Vicki Beam is a financial advisor at J.W. Cole Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.W. Cole Advisors and J.W. Cole Financial since 2011. Outside of her advisory work, she is involved in Michigan College Planning, LLC, which provides college planning assistance, and serves as president of Keep Whitewater Rural, a local group focused on township planning enforcement. 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 investment managers, and multiple managed account solutions.

Curtis Yourkievitz is a CFP® professional at J. W. Cole Advisors, Inc. in Tampa, FL, with 21 years of experience in the financial industry. He has been with J.W. Cole Advisory, Inc. and J.W. Cole Financial, Inc. since 2009. Outside of his advisory role, he serves as an Assistant Scout Master for Scouting America. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis, model and manager-based strategies, and offers both discretionary and non-discretionary account management.

Jacob Hoover is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Steward Partners, he worked in education at several institutions including Florida State University and the University of South Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and financial planning services with both discretionary and non-discretionary portfolio management.

Barrington Brower Jr. is a financial advisor with J. W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Gabor Financial Solutions and SnapRaise. Outside of his advisory work, he provides notary public services. J. W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management and access to multiple third-party managers.

John Kennedy is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2017. His prior experience includes roles at Mosaic Wealth Management and G.A. Repple & Company. Outside of advising, he is involved with estate planning services, working with attorneys to design and create estate plans. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm offers both transaction-based and wrap-managed programs, using various investment strategies and custodial platforms.

Susan Chandler is a financial advisor at Oppenheimer with 27 years of industry experience. She has held positions at Oppenheimer since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment management across equity, balanced, and fixed-income portfolios.

Jakob Muehlschlegel is a financial advisor at Independent Financial Partners with five years of industry experience. He holds a Series 66 designation and has worked at firms including IFP Securities, Synovus Bank, and Finances for the Fearless. His background also includes roles at Medinah Country Club and Bowes Creek Country Club. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform offering both individualized and centralized investment management, with a notable focus on retirement-plan advisory and pension consulting services.

Rey Descalso is a financial advisor at J.W. Cole Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2010. Outside of his advisory role, he is the founder of Privada Tax, an LLC focused on tax preparation, planning, and estate documentation. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Fenoy Butler II is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 65 license. He has eight years of industry experience and has been with J.W. Cole Advisors since 2017. Butler also operates Riverside Wealth Advisors, LLC, and works as an insurance agent offering life and fixed insurance products. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm provides fee-based portfolio management, financial planning, and access to various investment platforms, employing a range of strategies including discretionary and non-discretionary management.

Daniel Jeanneret is a financial advisor with Eagle Strategies (NY Life) based in Land O Lakes, Florida. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. He operates Jeanneret Financial Strategies, focusing on brokering insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Joseph Wheeler is a Series 66-licensed financial advisor with Independent Financial Partners, based in Tampa, FL, and has 17 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and IFP Securities. Outside of his advisory role, Wheeler serves as a board member for the Maitland Club Homeowner's Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan consulting capabilities.

Dianna Gallo is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley, E*TRADE Capital Management, Facet Wealth, and T. Rowe Price. Gallo is based in New Port Richey, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jennifer Makras is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Raymond James Financial Services, Inc. and Morgan Stanley. Outside of her advisory role, she serves as Treasurer on the board of Vicki App Inc., where she manages fundraising and administrative activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Henry Harris is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at J.W. Cole Financial, Inc., Bayonet Plumbing and AC, EBAY, and BCAL Sports. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts.

Scott Jackson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 21 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he is the founder and managing director of Kase Wealth Advisors, LLC. 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 offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Juan Manteiga is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2014. Prior to that, he was with H&R Block Financial Advisors, Inc. for 21 years and Citigroup Global Markets for 12 years. 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 investment programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Eric Klaus is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior roles include positions at IFP Securities, LPL Financial, Ameriprise, Merrill, and Banc of America Investment Services. Outside of his advisory work, Klaus is the head coach of the Alonso High School boys lacrosse team and owns a website connecting teens with odd jobs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, known for its formal retirement-plan advisory and pension consulting capabilities.

Scott Harris is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Integrity Alliance since 2012. Harris has also been associated with Money Advisors Group, Inc. and operates Scott S. Harris Financial Services, Inc. outside of his advisory role. Additionally, he is involved as an independent insurance agent and serves as vice president of Safe Money Strategies, a field marketing organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.