Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Mathisen Jr. is a financial advisor at Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon, with a combined 28 years in the financial industry. Mathisen serves as a board member for Champions for Children, a nonprofit focused on preventing child abuse. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Kevin Arquette is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network in Lutz, FL. He has worked at Commonwealth and Wealthpoint Financial Planning since 2022 and previously spent nine years with The Harwood Insurance Group and Harwood Advisory Group. In addition to his advisory work, he spends part of his time conducting fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Camille Mc Calla is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with two years of industry experience. Her prior experience includes roles at Concord Advisory Group and Norrep Capital Management Ltd. She is also a part-owner and manager of a rental property management company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, complemented by educational content and a range of integrated affiliated services.

John Crager is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously spent a decade with Horace Mann Insurance and Horace Mann Investors, Inc. Outside of his advisory role, he is the owner and president of Suncoast Insurance LLC, a property and casualty insurance firm. 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 tactical approaches overseen by an Investment Management & Research team.

Karli Griffin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J. W. Cole Advisors in 2025, she worked at J.W. Cole Financial, Inc. and has held positions in various other industries including animal health and hospitality. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that utilize fundamental and technical analysis, model portfolios, and algorithmic allocations.

Darius Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Investment Services, Raymond James Financial Services, and Wells Fargo Advisors. 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 utilizes both discretionary manager relationships and non-discretionary consulting in its client services.

David Parker IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, and has prior experience at Guardian Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm supports various account-level services including financial planning, lending solutions, and charitable giving options.

Barry Flagg is a CFP® and ChFC® credentialed advisor with 36 years of industry experience. He is registered with Kestra Advisory and Kestra Investment Services since 2016 and has been associated with Moore Thomas since 1986. Outside of his advisory role, Flagg is involved in speaking engagements on life insurance portfolio evaluation and manages Triangulum Financial Partners, focusing on client advising related to life insurance. He is also the founder and president of THEInsuranceAdvisor.COM, a life insurance research publisher, and contributes to curriculum development and ethics guidance related to life insurance for professional organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves very large institutional investors, including sovereign wealth funds, and supports discretionary and non-discretionary services with due diligence on recommended investments.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC in Clearwater, FL, holding a Series 66 license and 16 years of industry experience. Her prior work history includes positions at Raymond James Financial Services, Inc. and Morgan Stanley & Co. She is also an owner of the Hoffman Private Wealth Group support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Michael Redhead is a CFP® professional with 33 years of experience in financial advising, currently serving as Senior Vice President of Private Client Services at Sequoia Financial Group, L.L.C. He has been with Sequoia since 2009. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Christopher Mc Adoo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He serves on the board of the Clearwater Jazz Holiday Foundation, a nonprofit organization dedicated to producing a jazz festival and preserving jazz music legacy in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

Pablo Montero Bianchi is a CFP® professional with 30 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at FINPPASS Financial Stewardship and Financial Advisors of Delaware Valley. He also has experience related to fixed insurance and life products through an associated entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

William Hamm is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Independent Financial Partners since 2012. In addition to his advisory role, Hamm oversees day-to-day operations for an ecommerce brand focused on men's clothing and provides consulting services to registered investment advisers. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both advisor-directed and centrally managed investment options, along with specialized retirement-plan advisory and pension consulting services.

Louis Robert Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he is involved in the sale and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sydney Manderson is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. Prior to joining Principal, Manderson worked at Michini Wealth Management and has operated Manderson Wealth Strategies since 2020. Outside of advising, Manderson serves as a board member of the Safety Harbor Chamber of Commerce and is a member of the finance council at Sacred Heart Catholic Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under multiple arrangements.

Christopher Smith is a financial advisor with First Command Advisory Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has a background that includes 20 years of service in the U.S. Navy before joining First Command in 2025. First Command Advisory Services 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Hunter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2019, with prior experience at Waddell & Reed Inc. from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Frank Brawley is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 credential and has been with UBS since 2012. Outside of his advisory role, he is the managing member of Lake Elbert Investments, an LLC established to manage real estate fund investments that are now being wound down. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services supported by proprietary research and capital market insights.