Susan Thompson is a financial advisor with Cetera Planning Partners and holds a Series 65 credential. She has 26 years of industry experience, including prior roles at HK Financial Services, Inc. and Peninsula Asset Management Inc. In addition to her advisory work, Susan is a Principal and CPA at Christopher, Smith, Leonard, Bristow & Stanell, P.A., a regional accounting firm, and serves as a Director/Trustee of The Saunders Foundation, a nonprofit private foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm features ancillary services such as tax planning, bookkeeping, and an estate-planning program, integrating diversified investment strategies aligned with client goals and risk tolerance.

Melina Clark is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2020. Prior to her advisory career, she worked in retail positions at Aldi and EDEKA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Nicole Destefano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. She has held roles at T. Rowe Price since 2011, with a two-year period at Morgan Stanley, and holds Series 63 and Series 66 licenses. Outside of her advisory work, she also works as a delivery driver for Uber Eats. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies alongside Monte Carlo–based retirement income projections.

Jamie Tribbey is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes nine years at Wells Fargo Clearing and a year at Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and using AI-enabled research tools to support its investment process.

Andrew Pontieri is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has previously worked at Northwestern Mutual and AXA Advisors and is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage substantial assets and client accounts.

Drew Keenan is a CFP® with 35 years of experience in the financial services industry. He has been with Oppenheimer since 2013 and previously worked at Ameriprise and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Kenneth Solis is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns and oversees several local courier and delivery businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, with an emphasis on integration across its affiliated entities.

Oscar Mejia is a Series 66-licensed advisor at Independent Financial Partners with 18 years of industry experience. His prior roles include positions at Seaview Investment Managers and VectorGlobal WMG. He is based in Tampa, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Brad Randall is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked in various roles at First Command-related entities since 2018. Prior to this, he was employed at Jaguar of Tampa for two years. Randall is also president of Randall Financial Services LLC, a non-investment business used for tax purposes. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Albert Camps is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Fidelity and various SunTrust and Truist entities since 2009. Outside of his advisory work, he has experience in the hospitality industry as a restaurant server. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools in its investment process.

Jerry Halstead is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with J.W. Cole Advisors since 2017 and has also operated as a self-employed advisor since 1995. Outside of his advisory work, he is involved in acting on a part-time basis. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary management styles and utilizes a combination of fundamental and technical analysis, third-party manager platforms, and multiple custodial arrangements.

Peter Nguyen is a CFP® with 18 years of industry experience, currently practicing at T. Rowe Price Advisory Services, Inc. He has worked with T. Rowe Price Investment Services, Inc. since 2009. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining goals-based financial planning and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households, using a model allocation approach supported by an interactive online planning tool and telephone access to financial advisors.

Robert Banks is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Steven Cantillo is a CFP® with 18 years of industry experience, currently serving at Corient. His prior work includes roles at Ernst & Young LLP and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including family office and corporate trustee capabilities.

John Engel is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with JW Cole Financial, Inc. Outside of his advisory role, Engel was involved in J.W. Woodworks for seven years. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Derek Sichler is a financial advisor with J. W. Cole Advisors, Inc. in Rockledge, FL, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Axa Advisors, LLC before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he coaches boys varsity soccer at Viera High School and for the Space Coast United Soccer Club. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Richard Brown is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and six years of industry experience. He has worked at Brookstone since 2020 and is also involved in insurance sales through Amerilife and Health Services of St Petersburg, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Taylor Savka is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, Savka worked at Invest Financial Corporation from 2016 to 2018. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Melissa James is a financial advisor at Independent Financial Partners in Tampa, FL, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors. Independent Financial Partners offers 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, and is notable for its formal retirement-plan advisory and pension consulting capabilities.