Kevin Hittinger is a financial advisor with OnePoint BFG Wealth Partners in Bradenton, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 36 years of industry experience. His prior firms include LPL Financial and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse set of portfolio strategies, combining third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Bryan Potacco is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and First Command Financial Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to assist clients with asset allocation and manager selection, and it operates within a broad network of affiliated financial entities.

Scott Mckay is a CFP® and Series 66 licensed advisor with 23 years of industry experience. He has been with Creative Planning since 2013, following prior roles at Charles Schwab, Chase Investment Services Corp., and Merrill. He is based in Bradenton, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Bonnie Raney is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has held roles at SunTrust Bank and SunTrust Investment Services for over two decades. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm leverages a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering a range of fiduciary and discretionary solutions through platforms like Envestnet and Envestnet Retirement Solutions.

Daniel Walsh is a CFP® professional with 34 years of industry experience, currently affiliated with Truist Advisory Services. He has been with Suntrust Advisory Services, Inc. since 2016 and previously worked at Suntrust Investment Services, Inc. starting in 1997. His credentials also include Series 63 and Series 66 licenses. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory process and provides ongoing client reviews and reporting.

Charles Conner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing from 2000 to 2014 and has been with SunTrust Advisory Services, now part of Truist, since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers various advisory services, including the AMC Advantage program that supports clients in selecting third-party investment managers.

Daniel West is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments such as professional athletes.

January Schmus is a CFP® with 23 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. Since 2023, Schmus has worked at Fifth Third Securities and FIFTH THIRD BANK, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Fifth Third Securities, Inc. serves a diverse clientele that includes individuals, high-net-worth clients, and institutional investors such as corporations, trusts, and retirement accounts. The firm offers a range of investment advisory and brokerage services through various program types on the Passageway Managed Account Platform, emphasizing customized client risk profiles and multiple portfolio management options.

Arnelle Filsaime Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She has been with SunTrust Investment Services and SunTrust Advisory Services since 2016. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory services, working closely with clients to define goals, develop asset allocation strategies, and manage portfolios through multiple platforms.

Gary Keller is a CFP® professional with 31 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and previously held roles at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm- and third-party models.

Andrew Gipson is a CFP® with eight years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Integra Capital Advisors and Charles Schwab & Co., Inc. He is based in Bradenton, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Jennifer Berlin is a Series 66-licensed financial advisor with First Command Advisory Services, based in Bradenton, FL. She has 15 years of industry experience and has been with First Command in various capacities since 2013. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Pamela Hughes is a financial advisor with Valic Financial Advisors in Bradenton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since 2022, she has also worked as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, utilizing discretionary unified managed accounts through Envestnet’s platform and third-party model managers.

Thomas Machuga is a financial advisor with Kestra Advisory who holds the ChFC® and PFS™ designations and has 34 years of industry experience. His prior roles include over two decades at Commonwealth Financial Network and ownership of Machuga Financial, where he serviced clients with fixed insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors including sovereign wealth funds and provides access to multiple management platforms and third-party solutions.

Richard Bulcavage is a CFP® with over 42 years of industry experience, currently affiliated with Money Concepts Capital Corp. He has worked at Money Concepts since 1985 and at Integrated Trust Systems since 2011. Outside of his advisory work, he is involved with Integrated Trust Systems, LLC, focusing on data collection activities unrelated to investments. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs tailored to client profiles.

David Haertel is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab, Fisher Investments, and Fidelity. Outside of his advisory role, he serves as president of the Miss Manatee Softball League, where he oversees operations and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model tied to Empower’s administrative platforms.

Dominick Bennese is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. Bennese is also licensed as an independent insurance agent, selling life, disability, health, and Medicare insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm manages approximately $5.66 billion in assets and offers discretionary and nondiscretionary investment strategies tailored to client suitability.

Thomas Breiter is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously led Breiter Capital Management for 30 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2022. He serves as a board member of the Trillium Links Condominium Association, a residential homeowners association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Rose Roberts Jassoy is a financial advisor with Eagle Strategies (NY Life) who holds a Series 63 designation and has 41 years of industry experience. She has been associated with Eagle Strategies since 2016 and operates the Roberts-Jassoy Financial Group, brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

James White is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Oppenheimer & Co. Inc, Wells Fargo Clearing, and Merrill. In addition to his advisory roles, White is also an author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs with tailored, discretionary investment advice.