Colin Denney is a CFP® with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. He has previously worked at Stewardship Advisory Group and Capital Analysts. Denney is also involved in managing insurance business activities through Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Michael Simon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 license and 10 years of industry experience. He has worked at T. Rowe Price across multiple periods since 2014, including his current role beginning in 2022, and has also held positions at Raymond James Financial Services and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households focusing on retirement goals through a program that includes online planning tools, annual reviews, and model portfolio allocations.

Jason Kamp is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Brokers International Financial Services, Questar Asset Management, Questar Capital Corporation, and Professional Insurance Systems. Outside of advisory work, he is involved in insurance marketing and real estate sales, and owns an insurance agency. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of independent advisers. The firm employs a variety of investment strategies and provides discretionary portfolio management supported by multiple custodial platforms and program sponsors.

Drew Nickle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at BB&T Bank and its affiliated entities before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platform partnerships and uses AI-enhanced research to support its investment decisions.

Preston Washington is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Eastern Funding LLC, Citigroup, and City National Bank, along with roles outside finance such as at Ruth's Chris Steakhouse. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and uses third-party portfolio managers on its Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

John Kent is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Before joining Allworth Financial in 2026, he worked at Fisher Investments for three years and Fidelity Brokerage Services LLC for five years, among other roles. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, and retirement plan consulting, using both quantitative and qualitative analysis to create customized investment strategies.

Stephen Davis is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an assistant wrestling coach at JW Mitchell High School. Outside of his advisory role, he works as a delivery driver during holidays. Valic Financial Advisors primarily serves U.S.-based 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 with optional tax and ESG overlay services.

Lance Lehman is a CFP® professional with 18 years of industry experience. He is currently an advisor at Farther and previously worked at Atomi Financial Group dba Compound Planning, ARS Wealth Advisors Group, LLC, and Fisher Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Sean Calleja is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Valic Financial Advisors and Agia. Calleja is also a managing member of an LLC formed with family members to manage a residential rental property. Lincoln Investment is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Ahmet Kildis is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Kildis holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed models.

Michael Coombes is a financial advisor at Empower Advisory Group with two years of industry experience. He previously worked at Merrill for five years and Santander Bank for five years, and he served in the Massachusetts Army National Guard for eight years. Coombes holds Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gunnar Gavin is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked in various roles within affiliated entities since 2007. Outside of advisory work, he serves as treasurer of a condominium association and is a partner in self-storage rental businesses. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

John Besse is a financial advisor with Fifth Third Securities, Inc. in Bayonet Point, Florida. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities, he worked at Truist Investment Services and SunTrust in various advisory roles. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct-indexing options.

Kristi Bailey is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ryan Morrison is a CFP® and ChFC® with 20 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having joined in 2023. His prior experience includes roles at Fisher Investments, TD Ameritrade Investment Management, Td Ameritrade, Inc., and Scottrade, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Daniel Ventura is a CFP® professional with 14 years of industry experience. He has worked at J.P. Morgan Securities from 2012 to 2022 before joining Sanctuary Advisors, LLC and Sanctuary Securities, Inc. in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, retirement plan consulting, and utilizes a range of analytical approaches, acting as a fiduciary when a written advisory agreement exists.

John Kalafatis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His background includes military service in the United States Navy for 22 years and roles at First Command and Transamerica entities. He is also the owner of Velden Wealth LLC, a business established to manage his First Command-related activities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to provide asset allocation and retirement guidance, primarily focusing on non-discretionary advice for a broad client base.

James Noto is a CFP® professional with 44 years of industry experience, currently serving with Independent Financial Group, LLC since 2018. He previously worked at Summit Brokerage Services Inc. for 13 years and Raymond James Financial Services, Inc. for 7 years. Outside of his advisory role, Noto teaches Financial Peace University at Refuge Church on a volunteer basis and serves as treasurer for the Bradford Park Association homeowners’ association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing both firm-developed and third-party models tailored to client risk profiles.

Thomas Solfio is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Sanctuary Advisors since 2022. Outside of his advisory role, he works as an independent contractor delivering food through Uber Eats. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers various portfolio management solutions through a network of independent adviser representatives and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

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.