Peter Sagorski is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2011. In addition to his advisory work, he is licensed as an insurance broker and sells fixed insurance products including annuities, life policies, disability, and long-term care insurance. 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 advisers. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Kelsey Costantini is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Bank of America and Merrill. 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 broad range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a focus on strategic asset allocation, manager selection, and customized investment policy development.

Steven Reichert is a financial advisor at Independent Financial Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, Reichert owns Boardwalk Bookkeeping. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with over 260 advisors serving a broad client base, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Daniela Larrotta Bonilla is a financial advisor with Empower Advisory Group in Clearwater, FL. She holds Series 63 and Series 66 licenses and has experience working at firms including Fidelity Investments, Merrill, Bank of America, and Nordstrom. Daniela’s background also includes roles at the University of North Florida and Valdosta State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

William Boatman is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and five years of industry experience. He has been a partner at Todd Boatman CPA PA (DBA Boatman and Bryant, CPAs) since 2002. He is also a partner in Freedom 65, a financial advisory business. 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 managers, and various managed account solutions.

Barbara Martin is a financial advisor with Truist Advisory Services in Dunedin, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Truist Investment Services, Chase Investment Services Corp., and Northwestern Mutual Investment Management. She has been with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured manager selection process.

Eric Barker is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked with J.W. Cole Advisors since 2019 and is also involved with Innovative Wealth Management and Strategic Wealth Solutions, LLC, where he serves as managing member in a fixed insurance sales and service business. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Sandra Myers is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Axa Advisors, LLC and has been with J.W. Cole Financial and J.W. Cole Advisors since 2017 and 2022, respectively. Outside of her advisory role, Myers provides budget coaching services to individuals and families. 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 representatives. The firm offers portfolio management, financial planning, and access to various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Karolina Hawley is a financial advisor at J. W. Cole Advisors, Inc. with seven years of industry experience. She holds the Series 66 designation and has been with J.W. Cole Advisors, Inc. since 2025, following her tenure at JW Cole Financial beginning in 2016. J.W. Cole Advisors operates a large network of independent investment adviser representatives, providing fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm offers both transaction-based and managed program options and utilizes a variety of investment strategies and platforms.

Jonathan Gade is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of advising, he is involved in behavioral health support as a technician at White Sands Treatment Center and participates in construction project referrals for Beavers Construction. Independent Financial Partners provides 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 decentralized advisory model and a focus on retirement-plan advisory and pension consulting.

Judy Ravenna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Suntrust Advisory Services, Inc. since 2016 and with Suntrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches and integrates third-party platforms and manager arrangements to support its AMC Advantage program, emphasizing inter-affiliate collaboration within the Truist enterprise.

Larrie Hoover Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is also the owner of Hoover Private Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services.

Donald Mc Neill is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. In addition to his advisory duties, Mc Neill operates an eBay retail business outside of his financial services work. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Angelo Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Transamerica since 2012 and has held leadership roles in firms such as Blue Ocean Financial Partners and Unite Financial Group. Additionally, Gurrieri serves as a financial education instructor at the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem involving affiliated entities and proprietary investment products.

Randall Childress is a financial advisor at Transamerica Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica since 2012. His prior experience includes roles at Rsc Consulting, LLC and WFG. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Nina Law is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a variety of model portfolios and strategies overseen by an Investment Strategy Committee.

Anthony Cisek is a CFP® professional with 20 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2009. He is also the owner and artist of Cisek Art, which involves art creation and marketing. J.W. Cole Advisors is an SEC-registered investment adviser with a national network of over 400 independent representatives, providing portfolio management, financial planning, and various managed account solutions to individuals, charities, corporations, and retirement plans.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Kimberly Payne is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Preservation 1st Financial Group LLC, J.W. Cole Financial, Inc., Aflac, and Doordash. Outside of advising, she works as a life insurance agent with Preservation 1st Financial Group. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advisory platforms for individuals, high-net-worth clients, and institutional accounts.

Byron Crosby is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Calton & Associates, Inc. He is also president of West Coast Accounting & Financial Services, Inc., a tax and accounting firm. 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 adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.