William Ellis is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Integrity Insurance Advisors of Newberry, LLC, Integrity Financial Services Group, and healthcare positions at The Cardiac and Vascular Institute and HCA Florida North Florida Hospital CVICU. Outside of advising, Ellis assists with administrative and research duties at Integrity Financial Services Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analyses, model or manager-based strategies, and digital advice platforms.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

Todd Wangler is a CFP® with 23 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has previously worked at Securities America Advisors, Wangler Wealth Management Inc., Prentice Wealth Management, LLC, and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as president of Strada Properties LLC, a commercial rental property business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Craig Towle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.W. Cole Advisors since 2016 and has been associated with Synergy Capital Inc. since 1999. Outside of his advisory role, he is involved in non-investment activities including serving as a board member of his homeowners association. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Randall Boston is a ChFC® with 12 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2019. Prior to that, he worked at The Prudential Insurance Company of America and Pruco Securities LLC for five years. Outside of his advisory role, he is involved in a networking organization as a Membership Committee Member and works as a business consultant. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts through a mix of discretionary and non-discretionary management strategies.

Gregory Jack is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and six years of industry experience. He has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and AXA Advisors. In addition to his advisory role, he is the owner of LWR Pillars of Wealth LLC, a firm involved in financial services and insurance sales. J.W. Cole Advisors operates through a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis along with model and manager-based strategies, offering both discretionary and non-discretionary account management.

Elisabeth Henderson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Transamerica Retirement Solutions and related entities since 2013. Outside of her advisory role, she is involved in authoring a cookbook and is the legal owner of an online apparel store managed by her son. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations supported by Morningstar Investment Management’s proprietary software and model asset allocations. The firm operates on a large scale with a focus on asset allocation, contribution guidance, and retirement planning education.

Matthew Sines is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory work, he serves as a Senior Business Development Officer for Thrivent Advisor Network, focusing on recruiting financial advisors to the platform. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside Commonwealth’s managed model portfolios and distinct program structures.

Joena Bartolini Mitchell is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Edelman Financial Engines, JBM Group, and Raymond James. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, and alternative investments.

Taylor Harroun is a CFP® professional with 17 years of industry experience. He has worked at Creative Planning since 2017 and was previously with T. Rowe Price Investment Services, Inc. from 2009 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing alongside supplemental strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Mark Dydzuhn is a financial advisor at Empower Advisory Group with 12 years of industry experience. He has worked at several firms including Raymond James Financial, Fisher Investments, and Regions Bank. Dydzuhn holds the Series 63, Series 66, and Series 65 designations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach includes integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Lucinda Alcott is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. She holds a Series 63 designation and has worked at Transamerica Financial Advisors and World Financial Group since 2018, following two years at Securities Support Unit/Signator Investors. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm combines proprietary model portfolios with third-party money managers and operates as both a registered broker-dealer and registered investment advisor.

Susan Hurschman is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience, including prior roles at OneAmerica Securities and American United Life. Outside of her advisory work, she serves as a trustee for a family member. 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 various managed account solutions, combining discretionary and non-discretionary investment approaches.

Daniel Nelson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 10 years at Franklin Templeton prior to joining T. Rowe Price in 2017. He is based in Palm Harbor, Florida. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm focuses on individual investors and households with retirement goals and employs model portfolios, tax-aware rebalancing, and Monte Carlo simulations in its planning approach.

Mathew Kaplan is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Myriad Capital and Northwestern Mutual Investment Services LLC. Outside of advising, Kaplan is involved in business coaching for architecture firm owners and is engaged in authoring and public speaking activities. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies and integrates fundamental and technical analysis in client solutions.

Terry Kors is a financial advisor with Private Advisor Group, LLC, based in Tampa, FL. He holds Series 66 and Series 65 licenses and has nine years of industry experience. In addition to his advisory work, Mr. Kors serves as a FINRA arbitrator, a bank liquidation consultant, and a public school substitute teacher. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Lawrence Schalles is a financial advisor with Principal Financial Services, holding a Series 66 designation and 28 years of industry experience. He has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2015. Outside of his advisory role, he is the owner of Schalles & Associates CPA, providing accounting and tax services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Stephen Crawford is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential with three years of industry experience. Prior to joining J.W. Cole Advisors in 2022, he worked at CROM, LLC for 18 years. Outside of his advisory role, he volunteers and coordinates for Ramsey Solutions Financial Peace University. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Shelly Wentz Fackler is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Vimvest Securities, LLC, Crux Wealth Management, and Florio Wealth Management, LLC. She is also involved in J&J Wealth Advisors, where she conducts client meetings and provides investment advice. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including digital advice and third-party managers, and provides both discretionary and non-discretionary account management.

Wesley Kulaga is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and is also the owner of Aqua Prints, a business that sells customized water bottles. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services. The firm employs a variety of investment strategies and custodial platforms, including digital advice and third-party manager platforms.