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 with Independent Financial Partners, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2012 and serves as Chief Operating Officer of the entire enterprise. Outside of his advisory role, he oversees day-to-day operations of an ecommerce brand for men's clothing and provides consulting services to other registered investment advisers. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

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 10 years of industry experience. Prior to joining Principal, Manderson worked at Michini Wealth Management and currently operates Manderson Wealth Strategies. 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, and active‑duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third‑party money managers through various advisory and promoter 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.

Neetul Sharma is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior work history includes roles at Capital One Advisors LLC, Capital One Investing, LLC, and Spire Investment Partners, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

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.

Kevin Wunker is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. He has worked at Raymond James since 2022 and previously held roles at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Gregory Hauer is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL, he worked at Creighton University for four years. Outside of his advisory role, he is also the owner and attorney at Kairos Law Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

Abner Cordova is a financial advisor with Raymond James & Associates holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Raymond James, he worked at the University Fitness Center and has experience in education roles at the University of Alabama and Bob Jones High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.

Jay Hill is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and beginning his advisory career there in 2026. He previously worked at TCM Bank NA for 18 years and took a one-year break as a homemaker before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and extensive research tools.

Louis Bernstein is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages a broad range of client assets and delivers services through both direct client relationships and corporate agreements.

Cory Rodrigue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates for 14 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Brandon Bailey is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.