Dana Endres is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2016 and is also associated with Agia, where she provides non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and with two years of industry experience. Prior to joining IFP Securities, LLC, Camaron worked in hospitality and promotions. 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 a diverse client base and offers a decentralized advisory model with notable capabilities in retirement-plan advisory and pension consulting.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

Dorian Valente is a financial advisor with Bankers Life Advisory Services, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been involved with Bankers Life Securities Inc and Bankers Life & Casualty since 2017 and 2014, respectively. Outside of advising, he manages a team in insurance sales and owns several domain names held for identity protection and collection purposes. He is also active in local Chambers of Commerce and provides business coaching focused on sales strategies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers a range of investment options, working primarily with retail clients.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has worked at SunTrust Advisory Services LLC, SunTrust Investment Services, Inc., and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships and consulting services, supported by AI-enhanced research and inter-affiliate integration, to implement tailored investment solutions.

Robert Petrillo is a financial advisor at VALIC Financial Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VALIC Financial Advisors since 2003. He also serves as the president of his local Home Owners Association, a volunteer role without financial interest. 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 unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Jordan Giranda is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient, he held roles at EY/Tapfin and Uber. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Bharat Mulchandani is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include 14 years at Spire Wealth Management and extensive experience at Fairfax Mortgage Investments. He currently works part-time originating mortgage loans and has expressed interest in potentially starting his own mortgage company. Concurrent Investment Advisors, LLC is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services through a network of approximately 286 advisors.

David Livingston is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate shoots. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research, and is noted for its inter-affiliate integration and comprehensive manager oversight.

Kenzie Serianni is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Voya in 2017, Serianni worked for Coca-Cola Beverages Florida for four years. Outside of advising, Serianni is also engaged as an independent insurance agent specializing in the sale of fixed insurance products and serves as a Rodan & Fields skincare consultant. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of programs incorporating both affiliated and unaffiliated investment products, utilizing a combination of in-house and external strategists supported by technology-enabled tools to implement client recommendations.

Brandy Beck is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has held her current position since 2012 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth relationships.

Jeffrey Mc Donald is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Kovack Securities, Kovack Advisors, GreenBridge Wealth Management, Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 decentralized advisory model and notable retirement-plan and pension consulting capabilities.

Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

Augusto La Puente is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he serves as a trustee on the last will and testament of Alexandra Tracy and participates in house modeling for photo and video shoots. Park Avenue Securities serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Rose Di Lecce is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and 25 years of industry experience. Her prior work includes roles at Allen & Company of Florida, Inc. and LPL Financial, LLC. She is also the operations manager of Financial Cornerstone Group, LLC. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies and provides access to multiple third-party platforms and providers.

William Daines II is a financial advisor at Principal Financial Services with over 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 registrations. His career includes long-term roles at Principal Life Insurance Company and Princor Financial Services Corporation since 1991, and he has operated Daines Financial since 2014. Outside of his advisory work, he serves on the Deacon Council at Idlewild Baptist Church. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Seth Trickle is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 66 designations. He has 14 years of industry experience and has worked at firms including Griffin Capital Securities, LLC, CPS Financial & Insurance Services, Inc., and Ameriprise. He also serves as National VP and Annuity Wholesaler for GBS Insurance and Financial Services. TLG Advisors, Inc. serves a diverse range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management and financial planning through independent advisors and sub-advisors, as well as a direct-to-consumer digital program called Starlight Portfolios.

Jean Larsen is a CFP® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2015. She also has a long-standing role at JP Financial Center, Inc., where she is an owner and officer involved in selling fixed insurance products. Additionally, she operates a tax preparation business as a sole proprietor and holds notary credentials. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Daniel Maclean is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL. His prior experience includes roles at Fidelity Investments and Morgan Stanley. J. W. Cole Advisors is an SEC-registered investment adviser that serves 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 multiple managed account solutions.