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 Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses. He has six years of industry experience and has worked at firms including New York Life, Westshore Financial Group, 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, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

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 Guardian Life in Tampa, FL, holding a Series 66 credential and one year of industry experience. He previously worked at Park Avenue Securities and has held roles in education and municipal recreation. Outside of his advisory work, he is involved in refereeing. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital platforms.

Brian Strickland is a financial advisor with Guardian Life in Palm Harbor, FL, holding a Series 66 designation and 18 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2007. Outside of his advisory role, he has involvement with Blue Horizon Planning Partners and receives commission-based referrals from Westshore Benefits related to health insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 offers tailored client relationships supported by a combination of advisor-led discretionary management, model-based strategies, and various proprietary and third-party platforms.

Marley Dallas is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. Prior to joining J. W. Cole Advisors, Dallas worked at Buck and Rider and has a background outside finance with eight years at 360 Physical Therapy. Dallas holds the Series 66 designation and is based in Tampa, Florida. J. W. Cole Advisors operates a large network of independent advisers and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and employs a variety of investment strategies and custodial platforms.

Michael Bruno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2019. His previous roles include positions at Cetera and Gte Federal Credit Union between 2015 and 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations to support client financial plans.

Torian Johnson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Lion Street Financial and Newport Group Securities. Johnson is also involved with Provisional Compliance Solutions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm’s decentralized model allows advisors to set individual investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Guardian Life and its affiliate Park Avenue Securities since 2009. Outside of his advisory role, he is a managing partner of Florida Medical Advisors, LLC and operates a health-life-disability insurance brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Rafael Miranda is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has been in the financial services industry since 2016, including ten years at Truist Bank before joining Truist Advisory Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a mix of discretionary and non-discretionary manager relationships supported by an AI-enabled Equity Research team and supervisory oversight.