Tereza Tancau is a financial advisor with Fifth Third Securities, Inc. in Wesley Chapel, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Fifth Third Securities since 2013 and affiliated with Fifth Third Bank since 2005. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Manuel Velasquez is a financial advisor with Kestra Advisory, holding a Series 66 credential and one year of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2024 and is also engaged as a freight agent managing shipments across North America. Additionally, he has experience as a real estate agent, handling referrals and commissions in the property market. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, and serves a broad client base that includes large institutional investors and sovereign wealth funds.

Kenneth Van Asdonk is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His career includes roles at One Source Advisory, Principal Life Insurance Company, Principal Securities Inc, and Citigroup. Outside of his advisory work, he serves as a soccer referee for youth games in his local community. 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.

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.

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.

Quinn Berven is a financial advisor with Lincoln Investment holding a Series 65 credential and 1 year of industry experience. Prior to joining Lincoln Investment, he worked at Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also an insurance agent involved with Transparent Financial Services. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers through a platform supported by an in-house investment research team.

Christopher Rivers is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment since 2022 and has prior experience at Waddell & Reed, VOYA Financial Advisors, and Ameriprise. In addition to his financial career, Rivers serves as Vice President on the Board of Directors for Immaculate Heart of Mary Roman Catholic Chapel, a religious nonprofit organization, and is a Corporal with the Hillsborough County Sheriff’s Office. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and various third-party managers.

Cory Wood is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party manager arrangements and AI-enabled research tools to support its investment process.

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.

Mia Garcia is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has prior experience at DBG Financial Group, Inc. and Terrana, Perez & Salgado, P.A. In addition to her advisory role, she is involved in insurance sales including long-term care, fixed annuities, fixed life insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through both advisory and promoter arrangements.

Robert Wood is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at SPC since 2017 and previously held positions at Parkland Securities, Next Financial Group, and Mutual Service Corporation. Outside of his advisory role, Wood operates as a registered tax return preparer during tax season. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

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. He served in the United States Navy for 22 years before transitioning to roles with First Command and Transamerica-affiliated firms. He is also the owner of Velden Wealth LLC, a business intended to support his advisory practice should staff be hired. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. Their approach incorporates proprietary portfolio construction tools and oversight from Morningstar Investment Management, focusing primarily on asset allocation and retirement planning guidance across a large client base.

James Noto is a CFP® professional with 43 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2018. His prior roles include positions at Summit Brokerage Services Inc. and Raymond James Financial Services, Inc. He owns Wealthbuilders Financial Group Inc., a consulting services firm, and serves as treasurer for the Bradford Park Association. Additionally, he volunteers teaching Financial Peace University at Refuge Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning, portfolio management, and retirement plan services using a combination of firm and third-party investment models.