Kenneth Levin is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2010 and is also associated with Schlager, Schlager & Levin. Outside of advisory work, he serves as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Matthew Winger is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Truist Advisory Services, Truist Bank, SunTrust Bank, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Lee Lyon is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2006. Lyon is also president of Lyon Investment Services, a business involved in the marketing of financial services and insurance. J.W. Cole Advisors is an SEC-registered firm 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 various managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Elizabeth Courtney is a financial advisor with J. W. Cole Advisors, Inc. in Lorena, Texas, holding a Series 66 designation and 18 years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, following two years with Axa Advisors, LLC. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit Love, Inc. of Brevard and coaches her grandchildren in launching an online print-on-demand business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Karli Griffin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J. W. Cole Advisors in 2025, she worked at J.W. Cole Financial, Inc. and has held positions in various other industries including animal health and hospitality. 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 provides portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that utilize fundamental and technical analysis, model portfolios, and algorithmic allocations.

Joshua Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has three years of industry experience. He has previously worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Outside of finance, he has experience in the juice business and home improvement sectors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both discretionary and non-discretionary investment guidance to a large client base.

Thomas Peterson is a CFP® with 13 years of experience in financial advising, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016 and is also associated with Peterson Wealth Management. In addition to his advisory work, he serves as a professor with the Association of Financial Educators. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Jack Halvorsen is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial, he worked for Wealth Bridge Financial Group and held various roles outside of the financial industry, including positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his financial advisory role, he serves as a soccer referee for Largo United and the Pinellas Soccer Officials Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Howard Hill II is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Raymond James Financial since 2009 and also operates Hill Financial Services. Hill is the president of a personal S chapter corporation, a non-investment-related business activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Vincent Graziano is a financial advisor with Wells Fargo Clearing in New Port Richey, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research and analytics.

Tobin Hom is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1993. Outside of his advisory role, he serves as co-trustee on a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Felipe Francois is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Andrea Register is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Based in Tampa, FL, her career has been focused on providing investment advisory services within the firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Hunter Rieth is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work history includes roles at Pablo Creek Inc and Northwestern Mutual. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Vincent Picciotto is a Series 66-registered financial advisor with Merrill in Tampa, FL, and has 26 years of industry experience. He has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Andrew DiFiore is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in several positions within Fidelity, including Planning Consultant, Relationship Manager, and Central Relationship Manager between 2023 and 2025. His career in financial services began with Charles Schwab as a Financial Services Representative in 2022, following an internship at Virtus Financial Partners in 2021. Andrew and his team focus on creating an environment of trust to help clients and their families feel confident in their financial plans, enabling them to concentrate on their personal passions. He aims to be the primary resource for clients when life events impact their finances. Outside of his professional work, Andrew enjoys spending time at the beach, engaging in fitness activities, playing football and golf, traveling, and caring for pets.

Joshua Green is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2017 and previously at BB&T Investment Services from 2014 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

James Kossoff is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for 14 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.