Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has additional experience with Kestra Investment Services and S J Benefits Group. Jacobs serves on the Dean’s Advisory Board for Indiana University Northwest’s School of Business and Economics. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kelly Sever is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bradenton, Florida. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Fifth Third Bank and Covenant Metabolic Specialists. FIFTH THIRD SECURITIES, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, combining mutual fund and ETF models, SMA strategies, and tax overlay options.

Christine Meyer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at AXA Advisors and Equitable Advisors before joining Transamerica in 2017. Outside of her advisory work, Meyer is a practicing artist and serves on the Board and Finance Committee of Art Center Manatee in Bradenton, FL, where she volunteers and holds the position of vice president. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm’s offerings include personalized asset allocation and retirement guidance, relying on Morningstar Investment Management for proprietary portfolio modeling and oversight.

Craig Desimone is a financial advisor with TIAA-CREF in Lakewood Ranch, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at TIAA-CREF since 2017, with prior roles at MSI Financial Services and Ameriprise. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Anthony Krane is a financial advisor with Truist Advisory Services in Bradenton, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes positions at Truist Investment Services, LPL Financial, Raymond James, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI tools to support asset allocation and manager selection, providing ongoing client reviews and reporting.

Yossi Yakar is a financial advisor at Equity Services, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Equity Services and National Life Group since 2002. Outside of his advisory work, Yakar is the founder and CEO of Legatus Group LLC and manages a YouTube channel, Financial Perspectives, where he posts weekly videos on various financial topics. He is also a certified pistol instructor offering concealed carry classes in Florida. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Shawn Johnson is a financial advisor with MAI Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 25 years of industry experience. He has worked previously with WCG Wealth Advisors, LLC and Mml Investors Services Inc., and maintains ongoing business activities with Treloar & Heisel, LLC, which involves fixed insurance sales and related products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management and asset allocation across multiple strategies and offers additional services such as trust administration and insurance through affiliated entities.

Matthew Glickenhaus is a financial advisor with SPC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has been with Sigma Financial Corporation since 2014 and worked at Raymond James Financial from 2013 to 2014. He is also involved in the sale of non-variable insurance products and annuities through approved channels associated with Sigma Financial Corporation. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through various account programs and partnerships.

Greg Kokemuller is a financial advisor at T. Rowe Price Advisory Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James and several fund distributor firms. Kokemuller is based in Parrish, Florida. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm invests exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo simulations for retirement planning.

Travis Booth is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior work experience in the hospitality industry, including positions at Bloomin' Brands and Outback Steakhouse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines strategic allocation, active and passive management, and research-driven factor premiums.

Roseann Monteleone is a financial advisor at SPC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has held prior roles at Bank of America, Merrill, Independent Financial Partners, and Sigma Financial Corporation. Outside of her advisory work, she conducts financial literacy education workshops and provides general business consulting services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary advice through multiple account programs and maintains strategic partnerships including a key relationship with Fidelity.

John Delgado is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Voya, he worked at Raymond James & Associates and Fidelity Brokerage Services. He is also the owner and manager of Chatarra Restaurant LLC, a family-operated mobile food truck, and the author of a book titled *50 Rules of Life for My Kids*. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a large network of advisers. The firm employs a range of investment solutions including unified managed accounts, using both in-house and external strategists, and provides services primarily on a non-discretionary basis with some discretionary management options.

Michael Ebert is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at New York Life Insurance Company and NYLife Securities LLC. Outside of advising, he is involved in offering insurance solutions including annuities and various life and disability insurance products. 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’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eric Krumm is a financial advisor at Principal Financial Services with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and MassMutual. Outside of advising, he is involved in home renovation and resale through Oliver Reid Investments LLC, where he manages property purchase, renovation, and sale activities. 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 plan consulting, and access to third-party money manager solutions.

Lance Morrison is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Money Concepts Capital Corp since 2015. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, using model portfolios, adviser-designed portfolios, and third-party sub-advisers guided by fundamental and technical analysis and modern portfolio theory.

Brooks Vanderzee is a financial advisor with United Planners Financial Services of America and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience, with prior roles at Royal Alliance, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Scottrade. Vanderzee serves on the boards of Braden River Little League, Vision for the Americas, a charitable organization supporting an eye clinic in Honduras, and the Barrington Ridge Homeowners Association. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Brian Bohnen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as prior experience at Allstate Insurance, Morgan Stanley, and other firms. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs, investment education, and portfolio management that rely on Morningstar Investment Management’s proprietary software and model portfolios. The firm operates at scale, focusing on asset allocation, contribution guidance, and retirement planning through both discretionary and non-discretionary services.

Anthony Pressimone is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Churchill Management Group. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Justin Cabibi is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at GWFS Equities, Cetera, Regions Bank, and Bbtis. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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 and operating at a large scale with approximately $26.4 billion in discretionary assets under management.

Paul Sponseller is a CFP® with 28 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2019. His prior roles include positions at WealthSource Partners, LLC, Moors & Cabot, Inc., Niagara International Capital Limited, and Raymond James & Associates. Sponseller serves on the Board of Directors for Mary and Martha House, a battered women’s shelter in Ruskin, Florida. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.