-house Investment Management Team and Wealth Portfolio Managers.

Wayne Barber II is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a track and field jump coach. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account management options, including discretionary and non-discretionary programs.

James Vondrak is a CFP®, ChFC®, and Series 63 licensed financial advisor with 31 years of industry experience. He is currently with Independent Financial Partners in Tampa, FL, where he has worked since 2010, including a prior term in 2004-2005. His previous experience includes a decade at LPL Financial and a brief period at Mutual Service Corporation. 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 services.

Kristy Philippe is a financial advisor at Valic Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Valic Financial Advisors, and Agia. Outside of her advisory role, she serves as a member of the Gulf High School Advisory Council, providing input from the perspective of an outside business representative. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Benjamin Depalmo is a financial advisor at HB Wealth with five years of industry experience. He holds a Series 65 designation and has worked at firms including Truist Advisory Services, LPL Financial, and J.P. Morgan Securities. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative analysis across various public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Eric Mc New is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Edward Jones, Summit Global Investments, and Raymond James & Associates. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.