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Corey W

CFP®, Series 63, Series 65

Tampa, FL

Voya financial Advisors, Inc.

Corey Ward is a CFP® professional with 17 years of industry experience, currently serving with Voya Financial Advisors, Inc. in Tampa, FL. His prior roles include positions at Impact Partnership Wealth, Market Guard, Campbell & Co. Wealth Adv & CPAs, Grow Financial Federal Credit Union, Cuso Financial Services, and TIAA-CREF. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on recommendation-based advice typically delivered in non-discretionary arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Harold A

Series 63, Series 65, Series 66

Tampa, FL

Voya financial Advisors, Inc.

Harold Alvarado is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63, 65, and 66 licenses with 22 years of industry experience. His prior roles include positions at Transamerica, New York Life, Prudential, and E*Trade. Voya Financial Advisors serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple program structures, primarily providing non-discretionary recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Javier O

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Javier Ortiz is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He worked at INVEST Financial Corp from 2016 to 2018 before joining Voya, where he has been since 2018. In addition to his advisory role, he works part-time as a bartender for private parties and weddings. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of advisory services through multiple program structures, emphasizing non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer roles.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Christopher H

Series 63, Series 65

Tampa, FL

Voya financial Advisors, Inc.

Christopher Holway is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Voya since 2015. Holway is also an independent insurance agent, selling fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary investment recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Joseph L

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Joseph Lauro is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Truist Advisory Services, Truist Investment Services, and Valic Financial Advisors. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based investment programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Scott B

Series 63, Series 65

Tampa, FL

Voya financial Advisors, Inc.

Scott Blincoe is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior firms include Cetera Financial Specialists LLC and Cetera Investment Advisors LLC. He is also involved in independent insurance sales through a separate agency. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting through a mix of non-discretionary and advisory programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Robert P

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Robert Poppell is a Series 66 credentialed advisor with 31 years of industry experience, currently practicing at Voya Financial Advisors, Inc. since 2014. He has also worked with the Florida Department of Insurance since 1990. Outside of his advisory role, he is involved in new home construction as president of Praesidium Homes, LLC, and serves as treasurer for the nonprofit Timberlane Church of Christ. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Richard G

CFP®, Series 63, Series 66

Tampa, FL

Voya financial Advisors, Inc.

Richard Gruber is a CFP® professional with eight years of industry experience. He is currently with Voya Financial Advisors, Inc. and previously worked at Morgan Stanley, The Vanguard Group, and Truist Investment Services. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based relationships over discretionary asset management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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David S

Series 63, Series 65

Tampa, FL

Voya financial Advisors, Inc.

David Spivey is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. His career includes previous roles at GWN Securities Inc. and extensive experience with Capital Insurance Agency. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures emphasizing primarily non-discretionary, recommendation-based advice.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Albert B

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Albert Bunner is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Since 2014, he has worked at Voya Financial Advisors and is also associated with Poppell Financial Group LLC. Outside of advising, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, institutional clients, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based, non-discretionary advice across multiple program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Stacey S

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Stacey Sherbinsky is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience and holds a Series 66 credential. She has been with Voya since 2015 and is also involved in event production through her roles as Operations Manager at Live Media Group and Owner/Operations Manager at Global Broadcasting Services. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering various financial planning and portfolio management services. The firm provides advice primarily through non-discretionary, recommendation-based programs across multiple platforms.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Allan D

Series 63, Series 66

Tampa, FL

Voya financial Advisors, Inc.

Allan Dickson is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya Financial Advisors since 2014. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Ronald W

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Ronald Wright is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc., bringing 40 years of industry experience. He has worked with Voya and its affiliated entities since 2014 and has been associated with American Family Life Assurance since 1984. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Erin M

Series 66

Tampa, FL

Voya financial Advisors, Inc.

Erin Morse is a financial advisor at Voya Financial Advisors, Inc. based in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Voya Financial in 2023, she worked for 17 years with Pinellas County Schools. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based, non-discretionary advisory relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Kenzie S

Series 65, Series 63

Tampa, FL

Voya financial Advisors, Inc.

Kenzie Serianni is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Voya in 2017, Serianni worked for Coca-Cola Beverages Florida for four years. Outside of advisory work, Serianni is involved as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, high-net-worth individuals, retirement plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and consulting through multiple program structures, primarily offering non-discretionary investment recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Reece P

CFP®, Series 66

Tampa, FL

Voya financial Advisors, Inc.

Reece Poppell is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He has prior experience with the Walt Disney Company and Universal Orlando Resort. Poppell is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm operates through multiple program structures with a focus on recommendation-based advice and maintains both SEC-registered investment adviser and broker-dealer registrations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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