Tyler Mattox is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 66 licenses, with 12 years of industry experience. He has worked at Commonwealth Financial Network and Innovative Financial Solutions since 2018, and previously at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory role, he is a musician and operates a fixed insurance agency under the name Innovative Financial Solutions. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Tina Forbes is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 2000. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, 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.

Gretchen Burkhart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has a background in education, having spent ten years in full-time education before transitioning to financial services. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary advisory options, and maintains specialized public finance and municipal capabilities.

Isabel Meek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Meek Financial Services and educational institutions such as Indiana University and Linton-Stockton School Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies supported by firm research and multiple implementation options.

Gabriele Hoops is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Hoops worked at Burkhart Insurance Agency and Edward Jones. Hoops occasionally assists with tax preparation and financial matters for a family-owned business, Hoops Land Solutions LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves municipal clients with public financing and investment banking capabilities.

Bryan Burkhart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Timothy Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Raymond James in 2021. Outside of his advisory role, he is president and owner of Meek Financial and M5 Holdings, a real estate holding company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations.