Osvaldo Cuevas is a financial advisor with Truist Advisory Services in Clearwater, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including over a decade at Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Katarina Milojevic is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Raymond James Financial Services and Raymond James & Associates. Outside of finance, she was involved with the St. Pete Volleyball Club for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Stephanie Caro is a Series 66 licensed financial advisor with First Command Advisory Services in Tampa, FL. She has four years of industry experience and has been associated with various First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor investment options from approved universes.

Melisa Lloyd is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2016. She is the owner of American Executive Tax & Financial Services LLC, which provides securities, tax preparation, investment services, insurance, and divorce planning. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, digital advice, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm uses a mix of fundamental and technical analysis, model and manager-based strategies, and provides access to various custodial platforms and third-party investment advisers.

Nathan Lenz is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including Raymond James Financial and WealthShield LLC. Outside of advisory roles, he owns Makari Group LLC, an external recruiting firm. Concurrent Investment Advisors 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, utilizing customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

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.

Benjamin Kleck is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Costanzo Financial Advisors and TD Bank N.A. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and acts as a sub-advisor to other advisory programs.

Aaron Wargo is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley, E*TRADE Capital Management, Robert W Baid, and Charles Schwab. Outside of finance, he owns a business offering personalized stretching and yoga services for professional athletes. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.

Steven Albritton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Wells Fargo Advisors, A.G. Edwards & Sons, and Raymond James Financial Services. He is also CEO of Stella Maris LLC, an operating company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and sub-advisory arrangements.

Larry Chappell Jr. is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include extensive tenure at USAA-affiliated firms and Charles Schwab entities dating back to 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm focuses on tailored recommendations with client-approved trade execution and features a distinctive operational structure affiliated with Charles Schwab & Co. and its associated entities.

Lynne Boyle is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including her current role at Park Avenue Securities since 2017. Boyle is president of Westshore Benefits, an investment-related business based in Tampa, FL. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products and alternative investments, and a range of financial planning and consulting services.

Sheila Ross is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012, following a two-year tenure at Nuveen Securities. Outside of her advisory role, she serves as president of the Phi Kappa Tau Delta Gamma Chapter Parents Club, a nonprofit supporting the fraternity chapter at Ole Miss. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as to various entities and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing portfolio management, delivering customized investment strategies under a fiduciary standard.

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.

Donald Marks is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been associated with New York Life and its affiliated entities since 2012, and he operates under Ingram & Marks Financial Resources, brokering insurance products alongside his advisory work. Marks also holds a role as an insurance broker with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life structure.

Christopher Ezzo is a financial advisor with Commonwealth Financial Network in Largo, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he is involved in commercial real estate property management in St. Petersburg, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

Sharon Herman is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having also worked with LPL Financial and Independent Financial Partners. Herman serves as a board member for a nonprofit organization in Dunedin, Florida. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms alongside discretionary and non-discretionary portfolio management strategies.

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.