Anthony Flores is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Fisher Investments, Morgan Stanley, and other firms. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, alongside a range of implementation options and integrated planning services.

Samir Ahmed is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Creative Planning, he worked at firms including Cetera Wealth Services, Avantax, Facet Wealth, Schwab, USAA, and JPMorgan Chase. Outside of his advisory role, he is an online instructor for Florida State University’s Center for Disaster and Risk Policy. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented with tax-efficient and fundamental equity options, supported by a large advisory team and integrated investment infrastructure.

Kenneth Rase is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor entities SunTrust Advisory Services and SunTrust Investment Services. He is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements and integrates inter-affiliate services to deliver its AMC Advantage manager-selection program and related fiduciary support.

Donald Williams is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, Financial Engines Advisors L.L.C., and Tmfs Advisors, Llc. Outside of his advisory role, he is a 20% shareholder in a hydroponic lettuce farm, Tyler’s Farm, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using varied investment strategies and delivers consolidated reporting and financial administration across diverse client assets.

James Davis Jr. is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 15 years with Eagle Strategies and over 27 years affiliated with New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Lee Lyon is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2006. Lyon is also president of Lyon Investment Services, a business involved in the marketing of financial services and insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Ryan Tomer is a CFP® with 25 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has held roles at Sequoia Financial Advisors, LLC and Provise Management Group, and previously worked with USAA financial planning services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, drawing on fundamental, technical, and cyclical analysis, and offers unique services such as acting as sponsor and sub-advisor to an affiliated ETF as well as administering the American Center for Philanthropy.

Gregory Miller is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Valic Financial Advisors since 2007. Outside of his advisory role, he assists in managing a yoga instruction business owned by his wife. 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, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to support a high client count per advisor.

Elizabeth Courtney is a financial advisor with J. W. Cole Advisors, Inc. in Lorena, Texas, holding a Series 66 designation and 18 years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, following two years with Axa Advisors, LLC. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit Love, Inc. of Brevard and coaches her grandchildren in launching an online print-on-demand business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Dennis Wakely is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at firms such as LPL Enterprise, Prudential Insurance Company of America, Fidelity Investments, and Charles Schwab. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm’s investment approach includes the use of TD Managed Portfolios and access to multiple custodians and advisory platforms.

Camille Mc Calla is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with two years of industry experience. Her prior experience includes roles at Concord Advisory Group and Norrep Capital Management Ltd. She is also a part-owner and manager of a rental property management company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, complemented by educational content and a range of integrated affiliated services.

Karli Griffin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J. W. Cole Advisors in 2025, she worked at J.W. Cole Financial, Inc. and has held positions in various other industries including animal health and hospitality. 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 provides portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that utilize fundamental and technical analysis, model portfolios, and algorithmic allocations.

David Parker IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, and has prior experience at Guardian Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm supports various account-level services including financial planning, lending solutions, and charitable giving options.

Michael Redhead is a CFP® professional with 33 years of experience in financial advising, currently serving as Senior Vice President of Private Client Services at Sequoia Financial Group, L.L.C. He has been with Sequoia since 2009. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Harold Mc Intosh is a financial advisor with Principal Financial Services based in Brandon, FL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior work includes roles at Michini Wealth Management, Principal Securities Inc, Principal Life Insurance Company, Park Avenue Securities, and GUARDIAN LIFE INSURANCE COMPANY of America. He is also involved in fixed insurance sales, including life, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

Pablo Montero Bianchi is a CFP® professional with 30 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at FINPPASS Financial Stewardship and Financial Advisors of Delaware Valley. He also has experience related to fixed insurance and life products through an associated entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

William Hamm is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Independent Financial Partners since 2012. In addition to his advisory role, Hamm oversees day-to-day operations for an ecommerce brand focused on men's clothing and provides consulting services to registered investment advisers. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both advisor-directed and centrally managed investment options, along with specialized retirement-plan advisory and pension consulting services.

Louis Robert Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he is involved in the sale and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sydney Manderson is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. Prior to joining Principal, Manderson worked at Michini Wealth Management and has operated Manderson Wealth Strategies since 2020. Outside of advising, Manderson serves as a board member of the Safety Harbor Chamber of Commerce and is a member of the finance council at Sacred Heart Catholic Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under multiple arrangements.