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.

Justin Hill is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior firms include Ameriprise Financial Services, Wells Fargo, New York Life, and Fisher Investments. 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 advisory and broker-dealer services through proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Kelli Stirna is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials 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, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

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 Series 66-licensed financial advisor with Guardian Life, based in Tampa, FL. He has one year of industry experience and previously worked at Westshore Financial and Global Jet Sales. Outside of his advisory role, he serves as an adviser to the treasurer for the 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 and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions combined with proprietary and third-party investment platforms.

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.

Robert Lingenfelser is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Commonwealth since 2010 and also operates as an independent insurance agent. Lingenfelser owns and conducts fixed insurance sales through Lingenfelser Financial Services and Lingenfelser & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Julio Soria is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, National Life Group, and other firms. He is also involved with Sunrise Financial Network in an investment-related capacity. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, financial planning, and access to proprietary and third-party advisory solutions.

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.

Kevin Murphy is a financial advisor at Oppenheimer with 41 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management 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 financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. He has worked at both firms since 2018 and 2019, respectively. Outside of his advisory role, Barber serves as a track and field jump coach. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a range of financial planning and investment management solutions through both advisor-led and model-based strategies, supported by proprietary and third-party platforms.

Michael Coleman is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held leadership roles in multiple business ventures, including serving as COO at Cloudtec LLC, a budgeting and savings software company, and owning The Coleman Nation LLC, a social media company. Coleman is also involved with several nonprofit and advisory boards, such as All for One, Inc., and Delphi Academy of Los Angeles. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

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.