Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Thomas Brophy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of his advisory duties, he is actively involved in multiple insurance brokerage businesses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

John Hall is a financial advisor with Truist Advisory Services in Lakeland, FL, holding the CFP® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including roles at SunTrust Bank and its affiliated advisory and investment services prior to Truist. He serves as a board member on the WEDU PBS Community Advisory Board, participating in programming discussions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Erik Ronne is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs model allocations with tax-aware rebalancing and offers an interactive online planning tool along with telephone access to advisors.

Kenneth Taylor is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. Prior to his current role, he has worked with organizations such as Netlaw and Hillsborough County Public Schools, where he also teaches business technology to high school students. He is president of Gitasuccess Incorporated, through which he manages financial services and plans to offer tax planning and preparation. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, managing roughly $2.1 billion in assets as of December 2025.

Jose Manuel Veras Gonzalez is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and third-party managed portfolios composed of mutual funds and ETFs.

Nicholas Campbell is a financial advisor with First Command Advisory Services in Riverview, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with First Command and its affiliated entities continuously since 2006. Outside of his advisory role, he is involved with BNI as a professional development instructor, providing training to members on presentation and chapter development. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, using platforms such as Envestnet and Pershing.

Stephen Duganieri is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. He has also been affiliated with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2022. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary recommendations to a client base of over 200,000.

Christie Morrison is a ChFC® and Series 66-licensed financial advisor with two years of industry experience. She is currently with Truist Advisory Services and previously worked at Edward Jones. Outside of her advisory role, she is involved with Fleet Feet, a retail business specializing in running shoes and apparel, where she fits customers for footwear. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary manager relationships supported by third-party platforms and emphasizes inter-affiliate integration within the Truist enterprise.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has been with SunTrust Advisory Services LLC and related SunTrust affiliates since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Donald Dupont Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2022, and has prior experience at Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and focuses on delivering advice without discretionary trading authority, distinguishing its service approach from many other enterprise wealth managers.

Janet Spector is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, having worked at NYLife Securities LLC and New York Life Insurance Company since 1986. Her other business activities include brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Harold Scull III is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple financial institutions, including USAA Financial Advisors and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s research tools and asset allocation models.

Leah Waldrip is a financial advisor at United Planners' Financial Services of America with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at LPL Financial, Raymond James & Associates, and a teaching position with VIP Kid. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client strategies.

Raquel Higgins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC since 2023, following prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial and third-party platforms.

Keith Mcateer is a financial advisor with Fifth Third Securities, Inc. in Pinellas Park, FL. He holds Series 63 and Series 65 licenses and has 1 year of industry experience. Prior to his current role at Fifth Third Securities, he has been with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Michael Coyle is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. He has held multiple roles within the First Command organization since 2019 and serves as Deputy Inspector General for the United States Air Force Central Command. Additionally, he is president of Coyle Financial Planning Inc and holds a Florida real estate license since 2009. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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 using model portfolios built from mutual funds, ETFs, and third-party managers.

Jason Flucker Williams is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 65 and Series 63 designations and three years of industry experience. His prior work history includes roles at World Financial Group and Raymond James Financial. In addition to his advisory work, he serves as a procurement analyst for Polk County, where he manages contract administration and procurement compliance. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, with discretionary and non-discretionary programs tailored to client needs.

Austin Miller is a financial advisor with Empower Advisory Group in Riverview, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Morgan Stanley Private Bank, Morgan Stanley, Charles Schwab, and King Soopers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.