Robert Buck is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 65 registrations and has been in the financial services industry since 2020, with prior experience at NYLIFE Securities LLC and New York Life Insurance Co. Before entering the financial sector, he worked at Bath Iron Works and the University of Southern Maine. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Matthew Menkhaus is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and the University of Cincinnati, among other roles. Outside of advisory work, he is a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

Joseph Iannuzzo is a financial advisor with J. W. Cole Advisors, Inc. in Cocoa Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with J.W. Cole Financial and J.W. Cole Advisors since 2017. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a 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, using a variety of investment approaches including discretionary and non-discretionary strategies.

Reece Poppell is a CFP®-certified financial advisor with four years of industry experience, currently with VOYA Financial Advisors, Inc. in Tampa, FL. His prior work includes roles at the Walt Disney Company and Universal Orlando Resort, as well as time at the University of Central Florida. Poppell also operates as an independent insurance agent outside of his advisory role. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide a range of investment advisory and retirement services, with many accounts managed on a non-discretionary basis.

Anthony Cervio is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including Raymond James and Merrill, before joining Steward Partners in 2022. Outside of his advisory role, he serves as an assistant baseball coach at Tarpon Springs High School in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services through both proprietary and third-party solutions.

Maria Blotner is a financial advisor with Citigroup Global Markets in Tampa, FL, holding a Series 66 credential and five years of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Robert Bryant is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has a background in accounting, serving as a CPA partner at Boatman & Bryant CPAs since 2009 and has been involved in multiple CPA firms. Bryant also acts as a trustee and executor for an individual’s estate. J. W. Cole Advisors, Inc. operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental, technical, model, and manager-based approaches.

Nicholas Santana is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with Creative Planning in Clearwater, FL since 2015. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Mads Andersen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and with 10 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at firms including Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is an agent for 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 portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.

Raquel Higgins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Charles Schwab and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a wide range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Matthew Marcoux is a CFP® professional with 23 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2017, following a 14-year tenure at G.A. Repple & Company. Outside of his advisory role, he is involved with Candor Path Financial, Candor Path Insurance Services, and Candor Path Estate Planning Services, where he assists with estate planning in collaboration with attorneys. J.W. Cole Advisors, Inc. is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Michael Mcmillan is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following five years at Raymond James Financial Services. Outside of finance, he was the owner and chocolatier of Indulge Right Now LLC, a business that sold products at local arts and crafts fairs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad set of advisory and execution services.

Christian Beiter is a CFP® professional with 17 years of experience at J. W. Cole Advisors, Inc. in Tampa, FL. He also serves as Vice President of Preservation 1st Financial Group, LLC, which involves securities and insurance sales. His other activities include serving on the board of the Greater Riverview Chamber of Commerce, presiding over a youth sports nonprofit, and helping with business development for a travel agency. J. W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and platforms, including discretionary and non-discretionary management, and offers access to third-party managers and digital advice.

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.

John Stobbe is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Eagle Strategies since 2014 and has concurrently worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its extensive network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, including non-discretionary asset management and specialized retirement plan consulting.

Meghan Doherty is a financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with 25 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Mai Capital Management, Nationwide Securities, and ICMA Retirement Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Hernan Fonseca is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services, Symetra Life Insurance Company, and Symetra Securities. He is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Jonathan Guaman is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, he worked at Bank of America, Merrill, and OneMain Financial, among other roles. 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 discretionary unified managed accounts through a large network of investment advisor representatives.

Jason Flucker Williams is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at World Financial Group, Raymond James Financial, and AXA Advisors. In addition to his advisory work, he serves as a procurement analyst for Polk County, focusing on procurement and contract management functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a range of proprietary and third-party investment programs with discretionary and non-discretionary options.