Pablo Orozco is a financial advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses. He has been with Valic since 2026 and previously worked at Florida Financial Advisors and Torres Total Flooring. His background includes several roles outside the financial industry, including time at the University of South Florida and Banco de Occidente. 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 client assets.

Trevor Newsome is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, he was involved with Next Net Media for seven years and held roles at Captain Rapps Fishing Charters and New York Orchestras. In addition to his advisory work, Trevor acts as an executor of a will. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary wrap and third-party advisory solutions.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Christopher Waye is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, as well as a decade at Minor. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with ongoing reviews.

Maria Escalona Chaparro is a financial advisor with PNC Wealth Management in Tampa, FL. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at Morgan Stanley and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments to recommend portfolios managed via mutual funds and ETFs.

Tedric Hoornstra is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2009. Outside of his advisory role, he is involved in fixed insurance as an agent and is engaged in entrepreneurial activities including founding a shell company for revenue and participating in an online drop shipping business. 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 offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with advisory decisions implemented on either a discretionary or non-discretionary basis.

Stephen Wroblewski is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he performs magic and juggling tricks for audiences and engages in online streaming. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, offering tailored client services that include financial planning, consulting, and access to insurance and alternative investment products.

Eduardo Augsten is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at firms including Raymond James Financial Services Advisors Inc. and Ameriprise Financial Services. Augsten is also president of Medallion Advisory, Inc., where he manages corporate accounting responsibilities. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternatives, and independent sub-advisers, supported by a network of approximately 286 advisors serving over 13,000 clients.

Dana Endres is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2016 and is also associated with Agia, where she provides non-securities insurance products. Valic Financial Advisors primarily 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.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor at Independent Financial Partners with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining the firm, Camaron worked in hospitality and promotions for several years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

Dorian Valente is a financial advisor with Bankers Life Advisory Services, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been involved with Bankers Life Securities Inc and Bankers Life & Casualty since 2017 and 2014, respectively. Outside of advising, he manages a team in insurance sales and owns several domain names held for identity protection and collection purposes. He is also active in local Chambers of Commerce and provides business coaching focused on sales strategies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers a range of investment options, working primarily with retail clients.

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 worked with SunTrust Advisory Services LLC, SunTrust Investment Services, Inc., and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Robert Petrillo is a financial advisor at VALIC Financial Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VALIC Financial Advisors since 2003. He also serves as the president of his local Home Owners Association, a volunteer role without financial interest. 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 unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Jordan Giranda is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient, he held roles at EY/Tapfin and Uber. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Bharat Mulchandani is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include 14 years at Spire Wealth Management and extensive experience at Fairfax Mortgage Investments. He currently works part-time originating mortgage loans and has expressed interest in potentially starting his own mortgage company. Concurrent Investment Advisors, LLC is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services through a network of approximately 286 advisors.

David Livingston is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2000. Outside of finance, he serves as secretary and bookkeeper for Livingston Galleries, Inc., a photography business specializing in wedding, family, and corporate photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and third-party manager selection through its AMC Advantage program, employing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate resources.

Kenzie Serianni is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Voya since 2017. Prior to that, she spent four years at Coca-Cola Beverages Florida. Serianni is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver predominantly non-discretionary investment management through a large network of advisors.

Brandy Beck is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has held her current position since 2012 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth relationships.