Thomas Solfio is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Sanctuary Advisors since 2022. Outside of his advisory role, he works as an independent contractor delivering food through Uber Eats. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers various portfolio management solutions through a network of independent adviser representatives and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

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.

Bryan Harding is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including The Prudential Insurance Company of America and Investment Distributors Inc. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, with a platform that integrates various affiliated services and financial institutions.

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.

James Anna is a CFP®-designated financial advisor at Lincoln Investment with 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. In addition to his advisory role, he is involved in the sale of life insurance, fixed annuities, long-term care, and health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

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.

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.

Richard Decker is a CFP® professional with 18 years of industry experience. He is currently with Principal Financial Services and has prior experience at LPL Financial, Raymond James, and USAA IMCO. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account 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.

Meghan Leonard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Pioneer Investment Management USA Inc. and American General Life Insurance. She is based in Land O Lakes, Florida. Valic Financial Advisors 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 and management.

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.

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.

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct client portfolios.

Rory Furlani is a Series 66-licensed financial advisor with two years of industry experience. He has worked at Valic Financial Advisors since 2026 and previously held roles at Raymond James & Associates, INC, and as an independent stock trader. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm operates at scale with over 1,200 advisors and manages approximately $29.2 billion in assets.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017, and previously at Fifth Third Securities and Fifth Third Bank. Mankin is involved with Latitude Capital LLC, a home-based business entity used for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, offering access to multiple advisory programs, third-party asset managers, and a firm-managed separately managed account program.