Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 18 years of industry experience. He has been with Kestra Advisory since 2016 and also operates Cormac Benefits Group, where he serves as owner and registered representative. Jacobs serves on the Dean’s Advisory Board for the Indiana University Northwest School of Business. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and vendor benchmarking. The firm supports complex investment solutions and serves large institutional investors, including sovereign wealth funds.

Kelly Sever is an advisor at Fifth Third Securities, Inc. based in Sarasota, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank, Covenant Metabolic Specialists, and the University of South Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Christine Meyer is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Transamerica Retirement Advisors, LLC. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017 and previously at Axa Advisors, LLC. Outside of her advisory role, Meyer is a practicing artist and serves as vice president on the board of the Art Center Manatee in Bradenton, FL, where she volunteers on the finance committee and assists with annual events. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management and focuses on asset allocation, contribution guidance, and retirement planning, primarily offering non-discretionary recommendations at scale.

Craig Desimone is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017. His prior experience includes roles at MSI Financial Services, Inc. and MetLife from 2011 to 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, and also serves as adviser to a donor-advised fund.

Anthony Krane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Raymond James Financial Services, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt Inc. Truist Advisory Services offers 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 AI-enabled research tools and inter-affiliate integration.

Yossi Yakar is a financial advisor with Equity Services, Inc. in Bradenton, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Equity Services and National Life Group since 2002. Outside of his advisory work, Yakar runs a YouTube channel focused on financial topics and is a certified pistol instructor offering concealed carry classes in Florida. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and specialized instruments, incorporating third-party asset managers and model portfolios.

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 17 years of industry experience. He has been associated with Sigma Financial Corporation since 2014. His other business activities include the sale of non-variable insurance products and annuities through approved channels of Sigma Financial Corp. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary investment advice through a large advisory network and various account programs, including the SIGMA Managed Account and Axis Platform.

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.

John Delgado is a financial advisor at VOYA Financial Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages a family-operated mobile food truck business and is the author of a book titled *50 Rules of Life for My Kids*. VOYA Financial Advisors, Inc. serves a wide range of clients, including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Michael Ebert is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at New York Life Insurance Company and NYLife Securities LLC. Outside of advising, he offers insurance solutions through external group benefit providers. 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 asset allocation and separately managed account solutions.

Eric Krumm is a financial advisor with Principal Financial Services in Bradenton, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked previously with Mass Mutual and Northwestern Mutual, among other firms. Outside of advising, Krumm is involved in property renovation and resale through an ownership interest in Oliver Reid Investments LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by external managers.

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 registrations and bringing 16 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Allstate Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs that focus on asset allocation, contribution rates, and retirement planning. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver both discretionary and non-discretionary recommendations.

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.

Alexander Gault is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at HighTower Securities, LLC and CNL Securities Corp. Gault serves on an investment advisory oversight board that helps set strategic direction for county fund investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.