Osvaldo Cuevas is a financial advisor with Truist Advisory Services in Clearwater, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including over a decade at Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Katarina Milojevic is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Citigroup since 2018, with prior roles at Raymond James and Franklin Templeton. Outside of her financial career, she was involved with the St. Pete Volleyball Club for five years and worked at the University of Tampa for two years. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, providing customized solutions for high-net-worth clients.

Stephanie Caro is a Series 66 licensed financial advisor with First Command Advisory Services in Tampa, FL. She has four years of industry experience and has been associated with various First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor investment options from approved universes.

Melisa Lloyd is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2016. She is the owner of American Executive Tax & Financial Services LLC, which provides securities, tax preparation, investment services, insurance, and divorce planning. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, digital advice, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm uses a mix of fundamental and technical analysis, model and manager-based strategies, and provides access to various custodial platforms and third-party investment advisers.

Benjamin Kleck is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Costanzo Financial Advisors and TD Bank N.A. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and acts as a sub-advisor to other advisory programs.

Aaron Wargo is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Charles Schwab. Outside of finance, he owns and operates a personalized stretching and yoga business serving professional athletes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed accounts.

Jacob Rayl is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has been with First Command and its affiliated entities since 2026, with prior experience at LPL Financial and Lincoln Financial. His background also includes roles outside the financial services sector, such as at Tampa Palms Golf and Country Club and the University of South Florida. First Command Advisory Services is an SEC-registered investment adviser that serves 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 and Wealth Portfolio Managers, emphasizing model portfolios and selected third-party managers.

Larry Chappell Jr. is a CFP® professional with 27 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2022, following roles within Charles Schwab and USAA-affiliated financial services dating back to 2007. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm offers investment recommendations and annual financial reviews but does not exercise discretionary trading authority, distinguishing its advisory approach within the Schwab ecosystem.

Lynne Boyle is a Series 66-licensed financial advisor with Primerica Advisors, based in Tampa, FL, and has eight years of industry experience. She has worked with Park Avenue Securities LLC since 2017 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she serves as President of Westshore Benefits and holds leadership positions in several investment-related entities. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts with various investment products and advisory programs.

Sheila Ross is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012, following a two-year tenure at Nuveen Securities. Outside of her advisory role, she serves as president of the Phi Kappa Tau Delta Gamma Chapter Parents Club, a nonprofit supporting the fraternity chapter at Ole Miss. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as to various entities and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing portfolio management, delivering customized investment strategies under a fiduciary standard.

Donald Marks is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been associated with New York Life and its affiliated entities since 2012, and he operates under Ingram & Marks Financial Resources, brokering insurance products alongside his advisory work. Marks also holds a role as an insurance broker with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life structure.

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

Sharon Herman is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having also worked with LPL Financial and Independent Financial Partners. Herman serves as a board member for a nonprofit organization in Dunedin, Florida. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms alongside discretionary and non-discretionary portfolio management strategies.

Roger Silvera is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding the Series 63 and Series 65 designations and 18 years of industry experience. He has worked at several firms, including Compass Financial Pathways LLC, NYLIFE Securities LLC, New York Life Insurance Company, and LLWP Wealth Partners. Silvera authored the book "Cash Slow 2 Cash Flow: Demystifying the World of Personal" in 2016. He also operates Compass Financial Pathways LLC, selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors and operating within the New York Life affiliate structure.

Samantha Vanhorenbeck is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with three years of industry experience. She holds a Series 66 designation and has previously worked at firms including Formulated Solutions and Reynolds American. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and incorporates digital advice and multiple custodial platforms in client solutions.

Amy Decker is a financial advisor with Oppenheimer in Tampa, FL, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining Oppenheimer in 2019, she worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she manages maintenance and rental activities for a residential property she owns. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of year-end 2025.

Alfred Costanzo is a Series 65 registered advisor with seven years of industry experience. He is currently with Brookstone Capital Management LLC and has previously worked at Florida Financial Advisors, Trinity Wealth Securities L.L.C., and several other firms. Outside of his advisory role, he is involved in managing short-term rental properties. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment vehicles, offering discretionary portfolio management through its proprietary platforms and sub-advisory relationships.

Derrick Kowal is a financial advisor at Mariner Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Daniel Laferriere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Westshore Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, University of Phoenix, and Citizens Bank. He serves as a volunteer board member for Operation Helping Hand, a nonprofit supporting wounded active duty military and veterans. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and supports various account-level solutions such as lending and donor-advised funds.

Dustin Tibbitts is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Jazz Wealth Managers, Inc. for a decade and is the manager and owner of Jazz Aviation, LLC, a private airplane leasing business that assists with travel for business purposes. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.