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 financial advisor at Lincoln Investment with a CFP® designation and over 31 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 22 years at Legend Equities Corporation. He is also involved in the sale of life insurance, fixed annuities, long-term care, and health insurance. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through advisor-led and firm-managed models, access to third-party managers, and operates with both wrap and non-wrap platform options.

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.

Christopher Ezzo is a financial advisor with Commonwealth Financial Network in Largo, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he is involved in commercial real estate property management in St. Petersburg, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

Sharon Herman is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having also worked with LPL Financial and Independent Financial Partners. Herman serves as a board member for a nonprofit organization in Dunedin, Florida. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms alongside discretionary and non-discretionary portfolio management strategies.

David Baland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior work includes roles at Merrill, Bank of America, Morgan Stanley, and Raymond James Financial Services. He serves as a board member of the New Mexico Bio Park Society, a nonprofit organization. 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, using a primarily long-term, customized investment approach that includes ETFs, mutual funds, individual securities, bonds, and alternative investments.

Roger Silvera is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with MassMutual, Transamerica Financial Advisors, and LLWP Wealth Partners. He is also the owner of Compass Financial Pathways LLC, under which he brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with particular expertise in retirement plan consulting and advisory services linked to insurance and annuity products.

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 19 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at firms including LPL Financial LLC, Raymond James, USAA IMCO, Darwin Wealth Management, and Trustmont Advisory Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory offerings include direct advisory programs, 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 at Oppenheimer with 21 years of industry experience. She has held positions at Oppenheimer & Co. Inc since 2019, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she manages property maintenance and leasing responsibilities for a residential duplex she owns. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

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.

Derrick Kowal is a financial advisor at Mariner with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

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.

Lee Dolberry is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized investment advice and comprehensive financial planning. He focuses on assisting individuals and businesses with college education planning, employee benefits, family wealth management, retirement planning, small business strategies, tax minimization, and retirement income. With a background in finance, economics, business administration, and management, Lee has developed expertise in advisory services, portfolio management, and behavioral finance, particularly within the global market industry. He holds a Bachelor's degree in Finance from the University of Alabama and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lee is involved with professional and community organizations such as Metropolitan Ministries and Foresters Financial. His approach emphasizes understanding client values and goals through one-on-one communication, aiming to create tailored strategies that help clients pursue life goals and plan their legacy.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial Services from 2002 to 2022 and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and is involved with the Women in Financial Services nonprofit organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of 286 advisors serving over 13,000 clients.

Darrel Henderson is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he is involved in refereeing activities in Tampa, FL. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage, advisory, and financial planning services through a variety of proprietary and third-party investment programs.